Recent Engagements
AI Insights Summit 2024 Presented on practical AI applications for financial services professionals, with focus on compliance-aware implementation strategies.
AI Health Summit Explored intersection of AI technology and personal wellbeing, with applications to financial planning and client advisory.
AI Innovision Certification Training Served as instructor for inaugural certification program training college students on AI fundamentals and practical applications.
Additional Panel Discussions Participated in multiple panel discussions on AI adoption, ethics, and industry transformation.
Available for Speaking
Conference Keynotes
Breakout Sessions
Panel Discussions
Continuing Education Programs
Firm Retreats & Training Days
Association Meetings
Webinars & Virtual Events
Topics Include:
AI for Financial Advisors: What Works Now
Client Retention in the Age of AI
Compliance-Aware AI Implementation
The Advisor's Productivity Playbook
Building an AI-Enhanced Practice
Future of Financial Advice
Ethics and AI in Financial Services
Ready to Get Started?
Growth becomes easier when you have clarity, strategy, and the right tools.
Let’s build your next level — with purpose and intention.
Make AI useful for the people in the room.
AI is changing how people learn, work, serve clients and make decisions. The challenge is turning that change into practical skills and responsible action.
I deliver speaking engagements and training for financial professional organizations, colleges and universities, corporations, associations and business communities. Each session is shaped around the audience and what they should be able to do afterward.
Keynotes · Interactive workshops · Team training · Leadership briefings
Ideas that connect. Skills people can use.
The format depends on your audience and the change you want the session to create.
Bring the big picture into focus
Keynotes, breakout sessions and panels make emerging AI ideas understandable and relevant to the people in the room. Connect what is changing to the choices they face in work, education and everyday life.
Discuss your event →Practice with a purpose
Interactive workshops use examples from participants’ roles so they can identify useful applications, practice with appropriate tools and recognize where human review matters.
Discuss a workshop →Move from interest to direction
Briefings help leaders assess opportunities, choose a starting point, set expectations for responsible use and determine what their team needs to learn next.
Discuss a briefing →Training built around the work your people do.
Participants move beyond listening. We use examples from their roles to explore practical applications and identify what they can apply after the session.
For organizations, training can be built around the tools they already provide or have approved. That may include Microsoft Copilot or other AI assistants. We can also introduce agents and automated workflows at a level that fits the audience, with clear points for human review and protection of sensitive information.
One subject. Different rooms and real needs.
The examples, language and exercises are tailored to the people attending.
Firms & professional organizations
Practical AI use in advisory, tax, insurance and related work: team capability, client education, operations, knowledge sharing and responsible adoption.
Colleges & universities
AI literacy, career readiness, entrepreneurship and the changing expectations students and graduates will encounter in the workplace.
Corporations & teams
How employees and leaders can use AI to improve workflows, capture institutional knowledge, develop skills and assess agents and automation.
Business groups & associations
Accessible sessions that help entrepreneurs and professionals understand what AI can do, where to begin and how to make informed choices.
Your audience, your objective
Have a different group in mind? We can shape a relevant talk or workshop around the questions and decisions your attendees face.
Useful learning, grounded in context
Tenita brings financial services, business operations and education experience to sessions designed for an audience’s actual work.
Choose a conversation worth having.
These are starting points. We’ll shape the focus to your event, team and desired outcome.
AI beyond the headlines
What is changing, what matters now and where people can begin.
From curiosity to daily use
Practical applications in communication, research, planning and repeatable work.
Working with AI agents
What agents can do, how workflows are changing and where people remain accountable.
The future of professional expertise
Using new tools while strengthening judgment, relationships and trust.
AI for the tools you already use
Training tailored to an organization’s approved platforms and actual work.
Turning knowledge into capacity
Making an organization’s expertise easier to find, teach and use.
Meet your audience where they are.
Tell me about the people in the room.
Share your audience, goals, preferred format and what you want them to take away. We’ll shape the engagement from there.