ADVANCE DETAILS OF THE OCTOBER 2026 MEETING
SESSION TITLE: What you need to do in advance to successfully deploying AI in an advice firm
AI has the potential to transform advice firms, but successful deployment starts long before you choose a tool. In this session, we’ll explore the critical foundations that firms need to have in place, from understanding data sovereignty and establishing effective AI governance, through to the practical steps required for implementation. We’ll also examine the real-world impact AI can have on efficiency, productivity and client outcomes, helping you understand what benefits your firm can realistically expect.
PROVISIONAL DATE: Thursday 1 October 2026 (12pm – 1pm via Teams)
LEARNING OBJECTIVES:
- How to use AI while keeping client data secure (understanding ICO & GDPR requirements)
- Putting the right governance in place
- Key steps to success when implementing AI
- What impact can you expect from AI?
REGISTRATION FOR THIS MEETING WILL OPEN IN EARLY SEPTEMBER 2026
Click below for the July 2026 Meeting Recap
Previous sessions
December 2025
Attendees = 59 , Meeting feedback score = 4.71
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July 2025
Attendees = 53 , Meeting feedback score = 5
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April 2025
Attendees = 183 , Meeting feedback score = 4.20
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November 2024
Attendees = 203 , Meeting feedback score = 4.46
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October 2024
Attendees = 117 , Meeting feedback score = 4.26
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June 2024
Attendees = 139 , Meeting feedback score = 4.18
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April 2024
Attendees = 124 , Meeting feedback score = 4.43
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February 2024
Attendees = 115 , Meeting feedback score = 4.42
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November 2023
Attendees = 78 , Meeting feedback score = 4.32
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December 2023
