A working session built around your actual workflows.
Every roundtable ends with a recorder-captured discussion, distilled into a written Key Takeaways summary and sent to your table after the event. You leave with a plan you can put into place Monday morning, not a stack of slides.
You already know AI is changing the industry.
The harder questions are much more practical.
These are the six questions we hear most from financial advisors right now:
➡️ Where should we actually use it?
➡️ Which tools and applications are worth our time?
➡️ How are other organizations handling adoption, governance and change?
➡️ What can we automate today, and what still needs a human?
➡️ Where do LLMs end and agentic AI begin?
➡️ How do we move from isolated experiments to repeatable business value?
Practical AI was built to get those conversations out of the hallway and into the room.
You'll learn from practitioners working at different stages of AI adoption, then work through the same challenges with peers who are asking the questions that matter to your business.
This is a day designed to help you make better decisions about what comes next.
AI Adoption doesn't live in one department.
Neither does Practical AI.
This interactive workshop brings together advisors, advisory firm executives, and technology leaders who are actively implementing AI across their businesses with innovation and impact.
Practice Operations & Compliance
Back-office efficiency, compliance and recordkeeping, staffing, workflow automation and scaling AI across the firm.
Client Experience & Client Data
Client service, meeting prep and follow-up, financial planning support and finding opportunities in client data.
Growth, Marketing & Prospecting
Lead generation, content, personalization, prospecting, M&A, advisor transitions and client communication.
Data & Technology
Vendor selection, integrations, build vs. buy, security, governance, quality control and agentic workflows.
Firm
Leadership
Investment priorities, organizational readiness, workforce implications, risk oversight and business transformation.
Different responsibilities. One shared question: how do we turn AI from an idea into something useful? See how the day is structured →
AI Adoption looks different at every stage.
Practical AI meets you wherever you are in your journey.
Practical AI is organized around four stages of adoption, not job titles. Start with the stage that reflects where you are today, then move between conversations as your needs evolve.
Where should we start our AI journey?
You’re evaluating AI’s relevance, identifying high-value opportunities and building the business case for where to start
What actually works for our organization?
You’re testing tools, applying AI to real use cases and identifying what works, what doesn’t and what scales.
How do we make it part of the business?
You’re integrating AI into workflows and systems, driving adoption and building repeatable processes that deliver measurable results.
How does AI create advantage?
You’re moving beyond efficiency to create new value, improve productivity and build measurable competitive advantage.
The Practical AI promise.
Less prediction. More production.
We believe the most valuable person to learn AI from is someone who has actually tried to implement it. That means Practical AI is intentionally different.
