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FEI October CPE Session: “The CFO’s Guide to the Agentic Enterprise: Why an Enterprise Strategy Is Your Biggest Financial Lever”

October 6, 2026
8:15 am – 9:30 am CDT
Registration is Closed

Findorff: Zoller Training Center

300 S Bedford Street
Madison, WI 53703

Presenters:

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Mitch Suter

Chief Innovation Officer, Naviant

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Jason Bruner

Chief Financial Officer, Naviant

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Chris Krause

SVP, Commercial Innovation, Naviant

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Brett Hughes

Growth Executive, Commercial, Naviant

The CFO’s Guide to the Agentic Enterprise: Why an Enterprise Strategy Is Your Biggest Financial Lever

Here Is the Reality

Chances are your company is already spending money on AI. McKinsey’s latest research found that 88 percent of organizations use it somewhere in the business, but only 37 percent can tie it to a measurable improvement in EBIT. If you’re in the other 63 percent, you’re in good company.

It doesn’t help that every software vendor is now selling its own AI add-on, which tends to raise IT costs without making your team any more productive.

Here Is the Opportunity

When AI doesn’t pay off, the technology is rarely the problem. The problem is usually how it’s set up: which systems it can see, who controls it, and whether anyone tied it to a financial outcome from the start. In this session, the Naviant team will walk finance leaders through a practical way to get that right, including how to keep your General Ledger firmly in human hands.

What You’ll Learn

  • Why your best people spend up to 80 percent of their day hunting for information across systems, and what to do about it
  • How to avoid paying for AI separately in every application you own
  • What good governance looks like when AI touches financial data, including who approves what and how every action gets logged
  • Nine ways AI strategy shows up in your margins
  • Why one well-chosen workflow beats a company-wide rollout

Who Should Attend

CFOs, controllers, and other finance leaders who’ve been asked to show a return on AI. You don’t need a technical background.

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