
Tuesday, November 10, 2026
2:00 PM ET, online
Led by Tiffany Simonsen and Matt Arnold of Maybern. Hosted by PECFOA.
The session asked one AI tool the same LP question against two versions of one fund folder, then showed which changes to the folder corrected the answer. Attendees left with a map of where their firm's data lives, a scorecard that grades each source on access, structure, cleanliness and meaning, a method for starting with one problem, and questions to put to IT and vendors before committing to a tool. 40 minutes of workshop, 20 minutes of Q&A.
