Agentic AI represents the next big shift in FP&A. While tools like OpenAI’s ChatGPT and Anthropic’s Claude respond to prompts and assist with analysis, Agentic AI goes a step further — it can plan, decide, and execute multi-step FP&A workflows with minimal supervision. In this session, you’ll understand how AI is moving from being a smart assistant to becoming an autonomous execution partner for finance teams.
Agenda
1. What Agentic AI actually means for FP&A — and how it differs from ChatGPT and Claude
2. How Agentic AI moves from answering finance questions to executing multi-step planning, forecasting, and reporting tasks
3. What this shift means for finance teams — evolving skills, new roles, and career positioning
4. Live demo: Multi-step FP&A workflows executed by AI with minimal human intervention
