In person
No stage, no slides. A table of people doing serious work, a good meal, and a moderated conversation the whole room takes part in.
Dinner No. 1 · Wednesday, September 9, 2026 · Portland
For advisors, planners, CPAs, attorneys, and practice owners. The working question for the table: which parts of professional-services work are actually moving onto agentic rails today — drafting, screening, preparation, coordination — and which parts stay human. We'll share what we've built and where it has surprised us in both directions; the table carries the rest.
Format: seated dinner — a single table of eight, one moderated table-wide conversation — no panel, no pitch. Venue and details with confirmation.
Dinner No. 2 · Wednesday, September 30, 2026 · Portland
For investors and operators. The working question: where the durable economics sit as professional-services work moves onto agentic rails — what compounds, what commoditizes, and what the evidence so far does and does not support. We'll bring the argument and its strongest counter-case; the table decides what holds.
Format: seated dinner — a single table of eight, one moderated table-wide conversation. Venue and details with confirmation.
Eight seats per dinner, confirmed personally. If the dates don't work but the topics do, say so when you write — these are the first two, not the last.
Stay close to the thinking
Essays on advisor agency and what agentic rails change — by Bill Woodruff, with WilliamFrank. One deep piece at a time; no noise.