AI Roundtable Lunch

This is a chance to sit with peers who are facing the same questions you are: 1. If AI does the compliance work in a fraction of the time, what happens to our revenue? 2. How do I protect client data and stay compliant? 3. In what order should I introduce AI into the practice? 4. How can Ai eliminate the technology stack ? You’ll hear directly from people building the technology, Martin Kratky (Acterys founder licensed to Microsoft, acquired by Vena) and we’ll walk through practical examples of how AI is reshaping workflows, client service, compliance, reporting, and firm economics. It’s a relaxed environment, good food, good wine, and a room full of leaders who want clarity.