AFP Networking

MEETUP 1 | 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. Full description.

MEETUP 2 | 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. Full Description.

MEETUP 3 | 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. Full description.

AFP Collaborate: Solve Your Challenges with Peers Who Just Get It. 

With the AFP Collaborate Community from the Association for Financial Professionals, thousands of treasury and finance peers can offer advice, share their experience and support you through any challenge.

Ask Questions. Get Answers. (It’s really that simple.)

From process improvements to strategic insights, no one understands your challenges like your treasury and finance peers. Ask a question in Collaborate and tap into practical advice, fresh perspectives and real-world experience from your professional community. Learn more about collaborate.