Connections: The offical publication of Applied Client Network

Owner/Principal Alliance Meeting
Virtual Networking

Owner/Principal Alliance Meeting

When

Date: June 30, 2026
Time: 1:30 p.m. - 2:30 p.m. (CST)

Agenda

AI Updates with Applied & Adoption in Action

Join the Owner/Principal Alliance for an engaging meeting focused on the latest AI advancements at Applied and how member organizations are thinking about AI adoption.

We’re excited to host Applied's Matt Lane, SVP of Product Management, and Charles Frumerie, Principal UX Designer, who will provide an inside look at the company’s evolving AI strategy. The discussion will include a recap of recently released and announced capabilities, along with a forward-looking view into what’s currently in development.

Following this update, we’ll shift from strategy to real-world application with a featured case study from CRS Insurance Brokerage. Rachel Johnson, Agency Systems Manager, will share how their organization has approached AI adoption to date, including key considerations, early wins, and lessons learned along the way.

This session will offer both a strategic overview and practical insights to help you better understand how AI can drive impact across your business.

Have a question already top of mind? Feel free to share in the comments here to get the conversation started!

Registration

FREE for ALL ACN Members!

The dial-in number and link will be included in the registration confirmation email and calendar link following registration.

What is an Alliance Meeting?

Member Alliance meetings are virtual gatherings for ACN members of like-personas, designed to promote networking and information sharing across North America. Please note that Alliance meetings are not recorded.

Meeting Contact

ACN Staff
alliances@appliedclientnetwork.org