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San Diego: Agentic Finance: What Happens When AI Doesn’t Just Analyze, But Acts

March 25, 2027 @ 1:00 am - 3:00 am PDT

PROGRAM DESCRIPTION

Copilot vs. agent: The real difference — and why it matters for your risk exposure
Where it’s live today: AP triage, close-cycle sequencing, procurement exceptions
The new control problem: Segregation of duties when one actor is an algorithm
A staged autonomy framework: Advisory → approval-required → fully autonomous
Vendor due diligence checklist: What to demand before you deploy
Failure scenarios to pressure-test: Bad data, hallucinated context, broken integrations
Org impact: Where headcount shifts as agents absorb transactional work
A maturity self-assessment: Where your team stands, and next 12-month moves


KEY TAKEAWAYS

  • Understand the Risks and Opportunities of AI Agents
  • Build the Right Controls for Autonomous AI
  • Prepare Your Finance Organization for the Future

SPEAKERS

Speakers coming soon!


EVENT POLICIES AND RESOURCES

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SPONSOR PARTNERS

Thank you to our valued Sponsor Partners.  This event is open to members, sponsors, and special guests.

 

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San Diego March 2027 Program Non-Member Ticket
$ 65.00
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Venue

KPMG, San Diego (SAN)

4655 Executive Drive 1st Floor Conference Room
San Diego, CA United States

CPE

Networking Time
5:00pm - 5:30pm
Program Time
5:30 - 7:00pm
Instructional Method
Group-Live
CPE Eligible
Yes