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Webinar

The Agentic Engagement: Leveraging AI to Build Firm Capacity

Tuesday, May 19, 2026

1:00 PM ET

1 hour

Join us for a panel conversation on what agentic AI actually means for accounting firms. This will be a framework-driven conversation that cuts through vendor noise and shows you what agentic AI actually requires, and what it looks like when it works.

In this webinar, you will learn how to:
Distinguish agentic AI from automation and generative AI, and explain why the distinction matters for technology decisions at the firm level.
Identify the firm-side conditions (data quality, workflow maturity, and change management) that determine whether an agentic AI deployment succeeds or stalls.
Explore in-use AI Agents for Audit and how they fit within a firm’s current engagement workflow.
CPE Credit(s): 1 Field of Study: Computer Software & App Instructional Delivery Method: Group Internet Based Level: Basic Prerequisite: None Advanced Preparation: None

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Speaker(s)

Amit Nayar

Head of Engineering
Amit Nayar is the Head of Engineering at Suralink, with over 25 years of leadership in technology innovation and product development. As VP of Engineering at FloQast, he led application development and transformative initiatives, helping scale the company 30x in revenue and serve over 2,600 companies globally. Under his leadership, FloQast launched award-winning products that redefined accounting automation. With deep expertise in the accounting industry, Nayar is passionate about delivering solutions that drive growth and improve user experiences.

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Ian Ezra

Head of Product
A results-driven Product Management professional, experienced in discovery, design, implementation, launch, and life-cycle management of B2B and B2B2C products. Driving operational excellence to significantly grow new customer acquisition and renewal. A leader who cultivates innovative and high performing teams of passionate product visionaries with a bias for action, data, and being in the field with customers.

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Contact our team today to explore how we can work together.

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NASBA Disclaimers
Suralink is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (Registry ID #: 168814). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.

Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Webinars
Certain Suralink webinars may be eligible for NASBA CPE credit as indicated at the time of registration. Please refer to the applicable registration page for more details. In order to receive CPE credit, attendees must meet the eligibility requirements below.

Eligibility requirements for all webinars (or Group Internet-Based programs, as defined by NASBA) are as follows: Certificates will be provided within 60 days of course completion. Participants are responsible for providing accurate information during registration and for participating in the entire webinar. Failure to meet these requirements may impact credit eligibility.
Eligibility Requirements for 1 CPE credit:
Length of Webcast: 60 minutes
Minimum Viewing Time: 50 minutes
Minimum Polling Questions Answered: Three

For more information regarding webinar refund, complaint and program cancellation policies, please contact: webinars@suralink.com

ABOUT SURALINK

Suralink's open platform is leveraged by more than 800,000 users worldwide.

Suralink is the leading client collaboration platform for today’s accountants. Our secure platform centralizes request and document management, improves visibility and accountability, and ensures teams and clients stay aligned on engagement progress. Suralink brings request management and workpaper preparation into one connected platform—helping firms improve realization, reduce budget overruns, and streamline every step of the engagement process.With enterprise-grade security and an easy-to-use interface, Suralink's award-winning client interaction portal helps firms increase efficiency and improve their relationships with their clients.