Agentic AI for Back-Office Operations: From Manual Work to Autonomous Execution

VIP Dinner - New York City, NY

Jan 20, 2026 6:00 PM8:30 PM EDT

Register

Event Description

Back-office teams are under pressure to move faster, reduce manual work, and maintain control as complexity across finance, operations, and compliance continues to rise. Many organizations have experimented with automation and AI, yet those efforts often stall at isolated tasks that fail to scale or meaningfully ease the operational burden.

This dinner discussion brings together senior leaders to explore how agentic AI is being used to operationalize end-to-end workflows rather than automate individual steps. As a Michelin star chef prepares and guides the group through dinner, the conversation will mirror the importance of sequencing, coordination, and decision-making under real constraints. We'll share how AI agents that can reason, take action, and coordinate across systems are reducing handoffs, improving consistency, and embedding control directly into daily operations.

The evening is designed for leaders who are questioning where automation has fallen short and want a clearer view of what it takes to move from experimentation to durable, measurable operational impact, all within a setting that encourages candid discussion and shared learning.

BWG Connect & Shelf invite you to join us for an interactive discussion over drinks and dinner with your peers! We'll explore the latest trends in the space and get your questions answered.

As always, there will be no sales pitches and dinner is complimentary.

Seating is limited, and RSVP is required.

Discussion Topics

  • Where & How Do We Start: Identify high-impact workflows and establish a centralized Agent OS to define how AI agents are designed, governed, and scaled across the organization.
  • Production Readiness: Ensure data quality, clearly defined workflows, and accountable business ownership are in place before agents go live.
  • Tech Stack Fit: Integrate agentic AI into existing CRM, ERP, CCaaS, and security environments without disrupting operations or compliance requirements.
  • ROI & Business Impact: Measure success through tangible outcomes such as labor efficiency, reduced cost per interaction, improved accuracy, and better customer and employee experiences.
  • Scalable by Design: Build agentic workflows that expand across channels, teams, and departments while maintaining control, consistency, and governance.

Event Partners

Shelf

Shelf is an AI-powered knowledge management and content intelligence platform that helps organizations centralize, govern, and activate trusted information at scale. Built for modern enterprises, Shelf connects fragmented content across systems and continuously improves content quality so teams and AI applications can rely on accurate, up-to-date answers. By combining advanced AI, automated governance, and real-time analytics, Shelf reduces content sprawl, improves customer experience, and enables organizations to confidently power search, support, self-service, and generative AI workflows with reliable, context-aware knowledge.

Guest Speakers

BWG Connect

Enterprise IT Subject Matter Expert

Our moderator brings decades of experience leading infrastructure, cloud transformation, and enterprise technology strategy across finance, media, publishing, and healthcare sectors. They have overseen IT infrastructure, large-scale digital transformation, and DevOps initiatives for some of the world’s most complex enterprise organizations, bridging strategy and execution to deliver measurable business impact. Their deep expertise ensures every discussion is grounded in real-world insight and informed by a career at the forefront of technological change.

Colin Kennedy LinkedIn

Founder at Shelf

Kyle Parker LinkedIn

Vice President of Revenue at Shelf

Event Moderator

BWG Connect

Enterprise IT Subject Matter Expert

Our moderator brings decades of experience leading infrastructure, cloud transformation, and enterprise technology strategy across finance, media, publishing, and healthcare sectors. They have overseen IT infrastructure, large-scale digital transformation, and DevOps initiatives for some of the world’s most complex enterprise organizations, bridging strategy and execution to deliver measurable business impact. Their deep expertise ensures every discussion is grounded in real-world insight and informed by a career at the forefront of technological change.

Colin Kennedy LinkedIn

Founder at Shelf

Kyle Parker LinkedIn

Vice President of Revenue at Shelf

Interested in joining? Request an invitation below.

Please provide the information and we will be in touch!

Need help with something else?

Aaron Conant

Co-Founder & Managing Director at BWG Connect


BWG Connect provides executive strategy & networking sessions that help brands from any industry with their overall business planning and execution.

Co-Founder & Managing Director Aaron Conant runs the group & connects with dozens of brand executives every week, always for free.


Schedule a free consultation call

What is BWG Connect?

BWG Connect provides executive strategy & networking sessions that help brands from any industry with their overall business planning and execution. BWG has built an exclusive network of 125,000+ senior professionals and hosts over 2,000 virtual and in-person networking events on an annual basis.
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