AI is evolving quickly, and the professionals who understand how to use it thoughtfully will be better positioned to serve clients, strengthen operations, and stay ahead of change. This dynamic panel brings together experts from diverse backgrounds and perspectives to discuss emerging AI trends, key developments, and their implications for attorneys and advisors.
This session will focus on practical applications, emerging developments, and actionable strategies you can use to improve workflows, enhance client service, reduce friction, and make more informed decisions about where AI belongs in your practice. Panelists will offer a range of perspectives on the opportunities, limitations, and real-world implications of AI in legal and advisory settings, helping attendees better understand not only what is changing but also what is actually worth paying attention to.
From workflow improvement and client communication to ethical considerations, risk management, and innovation, this discussion is designed to go beyond the buzz. Expect a thoughtful conversation that delivers real insight, practical takeaways, and strategies you can take back to the office and apply in your day-to-day practice.
Sun Dwivedi - WealthCounsel, LLC
Yvonne Eckert - WealthCounsel, LLC
Andrea Sinner - Stable Legacies PLLC
Jessica Spenik - WealthCounsel, LLC