How can finance teams put agentic AI to work in planning without losing control of their data, processes, or decisions?
In BARC’s research, 83% of respondents cite increased efficiency and productivity as a main reason their company is investing or plans to invest in AI and agentic AI for corporate planning. Connecting AI to the business is also a priority: 66% want standardized access to EPM and enterprise data through a common AI interface. The opportunity is practical, but so are the requirements for putting it to work.
Join Kelley Lynn Kassa, Senior Analyst at BARC and co-author of Agentic AI in Corporate Planning: From Promise to Practice, for a webinar exploring a practical path from AI experimentation to everyday planning.
Kelley will share findings from BARC’s research and explain how established analytical AI applications differ from emerging generative and agentic capabilities. She will show finance teams where to start, how to connect AI with planning data and model context, and how to build trust before giving AI greater autonomy.
Finance and FP&A leaders will learn how to evaluate practical use cases, assign clear responsibilities, and measure results. They will also learn how to keep people accountable for decisions as AI takes on more planning tasks.
Attendees will learn how to:
Speakers
Kelley Kassa
BARC
Eren Koont
Jedox
Kelley Lynn Kassa is a seasoned marketing executive specializing in Corporate Performance Management, with more than 20 years of experience in marketing and communications in software and advisory services. She has held key roles at Applix, IBM, Varicent, and Datawatch, and BPM Partners, and for the past 13 years has provided marketing thought leadership content and programs for Revelwood—an implementation partner for IBM Planning Analytics, Workday Adaptive Planning, BlackLine, and Incorta.
An accomplished writer, Kelley has contributed to MIT Sloan Executive Education’s Innovation at Work blog, Foodies of New England magazine, and a wide range of clients over the years. She is recognized for her ability to translate technical detail into big-picture stories and turn complex data into clear, actionable insights.
Beyond her professional work, Kelley has held volunteer leadership roles with several community organizations, including the Irish Immigration Center and the Charitable Irish Society. She is also an active rower, coxswain, and coach at Community Rowing, Inc.