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What’s Possible with AI: Enhancing Investment Management and Client Engagement
Seeking Practical, Ethical, and Scalable Uses of AI for Advisors
Presented by Craig Kirkpatrick
Co-Founder, Optimal AdvisorAI
📅 Date: Wednesday, March 11, 2026
🕞 Time: 3:30 PM – 5:30 PM
📍 Location: Orinda Country Club, 315 Camino Sobrante, Orinda, CA 94563
Program Overview
Artificial intelligence is rapidly reshaping the financial services landscape, but many advisors are still unsure where AI fits into their practice and how to use it responsibly, effectively, and compliantly.
In this session, Craig Kirkpatrick, Co-Founder of Optimal AdvisorAI, will explore how forward-thinking advisory firms are using AI today to enhance investment management, streamline internal workflows, and improve client engagement without sacrificing trust or fiduciary responsibility.
Rather than focusing on hype or future speculation, this presentation centers on practical, real-world applications of AI that advisors can evaluate and potentially implement. Craig will discuss how AI tools are being used to support portfolio analysis, improve operational efficiency, and create more meaningful client interactions, while also addressing the limitations, risks, and governance considerations advisors must keep in mind.
Attendees will gain a clearer understanding of where AI can add value, where caution is warranted, and how to think strategically about adoption in a rapidly evolving regulatory and technological environment. Whether you are AI-curious or already experimenting with new tools, this session will help you better assess what is possible and what makes sense for your firm.
Learning Objectives
After attending this program, participants will be able to:
- Identify practical ways AI is currently being used in investment management and advisory firm operations
- Evaluate how AI can support client engagement while maintaining ethical and fiduciary standards
- Recognize key risks, limitations, and governance considerations when adopting AI tools in an advisory practice
Who Should Attend
This program is designed for financial advisors, planners, and firm leaders who want to better understand how AI fits into modern advisory practices. The content is appropriate for those seeking practical insights rather than technical development or product-specific solutions.
Course Complexity: Intermediate
CFP Principal Topic: Investment Planning
Continuing Education: This program is eligible for CFP® CE Credit (pending approval)
About the Speaker
Craig Kirkpatrick
Co-Founder, Optimal AdvisorAI
Craig Kirkpatrick is the co-founder of Optimal AdvisorAI, where he works with advisory firms to explore practical and responsible applications of artificial intelligence across investment management and client engagement. His work focuses on helping advisors understand how emerging technology can support better decision-making, efficiency, and communication without compromising trust or compliance.
Craig brings a strategic perspective to AI adoption, emphasizing education, clarity, and real-world use cases over speculation or automation for its own sake. He regularly speaks with advisory firms about how to evaluate AI tools thoughtfully and align them with firm values and long-term business goals.
👉 Reserve your spot today
Join fellow FPA East Bay members for an engaging discussion on how AI is shaping the future of investment management and advisory practices.
