Transforming document workflows with AI
The event is full
About the event
1:30 PM – 6:00 PM (EST), March 20, 2025
102 FRANKLIN, 102 Franklin Street, New York, NY 10013
Step into the future of AI and document automation at Templafy’s exclusive event on March 20 in NYC. This is your chance to connect with industry leaders, experience cutting-edge AI tools firsthand, and gain practical insights that will redefine how you work.
To top it all off, network with peers over drinks and Michelin-prepared canapés by Resident.
Event speakers
We’re excited to host Allie K. Miller, top AI leader, advisor, and investor, as our keynote speaker. With experience as the Global Head of Machine Learning Business Development for Startups at Amazon and AI product builder at IBM, Allie will challenge you to rethink AI’s potential in business.
You’ll also hear from Patrick Ohlin from Jefferies, a global leader in investment banking and capital markets. Patrick will explore how brand consistency and document automation are key to maintaining and protecting your company’s reputation.
Rounding out the lineup is Sam Hockley, Templafy’s Senior Executive Client Partner, who will share our vision for AI-driven document workflows. Discover how Templafy AI Assistant saves hours of manual work and see how top companies use it to improve efficiency, protect brand reputation, and streamline processes.
The sessions
Session 1: Welcome and presentation of Templafy’s AI vision
Explore the future of AI with Templafy’s Sr. Executive Client Partner, Sam Hockley. Learn how Templafy’s AI Assistant works to automate document creation within the tools you already use, like Microsoft Office and Salesforce, and see a live demo of its capabilities.
Session 2: Keynote and Q&A with Allie K. Miller
Get inspired with Allie K. Miller, CEO of Open Machine and Fortune 500 AI Advisor, as she sheds light on how AI is transforming industries worldwide. A Q&A session will follow, giving you the opportunity to ask all your burning questions.
Session 3: Brand risk and reputation with Patrick Ohlin
How do your documents impact your brand? Patrick Ohlin, Senior Vice President at Jefferies, explores the connection between document workflows and brand reputation. Hear practical advice on keeping your branding consistent and staying ahead of potential risks, all while making your processes more efficient.
Agenda
1:30 PM – 2:00 PM: Arrival
2:00 PM – 2:30 PM: Welcome and AI vision with Templafy’s Sr. Executive Client Partner
2:30 PM – 2:45 PM: Break
2:45 PM – 3:45 PM: Keynote and Q&A with Allie K. Miller
3:45 PM – 4:00 PM: Break
4:00 PM – 4:45 PM: Brand risk and reputation with Jefferies
4:45 PM – 6:00 PM: Networking, drinks, and canapés
Spaces are limited for this exclusive event. Don’t miss your chance to gain insights, connect with industry leaders, and experience the power of Templafy’s AI Assistant in action.
