WMEF 2025: AI & the Future of Wealth Management
Hello my new Wealth Management friends & colleagues!
Surprise! AI took notes for me as I presented the AI & the Future of the Wealth Management keynote with all of you at your event in Austin! Here are those notes. I hope they help you on your AI journey. Below you’ll find 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 for allowing me to share my thoughts on AI with you!
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” 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 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 AI, emphasizing its role in revolutionizing communication and work processes. He highlighted Google's VEO for generating authentic human voices and the potential of AI to reinvent marketing and entertainment. Chuparkoff shared his journey from a high school Co-Op program to leading teams at Google, underscoring the importance of recognizing new technologies. He explained AI's limitations, such as its inability to solve unique problems or make creative decisions, and stressed the need for humans to verify AI-generated content. He also discussed AI's role in improving collaboration, including real-time translation and meeting summaries, and predicted AI's increasing integration into daily workflows.
Action Items
[ ] Ask ChatGPT how AI is changing your business and how it can help with specific challenges.
[ ] Scan the QR code to get the slide deck with the prompt to ask ChatGPT.
[ ] Review the AI-generated meeting notes provided at the end of the session.
Outline
Introduction of Dan Chuparkoff & AI-Generated Speaker Introduction
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 an understandable technology speaker who makes complex things simple and useful.
Speaker 3 highlights Dan's ability to captivate audiences from the Fortune 100 to South by Southwest.
Dan Chuparkoff reveals that the entire introduction was AI-generated using Google's new product, VEO, which can generate video with authentic human voices.
The Evolution of Technology & AI
Dan discusses the evolution of technology, from digital transformations to the rise of AI, and its impact on various industries.
He emphasizes the importance of understanding new technologies to grow faster, deliver more value, and attract better talent.
Dan shares his personal journey from a troubled childhood in Tampa, Florida, to becoming a leader at Google, highlighting the significance of recognizing new technology.
He recounts his first experience with technology at 17, drawing parking lot lines using AutoCAD, which significantly sped up his work.
The Impact of AutoCAD & Copy-Paste on Dan's Career
Dan describes his experience with AutoCAD in 1987, which revolutionized his work by allowing him to draw parking lot lines much faster.
He explains the concept of copy and paste, which changed his life and made him realize the potential of technology to automate repetitive tasks.
Dan reflects on how various technological advancements, such as spreadsheets, the internet, mobile phones, and cloud computing, have improved communication and efficiency.
He predicts that AI will become as common and taken for granted as copy and paste, significantly changing the way people work and communicate.
Understanding AI & Its Limitations
Dan explains the common misconceptions about AI, describing it as a database rather than a robot with levers and switches.
He discusses the importance of clarity in understanding AI, particularly the generative pre-trained transformer (GPT) models like ChatGPT and their limitations.
Dan demonstrates how AI predicts the next word in a sentence based on common answers, highlighting its consensus-driven nature and limitations in creativity.
He emphasizes the need for users to understand AI's confidence levels and to verify the accuracy of AI-generated information.
AI's Role in Decision-Making & Problem-Solving
Dan explains how AI can help in decision-making by providing suggestions and improving the quality of information available.
He discusses the importance of using AI as a research assistant for every task, not just big projects, to make better decisions.
Dan highlights the need for users to double-check AI's work, especially in regulated industries, to ensure accuracy and avoid legal issues.
He shares an example of a lawyer using ChatGPT for legal research, which led to the submission of false cases, emphasizing the importance of verifying AI-generated information.
The Hierarchy of Human Expertise & AI's Role
Dan introduces the hierarchy of human expertise, which includes communication, teaching, processes, problem-solving, decision-making, and imagination.
He explains that AI is excellent at the first three levels but struggles with the higher levels of problem-solving, decision-making, and imagination.
Dan emphasizes the importance of humans focusing on solving hard problems, making thoughtful decisions, and imagining the future, which AI cannot do.
He predicts that AI will help humans manage information more efficiently, allowing them to spend more time on higher-level tasks.
AI's Impact on Communication & Collaboration
Dan discusses how AI can improve communication and collaboration by providing meeting summaries and facilitating real-time translation.
He shares an example of using Otter for meeting summaries, which can help users stay organized and efficient.
Dan highlights the importance of creating a searchable repository of meeting notes to identify subject matter experts and avoid redundant conversations.
He emphasizes the potential of AI to democratize access to information and education by enabling real-time translation and communication across languages.
The Future of AI & Human Collaboration
Dan predicts that AI will continue to evolve, making it easier for people to collaborate across languages and cultures.
He discusses the potential for AI to manage the deluge of information and help humans focus on higher-level tasks.
Dan emphasizes the importance of using AI assistance to stay ahead in a world with increasing expectations and limited resources.
He concludes by encouraging the audience to embrace AI as a tool to improve their work and create a better future.