Advocis Presents: 
Coffee Talks: Responsible AI & Technology Adoption in Three Movements

2026 Series - Episode five: Responsible AI & Technology Adoption in Three Movements

Join us on Thursday, June 18, 2026, from 11:00 AM – 12:00 PM (Eastern) for an Advocis Coffee Talks session featuring Rod Burylo, CIM, FCSI, Kelly Gustafson, and Joseph ven der Buhs, CFP, CLU, CHS, CEA, CPCA.

AI is already reshaping the way advisory practices operate, but the real challenge is adopting it thoughtfully, credibly, and in a way that aligns with your professional responsibilities and client expectations. This session explores the practical realities of AI adoption within Canadian advisory practices, moving the conversation beyond abstract concerns and into actionable strategies.

Attendees will walk away with practical tools and guidance, including three key questions to ask before implementing any AI tool, a client consent script that can be adapted for practice use, and a framework outlining what should be addressed before AI becomes part of your workflows.

Please refer to the chart below for your local timezone: 

As a benefit of membership, this webinar series is complimentary and exclusive to Advocis members. Please use your Advocis ID as the promotional code on Eventbrite to unlock your free ticket. Tickets are limited and go quickly, register today to reserve your spot!

• Can't unlock your member ticket with your Advocis ID? Please login to your Advocis member portal for a backup promo code.

This episode of Coffee Talks is currently pending approval by The Institute for 1.0 CE credit.

Please note: Once registered you will receive a confirmation with webinar login details. 24 hours before the scheduled start time you will receive a reminder email. If you do not receive this information, please contact us at events@advocis.ca.
 

Advocis, The Financial Advisors Association of Canada
events@advocis.ca

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