Leadership and the Rise of AI Agents: From Process Engineering to Transformation

(1 CPE) AI is quickly enabling professionals and teams to move beyond individual productivity tools and into the workflows, systems, and processes that shape how work gets done. For finance teams, this shift creates a new leadership opportunity: to help engineer how AI can reimagine and radically transform workflows to improve efficiency and insight while preserving accuracy, accountability, governance, and human judgment. But this opportunity will only happen once in a generation and is primarily a function of leadership, not technical expertise.

This session will explore how finance professionals can play a more active role as organizations adopt AI agents and process-level automation. Panelists will discuss what it means for finance professionals to act as process architects, governance partners, business translators, and change leaders in an AI-enabled environment.

Attendees will hear perspectives from finance and technology leaders on the emerging “finance engineer” mindset, the skills professionals need to build now, and how they can help shape AI-enabled workflows that are practical, controlled, and scalable.