Think Tank: AI

From automation and content creation to client communication and research, artificial intelligence is transforming the way financial professionals work. But with rapid innovation comes just as many questions as answers.

In this high-energy Think Tank, we’ll dig into the practical, ethical, and strategic sides of AI—what’s working, what’s worrying, and what’s next. Whether you’re experimenting with AI tools or just curious how they might fit into your work, this is your space to explore the possibilities, share real-world experiences, and troubleshoot challenges with others in the industry.

Bring your curiosity, questions, wins, and worries—we’re here to figure it out together.

Limited to 6 Power Pass holders. Sign-up required.