AI in Practice
About the Series
AI in Practice is a four-part working session series where private risk professionals explore how AI tools can support real workflows in their day-to-day practice.
Each session combines practical examples and use cases gathered from across the industry with open peer discussion. Participants share what they are trying, what is working, and where they have questions, building toward practical insight they can apply immediately.
Real Workflow Examples
Use cases gathered from professionals actively using AI in private risk workflows.
Peer Discussion
Exchange ideas and learn from how others across the industry are exploring AI.
Guided Application
Practical exercises and worksheets to apply between sessions.
What We Covered
The series moved from hands-on tools to the bigger question of how the advisor's role is changing.
Microsoft Copilot & Renewal Workflows
An introduction to Microsoft Copilot and how AI can support renewal workflows, with real examples of how peers are starting to apply it.
Building an AI Agent
A hands-on walkthrough of building and prompting an AI agent for quote comparisons, using real sample documents and output.
From Execution to Strategy
A look at how AI is evolving in advisory practices beyond task automation, and what that shift means for advisors and their clients.
AI, Judgment, and the Future of Risk
How AI is reshaping the advisor-client relationship, why human judgment and soft skills matter more than ever, and where to focus next.
The Throughline
AI does not replace professional discernment. It reframes it.
Facilitated By
Samantha Hennessy
Education & Marketing Director, PRMA
Allisandra Lamhing
Learning & Design Specialist, PRMA
Disclaimer: The content shared in this series is intended for general educational purposes only. PRMA does not provide legal, compliance, or technology recommendations. Participants should consult their organization's policies and appropriate advisors before adopting any tools or workflows discussed. Participants are encouraged to use only their organization's approved AI tools and avoid entering client-specific, confidential, or proprietary information into any personal or non-approved tool.
