Hacking Finance: So You Want to Build an Agent?
So You Want to Build an Agent?
AI agents are moving from buzzword to real tools on finance and accounting teams, but most of us are still working out what they actually are and where they belong. This session is a beginner-friendly, no-jargon walkthrough of how agents work, when they're worth building, and what it takes to trust one with real financial data.
No prior experience required. If you've never built an agent, or never want to, you're exactly who this is for.
Truewind, JPMorgan Chase, and ATTIVO Partners come together to break it down from three angles: the builder, the bank, and the CFO's seat.
What we'll cover:
What an AI agent actually is, and how it differs from a simple automation
When it makes sense to build your own vs. buy an existing tool
What finance leaders need to see before they'll trust an agent with real work
The security, data, and governance questions to ask before you connect anything
Two live demos: a general-purpose agent and one built for a finance workflow
Plus live polls throughout and an open Q&A with all four speakers.
Who should attend: Accountants, controllers, bookkeepers, CPAs, and finance leaders who want a clear, practical starting point on AI agents. No engineering background needed.
🎙️ Speakers & Hosts
Clifford Son - JPMorgan Chase, Executive Director
Scot Mollot - Attivo Partners, FP&A Practice Lead & Consulting CFO
Alex Lee - Truewind, Co-founder & CEO
Matthew Paul - JPMorgan Chase, Business Development Executive
📅 July 23, 2026 · 10:00 AM PT · Zoom This session will be recorded. Clips may be used for future content and marketing.
Hope to see you there!