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DTSTART;VALUE=DATE:20261208
DTEND;VALUE=DATE:20261209
DTSTAMP:20261105T180659Z
CREATED:20261105T172346Z
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UID:8613-1796688000-1796774399@www.uhnwinstitute.org
SUMMARY:AI in the UHNW Practice: From Copilot to Competitive Advantage
DESCRIPTION:The UHNW Institute invites operating executives\, practice leaders\, CTOs and those in similar roles to join our final Practice Management Clinic of the year\, focused on the Technology pillar of the Building Blocks of Practice Management\, on Tuesday\, December 8th at 4pm ET. \nLearn from technology professionals\, hear from industry leaders\, and participate in a peer-to-peer discussion centered on applying AI within a UHNW wealth management practice. \nAI has quickly moved from experimentation to implementation and is now a practical tool for running a wealth management practice. This interactive session\, led by Rod Sayegh\, Chief Digital Officer\, and Les Kaldus\, Head of Data Strategy\, at Fiduciary Trust International\, will focus on real-world use cases\, demonstrate how far tools such as Microsoft Copilot can be taken\, and explore where human judgment\, oversight\, and accountability must remain firmly in the loop. Through practical examples and a live demonstration\, participants will leave with ideas they can apply to their own practices immediately. \nMeet the Speakers \n \nRod Sayegh \nChief Digital Office \nFTCI \nLinkedIn | Bio \n  \n \nLeszek (Les) J. Kaldus \nChief Digital Office \nFTCI \nLinkedIn
URL:https://www.uhnwinstitute.org/event/ai-in-the-uhnw-practice-from-copilot-to-competitive-advantage/
CATEGORIES:Extended Programming,Masterclass,Regional Event
ATTACH;FMTTYPE=image/png:https://www.uhnwinstitute.org/wp-content/uploads/2026/11/email.png
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