The capacity problem.
Identify where you spend time and how AI and automation can reclaim it. Solutions are demonstrated live, regardless of participants’ starting point.
KEYNOTES AND WORKSHOPS
Advisors require more than a generic AI overview. They need sessions that provide immediate, practical value.
We offer keynote presentations and workshops for advisory teams, MGAs, dealer networks, and conferences. Each session includes real use cases, actionable solutions, and tangible outcomes.
The presenter has delivered sessions to thousands of advisors in Canada and internationally, including MGAs, dealer networks, and industry conferences.
Keynotes
Dynamic sessions showcase real possibilities through live demonstrations instead of traditional slide presentations.
Earning the right to AI.
Implementing AI without a solid foundation will not improve a practice and may accelerate existing mistakes. This session details the four essential steps to building a scalable practice in the correct order.
Opportunity in, revenue out.
Activity alone does not produce results without an effective process. Learn a repeatable method to convert opportunities into revenue.
Each keynote is grounded in real use cases and practical solutions, not theory.
Workshops
These hands-on sessions ensure participants leave with a completed deliverable.
Copilot level 1: maximizing the working day.
Turn an underused Microsoft 365 Copilot license into a daily tool by applying it to inbox management, documents, and spreadsheets during the session.
Copilot level 2: building assets that persist.
Develop tools that provide ongoing value, such as an AI assistant Notebook that serves as your subject matter expert, and learn to use AI across all Microsoft Office applications.
Build your product and underwriting expert.
Create an AI assistant from your carrier documents that answers product questions in four formats, saving hours of PDF searching.
From the meeting to the record.
Convert a recorded conversation into a structured note, task list, client email, and reasons-why letter draft before the session ends.
Build your practice brain.
Document office processes so your team can access answers without interrupting you.
Custom.
Contact us to develop a customized workshop tailored to your learning objectives in AI, automation, CRM, and practice management.
Every session delivers practical outcomes the team can use immediately.
How a session comes together
Tailored to your audience, not read from slides.
Every session, whether for 12 or 2,000 participants, follows the same preparation standard.
Pre-session discovery.
Before the session, we meet with you to understand your audience, goals, and the practical realities of your environment, including tools and compliance requirements.
A custom agenda.
We tailor each session to your audience and objectives.
The session.
Sessions are live, example-driven, and hands-on whenever possible.
The leave-behind.
Participants receive working materials and templates, while organizers receive follow-up resources to extend value after the session.
Preparation is central to our approach. A session built around your context achieves results that generic presentations cannot.
Bring it to your team or your event.
Tell us your audience and your goal, and we will shape the session around it.
Reserve a session