Description

We'll explore how AI is quietly transforming the daily workflow of financial analysts — from cutting hours of research and report-writing down to minutes, to surfacing investment risks your own instincts might never catch. We'll explore how tools already available today can help you synthesize complex data, craft sharper client narratives, and even challenge your own analytical blind spots in ways that make you a more rigorous, defensible advisor. We'll also pull back the curtain on some accessible automation techniques that require no engineering background. Throughout, we'll keep a practical eye on the guardrails that matter: protecting client data, maintaining fiduciary integrity, and keeping the human judgment where it belongs.

Jim Washok

Jim Washok is CIO/CTO/CAIO of Richmond-based Burnie's Way, where he leads the technology, data, and AI strategy behind the Burnie's Way OS platform for families navigating aging-in-place. Beyond Burnie's Way, he runs AI consulting and hands-on workshops that help mid-market teams turn AI into a measurable teammate, and builds practical tools including PromptlyDo™, MapToo, and GyroCheck. A veteran entrepreneur and AI-fluency advocate, he partners with leaders to convert operational complexity into human-centered, revenue-moving outcomes.

Registration for this event is complimentary for members of CFA Society Virginia and CFA candidates. Guest registration is available for $25.