Workshops

 

Enhance your OneVoice 2026 experience with curated workshops designed to inspire and inform. Whether you're taking your career to the next level, exploring practical AI applications, or strengthening your cyber strategy, you’ll gain clarity and actionable insights for the year ahead. 

All three workshops will be held concurrently on Monday. Attendees may choose one of three workshops for a $149 registration fee. Pre-registration is required, and lunch will be available prior to the workshops.

 

Optional Workshops (Choose 1 of 3)

Monday, February 2 | 12:15 - 1:45 pm

Advancing Women in Leadership Workshop
Sponsored by Fidelity Investments
One Percent-Her: How Women Leaders Rise and Succeed in Business
Cherry Rose Tan, Fifth Generation Entrepreneur, Venture Capitalist and Executive Coach

AI Workshop
Sponsored by Domify
Beyond the Buzz: Real AI Strategies for Growth, Scale and Client Value
Mike Byrnes, Owner, Byrnes Consulting
Mike Wood, Co-Founder & CEO, Domify AI

Cyber Workshop
Strengthening Resilience Against Agentic AI Attacks
Rob Francis, Senior Director, Cyber and Analytics Unit, FINRA
Carmi Moser, Director, Cyber and Analytics Unit, FINRA

Register today!

ADVANCING WOMEN IN LEADERSHIP WORKSHOP

One Percent-Her: How Women Leaders Rise and Succeed in Business
Sponsored by Fidelity Investments

 

What does it take to break through the ceiling, reach the top 1% of your field and become a resilient leader? Join powerhouse entrepreneur Cherry Rose Tan for a dynamic, hands-on workshop revealing the mindset, habits and tactical framework used by top founders and execs to grow through every phase of their career.

 

You’ll walk away with tools to lead with confidence, overcome roadblocks and become a force in your organization—no matter where you are in your leadership journey. Allies welcome.

 

AI WORKSHOP

Beyond the Buzz: Real AI Strategies for Growth, Scale and Client Value
Sponsored by Domify AI

 

Want to grow? Now it’s easier than ever. Artificial intelligence is redefining how wealth management firms attract clients, deliver personalized experiences and achieve scale. AI is no longer something with the potential to streamline operations and deepen advisor-client relationships someday—it’s accelerating growth now.

 

In this executive-level post-conference session, we’ll go deep into case studies examining how forward-thinking firms are embedding AI into their business models and strategic visions. You’ll gain practical insights into the tools and approaches that are driving measurable results in marketing, client engagement and operational efficiency. Come away able to:

  • Understand how AI can transform advisor effectiveness and productivity
  • Identify where AI investments can deliver immediate and sustainable ROI
  • Explore strategies for aligning AI innovation with compliance, governance and trust

Discover how leading executives are shaping the future of advice delivery, redefining client value and leading their organizations into the next era of intelligent growth.

 

CYBER WORKSHOP

Strengthening Resilience Against Agentic AI Attacks

 

Agentic AI systems are no longer merely theoretical threats—they are being actively weaponized to execute sophisticated cyberattacks at unprecedented scale and speed. These autonomous systems can independently carry out multi-stage attacks, moving far beyond simple advisory capabilities. Join us to examine real-world threat scenarios, deconstruct threat actor tactics, develop response strategies, master information sharing frameworks, and build practical incident response playbooks

Stay ahead of emerging cyber threats. Join this interactive workshop to transform your security approach from reactive to proactive. Gain practical tools, peer insights, and coordinated industry strategies you can implement immediately to strengthen your firm's defense posture and safeguard your clients.
 

Co-Presenters:

  • Rob Francis, Senior Director, FINRA Cybersecurity Group
  • Carmi Moser, Director, FINRA Cybersecurity Group