Most AI tools in finance can make recommendations. Far fewer can complete the work.

The difference matters. A copilot might flag an invoice discrepancy and wait for someone to act. An AI agent can read the invoice, check it against the purchase order and contract, apply company policy, post to the ERP and escalate only when human judgment is needed.

So where should finance teams draw the line between what AI can handle and what still needs a person?

Join AppZen and Huron to explore what the hybrid finance team looks like in practice. Discover which finance processes agents can complete independently, where human oversight remains essential, and how organisations build the confidence to give AI greater responsibility.

You'll also learn how finance roles are evolving as repetitive work moves to agents, which functions are likely to change first, and what the next 18 months could look like for finance teams.

What you can expect to learn

  • Why measuring AI-assisted work can be misleading, and how tracking AI-completed work reveals the capacity you're actually getting back
  • The verifiability spectrum: how to identify which finance processes agents can handle independently, which need a human checkpoint, and which should remain with people
  • How to build organisational trust through proof of concepts, giving controllers and auditors the confidence to expand agent responsibilities
  • What people on a hybrid finance team will spend their time doing as repetitive work moves to AI, and why their roles become more valuable
  • Which finance functions are likely to be rebuilt first, and what the next 18 months could mean for your team

The challenges we'll address

  • Why isn't AI giving our team more capacity? Many AI tools assist with tasks without actually completing them. Discover why AI-completed work is a more meaningful measure of the capacity you're gaining.
  • What should we actually let AI handle? Explore the verifiability spectrum to understand which processes can run autonomously, where human approval is needed, and where people should remain in control.
  • How do we get stakeholders to trust AI decisions? Learn how a focused proof of concept can demonstrate reliability and build the confidence controllers and auditors need before expanding agent responsibilities.
  • What happens to our finance team as AI takes over repetitive work? Understand how responsibilities shift, where human judgment becomes more important, and what the hybrid finance team looks like in practice.
  • Where should we start? Find out which finance functions are likely to change first and how to approach the transition over the next 18 months.

Who should attend

CFOs, finance directors, controllers, VPs of Finance, finance transformation leaders, and senior finance professionals at organisations with $100 million or more in annual revenue.

Meet the speakers

Luis Solano, Sr. Director, AI Growth Lead, Huron

Luis helps organisations turn AI into measurable business results. Working with senior leaders across Industrials and Manufacturing, he brings an advisory perspective on translating complex operational challenges into practical AI solutions.

Imran Gohar, Director of Product Marketing, AppZen

Imran leads go-to-market strategy for agentic AI in accounts payable and expense audit. Drawing on more than a decade of advisory and pre-sales experience, he helps finance leaders understand how to turn AI capabilities into measurable business results.