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  • Ethics & AI ~ A 5 Part Series for Canadian Financial Teams:

  • The AI competence gap in your practice ends here.

    Five weeks. Five sessions. One transformation that touches every person in your practice.

    Financial services teams across Canada are already using AI, some, not very well. They're exposing client data, generating false information, and creating compliance nightmares they don't even recognize yet. The difference between practices that will thrive and those that may face regulatory action comes down to comprehensive team education.

    Kelly Gustafson brings decades of business transformation experience. Rod Burylo brings four decades of ethics and compliance expertise. Together, they're delivering the framework Canadian financial advisors need to implement AI responsibly and ethically.

    We're moving the needle from AI anxiety to AI advantage!

  • Your Information

  • IMPORTANT: We do not solicit to your team members. We collect all registered names to track attendance and ensure that all registrants receive follow-up resources.

  • Choose Your Sessions

  • Time to register! If you select the All Webinars option, you do not need to select individual webinars. All webinars begin at 11:00am MT.

    Following your registration, you will receive calendar invites to your chosen sessions with Zoom webinar login details.

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                All Webinar Sessions - Oct 30, Nov 6, Nov 13, Nov 20, Nov 27 All 5 sessions of the Ethics & AI for Financial Advisors + team members webinar series from Etc Projects. Topics are below.
                $499.00CAD
                  
                October 30 Webinar: Building Trust in the Age of AI - Foundational Ethics and Compliance60 minutes - Leading Canadian ethics expert Rod Burylo and practice transformation specialist Kelly Gustafson explore the ethical foundations of AI adoption in Canadian financial services. Financial advisors and their team members will explore the four pillars of responsible AI use, Transparency, Consent, Confidentiality, and Stewardship, while navigating the complex Canadian regulatory landscape including PIPEDA, provincial privacy laws, and evolving industry regulatory requirements.
                $129.00CAD
                  
                November 6 Webinar: Digital Confidence - Choosing and Implementing AI Tools Safely60 minutes - Demystify the world of AI technology in this practical workshop with Kelly Gustafson, designed to build digital literacy and confidence across your entire team. Learn how to evaluate, select, and implement AI tools that meet Canadian regulatory standards while enhancing practice efficiency. Discover how to conduct proper vendor due diligence, understand data residency requirements, and establish digital trust policies that protect both your practice and your clients.
                $129.00CAD
                  
                November 13 Webinar: AI and Communication - Profile Development & Prompt Engineering60 minutes - Transform your team's ability to work effectively with AI in this hands-on session with Kelly and Rod focused on building AI competency. Learn how to create professional AI profiles that reflect your practice's values and compliance boundaries, develop privacy-respecting prompts that get results, and establish clear parameters that keep client information secure.
                $129.00CAD
                  
                November 20 Webinar: AI in Action - Role-Specific Applications for Canadian Advisory Teams60 minutes - Discover how AI can enhance every role in your practice during this comprehensive workshop with Rod Burylo and Kelly Gustafson tailored to the Canadian financial services landscape. Explore specific use cases for lead advisors, associates, licensed administrators, and support staff, demonstrating how AI can streamline workflows while respecting regulatory boundaries.
                $129.00CAD
                  
                November 27 Webinar: Leading with AI - Advanced Stewardship & Client Program Development60 minutes - Elevate your practice to industry leadership in this forward-looking session with Rod Burylo and Kelly Gustafson on responsible AI stewardship and innovation. Advisors and team members will explore advanced strategies for building a culture of ethical AI use, developing AI-enhanced client programs, and preparing for evolving regulatory standard, while learning to create compelling client communications about AI adoption that position their practice as a trusted innovator. Guardrails included!
                $129.00CAD
                  
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