Wednesday, August 20, 2025 • 9:00am - 4:00pm PT
Harry M. Smith Conference Room at Union Square, Lower Nob Hill
414 Mason St. 8th Floor, Suite 800
San Francisco, CA, 94102 (map)
“A company can seize extraordinary opportunities only if it is very good at the ordinary operations.” — Marcel Telles
Agency leaders consistently report that basic internal operations consume significant time and resources. This is one of the most challenging aspects of running a shop. Meanwhile, the AI landscape evolves weekly with new tools and capabilities. It’s easy to get caught up chasing shiny objects, but shouldn’t we first apply these innovations to fundamental business needs? Before pursuing the transformative promises of AI, we must first understand how to leverage these tools to execute core operations more efficiently.
In this hands-on workshop, we’ll explore practical applications of AI to streamline essential agency operations.
Through live demos and real-world examples, participants will learn how to:
Enhance forecasting accuracy and resource planning
Improve utilization tracking and reporting
Automate routine administrative tasks
Improve financial forecasting and planning
Accelerate business development processes
Generate actionable insights from operational data
Join us to discover how AI can help your agency master the basics while creating space for strategic growth. You’ll leave with concrete strategies to implement AI tools that support your existing operations rather than complicate them. After all, if we’re going to welcome our new AI overlords, let’s put them to work on operations first.
Member Ticket : $495
Nonmember Ticket : $695
Make the Most of your Time in San Francisco!
In addition to the Using AI in Ordinary Agency Operations Workshop, we’re offering two exciting opportunities to dive deeper: two days of presentations, interactive discussions, hands-on workshops, and open Q&A, AI & Your Agency, on Monday and Tuesday, August 18-19; and Operations Camp, two days of insights and fresh perspectives on Thursday and Friday, August 21–22.
Join us for one—or both—for a full week of learning, connection, and practical insights.
Thank You to Our Wonderful Partners:
Interested in sponsoring this workshop? Let's connect.