Working with AI Providers Without Betting the Firm

Model, provider, and hosting are three different contracts

Model, provider, and hosting location are three different contracting facts, and most firms have signed up for all three by letting a staff member create an account.

Thursday, November 12, 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.