January Luncheon- "How emerging technologies intersect with Estate Planning"
We are pleased to present guest speaker James D. Wilson for the ETEPC January luncheon. James will be presenting a variety of topics related to Artifical Intellengence and will combine his presentation with an interactive Q&A for the group.
James D. Wilson is a pioneer in technology leadership, specializing in leveraging AI and emerging technologies to solve complex business challenges. As a recent consultant to BotOracle, he provided strategic AI guidance that enabled rapid scaling and the development of transformative AI agent platforms. Over his career, James has developed innovative solutions, including a smart IoT system for President Trump, AI tools for breast and skin cancer detection, and a video-based AI education platform for Foxconn’s industrial clients.
Based in Tyler, Texas, James brings a global perspective to his local community through his consultancy, which helps businesses navigate digital transformation. His recent speaking engagements include “Artificial Intelligence – The Good, Bad, and Ugly” at the Tyler Area Chamber of Commerce Cybersecurity Conference, where he shared the stage with national security leaders, and Leadership Tyler’s Catalyst 100 Session, where he emphasized AI’s transformative potential for East Texas industries.
In today’s workshop, James will provide actionable insights into how AI and automation can revolutionize estate planning and financial services. Topics include enhancing client engagement, automating compliance tasks, and addressing cybersecurity challenges—all with an eye on blending advanced technology with the unique needs of the estate planning sector. In this session, James will combine his vast experience with an interactive Q&A, offering attendees the chance to tailor the discussion to their most pressing challenges and explore practical solutions for integrating AI into their operations.
We look forward to seeing everyone Wednesday, January 8th.
C. E. CREDIT: No prerequisites required.
CPAs: One hour CFP: One hour
Attorneys: One hour CLU: One hour - based on course content
*Annual pre-paid members will need to select Type of Attendee when they RSVP
