Webinar Details
Course Description
Does anyone pursue a career in finance with the goal of dedicating time to chasing down receipts, gathering forms, or reconciling transactions?
If your finance team has become bogged down with administrative chores, AI agents can help you automate them. But how do you decide which processes to automate? And how do you redefine your finance team's value as a strategic partner within your company?
During this webinar, we'll provide expert advice about how to:
- Identify the routine tasks your finance team should automate
- Determine which core processes your finance team should focus on now
- Select and use AI agents to streamline financial operations while reinforcing your finance team's value to your company
Learning Objectives
- Please refer to the course description for the learning objectives.
Prerequisites
- None
Who Should Attend
CPAs, finance leaders, finance professionals
Advanced Preparation
None
Presenter Details
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Philip Peck
- Vice President, Advisory Services and Finance Transformation Practice, Peloton Consulting Group
Philip has more than 30 years of consulting and industry experience with a specific focus on planning, forecasting, reporting, and analytics assessment as well as digitally-enabled business process transformation and optimizing technology investments to support superior performance.
Prior to joining Peloton Consulting Group, Philip led the Performance Management Practice for the Palladium Group. He was also a key leader with the Planning and Performance Management Group for Answerthink Consulting. Before consulting, Philip worked in various business planning, finance, strategy, and sales operations roles for Chicago-area companies.
NASBA Sponsor
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Encoursa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBAregistry.org.
Date & Time
CPE
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Webinars: CPE certificates will be accessible through your dashboard 1 hour after a webinar concludes.
Self-Study: CPE certificates will be accessible through your dashboard immediately after passing the qualified assessment.
For specific instructions on accessing your CPE, please see our FAQ section on our support page.
- Multiple Attendees on Webinars: Each attendee should register separately for the webinar. If more than 1 attendee participated from the same device, please contact us after the event to let us know. For group signups for paid events, please contact us.
Purchase options
Live Webinar
From Transactions to Strategy: How AI Agents Help Reshape Finance
Sponsored by BILL
- Apr 21, 2026
- 4:00 PM EDT
- Credits: 1.00
FREE
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