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AI Literacy for Finance Professionals: Mastering the New Essential Skill
Presented by:
Dr. John Garcia
Assistant Professor of Finance and Analytics at
California Lutheran University
Check out his full bio below
In today's rapidly evolving financial landscape, understanding AI is no longer optional - it's essential!
Sponsored by Mark Klein, President of PCL Financial Group
Artificial Intelligence is transforming every corner of the financial world - from client engagement to data analysis. Join us as Mark Klein introduces our featured speaker, who will explore how finance professionals can build AI literacy and confidently adapt to this new era of innovation.
We look forward to your participation in what promises to be an informative and engaging discussion.
Come join us In-Person or Virtually via Zoom for our Quarterly Education Meeting!
Friday, November 7, 2025
8:00am - 11:00 am PST
Location:
California Lutheran University
Lundring Center
(Conference Room at the Gym)
60 West Olson Road, Thousand Oaks, CA 91360
Parking, Building, and other instructions will be sent upon registration. Includes light breakfast and snacks.
Agenda:
8:00 am - Networking
8:30 am - Program Begins
10:30 am - Networking
11:00 am - Event ends
Registration Fee: $30.00
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