Join us for an evening of learning and networking.
There will be time for questions and answers before dinner.
Here is the schedule for the evening:
4:00 p.m. Arrival and networking
4:30 p.m. Welcome and Speaker
AI in Your Business
This program has been approved for 1 ASPPA and 1 JBEA credit.
5:30 p.m. Q&A
5:45 p.m. Dinner and networking
7:00 p.m. Conclusion
AI tools have moved well beyond novelty. For retirement plan professionals, they now represent a practical competitive advantage in proposal development, compliance communications, client education, and prospect research. The gap between firms experimenting with AI and firms systematically using it is widening every quarter. This session, led by Spencer X. Smith of AmpliphI LLC, cuts through the hype and delivers a structured, hands-on framework built specifically for retirement plan professionals. Attendees will leave with four proven models they can apply immediately to their daily workflows, whether they work in plan administration, advisory, legal compliance, or investment management. The session draws on Spencer's background as a former 401(k) wholesaler for two of the nation's largest recordkeepers, combined with his current work helping professional services firms implement AI at scale. Every example and demonstration is grounded in the retirement plan industry, not generic AI use cases.
Upon completion of this session, attendees will be able to:
• Identify where AI is already reshaping the retirement plan advisory and administration workflow, and assess which areas of their own practice are most ready for AI integration.\
• Apply four practical AI frameworks (Turbo, Rate My Prompt, Connect The Dots, and Prepared Advisor) to generate faster, higher-quality output in proposals, compliance communications, and client-facing materials.
• Use AI-assisted research techniques to prepare for prospect meetings and investment committee presentations with significantly deeper insight and less manual effort.
• Evaluate AI-generated content for accuracy, tone, and compliance suitability before using it in client-facing or regulatory contexts.
About our Speaker:
Spencer X Smith is the founder of emerging technology consultancy AmpliPhi, and an instructor at the University of Wisconsin and Rutgers University. He's formerly a VP of Sales for two Fortune 100 companies.
Spencer is deemed a "Emerging Technology Expert" by Forbes, and AmpliPhi is the winner of five consecutive InBusiness Magazine Executive Choice Awards for Emerging Technology Consulting Company. Spencer has spoken at over 400 events since 2015, including a presentation at the New York Stock Exchange in 2017.
His book "ROTOMA: The ROI of Social Media Top of Mind" was featured in Forbes, and is an Amazon Bestseller.
