Annual Meeting & Artificial Intelligence: Practical Applications and an Introduction to Advanced Technology for Professionals
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May 13, 2025
Annual Meeting/Election of Officers
and
Artificial Intelligence: Practical Applications and an Introduction to Advanced Technology for Professionals
Our Council's Annual Meeting announcing the 2025/2026 Board Officers and election of the new term of Board members is just prior to the program. We ask that you are seated by 7:50am, thank you!
Our program presenters:
Geoff Moore, CIO of Valmark Financial Group
Brian Callahan, PhD,
RPI Graduate Program Director for & Senior Lecturer in the Information Technology & Web Science program
This presentation, Artificial Intelligence: Practical Applications and an Introduction to Advanced Technology for Professionals is intended to give practitioners in the fields of accounting, law, trust administration, financial planning, investment advice and insurance an introduction to the many ways artificial intelligence can help them provide better advice to more clients. Learn how AI can provide realistic improvements and benefits to your clients, while avoiding potential pitfalls. We’ll also learn about emerging technologies that will improve your everyday efficiency and security.
Learning Objectives:
Understand how AI can help you to help your clients.
Learn how AI improves communications and benefits to your clients.
Learn about emerging technology and what to expect, an intro to an intro of Quantum.
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