PBAF26: From Manual to Intelligent: The Impact of Staff-Designed AI Agents

As institutions explore artificial intelligence, many seek practical approaches that balance innovation, governance, and workforce development. Learn how one institution brought leadership, staff, and change management strategies together to transform AI pilots into real operational impact. This session will highlight how staff-designed AI agents improved service delivery, streamlined operations, and supported financial stewardship. Presenters will discuss strategies for identifying high-value use cases, establishing guardrails, engaging frontline staff, and scaling successful pilots. You’ll leave with actionable insights for building an AI-enabled workforce while maintaining accountability and trust.

This event is being streamed live from the 2026 Planning, Budgeting, and Analytics Forum in Coronado, CA (San Diego).

CPE Available: 7.5 Credits

Each individual must register and attend separately to earn credit.

NACUBO 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. 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

Event Information

• Level: Intermediate
• Prerequisites: Minimum 1-2 years of experience as a professional in higher education or a related private industry.
• Advanced Preparation: None
• Delivery Mode: Group internet based
• Fields of Study: Specialized Knowledge, Management Services, Finance, Information Technology, and Personal Development
• Length: 6 session blocks at 60 to 75 minutes each

Steps to Earn CPE Credit

CPE credit is awarded per session. You can only earn credit for attending a session live - CPE credit cannot be earned for watching the recordings.

To earn CPE credit, click the session name under the Schedule tab. On that session page, you will complete the following tasks under the Content tab, after the session has ended:

1. Pass the CPE codeword quiz. Write down the codewords posted in the Zoom chat at random times throughout the session and complete the quiz at the end of the session. 
2. Submit the CPE check-out code displayed at the end of the session. 
3. Download your CPE certificate. 

You have until 5 pm Eastern Time on Thursday, October 8, 2026 to complete these three steps or report technology issues with this site to [email protected].

For more detailed instructions, review the CPE Instructions page.