What’s Possible with AI: Enhancing Investment Management and Client Engagement
Date: Wednesday, March 11, 2026
Time: 3:30 PM to 5:30 PM
Location: Orinda Country Club
315 Camino Sobrante, Orinda, CA 94563
Program Overview
Artificial intelligence is rapidly reshaping the financial services industry, yet many advisors are still evaluating where AI fits into their practice and how to use it responsibly.
In this session, Craig Kirkpatrick, Co-Founder of Optimal AdvisorAI, will explore how advisory firms are using AI today to support investment management, improve internal efficiency, and enhance client engagement. The discussion focuses on practical, real-world applications rather than hype, helping advisors better understand where AI can add value and where caution is warranted.
You’ll walk away with:
✅ Practical examples of how AI is being used in investment management and advisory operations
✅ Insight into how AI can support client engagement while maintaining fiduciary standards
✅ An understanding of key risks, limitations, and governance considerations
✅ A clearer framework for evaluating AI tools within your firm
✅ Strategic perspective on adopting AI in a fast-changing regulatory and technology landscape
About the Speaker
Craig Kirkpatrick is the Co-Founder of Optimal AdvisorAI, with more than 25 years of experience in the financial services industry. He brings deep, hands-on expertise in applying AI across advisory and asset management use cases and has trained thousands of financial professionals on practical and ethical AI adoption.
Pricing
FPA Member Early Bird (through March 9): $49
FPA Member Regular (March 10–11): $59
Guest / Non-Member: $98
(Enter Promo Code: EARLY before 3/9/26 for $10 discount)
Continuing Education
This program is eligible for CFP® CE Credit (pending approval).
CFP Principal Topic: Investment Planning
Course Complexity: Intermediate
Register Today
Seats are limited for this chapter meeting.
Reserve your spot now and gain practical insight into how AI can support smarter investment management and stronger client relationships.
👉 Reserve your spot below!
(Enter Promo Code: EARLY before 3/9/26 for $10 discount)