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 30, 2026 · Lake Oswego
For advisors, planners, CPAs, attorneys, and practice owners. The working question for the table: which parts of professional-services work are 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, one table, one moderated conversation. No panel, no pitch. Venue and details with confirmation.
Dinner No. 2 · Wednesday, October 28, 2026 · Lake Oswego
For investors and operators. The working question: where the 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 the case against it; the table decides.
Format: seated dinner, one table, one moderated conversation. Venue and details with confirmation.
Seats are confirmed personally. If the dates don't work but the topics do, say so when you write. More dinners will follow.
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.