The Future of Finance: AI & People

Overview

Finance & Accounting teams are stretched thin. You’re expected to close faster, risk less and extract predictive insight from tangled data - all while headcount and budgets stagnate. AI holds promise, but in practice most pilots stall. 

This 60-minute virtual panel discussion brings together experts from Eight Sleep, Proservartner and magentIQ to discuss practical, proven ways to drive operational impact across Finance & Accounting through AI. 

This session aims to help business leaders, not technology experts, identify high-impact use cases, build hybrid workflows that pair AI agents with finance professionals and avoid the common traps that derail automation efforts. 

Register now to secure your virtual seat. After 20 November, the recording will be available on demand to all registrants.

Speaker/Panelist Bios 
Ian Barkin, Co-founder / Co-CEO 
magentIQ 

With 25+ years of experience in digital operations, robotic process automation (RPA), intelligent automation, business process outsourcing (BPO) and the future of work, Ian Barkin is a seasoned leader and innovator in his field. He is the co-author of two books and the author of eight LinkedIn Learning courses on RPA, AI and Agentics, reaching millions of learners and professionals around the world. He is an advisor to leading process intelligence and low-code/no-code platform companies, Skan.ai, Ema.co, and PROCESIO. 
 
Ian is the founding partner at 2B Ventures. He is a co-founder and former chief strategy and marketing officer of Symphony Ventures, a global leader in RPA and intelligent automation services that was acquired by SYKES in 2018. He is a passionate advocate of the 'worker of the future', and believes that RPA, AI, Agentics, and innovation can enable SMBs to unleash their best people and transform with a process-first approach.

Nick Chammas, Chief Financial Officer – Eight Sleep

Rakesh Sangani, CEO & Founder – Proservartner 

David Brain, Co-Founder - magentIQ

Highlights

Prerequisites

None

Designed For

Heads of finance, FP&A leader, CFO, or transformation leaders who are ready to move beyond proofs of concept and into deployment. Ideal for those who want to embed AI agents in real workflows and drive measurable impact.

Objectives

• Spot the high-value spots: How to pick the F&A friction points where AI actually moves the needle.
• Define “Agentic AI” for F&A: What it means, how it differs from automation, and where it fits in your architecture 
• Wire it into your KPIs: Link AI outcomes to closing speed, error rate reduction, cost per transaction or liquidity. 
• Mitigate the traps: Readiness gaps, change resistance, model drift, compliance oversight. 
• Design human + agent workflows: How to pair domain experts with AI agents for trusted, auditable execution.

Preparation

None

Notice

FICPA Webinars are presented virtually. 
 
Our Webinars include a live presentation with speaker audio, video and PowerPoint presentation.  Attendees can ask questions. The presenter(s) will repeat questions to share with all attendees and answer questions as time allows. Individuals can also reach out to the presenter directly via email after the event.

For more information feel free to call the FICPA Member Service Center at 800-342-3197.