WorkshopIn-person event
Workshop: AI Operations for Professional Services
A consultative half-day for legal, finance, and consulting teams deploying AI in high-accountability environments.
Date to be announced Calgary, AB
Who it's for
Operations and technology leadsConsulting firmsLegal and accounting firmsFinancial services firms
About this event
Professional services teams face a specific set of constraints when deploying AI: sensitive client data, regulatory exposure, and workflows where errors carry real consequences. This session is built for those constraints, and for turning them into an advantage rather than a brake. The Opal team will walk through how the platform handles compliance requirements, client-facing workflows, and knowledge management in environments where accountability matters. The session includes a working segment where attendees map one of their own processes.
Agenda
- 1:00 PMWelcome & introductions
- 1:30 PMCompliance and confidentiality in AI workflows
- 3:00 PMBreak
- 3:30 PMWorking segment: map your own process
- 5:00 PMWrap-up and next steps
What you'll take away
- How to deploy agents in workflows that involve sensitive or regulated data
- How to configure role-based permissions and audit trails inside Opal
- How to handle client confidentiality requirements when AI agents are involved
- How leading professional services teams structure human-agent collaboration in practice
Speakers
