Name
Workshop 3: AI for Leaders: The Team Member You Haven't Hired Yet
Date & Time
Monday, November 9, 2026, 1:30 PM - 4:30 PM
Lauren Jones
Description

Every firm now has to make decisions about AI, and most leaders are doing so without ever having done the work themselves. That understanding and skill gap is worth taking seriously: the firms furthest along are already saving hours their competitors aren't, and the gap only widens the longer it goes unaddressed. This workshop closes that leadership gap directly. Staffing firm leaders audit a real task, write the instructions for it, and turn it into something a tool can run on its own, then decide who checks it and how often. Laptops are required.

Lauren will lead the session and start by showing her own org chart: the seats filled by people, the ones now filled by agents, and what that shift is worth in dollars. From there, the room does the same work on their own desks, on their own tasks. This isn't a session about what AI might do someday, and it isn't one you can hand off to someone else on your team. You leave with one task built, tested, and ready to run, and a clear next step in front of you.

Built for owners, presidents, and senior leadership deciding how AI fits your firm's future.