Building with Agentic AI: a Fintech Leader’s Show & Tell

Cheri Hewlett, a technology executive, CPA, U.S. Air Force veteran and PAC member, shares how she conceptualized and built her own personal agentic AI operating system. Her solution is early and openly a work in progress. She designed her 24/7 agentic team to support her day-to-day, catch insights or perspectives she’d otherwise miss, and fill in domain gaps.

Scroll below for full “Show & Tell” presentation and Q&A.

Key topics covered include:

• Transitioning from deterministic workflows (e.g., "If X happens, do Y") to agentic reasoning.

• “Meta” approach, utilizing a technical "builder" (CTO) agent to oversee and maintain an operational (COO) agent for cleaner, more scalable separation of tasks.

• Developing a reasoning layer that correlates cross-app data to for predictive life-management.

• Managing agentic drift and amnesia, when CTO behaves as a “Chief Toddler Officer” instead of “Chief Technology Officer”

• Importance of observability and using independent AI tools to log, audit and debug.

Who will find this information particularly useful?

• enterprise leaders vibe-coding on the side

• aspiring entrepreneuers building agentic AI solutions

• product managers and engineers building agentic and automation workflows