LIVE WEBINAR | WEDNESDAY, OCTOBER 21, 2026 | 1:00 PM ET / 10:00 AM PT | 45 MINUTES

Applied AI Agents for Finance: From Signal to Governed Action

Most finance teams already have AI. Few have it in production. Join two former CFOs and two operational leaders for a straight conversation on what applied AI means for finance, how to scale AI agents with people in control of every approval, and where to start.

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Can't make it live? Register anyway. Every registrant gets the recording and the written briefing.

Rahul Shah, Puneet Gaur, Ben Aspero, and Mike McCarty

Fin Q, Fin Agent Studio view: an illustrative 13-week cash forecast showing overdraft interest cut from a $16M to $9M peak and from 77 to 38 days overdrawn, saving $145K this quarter, with each agent action queued for Treasury approval.

Why this session

Finance has AI. It needs outcomes.

Almost every finance team is using or testing AI, yet many are stuck in pilot mode. The gap is not the model. It is starting with the right problem, connecting it to trusted data, and keeping people in control as agents take on more work.

97%

of CFOs are using or testing AI

Consero Global, 2026 CFO Survey

45%

of finance leaders say they are stuck in pilot mode

Deloitte, via Forbes, 2026

68%

of CFOs are unsure which processes to target first

CFO Connect, State of AI in Finance 2026

The agenda

What you will learn

What applied AI means for finance

Why applied AI starts with a problem measured in dollars rather than a tool, and the control pattern that keeps finance in charge: read the source, reason with finance policy, recommend a dollarized action, and route approval to the accountable owner.

Read

The source

Reason

With finance policy

Recommend

A dollarized action

Route

Approval to the owner

How to scale AI agents

The 30 to 45 day path from one problem to production: discover, build and test against historical results, run in shadow mode with every action reviewed, then measure. What stays human and who approves.

Step 1

Discover

Step 2

Build and test

Step 3

Shadow mode

Step 4

Measure

A short overview of Fin Q

How Fin Q helps the Office of the CFO turn questions into governed insight and coordinate action with human control.

Model it

FinClarity

Ask it

Fin Assist AI

Automate it

AI Agent Studio

Extend it

Applied AI

Guest

The view from the CFO seat

Mike McCarty, former CFO of Bloomberg Industry Group, on what a CFO needs to see before trusting AI with forecasting, close, and controls work, and how to bring the finance team along.

Live Q&A

Ten minutes of open questions with all four speakers.

Audience

Who should attend

CFOs and VPs of Finance deciding where AI belongs in the finance function and how to scale it without adding risk.
Finance Controllers and Chief Accounting Officers who own the close, reconciliations, and the audit trail, and need to know what an agent can touch and who signs off.
FP&A Leaders responsible for forecast accuracy, scenario planning, and board reporting who want less time consolidating and more time advising the business.

Reserve your seat

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Speakers

Your speakers

Rahul Shah

Chief Executive Officer, Next Quarter

Rahul spent twenty years as a CFO and COO before founding Next Quarter. He opens on what applied AI means for finance and leads the Fin Q overview.

Puneet Gaur

Chief Operating Officer, Next Quarter

Puneet has spent twenty years running operations, previously at DXC and Digital Management Inc. He covers how to scale AI agents, from the first problem to production.

Ben Aspero

Operating Advisor, GovCon GTM & Commercial Partnerships, Next Quarter

Ben has run procurement, finance, and operations functions at operating companies. He brings the operator's view and tests every claim against what it takes on a real finance team.

Guest speaker Portrait of Mike McCarty

Mike McCarty

Former Chief Financial Officer, Bloomberg Industry Group

Mike led finance at Bloomberg Industry Group from 2016 to 2026, overseeing FP&A, accounting, payroll, pricing, customer operations, and controls. Before that, he held divisional CFO roles at CSC, Nokia, and IBM. He shares what it takes, from the CFO seat, to put AI to work in a real finance organization.

A Defense company connected actuals, contract forecasts, CLIN funding, and pipeline in FinClarity, with Fin Assist AI speeding up recurring analysis and executive reporting.

95%+: forecast accuracy across the contract portfolio
42%: less time reconciling workbooks
3 day: close, down from roughly two weeks

Event details

Date: Wednesday, October 21, 2026
Time: 1:00 PM ET / 10:00 AM PT
Length: 45 minutes, including 10 minutes of live Q&A
Where: Online. The join link arrives in your confirmation email
Registration bonus: The written Applied AI Agents for Finance briefing, sent when you sign up

Frequently asked questions

Is this a product demo?

No. It is a conversation about applied AI in finance, followed by a short overview of Fin Q. No one will ask to see your data.

What is Fin Q?

Next Quarter's agentic AI platform for finance. FinClarity is a connected financial model. Fin Assist AI answers finance questions in plain English, grounded in source data. AI Agent Studio deploys governed finance agents, including ten prebuilt Finance Studio agents. Applied AI extends the platform to company specific finance problems.

I can't attend live. Should I still register?

Yes. Every registrant receives the written briefing at sign up and the recording within 24 hours of the session.

Is there a cost?

No. The webinar and the briefing are free.

Wednesday, October 21, 2026 | 1:00 PM ET / 10:00 AM PT

Move AI in finance from pilot to production.