CFD Investments:
AI & the Future of Financial Services
Hello my new CFD Investments friends!
Thank you so much for allowing me to share my thoughts on AI with you in Huntington Beach at the CFD Investments 2025 Emerging Advisors meeting! I hope you enjoyed the event! Now that the dust has settled, as promised, I have made this page with a few things which may be helpful:
– the AI NOTES from our talk transcribed by Otter.ai
– a downloadable PDF SUMMARY of the most important slides from my talk
Thank you so much! Please let me know how I can be helpful in the future.
Dan
Dan Chuparkoff
A.I. & Innovation Keynote Speaker
CEO, Reinvention Labs
AI Educator & Innovation Expert from
Google, McKinsey, & Atlassian

PDF SUMMARY of key slides from Dan’s AI talk
This “Slide Cheatsheet” is designed to help audience-members like you, by wrapping my AI & the Future of Everything keynote into an easy-to-skim, easy-to-share, or easy-to-print resource for future reference. Hope you find it helpful.
Download the 3pg high resolution PDF here:
AI NOTES from Dan’s Keynote
*These notes were created automatically by Otter.ai. Transcription errors or mistakes have not been fixed
in order to demonstrate the current state of AI notes.
Summary
Dan Chuparkoff discussed the transformative impact of technology on work, emphasizing the importance of adapting to new tools like AI. He shared his journey from a high school Co-Op program to leading a team at Google, highlighting the productivity gains from early tech like AutoCAD. Chuparkoff explained AI's role, particularly GPT-4, in generating content and solving problems, and stressed the need for human oversight. He outlined AI's potential in financial advisory, including personalized portfolios and compliance, and its role in enhancing communication and collaboration through tools like Otter and Hey Gen for language translation.
Action Items
[ ] Ask your AI assistant what are 10 ways AI can change the work of financial advisors.
[ ] Explore the different AI models available (e.g. ChatGPT, Copilot, Gemini, Claude) and experiment with them to understand their capabilities and limitations.
[ ] Implement AI-powered note-taking for meetings to capture discussions and action items more effectively.
[ ] Investigate AI-powered language translation tools to enable more global collaboration and communication.
Outline
Reinventing Work with Technology
Dan Chuparkoff discusses his mission to help people reinvent their work using new technology to gain a competitive edge.
He emphasizes the importance of adapting to new technology to stay ahead of competitors and meet increasing customer expectations.
Dan shares his personal journey from a troubled past in Tampa, Florida, to becoming a leader at Google, highlighting the transformative power of technology.
He recounts his first exposure to AutoCAD in 1986, which revolutionized his work by making him 1000 times faster at drawing parking lot lines.
The Evolution of Technology and Work
Dan explains how various technological advancements, such as PCs, spreadsheets, the internet, and smartphones, have changed the way people work.
He predicts that by the end of the year, AI assistants will become essential for productivity.
Dan addresses the common confusion and misunderstanding about AI, using an example of a misleading image of AI in 2023.
He compares AI to a pinata, full of potential but often misunderstood, and emphasizes the need for specificity in understanding AI's capabilities.
Understanding AI and Its Applications
Dan introduces the concept of GPT (Generative Pre-trained Transformer) and its components: generative, pre-trained, and transformer.
He explains how GPTs generate new information and the importance of understanding their limitations.
Dan demonstrates how AI predicts the next word in a sentence, highlighting its consensus-driven nature and the need for follow-up questions.
He discusses the hallucination problem in AI, where AI sometimes provides incorrect answers due to its probabilistic nature.
AI Tools and Their Uses
Dan introduces various AI tools like ChatGPT, Copilot, Gemini, Claude, DeepSeek, Grok, and Meta's Wama, explaining their strengths and weaknesses.
He emphasizes the importance of exploring different AI models to find the best fit for specific tasks.
Dan highlights the role of AI in democratizing access to machine learning, making it accessible to everyone, not just experts.
He discusses the various applications of AI, such as writing stories, acting as a research assistant, improving emails, writing code, making images, and translating languages.
AI as a Content Creation Assistant
Dan explains how AI can be used as a content creation assistant, improving stories, research, emails, and other forms of communication.
He describes the AI sandwich method: using AI to generate an outline, then refining it with human input.
Dan emphasizes the importance of reviewing AI-generated content to ensure its accuracy and relevance.
He shares an example of using AI to create a custom bedtime story for his child, illustrating the practical applications of AI in everyday life.
AI and the Hierarchy of Human Expertise
Dan introduces the hierarchy of human expertise, identifying six types of work: communication, process, investigation, problem-solving, decision-making, and imagining.
He argues that AI can handle the bottom three layers of the pyramid, freeing up time for higher-level tasks.
Dan emphasizes that AI will never replace human decision-making and problem-solving, as these require unique human skills and context.
He discusses the importance of reviewing AI-generated content to ensure its accuracy and relevance.
AI in Communication and Collaboration
Dan highlights the impact of AI on communication and collaboration, particularly in meetings, email, and chat.
He introduces AI note-taking tools like Otter, which can capture and summarize meeting discussions, improving efficiency and reducing redundancy.
Dan discusses the potential for AI to translate languages in real-time, enabling global collaboration and democratizing access to knowledge.
He shares an example of using AI to create a video in multiple languages, illustrating the future of global communication.
The Future of Work with AI
Dan predicts that AI will become an indispensable tool for work, making people smarter and faster.
He emphasizes the importance of using AI as an assistant, reviewing its work, and ensuring its accuracy.
Dan discusses the potential for AI to handle routine tasks, freeing up time for more creative and strategic work.
He concludes by encouraging the audience to embrace AI and use it to enhance their productivity and decision-making capabilities.