Beyond the Prompt: Connecting AI to Agency Operations – How Connected AI is Transforming Finance, Projects, and Client Management

Advertising agencies are under growing pressure to improve profitability, deliver projects more efficiently, and provide stronger client service—all while working with increasingly complex financial and operational data. Connected technology can help agencies surface the right insights faster, improve visibility across the business, and make more informed decisions.

Join the 4As and Oracle NetSuite to explore how agencies can apply connected AI to practical, everyday workflows. Through industry insights and real-world demonstrations, attendees will see how trusted business data can support better decisions across finance, project delivery, and client management.

Learn how to:

• Access financial and operational insights more quickly.
• Improve visibility into project performance, profitability, utilization, and delivery.
• Strengthen client management with more connected, timely information.
• Apply connected AI to practical agency workflows without disrupting existing operations.

Speakers

Karly Baum – Sales Consulting Manager @ Oracle NetSuite
Karly has 8+ years of experience helping agencies optimize operations and drive growth with NetSuite.

Ash Espili – Senior Solution Consultant @ Oracle NetSuite
Ash has 6+ years of experience designing ERP solutions for agencies to improve finance, project delivery, and operational efficiency.

Moderator: Mollie Rosen, President, Member Solutions @ 4As