Building Agentic AI Skills for Finance
Move from AI concept to controlled execution in this three-part series. You’ll design a finance agent, connect multiple agents into a coordinated workflow, and build the governance and human oversight needed to use AI responsibly at scale. Then take your learning further at the Finance Agent Hackathon during the 2027 AFP FP&A Forum in New Orleans.
BUILD
NOVEMBER 19
Building a Finance Agent
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.
CONNECT
DECEMBER 10
Orchestrating Agentic Workflows
Building on the skills introduced in Building a Finance Agent, you’ll explore how agents share information, maintain context and manage dependencies across a process. Using month-end close as a case study, you’ll connect data validation, variance commentary and exception flagging agents into one coordinated workflow.
GOVERN
JANUARY 13
Agent Governance and the Human Role
Create the controls and human oversight needed to use AI responsibly and reliably at scale. Building on the orchestrated workflow developed in Orchestrating Agentic Workflows, you’ll explore how changes in AI models, source data and business context can affect results and what finance teams can do to manage those changes.
Sign-up using the form below and attend all three meet-ups.
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INSTRUCTOR
Michael Dion, Founder, Mike's F9 Finance
More than a decade in corporate finance and FP&A, financial planning and analysis, taught me how much of the job can run itself. Reporting that used to take days now takes hours. Commentary that ate whole evenings gets drafted in minutes. Now I teach that, step by step: real AI skills applied to real finance work, in the margins of a day you are already busy living. No theory. Just the moves that make you the person your team can’t replace.
Build your skills online, then bring them to New Orleans for the Finance Agent Hackathon at the 2027 AFP FP&A Forum.
Finance Agent Hackathon: Put It All Together
Put your AI skills to work in a fast-paced, hands-on challenge. Working alongside Finance and FP&A peers, you’ll use AI-assisted tools to build agents, connect them into a workflow and establish the governance needed to keep them effective.
Apply your skills to account reconciliation, activity analysis or board reporting using a live case study based on a New Orleans nonprofit.