About this event
Hands-on workshop to build your own custom ChatGPT AI Agent, designed for financial professionals to deploy practical AI workflows in-person on Mercer Island.
Agentic AI Workshop: Build Your Own Custom ChatGPT Agent brings together curiosity, collaboration, and hands-on learning. Following Cindy Lin’s March 18 webinar on creating custom AI Agents, this in-person session invites attendees to bring laptops and apply these techniques directly to their own projects. Expect peer-to-peer collaboration, real-world exercises, and practical takeaways you can implement right away.
Why attend? Learn how to design, implement, and customize a ChatGPT-based agent tailored to your workflows. You’ll explore prompts, tool integrations, fallback strategies, and deployment considerations that can accelerate decision-making, automate repetitive tasks, and extend your existing financial tech stack. This workshop is ideal for financial professionals, tech enthusiasts, and no-code curious builders who want to see tangible results from AI agents in a live setting.
What you’ll do:
- Build a personalized ChatGPT agent from scratch, with prompts, memory, and tool integrations
- Learn how to orchestrate simple toolchains to extend agent capabilities
- Collaborate with peers to brainstorm use cases and share implementation tips
- Troubleshoot common issues and discuss governance, security, and compliance considerations for AI agents in a professional setting
Who should attend: professionals seeking practical, hands-on AI skills; intermediate no-code builders; and anyone curious about how AI agents can enhance finance, operations, and analysis. Bring your laptop, charge it, and be ready to code, test, and iterate in a collaborative environment.
Format: in-person workshop with live demonstrations, guided exercises, and time for Q&A. Expect interactive prompts, live agent building, and a concluding share-out of learnings.
Location: Mercer Island Community & Event Center, 8236 SE 24th St, Mercer Island, WA 98040. This is an in-person event.
Registration: Register through the CFASociety Seattle page. Registration CTA is on the event page: https://www.cfasociety.org/seattle/events/event-description?CalendarEventKey=5aafd67a-7167-4f2f-b46b-019c4ec2df4e&CommunityKey=c3f167ab-0616-43fa-a585-0185e47cd793&Home=%2Fseattle%2Fsociety-events%2Fupcoming-events
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