MEETUP 1 in the Building Agentic AI Skills for Finance Series
November 19 | 12 PM - 1 PM ET
Credits: 1.2 CTP/CCM and FPAC Credits
Key Takeaways
- Design an AI agent for a specific finance task by identifying which workflow steps should be rule-based and which should rely on AI judgment.
- Develop reusable AI skill files that produce the same work the same way, every time.
Meet-Up Description
AI agents are opening new possibilities for how finance teams work, but building an effective agent requires more than a good prompt.
In this hands-on course, you'll learn how to design and build AI agents around real finance workflows. You'll explore how to break a process into inputs, decisions and actions, determine where AI judgment adds value, and identify where traditional formulas, rules and controls are still the better choice.
You'll put these concepts into practice by building your own finance agents from start to finish and learn how to recognize when a workflow has become complex enough to require multiple coordinated agents.
Whether you're beginning to experiment with AI agents or ready to move from prompting to building, this course gives you a practical foundation for creating solutions that are useful, reliable and designed for finance.
This is the first course in a three-part Finance Agent series.
Moderators
Michael Dion, Founder, Mike's F9 Finance
Bryan Lapidus, FPAC, Director of the FP&A Practice, AFP