AI for Financial Professionals
Join us for an overview of the 2026 AI Landscape, where we’ll explore the different types of AI and how they are best applied in the workplace. We’ll compare leading tools such as Copilot, Gemini, and ChatGPT, highlight top AI products for finance professionals, and discuss the security and fiduciary guardrails essential for responsible adoption.
Brad Otto, P3C Technologies
Brad Otto has led P3C Technologies since the age of 14. His entrepreneurial journey began even earlier; by age 11, he was already building custom computers and working as a "computer tutor" for those in his community. While the company’s name originally stood for Personal Computer Construction and Consultation, P3C Technologies has since evolved into a premier IT Managed Service Provider (MSP) for small and mid-sized businesses.
Brad has operated the company full-time since 2012, expanding its reach and capabilities. Today, P3C’s cybersecurity plans are built on a foundation of proactive care, featuring robust protection, regular updates, and continuous staff education. When the unthinkable occurs, P3C is prepared to act—detecting suspicious behavior, executing dedicated disaster recovery and business continuity plans, and ensuring a seamless restoration.
While P3C assists companies across a wide array of industries, the firm offers specialized expertise for the accounting, construction, and financial sectors.
**Please note that the presentation will start at 11:45am
Wednesday, February 11th , 2026
Registration & Networking 11:30am
Presentation and Q&A - 11:45am - 12:45pm
Lunch: 12:30pm-1:15pm
Lunch will include salad, your choice of entrée options, sides , and dessert
Location: Fleming's Prime Steakhouse & Wine Bar
15665 W Bluemound Rd, Brookfield WI 53005
We would encourage members to email us at info@wiafp.org with any questions they would like to ask, or with any topics that they would be interested hearing about.
A few reminders…
- Unable to attend a meeting for which you have registered? Substitutes are welcome! Otherwise, we ask that you cancel your registration or send an email to secretary@wiafp.org
- Have an idea for a presentation topic or speaker? Email vp@wiafp.org
- General questions or comments about WIAFP? We want to hear from you! Email info@wiafp.org
- Registration closes 48 hours before event.
