"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.

The golf outing portion of this event is SOLD OUT!  We are still accepting registrations for tennis, yoga and dinner.

Join the Philadelphia Estate Planning Council on Monday, July 14th for our 28th Annual Golf, Tennis & Yoga Outing. The outing is one of the council's most popular events and often sells out completely.

This year, the golf, tennis and yoga outings will all take place at the same location - Manufacturer's Golf & Country Club in Fort Washington, PA.

OUTING AGENDA
Golf Registration: 10:30 a.m. - 12:00 p.m.
Lunch Buffet: 11:15 a.m. - 12:30 p.m. 
Golf Tee Time: 12:00 p.m.
Tennis Round Robin: 1:30 p.m. - 4:00 p.m.
Yoga Class:  3:00 p.m. - 4:15 p.m.
Cocktail Reception & Dinner Buffet : 5:00 p.m. - 7:30 p.m.

GOLF INFORMATION: Single Registrations for golf are welcome! Foursomes will be created. For foursomes, at least one golfer must be a PEPC Member. The outing will be a shamble format. 

Single Golfer: $325 
Includes golf, gift, lunch buffet, cocktail reception and dinner buffet

Foursome: $1,300
One player must be PEPC member - includes golf, gift, lunch buffet, cocktail reception and dinner buffet

Hole Sponsor with Corporate Foursome: $1,600
One player must be PEPC member - includes golf, gift, lunch buffet, cocktail reception and dinner buffet.

TENNIS INFORMATION: This year's outing will be held at Manufacturers' Golf & Country Club  Registration includes a tennis clinic and round robin tournament.  Lunch is not included in the tennis registration fee.  Appropriate racquets apparel and footwear are acceptable in the racquets area and facilities.

Tennis Registration Fee: $100
Includes tennis, snacks and drinks on courts, gift plus cocktail reception and dinner buffet at Manufacturers' Golf & Country Club.  Does not include lunch.

YOGA INFORMATION: Join us for a 75 minute outdoor yoga class. This class is designed to accommodate all levels and abilities. You will experience a variety of postures, expand on alignment principles and learn modifications as needed, no experience with yoga necessary. Please bring your own yoga mat.  Following the class, participants will have time to use the locker rooms at the golf club prior to the cocktail reception.  

Yoga Registration Fee: $75
Includes yoga, gift plus cocktail reception and dinner buffet at Manufacturers' Golf & Country Club.  Does not include lunch.

DINNER ONLY INFORMATION: The dinner only registration includes the cocktail reception and dinner buffet at Manufacturers' Golf & Country Club.  Participants can expect to enjoy ample food and an open bar!

Reception Only Fee: $75
Includes cocktail reception and buffet.

The Philadelphia Estate Planning Council is a highly recognized interdisciplinary organization for professionals involved in estate planning, providing its members with opportunities to enhance their skills and expand their network through programs and interaction. PEPC annual golf, tennis and yoga outing attracts over 120 estate planning professionals in the Philadelphia region.

Available Sponsorships & Benefits

Event Sponsor (limited to 4) - $1,000 

• Company logo on all event promotion (flyers, email blasts, website).
• Link to your company website from all email promotion and the PEPC website.
• Verbal acknowledgement at event during cocktail reception.
• Signage at the event with your company logo.
• $100 discount on a foursome registration

Hole Sponsor with Foursome - $1,600

• Signage at a designated hole with your company logo.
• Foursome to include golf, gift, lunch and cocktail reception for four golfers.

Hole Sponsor - $350 

• Signage at a designated hole with your company logo.
  

Drink Station Sponsor - $350

• Signage at a drink station with your company logo.
  

Tennis Sponsor - $350

• Signage at the tennis courts with your company logo.
  

Yoga Sponsor - $350

• Signage at the yoga class with your company logo.

Outing Agenda

Golf Registration: 10:00 a.m. - 12:00 p.m.
Golf Tee Time: 12:00 p.m.
Tennis Round Robin: 1:00 p.m. - 3:30 p.m.
Yoga Class:  3:00 p.m. - 4:15 p.m.
Cocktail Reception & Dinner Buffet: 5:00 p.m. - 7:30 p.m.

Join the PEPC for our second annual Pickleball Outing at Valley Forge Military Academy on August 12th.  Space is limited to the first 32 people who register for the outing.  The outing will include a 30 minute clinic with a pro, followed by a round robin tournament. 

Immediately following the Pickleball Outing, we will move over to the The Goat's Beard in Wayne, PA for a happy hour!  This portion of the event is open to all - not just the pickleball participants.  Heavy hors d'oeuvres will be provided and a cash bar is available for drinks.

Schedule:
2:30 - 3:00 p.m. Pickleball Clinic
3:00 - 5:00 p.m. Pickleball Outing
5:30 - 7:30 p.m. Drop-In Networking Happy Hour