AI in Action: Strategic, Operational, and Financial Insights for SMB Leaders
Date: Wednesday, May 6, 2026
Location: BoyarMiller
2925 Richmond Ave, 14th Floor
Houston, TX 77098
A practical look at how AI is shaping decisions across growing businesses
AI is no longer a future initiative. For small and midsize businesses, it is quickly becoming a competitive factor.
The challenge is not access to tools. It is knowing where AI fits, how it impacts the business, and how to move forward without introducing unnecessary risk or complexity.
This session takes a business-owner perspective. You will explore how AI is being applied across sales, marketing, operations, and financial and compliance functions, with a focus on practical use, not theory.
What you’ll gain
- A clearer view of how AI is being used across core business functions
- Insight into how AI can improve efficiency and decision-making
- Understanding of legal, financial, and compliance considerations
- Practical direction for integrating AI into your strategic plan
Panel
Moderator:
Steve Kesten
BoyarMiller
Panelists:
John Shaw
PraxisIQ
Jet McGuire
BoyarMiller
Jason Wright
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Why this conversation matters
At vcfo, we work alongside leadership teams navigating decisions like this every day.
AI is not just a technology shift. It touches financial planning, operational efficiency, risk management, and how businesses scale.
What we consistently see is that the difference is not in access to tools. It is in how decisions are made.
This session reflects the same approach we take with clients. Focus on practical application. Understand the impact across the business. Move forward with clarity, not assumptions.
Reserve your seat
Secure your spot to join a focused, practical discussion on how AI is being applied inside growing businesses.
