Live Sessions
Monthly live training for members, a free AI workshop open to anyone, free AI training for nonprofits, and Night of AI for your clients.
Four programs
Monthly Live AI Training
Live training every month for Learning Center members. New tools, compliance questions, and Q&A with our team. Bring your own workflow.
- lockLearning Center members
- forumLive every month
- videocamRecordings in the Learning Center
AI Workshop
One hour, no cost. We take a real advisory task and build the AI workflow for it live, then you take the prompts away with you.
- schedule60 minutes, online
- groupsAnyone in financial services
- content_copyPrompts sent to every attendee
AI4 Giving
Invite your favorite nonprofit. We give them free, practical AI training for donor communication, grant writing, and the admin load that eats a small team’s week.
- volunteer_activismNonprofit organizations only
- edit_noteDonor comms, grants, operations
- campaignInvited by an advisor who supports them
Night of AI
A special evening for the high-net-worth clients of our member advisors: how to use AI in everyday life, hosted with you.
- lockFor member advisors
- diamondYour high-net-worth clients
- eventSeparate event, priced separately
Want us at your event?
We speak at national conferences, breakout sessions, workshops and territory presentations for firms and associations.
