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AI AGENTS IN FINANCE What Companies are Building and Lessons Learned AI AGENTS IN FINANCE What Companies are Building and Lessons Learned AI AGENTS IN FINANCE What Companies are Building and Lessons Learned

  

Baker Tilly | 50 Fremont Street, 40th Floor | San Francisco
Thursday, October 29, 2026 5:30 PM - 8:00 PM Pacific Standard Time

 

AI Agents in Finance: What Companies Are Building and Lessons Learned

Part of FEI SFBA’s “Inside the Build” series

 

Finance teams are already building with agents, often faster than governance can keep up. This panel brings together finance and technology leaders from companies at different sizes and stages to discuss what they've actually built, the problems they were solving, and lessons learned along the way.

 

Special thanks to BDO, our venue and outreach partner for this event!

 

REGISTRATION

 

FEI SFBA Members & Strategic Partners – Register on this page.

 

IMPORTANT – There are several screens in the registration process.  Be sure to complete registration by clicking “Express Checkout.”  If registration is successful, you’ll receive an email confirmation immediately following registration.

 

Non-Members/Guests 

 

Guests who qualify for FEI membership may attend: (i) one chapter event with a speaker/panel and (ii) one Local Pod social event on a complimentary basis to evaluate the benefits of FEI membership. Please confirm that you qualify for FEI membership and obtain guest approval before registering for the event.

 

To request guest approval, email chapter.admin@fei-sfba.org with the following information:

  • Full name, company name, job title
  • Address, city, state, zip
  • Phone number & mobile number
  • Email address
  • LinkedIn address

 

Please email chapter.admin@fei-sfba.org with any registration questions.