Knowledge Networks
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AI Agents in Finance: Securely Integrating LLMs with Financial Systems to Drive Transformation
When and where
Date and Time
Wednesday June 18, 2025 from 8:00AM – 10:00AM
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Location
Kolmar Americas, Inc., 3 Corporate Drive, Suite 500, Shelton CT
Discussion Leaders
Jeff Rossi, Managing Director, New England Consumer & Industrial Practice and Transaction Advisory Services Leader, CBIZ
Ari Santiago, CEO, CompassMSP
Ted Dinsmore, President, SphereGen
Summary
Following our April session that explored the potential of generative AI for financial executives, we’re taking the next step. This session will focus on AI agents – smart, task-driven tools that combine the power of large language models (LLMs) with your company’s financial systems to automate complex workflows with minimal human intervention.
You’ll hear from experts and pioneers who are deploying these tools in real-world finance environments to streamline functions like reporting, compliance, reconciliation and forecasting. We’ll also dive into the critical issue of AI security. We’ll examine how to connect agents to financial systems safely, what controls are essential to mitigate operational & data risks and how to navigate the privacy, ethical & cybersecurity implications of AI.
Financial executives in attendance will come away with a clear understanding of how AI agents extend beyond simple prompting to execute full-scale financial tasks. Through compelling use cases and intelligent workflow demonstrations, participants will gain practical strategies for secure implementation and walk away with actionable frameworks they can apply immediately to drive efficiency.
This session is eligible for 1.5 CPE credits for CPAs. Seating will be limited, so financial executives interested in attending should RSVP to Bill Bardani: bill.bardani@visionsearchpartners.com.
