AI Training for Financial Services and Enterprise
Wed. June 4, 2025
10:00am -1:30pm
Sagepath Reply Office, One Alliance Center
3500 Lenox Rd, NE, Suite 1200, Atlanta, GA
Unlock Efficiency & Innovation with Generative AI and Digital Experience Platforms
Join Sagepath Reply and Kentico for an exclusive, in-person AI training by Frank Lazaro, built specifically for financial services professionals. This half-day event will equip you with the insights, tools, and strategies needed to stay ahead in today’s fast-evolving digital marketing landscape—centered around real-world applications of AI, digital experience, and marketing execution.
Agenda
10:00 AM - Registration & Coffee
10:30 AM – 11:25 AM – Keynote: Frank Lazaro
11:30 AM - 12:00 PM - “What’s Next in Financial Marketing: AI, Experience, and Execution”
Hear diverse perspectives from industry leaders including:
- Frank Lazaro
- Mike Vallotton (Sagepath Reply)
- Heidi So (Oppenheimer & Co)
- Dean Mavrikos (Kentico)
12:00 – 12:30 PM – Lunch Break (catered lunch will be served)
12:30 – 1:30 PM – Breakout Workshop with Frank Lazaro
1:30 PM – Conclusion & Book Signing (books provided for all attendees)
What to Expect
- Hear directly from top voices shaping the future of financial marketing
- Engage in meaningful conversations with peers and experts
- Gain tangible strategies to improve personalization, efficiency, and results
- Walk away with a signed copy of Frank's book, "Finding 12 minutes" and actionable ideas you can put to work immediately
Spots are limited — secure yours today!
