Agentic AI & The Boardroom: Building a Governance Framework for Autonomous Finance

Finance departments are rapidly moving from basic automation to agentic AI systems that make independent decisions: approving invoices, flagging fraud, and optimizing payments. While this promises efficiency gains, it introduces risks most finance leaders aren’t equipped to manage. This webinar provides a practical blueprint for building governance frameworks that enable safe AI adoption while maintaining board-level control and accountability. You’ll learn how to:

• Build a three-pillar AI risk framework that establishes data protocols to ensure AI integrity.
• Identify and mitigate shadow AI by assessing risk levels and prioritizing action items
• Create fast-track approval processes and acceptable use policies

Paul Zikmund
Chief Resiliency Officer, Berkadia

Paul is responsible for managing the company’s enterprise risk management program, ethics & compliance, internal audit function, information security, data privacy, and corporate investigations. Prior to his role at Berkadia, Paul served as a Director of Baker Tilly’s Global Fraud and Forensic Investigations, Compliance and Security Services practice where he was responsible for helping clients develop, assess and administer ethics and compliance programs, conduct global and cross-border fraud and misconduct investigations, including, bribery, corruption and compliance matters and manage risks related to ethics and compliance failures. Prior to that, Paul served as Deputy CCO & Vice President Global Security, Bunge in White Plains, NY where he was responsible for development and implementation of Bunge’s fraud, ethics, compliance and security risk management programs and controls designed to protect company assets, mitigate fraud and misconduct, ensure compliance with federal and state laws, protect company assets, and promote adherence to Bunge’s core values.

Paul managed and conducted investigations of compliance matters, fraud and ethics violations. Paul assisted with the development and implementation of tools and techniques to mitigate enterprise security, fraud & compliance risk, manages the company’s third party risk management program, and administers security, compliance training and awareness programs. Prior to joining Bunge, Paul worked as the Senior Director Forensic Audit at Tyco International in Princeton, NJ and the Director Litigation Support Services at Amper, Politziner, & Mattia, LLP, in Philadelphia, PA where he was responsible for developing, implementing, and administering fraud risk management services to Tyco and to clients. He possesses nearly 28 years of experience in this field and has effectively managed global compliance and forensic audit teams at various Fortune 500 companies.

Grace Berube
Senior Content Manager, IOFM

Grace is the Senior Content Manager at the Institute of Finance & Management (IOFM), where she has led content strategy and development since 2022. In this role, she oversees all aspects of IOFM’s digital and event-based content, ensuring it remains timely, relevant, and actionable for all financial operations professionals.

Grace manages IOFM’s robust library of site content, leads the organization’s editorial and member webinar programming, and hosts IOFM’s podcast series. She also oversees a team of subject matter experts who contribute thought leadership and educational articles. In addition, Grace curates and manages all speaker content for IOFM’s in-person and virtual events, ensuring consistency and quality across every touchpoint. With over three years in the role, Grace brings a deep understanding of the financial operations landscape and a passion for delivering content that empowers professionals to excel in their roles.