Sep 19, 2025 | Insights
Event Insights – CFO Knowledge Network: Using AI Agents to Drive Financial Transformation and the Corresponding Security Implications
Yesterday we hosted our first CFO Knowledge Network session in Long Island, and it was a great success!
The discussion centered on the rise of AI agents in finance: how they’re streamlining reporting, compliance, reconciliation and forecasting, and the security and legal implications that come with them.
🔑 Key Takeaways:
- AI agents are rapidly moving from simple prompting to full-scale financial task execution, opening up significant efficiency gains.
- Cybersecurity must be front and center. CFOs should be proactive in addressing data privacy and security risks with providers implementing these tools.
- There are numerous “low-hanging fruit” opportunities in accounting processes where CFOs can leverage AI agents immediately to drive automation.
A special thank you to our discussion leaders, Jill Scher & Rob Drover from CBIZ and Nicole Osborne from Ruskin Moscou Faltischek, P.C., for sharing their insights and sparking an engaging, peer-driven dialogue.
