AI 2026 to 2027: Learnings, Case Studies, Implementations & What’s Next
See how data governance sets the foundation for firm-level intelligence that scales and adapts as agents arrive.
Wednesday, 28 October 2026 | 9:00 AM GMT | 10:00 AM CET | 11:00 AM EDT
Agenda
Intro: AI in 2026, a Year in Review
- Audience poll: whether attendees see AI’s growth as linear, exponential, a hype curve or declining
- From Chatbots to Agents to Swarms: how far AI has come since ChatGPT launched in 2022, and why firms need to act now
- The Holy Trifecta for 2027: running AI on your own machines (Edge AI), building your firm’s knowledge into one memory (Firm Memory), and training people to design the work (System Thinkers)
- Panel discussion: where firms are seeing real value from AI today
Section 1: Building Firm Level Intelligence
- Data Warehouse > OHM > Agents & Workflows: how records, documents and partner judgment come together in one governed foundation that agents can draw on
- Live demo: a firm brain built in Obsidian, showing how firm knowledge is organised and recalled
- Panel discussion: what changes once a firm’s knowledge sits in one place, and where review should sit
Section 2: Agents at Work, Custom Workflows
- Audience poll: what attendees understand an agent to be
- What makes an agent: memory, skills, routines and the harness engine that keeps it working until the goal is met
- Three levels of human oversight: when to approve every step, when to step in only on a flag, and when to set rules and review the logs
- Demo-led examples: a chatbot drafting a client email, an agent preparing a daily chief-of-staff brief, and a swarm of agents working in parallel
- Panel discussion: what firm knowledge agents should have, and how to train people to supervise agents
Section 3: Build vs Buy, Owning What Sets You Apart
- Audience poll: who has built something with vibe coding, and how far it went
- What is vibe coding: building working software by describing what you want in plain English
- The 25/75 rule: a prototype is the first 25%, and making it enterprise-ready with security, testing and audit is the other 75%
- Buy, build or partner: weighing off-the-shelf platforms, an in-house team led by a CTO, and a fractional CTO or specialist partner
- Panel discussion: what firms should never hand over to an outside AI platform, and which tools should become firm-wide
Outro: Final Thoughts and Key Takeaways
- The Evolution of Intelligence: how the edge has shifted from IQ to EQ to AQ, and now to AxQ, the speed of execution
- Final panel thoughts: one piece of advice from each panellist, and the one decision to make before 2027
- Six things to start tomorrow: practical next steps, from organising firm data to piloting one workflow
- Q&A and close: audience questions and where to watch the full recording