Design the Future: Your AI Training, Your Way

An Interactive Co-Creation Lab for Building Smarter Learning Tracks
Audience: COOs, Compliance Officers, Ops & Training Leaders
Topic Category: Organizational Enablement, Change Management

Shape the next generation of AI training for RIAs in this hands-on workshop for operational and compliance leaders.

No one knows your training gaps like you do. This virtual co-creation session brings together operations, compliance, and training leads to collaboratively shape AI training that actually fits how your firm works.

Together, we’ll:

• Identify real pain points in your current training structure

• Map the intersection of AI innovation and regulatory alignment

• Co-design modular learning tracks for advisors, ops, and compliance staff

• Prioritize topics like cyber hygiene, ethical AI use, and secure workflows

You’ll leave with early access to our training roadmap, a voice in its evolution, and the confidence that your team’s real needs are at the core of this transformation.