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Puneet

Thakkar

Finance Process & Transformation Lead

Google

Puneet Thakkar is a globally recognized authority in Digital Finance Transformation and Enterprise Systems Modernization. He is the architect of the "Process-First" framework for xP&A and the "Agentic Finance" operating model - methodologies designed to bridge the gap between legacy financial operations and future-state autonomous enterprises. Currently the Finance Process & Systems Transformation Lead at Google, Puneet spearheads the multi-year transformation strategy for a multi-billion-dollar cost base, re-engineering core P2P and R2R workflows. His focus is on operationalizing Agentic AI and open-source protocols to unlock predictive insights and enterprise scalability. His reputation for building resilient architectures was cemented at Western Digital, where he directed the complex integration of three Fortune 500 entities - a modernization effort cited by IDC as a benchmark for the "Live Enterprise." A dedicated industry advocate, Puneet shapes industry standards through his service on invitation-only advisory bodies, including the HFS Research OneCouncil, the Executive Council for Leading Change (ECLC), the PEX Network Executive Board, and the Intelligent Automation (IA) Forum. His research on AI-driven financial optimization has been featured in IEEE conference proceedings and his authored chapter in the book AI in Financial Services.

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28 January 2026 17:15 - 17:45

The agentic finance operating model: From ‘live enterprise’ to autonomous execution

We have spent the last decade digitizing finance; the next decade is about autonomy. While GenAI creates content, Agentic AI takes action. In this keynote, Puneet Thakkar presents the evolution of the ‘Live Enterprise’ framework - moving beyond static dashboards to Agentic Workflows where AI doesn't just report on variances, but actively resolves them. Drawing on large-scale transformation strategies from Western Digital (IDC Case Study) and Google, this session provides a roadmap for the CFO’s office to: - Operationalize the Open-Source 'Agent-to-Payment' Protocol: Strategies for leveraging open standards to give AI agents transactional authority without compromising control. - Architect 'Human-in-the-Loop' Guardrails: Designing control towers where finance teams manage exceptions, not routine processes. - The "Zero-Touch" Close: Re-engineering data flows to enable continuous reconciliation rather than month-end crunches.