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

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Here's what we talked about

  • 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.

Sedarius Tekara Perrotta LinkedIn

CEO 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.

Sedarius Tekara Perrotta LinkedIn

CEO at Shelf

Kyle Parker LinkedIn

Vice President of Revenue at Shelf

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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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