The Playbook: Implementing AI in Your Business

🧠 Topic 
The Playbook: Implementing AI in Your Business

• How Artificial Intelligence is changing the way businesses operate and serve their clients

• The real-world journey of implementing AI at CapWealth — opportunities, challenges, and results

• Practical insights for business leaders exploring AI adoption in their own organizations

• Why AI is more than a buzzword and how it creates measurable value when applied strategically

• Lessons learned from a local CEO on embracing innovation while keeping people at the center of business

🎤Speaker
Phoebe Venable
President & CEO | CapWealth

• Phoebe Venable joined CapWealth in 2010. As President and Chief Executive Officer, Phoebe leads strategic planning initiatives across the organization, continuously evolving and improving the firm’s approach to attracting top talent, building robust infrastructure, and delivering an unrivaled client experience. She has three decades of experience serving multi-generational, ultra-high-net-worth families. Before joining CapWealth, Phoebe served as Family Investment Officer at GenSpring Family Offices where she served as an investment portfolio manager and private client advisor.