"AI Roundtable Discussion: Practical Uses, Opportunities, and Pitfalls"
Join us for a dynamic roundtable discussion where panelists from the legal, accounting, and business sectors will share their firsthand experiences with the integration of artificial intelligence (AI) in their respective fields. The panel will explore both the promising applications of AI in estate planning and the limitations where the technology may fall short of the hype. Best practices and safeguards will be discussed. Most importantly, this session aims to foster an open dialogue among attendees about how AI is used and how it may shape the future of professional practice. The goal is for the membership to understand how our estate planning community can thoughtfully engage with these evolving tools.
Jeffrey Bowley is the Managing Partner and Co-Founder of Daneel, a firm at the forefront of leveraging artificial intelligence to transform finance, accounting and advisory. With a career spanning public accounting, entrepreneurship, and strategic advisory, Jeffrey brings a distinctive blend of technical expertise, operational acumen, and innovation-driven leadership to every engagement.
Prior to launching Daneel, Jeffrey built and operated his own public accounting firm, where he served a diverse client base and gained firsthand experience in the challenges of scaling financial infrastructure. After successfully selling the firm, he joined Centri Business Consulting, where he led the outsourced accounting and CFO advisory practice. In that role, he advised venture-backed startups, founder-led businesses, and high-growth companies on financial strategy, reporting, and scalability.
A licensed CPA, Jeffrey is recognized for his pragmatic leadership style, commitment to excellence, and ability to build trusted relationships across the financial and startup communities. He is a proud alumnus of both Penn State University and Villanova University.
Jennifer Ellis is a legal ethics attorney in Pennsylvania. She owns the consulting/law firm marketing company Jennifer Ellis, JD, LLC, through which she assists attorneys with issues such as electronic discovery, practice management, and online presence. Jennifer recognizes that each lawyer and firm is unique, and her efforts on their behalf must convey their individual style and voice. You do not get cookie cutter results from Jennifer.
Previously, Jennifer worked with a Philadelphia area personal injury firm, where she practiced legal ethics, managed the firm’s online presence, and oversaw its IT and security consultants. Jennifer also served as the Associate Director of Media Technology with the Pennsylvania Bar Institute, where she organized and presented courses on numerous issues, including law practice management, technology, and ethics. This unusual background brings together a practical, educational, and technological skill set which helps Jennifer provide services to her attorney clients.
Kris Wahl is an Innovation Manager at Turner Construction Company, the largest building contractor in the United States. He plays a central role in Turner’s enterprise-wide innovation efforts, identifying and integrating transformative technologies and processes that unlock new value and improve how teams work across the organization.
A core focus of his work is artificial intelligence. Kris helps implement Turner’s “AI Everywhere” philosophy, which aims to embed AI across daily workflows, business processes, and long-term planning. He has been instrumental in shaping and executing Turner’s AI strategy, centered on empowering staff, improving operations,and transforming business models. This includes driving efforts to help teams adopt leading AI tools securely and effectively, educating and upskilling staff, and tracking the latest developments in the field. Turner now has the largest engagement with OpenAI in the construction industry and has developed hundreds of custom AI tools to address domain-specific challenges.
Kris is also a member of the Feedforward Collective, an invitation-only community of leading AI thinkers, business leaders, and academics exploring the frontiers of artificial intelligence.
Beyond AI, he oversees programs that build innovation capabilities and culture across Turner, including the Turner Innovation Summit, Innovation Town Hall series, and Innovation Champions network. With over 17 years of experience in the architecture, engineering, and construction industry, Kris frequently speaks on topics related to AI, innovation, and digital transformation.
COST: No charge! Must be a PEPC Member to attend.
No continuing education credits will be offered for this program.
