From Automation to Agentic AI for Managed Services 2026
Date: Aug. 20, 2026
Time: 11 a.m. – 12 p.m. PT
CPE: 1
Overview
Examine the evolution from traditional automation to Agentic AI and its impact on managed services. Discover practical approaches for integrating AI-driven workflows while maintaining governance, compliance, and operational efficiency.
Product Code
1000005442-146455
Credit Type
CPE: 1
CPE-Technical: 1
Intended Audience
CPAs and other financial professionals.
NASBA Field of Study
Information Technology
Level of Difficulty
Overview
Prerequisites
None
Advance Preparation
None
Learning Objectives
Differentiate traditional automation from Agentic AI capabilities.
Identify opportunities to improve managed services through AI-enabled workflows.
Recognize governance and compliance considerations when implementing Agentic AI solutions.
Major Subjects
Evolution from automation to Agentic AI
AI-enabled workflow optimization
Governance, compliance, and implementation strategies
Additional Details
This live broadcast is provided through our partnership with Media Financial Management. You'll be re-directed to a MFM Zoom platform for this Webinar.