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Webinar

From Planning Cycles to Continuous Planning: Delivering Finance Transformation with Board Agents

25 Feb
2026
 
9:00 am
 
EST

Enterprise planning is being reimagined—not by hype, but by focused innovation. Join us for a firsthand look at how Board Agents, our new suite of intelligent, domain-specific AI agents, are transforming finance, accounting, merchandising, and supply chain planning.

In this 60-minute webinar, you’ll see how Board Agents are enabling the Office of Finance to shift from static planning cycles to live, self-adjusting systems—powered by trusted data, intelligent agents, and human oversight.

During this session we’ll demonstrate how:

  • The FP&A Agent transforms finance into a strategic powerhouse by automating planning, modeling, and financial statement analysis so your teams spend less time verifying numbers and more time shaping decisions that drive growth.
  • The Controller Agent elevates your financial close by bringing intelligence to every step of FCCR. It reviews data with accounting-aware precision, streamlines reconciliations by surfacing only true exceptions, and learns from historical activity to recommend optimal mappings. Teams move faster, resolve issues earlier, and focus their expertise where it drives real impact.

You’ll also hear directly from Board customers who are already using agents in production. Regardless of your industry, this session will help you rethink how finance planning gets done—continuously, collaboratively, and confidently.

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Our speakers

David Marmer

David Marmer

Chief Product Officer

Daniel Rebella

Daniel Rebella

Global General Manager, Finance & Analytics Solutions

Gordon Pothier

Gordon Pothier

CFO

Fabrizio Straccia

Fabrizio Straccia

Senior Product Manager, Platform