
Building Smarter Systems and More Efficient Workflows
Artificial intelligence is quickly becoming an everyday tool across commercial real estate, AEC, and the professions that serve them. The difference between generic output and genuinely useful work comes down to two things every professional controls: what the AI knows, and what it can reach.
This presentation introduces the Six Levels framework: six management moves every professional already knows how to make, taking AI from a talented stranger with zero company knowledge to a trusted executive assistant with real access and standing responsibilities. You hire it, onboard it, give it an office, train it, hand it the keys, and put it on the org chart. Most professionals today are asking a stranger to do an insider's job, and this session shows exactly how to change that.
Together, we will move level by level through the framework: writing requests that produce consistent, usable results, customizing platforms like ChatGPT, Claude, and Microsoft Copilot to understand your role and communication style, organizing client and pursuit work in dedicated workspaces, teaching AI repeatable processes, and connecting AI to the systems you already use. The session closes with a live demonstration of an AI executive assistant that plans the day and delivers a morning briefing automatically.
Whether you are new to AI or use it daily, you will leave knowing exactly which level you are working at today, and the specific step that takes you one level up this week.
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Registration Options
The deadline to register is August 17, 2026.
Refunds will be given for cancellations received by August 14, 2026; after that the registration is non-refundable but may be transferred to another attendee.