Practical Agentic AI for Financial Managers

Hands-on session teaching finance managers to use agentic AI for reconciliations and reports, covering data policy and verification. This session moves beyond "what is AI" and puts working tools in attendees' hands. Government financial managers will learn what makes agentic AI different from a chatbot — AI that can plan, use tools, and complete multi-step work — and then use it live on the kind of tasks that fill their week: reconciliations, compliance narratives, and reporting. We'll address the realities of working in government environments (data sensitivity, approved-tool policies, and verification responsibilities) so attendees leave knowing not just how to use these tools, but when and where it's appropriate to do so.