See how some of today’s most forward-thinking accounting leaders are using AI to move from preparing the work to reviewing it, advising the business, and becoming stronger partners to FP&A.

Join Alyssa Cao, Accounting Manager at Scale, who is already putting AI to work on her team, along with Paul Barnhurst (The FP&A Guy) and Yogi Goel, CEO and Co-founder of Maxima, for a practical conversation about what the AI-native finance professional looks like and how to position yourself for what comes next.

AI is changing what makes a great finance professional

For years, accounting and FP&A have operated on two different clocks. Accounting closes the books. FP&A takes those numbers, interprets what happened, and helps the business decide what to do next.

Agents are beginning to change that operating model.

As more of the recurring preparation across journal entries, reconciliations, matching, analysis, and reporting gets automated, accountants have more capacity for review, judgment, investigation, and decision support. Information can reach FP&A sooner, and accounting can participate more deeply in the conversations that follow.

Some accounting teams are already working this way. They are deciding which work to delegate to agents, where humans should remain in the loop, and how to use the capacity they gain to become better partners to FP&A and the rest of the business.

This webinar brings together the people building that future, the accountants already living it, and one of FP&A’s leading voices to unpack what they’re learning.

What you’ll learn

How future-forward accountants are actually using AI

Hear directly from accounting leaders about the work they’re delegating to agents, where they remain involved, and how their day-to-day responsibilities are changing.

How to design the human-in-the-loop

Learn how leading teams decide where agents can prepare work, where accountants should review, and where human judgment and approval remain essential.

How to turn new capacity into strategic value

As preparation gets automated, accountants have more time for analysis, judgment, and business partnership. We’ll explore how the best teams are putting that capacity to work.

How to become the accounting partner FP&A wants

Paul will share what great FP&A teams need from accounting beyond accurate numbers and how better context, visibility, and collaboration lead to better decisions.

How to position your career for an AI-native finance organization

Explore the skills that become more valuable as AI takes on more recurring work and what the shift means for accountants and FP&A professionals thinking about the next stage of their careers.

Hear from finance professionals already working this way

The shift toward AI-native finance is already underway inside accounting teams.

During the webinar, panelists will share how they are introducing agents into real accounting workflows, how they determine the right level of human oversight, and how their roles have evolved as recurring preparation moves away from accountants.

We’ll get into the practical questions:

What do you delegate? Where do you stay involved? What do you do with the time you get back? And how does that change the value you bring to FP&A and the wider business?

Meet the speakers

Paul Barnhurst

The FP&A Guy
Paul spent more than 12 years in FP&A roles at companies including American Express, Solera, and DigiCert. He is a Microsoft MVP and now trains finance teams around the world on FP&A, AI adoption, and business partnering.

Paul will bring the FP&A perspective: what the best accounting partners do differently, how AI changes the relationship, and which skills will matter most as finance evolves.

Yogi Goel

CEO & Co-founder, Maxima
Before founding Maxima, Yogi ran the close as a controller at Rubrik. He now leads Maxima, building agentic AI for enterprise accounting from the perspective of someone who has lived the work firsthand.

Yogi will unpack how agents are changing accounting work, how to design human oversight, and what the emerging AI-native accounting organization looks like in practice.

Alyssa Cao

Accounting Manager, Scale AI
Hear directly from Alyssa who’s introducing agents into Scale, and creating more capacity for judgment, analysis, and strategic work.

Who should attend

This conversation is for finance professionals thinking seriously about how AI will change their work and careers:

• Controllers and accounting leaders looking to create more capacity and make their teams more strategic

• Accountants thinking about the skills and responsibilities that will matter as preparation becomes increasingly automated

• FP&A professionals who want faster visibility and a stronger partnership with accounting

• Finance leaders redesigning roles, processes, and team structures around AI

What will you do with the capacity AI creates?

As agents take on more preparation work, finance professionals gain more room for judgment, analysis, business partnership, and decision-making.

Some of the most forward-thinking accounting teams are already showing what that transition looks like.

Speakers

The FP&A Guy

Paul Barnhurst

Accounting Manager, Scale AI

Alyssa Cao

CEO & Co-founder, Maxima

Yogi Goel