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The Five Hour Build · Financial services editionOne day · 25 cities across Florida and Georgia

Financial services edition

Six hours in the room, five hours of building. You leave with software that runs and a written rule for what your AI is never allowed to touch.

Dates are being confirmed. Tell us which edition you want and we will hold you a seat.

25 cities across Florida and Georgia: Atlanta, Boca Raton, Daytona Beach, Fort Lauderdale, Fort Myers, Fort Walton Beach, Gainesville, Jacksonville, Lakeland, Macon, Melbourne, Miami, Naples, Ocala, Orlando, Pensacola, Port St. Lucie, Sarasota, Savannah, Tallahassee, Tampa, The Villages, Valdosta, Vero Beach and West Palm Beach. Tell us which city works for you on the form below.

Join the Financial services waiting list

The room

RIA principals and chief compliance officers, broker-dealer supervision and operations, community banks, credit unions, independent lenders, insurance agencies, fintech founders.

The afternoon

  • FINRA's position that generative AI creates no new obligations, and existing ones simply apply.
  • Rule 3110 supervision and archiving of AI-assisted communications.
  • Enterprise-level review before a tool goes into use.
  • Describing your AI accurately in client materials.
  • Adverse action reasons in lending.

What you take home

A supervision and archiving map, plus a written AI description for client materials.

Plus the software you built in the morning, running on your own laptop.

Running order

  1. 10:00Cold openOne real job from the room, built live before anyone opens a laptop.
  2. 10:20Write the specYour job, in plain words, precise enough for a machine to build from.
  3. 11:20First buildWorking software from your spec, on your laptop, with help at your elbow.
  4. 12:15LunchProvided in the room.
  5. 13:00GovernanceFinancial services: FINRA's position that generative AI creates no new obligations, and existing ones simply apply.
  6. 14:20Build sprintSprint briefs written for your room. Build, break, fix.
  7. 15:20DemosEvery table shows what runs. The host puts it on the big screen.
  8. 16:00Hard outYou leave with the build and the take-home document.

Other editions: General · Healthcare · Legal · Small business · Personal

Tell us what you need

Nothing here is a commitment. The more you tell us about the job you would bring, the better the day is built around real work, and the sooner we can tell you which date fits.

Who you are

Only if you want the printed workbook and materials posted to you ahead of the day.

What you want from us
Which edition interests you (pick any)
Where would you attend (pick any)
Where you are with it (required)
The work

The admin task that eats your week. Be specific. This is what we help you build, and one of these becomes the live cold open.

What has to be true by 16:00 for you to call it a good use of a day.

What are you already using (pick any)
Before you send

Nothing here is a commitment. We reply by email.