Analytics in the world of agentic AI

Event information

2025 has been the year of ‘agentic AI’, but what does this mean for those working with data? Is it still all hype, or are we in a position where the technology is mature enough to do some serious analytical heavy lifting?

On this webinar two experts in data will share how they are delivering tangible, real-world, data-led solutions using agentic AI capabilities. As well as establishing what we mean by AI agents, we’ll explore examples of agents working with data effectively to deliver practical solutions to genuine data transformation problems faced by accountants and finance professionals.

The webinar, open to anyone with an interest in agentic AI, will introduce Microsoft’s agentic AI capabilities, including Copilot Studio, and the brand new ‘Agent Mode’ in Excel, looking at how to utilise agents to deliver complex data analysis, as well as how to build your own agent to support you in common finance tasks.

Key benefits

1. Understand definitions of agentic AI and frameworks for how to develop AI agents.
2. Learn about Microsoft’s agentic AI capabilities including Copilot Studio and ‘Agent Mode’ in Excel.
3. Explore genuine AI agent use-cases for finance professionals, including working with expenses and cash reconciliations.
4. Ask experts questions about agentic AI and its practical application in accountancy.

About the speakers

	Karen Ko, Managing Director, APAC Financial Services Transformation Lead, Protiviti HK Karen brings in 20 years of professional experience in New York, London and APAC leading multi-country, complex transformation projects for financial services clients. Her role focuses on partnering strategically with clients to innovate their business models and operations through integrating core ERP systems and AI automation. She was previously a Partner with IBM Consulting leading Business Transformation and prior to that, a Partner with EY, where she headed the Strategy & Operations Advisory Practice.
	Rishi Sapra, Group Manager, Avanade Rishi is an ICAEW Chartered Accountant, an Executive MBA (Hons) holder and a Group Manager at Avanade - a joint venture between Accenture and Microsoft. He is formally recognised by Microsoft for technical expertise and community leadership as a Microsoft Most Valuable Professional, a Fast Track Recognised Solution Architect (FTRSA) and Microsoft Certified Trainer. His passion is in helping organisations achieve the holy grail of Self-Service BI and helping individuals learn the necessary skills to succeed.
	Ian Pay, Head of Data Analytics and Tech, ICAEW Prior to joining ICAEW in March 2022, Ian worked for over 10 years at PwC in Data Analytics, specialising in External Audit and Data Acquisition and developing robust and automated ETL processes to support the firm’s award-winning Halo suite of applications. Ian also played an active role in the development and delivery of training courses, with digital upskilling being an area he is particularly passionate about.

CPD hours

ICAEW's revised Continuing Professional Development (CPD) Regulations bring in new CPD requirements. This includes a minimum number of hours and an ethics requirement. Attending this webinar could contribute up to 1hr of verifiable CPD, providing you can demonstrate that the content is relevant to your role.

A copy of the webinar booking confirmation email is accepted as evidence of verifiable CPD. Click here to use ICAEW’s self-assessment tool to help you work out how much CPD you will need to fulfil each year.

Costs

ICAEW members and non-members are welcome to join. This event is organised by the Data Analytics Community. Please click here to join online.