2026-03-12 · Ippon Technologies — 3431 W Leigh St, Richmond, VA 23230
The future of financial and knowledge work is not just AI that assists. It is AI that executes. Join the AI Ready RVA Money & Finance Cohort for a deep dive into agentic AI systems and how tools like Claude Cowork and MCP integrations are changing the way professionals operate, automate, and scale their impact. This session will move beyond theory and into real execution. You will see how AI can orchestrate workflows, interact with business systems, and produce real outcomes while you focus on strategy and growth. Session AI That Does the Work: Inside Claude Cowork + WealthBox MCP Cowork brings the power of Claude Code to everyday professionals. Complex multi-agent systems that once required technical expertise can now be orchestrated through a simple interface. In this session, Jonathan will break down: What agentic AI really means for finance and knowledge work How Claude Cowork orchestrates agents, skills, and MCP integrations How MCP connects AI directly to tools like WealthBox and CRM systems Real examples of AI producing finished work including research, documents, and organized outputs Why this shift represents a major leap in productivity and operational scale With Cowork, you can describe an outcome, step away, and return to completed work. This is not assistance. This is execution. Who Should Attend Finance and Wealth professionals Business leaders exploring AI automation Operators and builders interested in agentic systems Anyone wanting to understand the next phase of AI productivity What You Will Gain Clear understanding of agentic AI and multi-agent orchestration Practical insight into real workflow automation Exposure to next-generation AI tools shaping business and finance Connection with the AI Ready RVA Money & Finance community
This event took place on Mar 12, 2026 in Greater Richmond and has already happened. AI Ready RVA runs free and member events across the region every month — see the upcoming events calendar for the next session, or explore our industry cohorts to keep learning between events.