Jun 25, 2025 | Insights
Key Takeaways From Our CFO Knowledge Network Session: AI Agents in Finance
A huge thank you to everyone who joined us yesterday for the second session in our CFO Knowledge Network AI series! We had an outstanding turnout of forward-thinking financial executives, and it was energizing to see so much enthusiasm around the transformative potential of AI in our field.
This time, we took a deeper dive beyond LLMs and into the development of AI agents. Whether automating purchase-to-pay or order-to-cash processes, the takeaway was clear: AI agents enable rapid process automation and deliver a swift ROI.💡
Key Takeaways:
-Start small. Even modest automation projects can yield meaningful gains.
-This journey belongs to the CFO, not IT. Financial leaders must own the AI roadmap.
-Stay vigilant. Security risks like data leakage and AI poisoning are real and demand proactive governance.
Special thanks to our discussion leaders, Ted Dinsmore (SphereGen), Ari Santiago (CompassMSP) and Jeff Rossi (CBIZ) for sharing incredible insights and real-world applications.
🙏 And a big thank you to our friends at KOLMAR AMERICAS, INC. for generously hosting the session.
Looking forward to continuing the conversation.
