Surgent's Agentic AI Foundations for Finance and Accounting (AGF2)
2026-04-03 17:00 - 19:00 UTC | Webinar
Surgent's Agentic AI Foundations for Finance and Accounting (AGF2)

04/03/26 12:00 PM CST
- 04/03/26 02:00 PM CSTDescription:
This course introduces accounting, auditing, and finance professionals to the emerging field of agentic AI: autonomous, goal-driven systems capable of planning, acting, and learning with minimal human intervention. Participants will explore how agentic AI differs from traditional automation (RPA) and generative AI, and how these agents are being deployed in finance and accounting. The course emphasizes foundational concepts such as the Perceiveâ€“Reasonâ€“Actâ€“Learn (PRAL) loop and ethical decision-making frameworks.To ground abstract ideas in practice, participants will experience a brief agent simulation using basic ChatGPT, showcasing how natural language prompts can emulate agentic behavior, such as goal setting, clarification loops, and structured task execution.The course also highlights real-world agent platforms (e.g., Microsoft Copilot, IBM watsonx, and UiPath) to provide context on enterprise adoption trends and discusses emerging global regulations such as the EU AI Act and the U.S. Executive Order on Safe AI.Objectives:Define agentic AI and differentiate it from generative AI and RPAIdentify core use cases of agentic AI in finance and accounting, including scenario modeling and financial close automationRecognize the potential benefits and risks of deploying autonomous agents in financial workflowsUnderstand global regulatory frameworks that govern agentic AIAssess the role of the accounting professional in ensuring responsible AI adoptionPresenters:Cory NgField of Study:Information Technology (2)Major Topics:Evolution from RPA to agentic AI (PRAL cycle: perceive, reason, act, and learn)Use cases in financial reporting and decision supportPlatform overview: simulating agents with ChatGPT; enterprise examples from IBM watsonx, Microsoft Copilot, and UiPathGlobal regulation: EU AI Act, U.S. Executive Order, AICPA Code of ConductEthical considerations and professional skepticism in autonomous systemsLocation:
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