PDT12:00 PM – 1:00 PM
Drew Seelig
Global Product Strategy Senior Director
Salesforce
Justin Mikhalevsky
Chief Product & Technology Officer
EP Wealth Advisors
Elena Stebakov
Managing Director, Product Management
EP Wealth Advisors LLC
Jeremy Schowalter
Managing Director - Financial Services
Salesforce
Most wealth firms are experimenting with AI. Few are scaling it across the client lifecycle. Hear an industry leader’s journey and connect with peers on what works, what doesn’t, and what comes next.
Outcomes
Goal A
Discover what an agentic client lifecycle looks like and the shifts required to build one.
Goal B
Hear from an industry leader on their AI journey — from how they got started to the value it delivers today.
Goal C
Discuss where your firm sits on the path from experimentation to enterprise-wide scale.
0 Margin for Error: 10 Data Quality Requirements for AI
Theater • Intermediate
Wednesday • 9:00 AM – 9:20 AM
10 Agent Architecture Patterns from Salesforce Headless 360
Breakout • Intermediate
Wednesday • 1:30 PM – 2:10 PM
10 Hours to 30 Minutes: Closing the Execution Gap
Breakout • Intermediate
Thursday • 9:30 AM – 10:10 AM
2026 State of Email: Best Practices in the Agentic Era
Workshop • Beginner
Wednesday • 4:00 PM – 5:00 PM