We’re excited to announce that Charles Morris, Chief Data Scientist for Financial Services at Microsoft, will kick-off the Financial Planning ADVISE AI conference with the opening keynote address.

In this session, Charles will share his perspective on how artificial intelligence is reshaping nearly everything we do. From emerging technologies such as robotics, to generative AI like ChatGPT, it seems clear that AI is going to change the world. The question is, how? And what does this inevitability mean for you and your business? Dive into the evolution of AI, what we can learn from other industries, and how the true potential of AI lies in its ability to empower people in the work they do.

Charles leads AI efforts for Financial Services in the U.S. at Microsoft and is currently focused on developing strategies and go-to-market plans for customers as they build domain-specific generative AI applications and copilots.

Banks and financial advisory firms can secure their passes today and save $300 on tickets before advanced rates expire!

Financial Planning's ADVISE AI is the only wealth management event 100% focused on AI and its uses.  A brand new conference, it is designed to guide wealth management leaders in leveraging AI and machine learning to scale operations, improve client engagement and grow. Don’t get swept away by the current of uncertainty and overwhelming options. This is your chance to gain insights directly from the industry’s top experts and innovation gurus.