AI for Leaders: What’s Here, What’s Coming, and Key Steps to Gain Traction
Date: Thursday, May 28, 2026
Time: 11:45am - 1:00pm
Location: Queen City Club, 331 E. 4th Street, Cincinnati, OH 45202
Speaker: Jon Adams & Kendra Ramirez
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THIS EVENT IS NOW SOLD OUT! IF YOU WOULD LIKE TO BE ADDED TO OUR WAITLIST, PLEASE REACH OUT TO US AT administration@cincinnatiestateplanningcouncil.com
Join us on May 28, 2026, for a special joint luncheon with CFA Society Cincinnati at the Queen City Club, featuring an engaging discussion on:
AI for Leaders: What’s Here, What’s Coming, and Key Steps to Gain Traction
Presented by Jon Adams, Co-Founder and President of SALIX Data, and Kendra Ramirez, CEO of KR Digital, this session will cut through the noise around AI and focus on what truly matters for today’s professionals.
You’ll gain a clear, practical understanding of:
- Where AI can add value and where it doesn't
- Ways to use AI as a strategic thinking partner
- Practical moves you can start next week!
In addition to the program, this joint event offers a unique opportunity to connect with members of CFA Society Cincinnati, expanding your professional network across disciplines.
We hope you’ll join us for this timely discussion and an engaging afternoon of learning and connection.
Register today to reserve your seat.
We hope to see you there!
Board of Directors, Cincinnati Estate Planning Council
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Date:
Thur., May 28, 2026
Time:
11:45 AM - Registration
12:00 PM - Program
1:00 PM - Adjourn
Cost:
Members - $15
Non-Member - $35
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Location:
Queen City Club
2nd Floor Lounge
331 E. 4th Street
Cincinnati, OH 45202
Parking:
FREE Parking!
Deadline to Register:
FRIDAY, MAY 22nd
Note: refunds will not be given for cancellations received after the registration deadline.
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Thank you to our Lunch Sponsor
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2025-2026 Season Sponsor
We are proud to welcome the
Greater Cincinnati Foundation back as our season sponsor!
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Jon Adams
Co-Founder & President
SALIX Data
An award-winning provider of Artificial Intelligence, Business Process Outsourcing, and Litigation Support Solutions. Since launching SALIX in 1999 with his brother, Jon has grown the company from a basement startup into a global operation with teams in the United States, India, and Kenya, serving more than 2,500 clients across industries such as healthcare, financial services, legal, and manufacturing.
A recognized speaker, Jon has presented at over 200 conferences worldwide, advising leaders on leveraging AI, automation, and analytics to drive sustainable growth. His leadership is grounded in partnership, stewardship, and a commitment to long-term impact for clients, employees, and communities.
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Kendra Ramirez
CEO
KR Digital
A leader in Digital and AI solutions, we spearhead initiatives that drive digital and AI transformation in B2B markets. Since building bots in 2018, I have become an AI advocate, serving on the Cincinnati AI Catalyst Committee and co-hosting, CincyAI, the Tristate’s largest AI community. With a track record of delivering over 200 AI talks, my commitment to educating and engaging professionals in AI is my driving force. Additionally, I am a global Claude Ambassador, globally recognized on LinkedIn.com’s homepage, recipient of the Women of Influence Award, John Barrett Entrepreneur Vision Award, Cincy Chic Woman of the Year, and STEM Influencer. With over 15 years in technology companies, my leadership is focused on navigating change.
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