PROpulsion AI and Automation ⋆ PROpulsion

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An AI and Automation-focused event just for you!

A LIVE virtual morning event focused on skills, practical use cases, trusted tools, how to use them, and ethical considerations.

The event will show case how to use AI and what AI to use and what to look out for.

PUNCHY KEYNOTES

No more long keynotes you must sit through! The best keynote speakers are set to deliver impactful messages and insights in 30 minutes!

PANEL DISCUSSION

We address important issues and opportunities AI offers you in your practice and business.

SHOWCASES

We will show how the tools work for specific use cases

AI & Automation Agenda

Tuesday
25 March 2025

09:00 - Opening and Welcome
09:15 - Keynote - Working ON Your Business: The AI Advantage - Matthys Brits
Discover the crucial difference AI can make by using it to work on your business. See how AI tools can handle routine tasks while you focus on growth.
09:50 - Keynote: AI, Automation & AI Automation – What’s the Difference? - Francois du Toit
Understand what makes AI, automation, and AI automation different yet complementary. Learn why these technologies should enhance your advice rather than replace it. See examples of how these tools work in practice.

10:40 - Panel Discussion - Risks, Challenges & Solutions
Join our panel as they tackle the important concerns around using AI in financial planning: keeping data safe, maintaining client trust, staying compliant, and helping your team adapt. Get practical strategies for avoiding common mistakes.
Panelists:
Niclaas Roets, atWORK
Rizanne Oosthuisen, ProfileMe
Tiaan Herselman, Old Mutual Wealth
Johan Vosloo, Commspace
Moderator:
Francois du Toit, PROpulsion
11:30 - Keynote - Practical Gen-AI Use Cases for Advisory Practices - Mohammad Malik
See AI in action with live demonstrations of tools like ChatGPT, Claude, and more. Learn how to use these tools for creating marketing content, improving business processes, training your team, and more.

* Agenda and times are subject to change

Get Your Tickets Now

Who should attend?

FSP Owners

Franchise Principals

Operations Managers

Financial Planners

Financial Advisers

Paraplanners

Consultants

Technology Officers

Compliance Officers

Office Managers

OUR SPONSORS

Bringing an amazing event to life is often impossible without the support of sponsors.

OUR MEDIA PARTNERS

A collection of live virtual sessions bringing the worlds of financial planning and technology closer than ever before.

Fully
Immersive

Global

Not The Usual Suspects

A live virtual event that promises practical insights and show cases

OUR KEYNOTE SPEAKERS

Speaker 1
Will be announced soon

Speaker 2
Will be announced soon

Speaker 3
Will be announced soon

Speaker 4
Will be announced soon

Speaker 5
Will be announced soon

Speaker 6
Will be announced soon

View the Full Agenda

OUR PANELISTS AND FACILITATORS

Panel Discussion 1 -
Risks, Challenges & Solutions
Panelists will be announced soon

View the Full Agenda

Will I earn CPD points?

YES!
We applied for CPD approval and will update the approval shortly.
CPD categories:
Ethics and Practice Standards: TBC
Technical: TBC
General: TBC

Will the event be recorded?

YES!
All sessions will be available to watch on our website afterwards.
However, you will only earn CPD when attending the live event.

TICKETS

Tickets

R 495 incl. VAT

per ticket

On sale from
4 March 2025

PROpulsion Members

PROpulsion members receive a complimentary ticket. No need to purchase a ticket.

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AI and Automation Single Ticket(Required)

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1. Clicking "submit" below finalises the transaction and you are liable to settle the invoice, regardless of whether you attend or not.
2. The sale is final, and no refunds or credit notes are available.
3. An invoice is generated upon submission.
4. If your payment is not successful, you will remain liable for settling the outstanding amount.
5. The ticket is for each ticketholder's exclusive use.
6. The link to the event and each ticketholder's login details will be emailed a few days before the event.
7. We do not take responsibility for the correctness of the information you supplied. This remains your responsibility.
8. CPD points are allocated and validated exclusively by using the report detailing your attendance. This is the only information we will use to determine if you attended for the amount of time required to earn CPD points in line with guidelines.
9. You confirm that all the details provided are correct and that each ticketholder can prove their identity in the event of an audit through acceptable proof of identity documents.
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PRIVACY: We take your privacy seriously, and we and our sponsors DO NOT share your information with anyone else. The purpose is to allow our valued sponsors to contact you a limited number of times after the event.

We promise that none of our sponsors will haunt you or try to hard-sell you any of their products.

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An AI and Automation-focused event just for you!

PUNCHY KEYNOTES

PANEL DISCUSSION

SHOWCASES

AI & Automation Agenda

Tuesday25 March 2025

Who should attend?

FSP Owners

Franchise Principals

Operations Managers

Financial Planners

Financial Advisers

Paraplanners

Consultants

Technology Officers

Compliance Officers

Office Managers

OUR SPONSORS

OUR MEDIA PARTNERS

A collection of live virtual sessions bringing the worlds of financial planning and technology closer than ever before.

Fully Immersive

Global

Not The Usual Suspects

A live virtual event that promises practical insights and show cases

OUR KEYNOTE SPEAKERS

Speaker 1

Speaker 2

Speaker 3

Speaker 4

Speaker 5

Speaker 6

OUR PANELISTS AND FACILITATORS

Panel Discussion 1 - Risks, Challenges & Solutions

Will I earn CPD points?

Will the event be recorded?

TICKETS

Tickets

PROpulsion Members

Book Your Ticket(s) Here

Book a single ticket

Book 2 to 5 tickets

Ticket 1

Ticket 2

Ticket 3

Ticket 4

Ticket 5

Make a group booking

Who must we invoice?

Personal Invoice Details

Company Invoice Details

Summary and Consent

Total Payable for Selected Tickets

Your Consent

BEFORE YOU SUBMIT - READ THIS

CONNECT WITH US

Tuesday
25 March 2025

Fully
Immersive

Panel Discussion 1 -
Risks, Challenges & Solutions