What an “AI Operating System” Actually Is

(and what your firm has instead)

Most firms don’t have an AI strategy. They have a collection of staff logins: a pile of consumer tools someone signed up for, quietly deciding things on the firm’s behalf.

Thursday, September 17, 2026 at Summerlin Commons, 5216 Summerlin Commons Blvd, Fort Myers, FL 33907. Hosted by Jordan Guess, CPA. Part of AI Operating Systems for Financial Services Firms.