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: |
