Dr. Stacy Y. Evans, Director, OLLU

POSTPONED FROM Friday, September 18, 2026 to Friday, January 8, 2027, features a presentation from Dr. Stacy Y. Ybarra, Director of the Center for Teaching Excellence at Our Lady of the Lake University (OLLU), titled “Practical Agentic AI for Financial Managers.”

The session will cover how agentic AI differs from conventional chatbots, and how financial managers can use AI tools such as Claude and Copilot in Excel to reconcile budget-to-actual data. Dr. Ybarra will also walk through drafting an audit-ready, plain-language narrative (such as a Citizen-Centric Report), building a simple, reusable AI agent, and comparing available AI tools. No prerequisites are necessary to attend.

This will be a hands-on, interactive session. If your workplace policies allow, we encourage you to bring a laptop so you can follow along and work directly with the AI tools being demonstrated.

Please note: Dr. Ybarra will do her best to cover all the material within the allotted 1-hour presentation window, but given the amount of content, the session may run a few minutes over. We appreciate your flexibility and encourage you to plan accordingly if you have a hard stop.

Where: Alamo Area Council of Governments (AACOG) Building, 2700 NE Loop 410 (at Perrin Beitel), San Antonio, TX 78217. Free parking – enter at the front door (north side of building); the First Floor Board Room is the first room on the right.

When:

• Noon – 12:30 pm: Meet & Greet, Light Lunch
• 12:30 – 1:30 pm: Presentation for 1 CPE credit (TSBPA Sponsor #008780)

Cost:

• CPE only (virtual): Free – email AGA.SATX@YAHOO.COM to register
• In-person CPE + Lunch: $15 (includes food & all processing fees) – register at: https://AGA_Agentic_AI_Financial_Managers

Meeting details, registration information, bio, and additional event specifics are included in the below flyer (and will be updated for the January 8th date).  IF YOU REGISTERED & PAID FOR THE 9/18/26 SESSION, YOUR PAYMENT WILL BE HONORED FOR THE 1/8/27 SESSION.  Please email us at AGA.SATX@YAHOO.COM to let us know you’ll be coming on 1/8/27.  A new registration link will also be provided for new registrants.  Please use the registration methods above; if you have any issues accessing the event, please let us know.

Flyer                                                                       Bio

We look forward to seeing you on January 8, 2027.  For those who register, we will send the worksheets that Dr. Evans has sent for the luncheon the day before. There will be a few polling questions during the presentation for those who are following along virtually. Please contact us if you have any questions prior to the presentation.