InsurMark Founders 2026: AI & the Future of Financial Services Retirement Planning
Hello my new Simplicity InsurMark friends, colleagues, & partners!
AI took notes for me as I presented the AI & the Future of Financial Services Retirement Planning keynote. Then, AI turned those notes into a song! Here it is. Your specific AI notes and the key slides are also here, so that you can try some of those prompts on your own.
On this page, you will find:
– the custom AI GENERATED SONG based on the AI keynote (it’s actually good!)
– the AI NOTES from your session transcribed by Otter.ai
– a downloadable PDF SUMMARY of the most important slides
Please let us know how we can be helpful in the future!
Dan
Dan Chuparkoff
A.I. & Innovation Keynote Speaker
CEO, Reinvention Labs
Former Technology Leader from
Google, McKinsey, & Atlassian
Listen to the
AI KEYNOTE SONG
The easiest way to review or share some of the key points of my AI & the Future of Everything Keynote is to listen to or share this song. My goal is to have you and everyone on your team singing, “We will always need people to solve, decide, & imagine.” and if this song helps to make that possible, then AI has, in fact, helped me to do my job better!!
PDF SUMMARY of key slides
This “Slide Cheatsheet” was customized for your specific talk. It’s 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.
Download the 3 page
high-resolution PDF here:
Hope you find it helpful!
AI NOTES from Dan’s AI 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, a seasoned technology innovator, discussed the transformative power of AI, emphasizing its ability to democratize video creation and revolutionize work processes. He highlighted AI's potential to enhance efficiency, decision-making, and problem-solving, while cautioning that AI is not a replacement for human expertise. Chuparkoff shared insights on AI's role in various industries, such as financial advisory and marketing, and stressed the importance of using AI as an assistant rather than a co-pilot. He also underscored the need for human oversight and critical thinking in leveraging AI to achieve better outcomes.
Action Items
[ ] Review the notes from Otter and the Solve, Decide, & Imagine keynote song after the session
[ ] Review the slides sent after scanning the QR code.
[ ] Try the prompt: 'I am a [job title]; every Monday, give me one new AI thing I should try' so attendees can set up a weekly AI tip feed
Outline
Introduction of Dan Chuparkoff
Speaker 1 introduces Dan Chuparkoff as a trailblazer with over 30 years of experience in innovation at Google and McKinsey.
Speaker 2 describes Dan as the "understandable technology speaker" known for making complex topics simple and useful.
Speaker 3 highlights Dan's ability to captivate audiences from Fortune 100 companies to South by Southwest.
Speaker 4 formally introduces Dan Chuparkoff to the audience.
Dan Chuparkoff's Journey and AI Demonstration
Dan Chuparkoff begins by expressing excitement and apologizes for missing the NASA event the previous night.
Dan explains that the video shown earlier was generated by AI, using Google Video and Sora from OpenAI.
He emphasizes the rapid transformation AI will bring, predicting that everything on a list of tasks will change in 18 months.
Dan discusses the dual nature of AI, highlighting its potential to both solve problems and create risks.
Personal Story and Early Technology Experiences
Dan shares his personal story, starting from his childhood in a trailer park in Tampa, Florida, to becoming a leader at Google.
He recounts his first job at the architecture and engineering board, where he learned to draw parking lot lines manually.
Dan meets Mr. Pock, an architect who introduces him to AutoCAD, which revolutionized his work by automating repetitive tasks.
This experience taught Dan the importance of technology as an assistant rather than an automator.
Evolution of Technology and AI
Dan traces the evolution of technology, from PCs and spreadsheets to the internet and cloud computing.
He highlights the recent advancements in generative AI and its potential to transform work.
Dan compares generative AI to previous technological breakthroughs, emphasizing its role as a productivity tool.
He discusses the importance of understanding AI's capabilities and limitations.
Understanding AI's Capabilities and Limitations
Dan explains the acronym GPT, emphasizing its generative, pre-trained, and transformative nature.
He conducts an experiment with the audience to illustrate how AI predicts the next word in a sentence.
Dan explains that AI is consensus-driven and often acts as a C+ student, requiring human expertise for more complex tasks.
He advises using AI for tasks that require less certainty and relying on human judgment for critical decisions.
AI in Business and Practical Applications
Dan encourages businesses to use AI to improve efficiency and productivity.
He discusses the importance of asking AI specific questions to understand its potential applications.
Dan highlights the role of AI in various industries, including financial advisory and marketing.
He emphasizes the need for continuous learning and adaptation to leverage AI effectively.
AI and Communication
Dan discusses the role of AI in writing stories, emails, and other forms of communication.
He explains how AI can help in drafting emails and improving the quality of written content.
Dan highlights the importance of human review and editing to ensure the accuracy and relevance of AI-generated content.
He encourages businesses to experiment with AI in communication to enhance their operations.
AI and Legal Responsibility
Dan addresses the legal responsibilities associated with using AI, particularly in the legal and financial sectors.
He shares a court case where a lawyer used ChatGPT to find cases, highlighting the importance of verifying AI-generated information.
Dan advises businesses to always check the sources of AI-generated information to ensure its accuracy.
He emphasizes the need for human oversight and responsibility in using AI.
AI and Global Collaboration
Dan discusses the potential of AI to facilitate global collaboration by enabling multilingual communication.
He shares his experience using AI-generated videos and translation tools to communicate in different languages.
Dan highlights the importance of adapting to new technologies to stay competitive in a global market.
He encourages businesses to explore AI-driven translation and communication tools to improve their operations.
AI and the Future of Work
Dan outlines the hierarchy of work, emphasizing the importance of problem-solving, decision-making, and innovation.
He explains that AI will handle routine tasks, freeing up humans to focus on more complex and creative work.
Dan discusses the potential of AI to transform various industries and create new opportunities.
He encourages businesses to embrace AI to enhance productivity and achieve long-term success.
