AI for RIAs: From Admin Burden to Strategic Growth
2026-09-10 11:00 - 11:20 (America/New_York) | https://events.zoom.us/ev/Auxl6qFqq6SVImsj5miUT04FNPeVfaqG4dthNzrmS8gPp_O0MBzn~AqUd20o1wGp5lZpJXP90PteuQMusbsgh4IRqo70pdmCW4eJgWHSO_VrWzA?lmt=1787164032000
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. Join Teal cofounders Gar Whaley and Reid Johnston to see how AI can handle some of that admin load.

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Who should attend

RIA Principals & Managing Partners
Financial Advisors & Wealth Managers
Operations & Compliance Leads

Speakers
Reid Johnston, Teal Teal Chief Intelligent Transformation Officer & Cofounder
25+ years guiding SMBs through practical modernization. Specializes in Microsoft 365, automation, and secure adoption of AI at work.

Gar Whaley, Teal Chief Revenue Officer & Cofounder
Helps leadership teams translate AI capabilities into pipeline, productivity, and outcomes.

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