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DTSTART;TZID=America/New_York:20260910T110000
DTEND;TZID=America/New_York:20260910T112000
DTSTAMP:20260911T131338Z
CREATED:20260903T085504Z
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UID:10000096-1789038000-1789039200@tealtech.com
SUMMARY:AI for RIAs: From Admin Burden to Strategic Growth
DESCRIPTION:Registered investment advisors (RIAs) are heading into one of the busiest stretches of the year – tax-loss harvesting\, RMDs\, and year-end client reviews all land in the same few months. \nIn this 20-minute virtual event\, Teal cofounders Gar Whaley and Reid Johnston walk through where RIAs and wealth managers are using AI today and the four-step governance plan firms are using today. \n  \nReserve Your Seat \n  \nYou’ll leave able to: \n\nSee where AI is being used inside firms like yours\, and which of those uses regulators are starting to ask about.\nName the three sources of exposure that adoption creates before a client or examiner brings them to your attention.\nUnderstand what the SEC’s 2026 exam priorities and Reg S-P vendor oversight require once an AI tool touches client data.\nExplain the four-step governance plan Teal’s cofounders use with clients today.\nLearn why AI governance now shows up on buyer and succession diligence checklists\, and what an unanswered question does to your firm.\n\n  \nWho should attend\n\nRIA Principals & Managing Partners\nFinancial Advisors & Wealth Managers\nOperations & Compliance Officers\n\n  \nRegister Now \n  \nSpeakers\nReid Johnston\, Teal Chief Intelligent Transformation Officer & Cofounder \nReid has over 25 years guiding SMBs through modernization\, with deep expertise in Microsoft 365\, automation\, and secure AI adoption. Reid also leads Teal’s CMMC practice\, built for defense contractors under CMMC Level 2 – so he’s applying the same governance discipline to RIAs that he already built for a harder-regulated industry. \n  \nGar Whaley\, Teal Chief Revenue Officer & Cofounder \nHelps leadership teams turn AI capability into measurable pipeline\, productivity\, and business outcomes\, and into a firm that reads as well-run. He brings more than 30 years of experience helping regulated organizations strengthen cybersecurity\, governance\, and risk management practices. He holds multiple industry certifications\, including CISSP\, CISM\, CGEIT\, CISA\, and CMMC Registered Practitioner\, and works closely with defense contractors navigating NIST\, DFARS\, and CMMC requirements. \n 
URL:https://tealtech.com/event/ai-for-rias/
CATEGORIES:Virtual
ATTACH;FMTTYPE=image/png:https://tealtech.com/wp-content/uploads/2026/08/AI-for-RIAs-1.png
LOCATION:https://www.youtube.com/watch?v=ZtD0Ct7J-ZI
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DTSTART;TZID=America/New_York:20260916T110000
DTEND;TZID=America/New_York:20260916T112000
DTSTAMP:20260819T123349Z
CREATED:20260819T123349Z
LAST-MODIFIED:20260819T123349Z
UID:10000097-1789556400-1789557600@tealtech.com
SUMMARY:ChatGPT vs Claude vs Copilot: Choosing the Right AI Tool
DESCRIPTION:“Which AI tool should I use?” is the question Teal CITO Reid Johnston hears most from clients right now\, and he’s ready to answer that very question. \nIn this 20-minute session\, Reid and Teal CRO Gar Whaley will break down the framework Reid built for comparing ChatGPT\, Copilot\, and Claude. \n  \nYou’ll leave able to:\n\nJudge a tool by how close it sits to your data\, and why that matters more than which one has the flashiest feature\nUnderstand the difference between the underlying AI models and the “harness” built around it and why that difference changes your results\nUnderstand what you’ll get with Copilot versus Claude or ChatGPT\nAsk the right questions about data protection – including newer controls like Claude’s enterprise-plan DLP features\n\n  \nReserve your seat \n  \nWho should attend\n\nCEOs / COOs / Business Leaders\nIT Directors / SMB IT Pros\nAny business leader whose team has ended up with a different AI tool per person and needs a plan\n\n  \nSpeakers\nReid Johnston\, Teal Teal Chief Intelligent Transformation Officer & Cofounder \n25+ years guiding SMBs through practical modernization. Specializes in Microsoft 365\, automation\, and secure adoption of AI at work. \n  \nGar Whaley\, Teal Chief Revenue Officer & Cofounder \nHelps leadership teams translate AI capabilities into pipeline\, productivity\, and outcomes. \n  \nRegister now
URL:https://tealtech.com/event/chatgpt-vs-claude-vs-copilot/
CATEGORIES:Virtual
ATTACH;FMTTYPE=image/png:https://tealtech.com/wp-content/uploads/2026/08/ChatGPT-vs-Claude-vs-Copilot-Featured-Image.png
LOCATION:https://events.zoom.us/ev/ApNRW5ajwTeTu1l2JPzFXIG-QspUf5WvXurp5liX6d6wnvh7BrAG~AgDCdZaZEclbHz-xn5CwmcBH4-aCHEu9zNDx3mVD-jixkI7bMT2oY4ZG1Q
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260923T110000
DTEND;TZID=America/New_York:20260923T112000
DTSTAMP:20260914T170606Z
CREATED:20260914T170606Z
LAST-MODIFIED:20260914T170606Z
UID:10000100-1790161200-1790162400@tealtech.com
SUMMARY:How to Use AI as a Thinking Partner
DESCRIPTION:Teal cofounders Gar Whaley and Reid Johnston are ready to walk you through why you should use AI as a thinking partner\, and which habits you should reinforce to get the most out of your discussions. \n  \nYou’ll leave able to:\n\nDiscuss a complex business problem and leave with a better understanding of it and the actions you can take\nApply the describe-explore-test-choose pattern to your own hiring\, staffing\, or priority calls\nPush back on an AI recommendation\n\n  \nWho Should Attend\n\nSmall and midsize business owners weighing a decision\nOperations and department leaders managing competing priorities\nIT leaders and other executives already using AI for tasks who haven’t tried it for complex decision-making\n\nReserve your seat \n  \nSpeaker Bios\nAbout Reid Johnston\nReid Johnston is Teal’s Chief Intelligent Transformation Officer and cofounder\, with more than 25 years guiding small and midsize businesses through modernization and AI adoption. Reid focuses on helping leadership teams put new tools to practical use in their day-to-day operations. \n  \nAbout Gar Whaley\nGar Whaley is the cofounder and Chief Revenue Officer of Teal\, an award-winning managed IT services company recognized in the MSP 501 for eight consecutive years. With over 30 years of experience in the technology sector\, Gar is a highly regarded expert in cybersecurity\, IT governance\, and risk management\, and holds certifications including CISSP\, CISM\, CGEIT\, CISA\, and CMMC RP.
URL:https://tealtech.com/event/how-to-use-ai-as-a-thinking-partner/
CATEGORIES:Virtual
ATTACH;FMTTYPE=image/png:https://tealtech.com/wp-content/uploads/2026/09/AI-as-a-Thinking-Partner.png
LOCATION:https://us02web.zoom.us/webinar/register/WN_usE56NDaSQePAR925yOaLw
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