The Succession Advisors Roundtable brings in Sean and Kelly Connery of Orbis Solutions, Inc. to lead an interactive discussion pulling back the curtain on the good, the bad, and the ugly of artificial intelligence.

The premise is that AI has moved from a futuristic concept into an operational requirement across wealth management, legal, M&A and corporate governance — while cutting through the industry hype to understand real-world application, security risk and governance remains genuinely hard. The session is built around that gap.

Discussion covers five areas: The Good, where AI is already delivering measurable value in business operations, wealth planning and decision-making; The Bad, the common pitfalls and overpromises where adoption is outpacing readiness or ROI; The Ugly, the emerging risks around data privacy, security exposure and governance gaps; Practical Guardrails, what responsible adoption actually looks like for family businesses and advisory practices; and What’s Next, where the technology is headed and how to prepare rather than react.

Held at Sierra Gold on South Jones Boulevard. Tickets are $45.00 and RSVP is requested as early as possible to reserve a place.