AI Operating Systems for Financial Services Firms

A free, in-person group for owners and partners of CPA firms, advisory practices, law firms, and insurance agencies in Southwest Florida, on how a services firm embeds AI without betting the firm on it. One talk, honest discussion, a room of people accountable for the same problem. No pitches, no demos.

Hosted by Jordan Guess, CPA at Summerlin Commons, Fort Myers, FL.

• What an “AI Operating System” Actually Is: (and what your firm has instead)
• One Client, One Picture: Consolidating context across your firm’s systems
• Working with AI Providers Without Betting the Firm: Model, provider, and hosting are three different contracts
• Agents in Operations: Supervision, review, and what goes in the file