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Time | Topic |
8:30am - 9:30am |
Breakfast and Registration
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9:30am - 9:45am |
Opening Remarks
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9:45am - 10:45am |
Hello World!: The State of Emerging Technology and Generative AI
As we stand at the crossroads of unprecedented technological advancement and regulatory transformation, nuanced trends, challenges, and opportunities are shaping the market. Emerging technologies, including generative AI, are impacting global policy shifts around technology adoption, fueling the development of cutting–edge tools which promise greater efficiency and growth across the market. Join us as we focus on the wider landscape of technology trends providing insight on how professional service leaders might navigate the complexities of today’s tech landscape while planning for the technical innovations of tomorrow.Ìý
Moderator:ÌýÌý
Matthew Schmitt, Sales Director, Confidencial Inc.Ìý
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Panelists:Ìý
Kamelia Aryafar, Senior Director of Engineering, Cloud AI, GoogleÌý
Luis Perez, Director, Global Tax AI Automation, Dell Technologies
Zach Warren, Manager, Enterprise Content – Technology and Innovation, ³ÉÈËVRÊÓÆµ InstituteÌý
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10:45am - 11:00am |
Break
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11:00am - 12:00pm |
AI on Autopilot: Exploring the Rise of Agentic AI and Its Potential within Professional Services
Agentic AI represents a significant leap forward, empowering AI systems with the ability to make independent decisions and perform tasks using data-driven insights. Designed for adaptability and continuous learning, these systems operate autonomously within set parameters, augmenting efficiency, supporting human decision-making, and optimizing processes across various industries. While responsible deployment necessitates careful consideration of data strategy, transparency, and accountability, the potential for positive transformation within professional services is immense. Join us to explore how professional services firms can leverage Agentic AI to unlock new levels of productivity and innovation.Ìý
Moderator:
Rakshak Talwar, Co-Founder, Zenus, Inc.
Panelists:Ìý
Joe Kendall, Director, AI Product Management, DLA Piper
Ray Meiring, CEO, QorusDocsÌý
John Winner, CEO, KizenÌý
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12:00pm - 1:15pm |
Networking Luncheon
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1:15pm - 2:15pm |
Keynote Presentation
Peter Stone, Chief Scientist, Sony AI
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2:15pm - 2:30pm |
Break
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2:30pm - 3:30pm |
Wired for Success: Creating a Forward Focused, Client Centric Technology Strategy
In what might be an intriguing coincidence, recent TR data saw that a rise in 2024 law firm spend took part alongside a perceived rise in innovation by clients. A similar finding noted that on average clients will spend about 35% on innovative firms given that efficiency is a top priority. As the combined benefits of artificial intelligence, predictive analytics, blockchain, and other new technologies emerge, law and tax firms have an incredible opportunity to outpace competitors by transforming their service delivery and client interactions through value creation activities driven by technology. However, to harness the full potential of these technologies, challenges of data quality, cybersecurity, talent acquisition, and client trust and confidentiality must also be considered. Join us in a session that will explore how professional services firms are approaching the potential of increased client engagement via innovative technology strategies.Ìý
Panelists:
Christopher Cyrus, Director of A.I. Innovation, McDermott Will & Emery
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3:30pm - 3:45pm |
Break
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3:45pm - 4:45pm |
A Unified Field: Ethical Considerations amid AI Development and Deployment
Though he may not have been talking directly about artificial intelligence, Einstein’s famous quote about technology exceeding humanity may be relevant when applied to both AI development and application. Ethical implications related to bias, fairness, and transparency in algorithmic decision-making, as well as concerns around data privacy, security, and the potential for AI to exacerbate existing social and economic inequalities are all top of mind as the technology becomes more pervasive in everyday life. Given this, how can leaders embrace the potential of AI while prioritizing ethical considerations, ultimately working towards a future where AI is used to enhance the well-being and dignity of individuals and society as a whole? Join us as we consider the importance of developing and implementing organizational guidelines and frameworks for ethical AI development and deployment.
Moderator:Ìý
Doreen Lorenzo, Assistant Dean, School of Design and Creative Technologies; Professor of Practice; Fellow of Marguerite Fairchild Centennial Professorship, University of Texas AustinÌý
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Panelists:Ìý
John DuBois, Partner/Principal, Technology Consulting, Consumer & Retail AI, Ernst & Young LLPÌý
Paige Fults, Regional Director, Alpha SchoolÌý
Betsy Greytok, VP, Responsible Technology Officer, Office of Privacy & Responsible Technology, IBM CorporationÌý
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4:45pm - 5:00pm |
Closing Remarks
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5:00pm - 6:00pm |
Reception
Please join us for cocktails and canapés as we wrap up the day’s proceedings.Ìý
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