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#94: AI 双面圆桌派 02 ~ AI 时代的理财之道
你有没有试过,让 AI 帮你解释 ETF、看一只股票、算退休,或者判断该不该提前还房贷?
它说得很快。
也很像那么回事。
但理财最难的,常常不是看懂一个产品。
而是看清自己的约束:收入、家庭、税务、房贷、风险承受力,还有你晚上能不能睡得着。
这一场,我们继续用「AI 双面圆桌派」的方式,聊 AI + 理财。
我们会聊几个普通人真的会遇到的问题:
* AI 能帮我们省下哪些查资料、做比较、读文件的时间?
* 为什么同样收入、同样资产的两个家庭,答案可能完全不同?
* AI 给出的投资观点,普通人可以怎么验证,而不是直接相信?
* 金融平台越来越智能之后,效率、推荐和用户保护之间怎么平衡?
* 当金融骗局从群发话术变成个性化关系,我们该如何提高警觉?
这不是一场投资课。
也不会给个股推荐。
我们更想聊的是:
AI 可以帮我们更快看懂信息,但它不能替我们承担后果。
***嘉宾介绍***
**Melinda Hu, CFP**
加拿大 CFP 注册财务规划师,拥有 20 年中加税务与财富规划经验,专注小企业与家庭的税务及退休规划。她长期关注 AI 对财务规划行业的影响,也关注在技术快速变化的时代,人们如何重新理解财富、风险与安全感。
**Alex Luo**
资深 IT 软件架构师,15 年深耕云技术、AI 人工智能与科技金融行业。金融创业 5 年,致力于中产阶级财商教育和理财服务,关注 AI 在金融行业的应用和发展。
***About Startup4Chinese***
Started in August 2017, Startup4Chinese's mission is to INSPIRE, EMPOWER, and CONNECT entrepreneurial minds not only among Chinese but beyond. We want to inspire your passionate entrepreneurship spirit, empower your brilliant startup idea, and connect you with your future reliable partner. We value Openness. We provide Pragmatic topics. We want to help you succeed!
***关于OneHub***
OneHub商业咨询是一家领先的加拿大咨询公司,提供商业咨询和顾问服务,帮助中小企业增长和成功。该公司以其战略咨询方面的专业知识而闻名,包括商业计划、市场研究、财务建模和数字化转型。创始人Eddie Lee有30多年企业实务经验,他注意到创业者常常面临相同的问题。OneHub团队,就是要为为初创企业或中小型企业遇到的问题提供全面解决方案。
***About OneHub***
OneHub Business Consulting is a leading Canadian consulting company that provides business consulting and advisory services to help small and medium-sized enterprises grow and succeed. The company is known for its expertise in strategic consulting, including business planning, market research, financial modeling, and digital transformation. Founder Eddie Lee has over 30 years of practical experience in the corporate world and noticed that entrepreneurs often face similar problems. The OneHub team aims to provide comprehensive solutions for the issues encountered by startups or small to medium-sized businesses.
Sunday Night with Friends! (Dinner, Cocktails and Conversations)
Hello everyone,
I'd like to invite you out to our **Sunday Night with Friends-Dinner, Cocktails and Conversations** get together.
-Reserved seating, friendly people, good conversation and great food awaits!
So please plan to join us if you can :)
\*Joined by my other groups too; so we can anticipate a fantastic evening
**Time: 6:30 p.m. -9:30 p.m.**
**Location:** La Carnita - Good Fortune Bar (Main Floor)
**Address:** 130 Eglinton Ave. Toronto, ON M4P 2X9
Free Paring on Eglinton on Sundays on the North Side (Just East of the Restaurant)
Event Details Bellow:
Sincerely,
Steve Flemming
(Organizer/Host)
Event Details:
**Sunday Night with Friends! (Dinner, Cocktails and Conversations)**
-The great thing about this dinner party is you're free to move around to different tables and meet the other members too throughout the evening
**Dinner Party Topics** may include but not limited too: Travel, Culture, Spirituality, Relationships, Modern Dating, Life after Marriage, Work/Life balance, Art, Technology, Economy, Music, Movies, Sports, Fashion, Hobbies, Books, Psychology, Philosophy, the Future, History, Pop Culture, Theatre, Living the Good life etc.)
**Arrival Time:**
\*Join us any time between 6:30 pm and 7:15 pm (if you can) for a fun and highly interactive evening as we get to know the members over dinner and great conversations (of your choice)
Event goes until roughly 9:30 pm (stay later if you like)
**Event Fee:**
5 dollars (cash only please) (HST included)
or in advance by e transfer to **[steveflemming11@gmail.com](http://steveflemming11@gmail.com/)**
\-\-\-\-\-\-\-\-\-\-\-\-
**Friendly Reminder:**
\*One beverage or appetizer minimum to support the venue- this is greatly appreciated :)
\-\-\-\-\-\-\-\-\-\-\-\-
**Parking Available:**
\*Plenty of free street parking on Eglinton and (Residential area south/east of venue for free)
**Close to Subway Station:**
\*Also right beside the Yonge/Eglinton subway station
\-\-\-\-\-\-\-\-
MOONLIGHT MANTRAS by the Lake
**Overview**
A full moon evening of soulful music, mantra & meditation by Lake Ontario, to nourish your mind, body, & spirit.
**Moonlight Mantras**
**by the Lake**
A full moon evening of soulful music, mantras & meditation by Lake Ontario, designed to nourish your mind, body, and spirit.
Step out of the city, without ever leaving it.
Join us for an evening retreat at Ashbridges Bay Yacht Club, where the noise of Toronto fades into the background and the stillness of the lake and full moon takes over. For a few hours, you’ll feel as though you’ve traveled far beyond the city to bathe in the soothing mantras and soulful melodies of our live musicians.
Hosted in the gorgeous clubhouse with sweeping views of the bay, you’ll be guided through a soothing blend of music, mantra chanting, and meditation. Rooted in ancient traditions, mantra works through sound and vibration - subtle frequencies that calm the mind, settle the body, and gently uplift the spirit. Sing along and sway for an embodied experience.
The full moon has long been associated with heightened awareness, emotional clarity, and reflection. It’s a powerful time to pause, reset, and turn inward. This evening is designed to help you tap into that energy effortlessly.
Afterward, you’re invited to linger around, sit on the patio, walk along the docks, and take in the quiet glow of the moon over the water.
Whether you’re new to meditation or already on your journey, this experience offers a rare opportunity: to feel completely transported, while still in the heart of the city.
✨ Expect a serene, calming, and uplifting evening
✨ Soulful live music and guided mantra chanting
✨ Meditation under the full moon by the lake
✨ A peaceful, welcoming community atmosphere
Come as you are - and leave feeling lighter, calmer, and renewed.
Sunday Night COCKTAILS and CONVERSATIONS
Hello everyone,
I'd like to invite you out to our Sunday Night Cocktails and Conversations event.
-Reserved seating, friendly people, good conversation and cocktails specials all night
\*Kitchen will be open too
-Please plan to join us if you can :)
\*Joined by my other groups too; so we can anticipate a fantastic evening
**Time: 7:00 p.m. -9:30 p.m.**
**Location:** La Carnita - Good Fortune Bar (Main Floor)
**Address:** 130 Eglinton Ave. Toronto, ON M4P 2X9
Event Details Bellow:
Sincerely,
Steve Flemming
(Organizer/Host)
Event Details:
**Sunday Night COCKTAILS and CONVERSATIONS**
-The great thing about this event is you're free to move around to different tables and meet the other members throughout the evening
**Cocktails and Conversation Topics** may include but not limited too: Travel, Culture, Spirituality, Relationships, Modern Dating, Work/Life balance, Art, Life (before, during and after) Marriage, Technology, Day Trips, Vacations spots, Passions, Music, Favorite Movies, T.V. Shows, Community, Modern Living, Fashion, Hobbies, Books, Psychology, Philosophy, the Future of A.I. , History, Pop Culture, Theatre, etc.)
**Arrival Time:**
\*Join us any time between 7:00 pm and 8:00 pm (if you can) for a fun and highly interactive evening as we get to know the members over dinner and great conversations (of your choice)
Event goes until roughly 9:30 pm
**Event Fee:**
5 dollars (cash only please) (HST included)
or in advance by e transfer to **[steveflemming11@gmail.com](http://steveflemming11@gmail.com/)**
\-\-\-\-\-\-\-\-\-\-\-\-
**Friendly Reminder:**
\*One beverage or appetizer minimum to support the venue- this is greatly appreciated :)
\-\-\-\-\-\-\-\-\-\-\-\-
**Parking Available:**
\*Plenty of free street parking on Eglinton and (Residential area south/east of venue for free)
**Close to Subway Station:**
\*Also right beside the Yonge/Eglinton subway station
\-\-\-\-\-\-\-\-
Moll Flanders by Daniel Defoe
For May, we'll read Moll Flanders by Daniel Defoe
313 pages
First published in 1722
About the book:
Born and abandoned in Newgate Prison, Moll Flanders is forced to make her own way in life. She duly embarks on a career that includes husband-hunting, incest, bigamy, prostitution and pick-pocketing, until her crimes eventually catch up with her. One of the earliest and most vivid female narrators in the history of the English novel, Moll recounts her adventures with irresistible wit and candour-and enough guile that the reader is left uncertain whether she is ultimately a redeemed sinner or a successful opportunist.
Toronto Language Exchange | Practice Spanish & English (In-Person)
Join our **Spanish–English Language Exchange** Meetup and improve your conversation skills in a relaxed, social environment. This **free event** is perfect for anyone looking to practice Spanish or English while meeting new people. We meet in cozy coffee shops, outdoors in parks, and sometimes get together to enjoy social events and local festivals while practicing languages and building community.
### **🗣️ What You’ll Do**
* Practice Spanish and English through real conversations
* Join small groups and switch languages throughout the event
* Learn practical vocabulary and everyday expressions
* Build confidence speaking in a supportive environment
### **👥 Who Should Attend**
* Spanish learners (all levels)
* English learners (all levels)
* Native speakers who want to help others
* Anyone interested in language exchange and cultural connection
### **☕ Venue**
If we meet at a local coffee shop—just grab a drink and enjoy the conversation!
### **💸 Cost**
**FREE event** (please support the venue by purchasing a drink)
### **🌟 Why Join?**
Language exchanges are one of the most effective ways to learn. You’ll improve faster by speaking with real people, hearing authentic accents, and using the language in everyday situations.
Whether you're a beginner or fluent speaker, you’ll find a welcoming community ready to practice and connect.
**👉 RSVP now and start speaking with confidence!**
As our language exchange community continues to grow, we’ll be moving around Toronto and meeting in different locations across the city. Please make sure to check the event location before each meeting and stay tuned for updates and announcements.
Our gatherings may take place indoors or outdoors—at coffee shops, parks, festivals, markets, or any event you think could work well for our group. Since we all come from different countries and cultures, this is a great opportunity to explore and enjoy all kinds of celebrations and experiences—not just Latin activities.
**Thank you for helping make this group grow and stay dynamic!**
**Héctor**
Semantic Technologies Events This Week
Discover what is happening in the next few days
Archetypal Coaching — Activate Your Goals with Ancient Wisdom
Archetypal Coaching — Activate Your Goals with Ancient Wisdom
Ready to energize your goals and gain clear direction?
In this weekly meetup, we work with powerful archetypes from ancient traditions to align your intention, sharpen your strategy, and ignite real momentum.
4 Sessions Per Month
Tap into the power of 4 ancient traditions:
• Egyptian — Strategic clarity & long-range vision
• Scandinavian — Decisiveness & breakthrough energy
• Greek — Harmony, inspiration & personal charisma
• Sephirotic (Kabbalistic) — Deep integration & energetic anchoring.
Each 90-Min Session Includes:
• Group energy alignment (20 min)
• Personal goal setting in the energy of the week’s tradition (20 min)
• Group activation & anchoring (20 min)
• Personal alanyses, archetypal insights & support circle (30 min).
What You’ll Gain:
✓ Mental clarity & motivation
✓ Energetic support for your path
✓ Clear, inspired next steps
✓ A deeper connection to purpose.
When: Every Sunday afternoon 4-6pm
Fee: $50 CAD per session
(Limited spots available)
Facilitator:
Andrey Litvinov — Business Coach, Psychotherapist,
Grand Master of Reiki Yggdrasil
To Reserve Your Spot:
Pre-registration required via WhatsApp or Telegram
Message:
t.me/AndyTherapist
WhatsApp: +1 437 606 6502
❤️Chinese Speed Dating Bubble Tea (Scarborough)
Address: 2245 Kennedy Rd unit 5, Scarborough, ON M1T 3G8
Tired of “casual dating” that goes nowhere?
If you’re between **25–45**, living in the GTA, and genuinely looking for a relationship that could lead to **marriage**, this event is for you.
Join us for a relaxed **Afternoon Tea Social** in Scarborough — a warm, low-pressure way to meet like-minded people in person.
This is not a traditional speed dating.
This is not a loud party.
And it’s definitely not for people who are “just browsing.”
Instead, it’s a curated, small-group gathering for those who are ready to date seriously and build something real.
### ☕ What to Expect
* A cozy afternoon tea setting
* Guided conversations led by a host
* Small-group rotations (so you actually get to talk)
* A mature crowd with clear intentions
* A chance to meet Chinese or Chinese-friendly singles
(international students, immigrants, and second-gen)
### ✅ Who This Is For
* Ages **25–45**
* Chinese singles, or those interested in dating/marrying Chinese
* People who are emotionally mature and relationship-ready
* Those who hope to get married within the next 1–2 years
Dinner with Friends Gratitude Party! (Cocktails and Conversations)
Hello everyone,
I'd like to invite you out to our **Dinner with Friends Gratitude Party!**
-Reserved seating, friendly people, good conversation and great food awaits!
So please plan to join us if you can :)
\*Joined by my other groups too; so we can anticipate a fantastic evening
**Time: 6:30 p.m. -9:30 p.m.**
**Location:** La Carnita - Good Fortune Bar (Main Floor)
**Address:** 130 Eglinton Ave. Toronto, ON M4P 2X9
Event Details Bellow:
Sincerely,
Steve Flemming
(Organizer/Host)
Event Details:
**Dinner with Friends Gratitude Party! (Dinner, Cocktails and Conversations)**
-The great thing about this dinner party is you're free to move around to different tables and meet the other members too throughout the evening
**Dinner Party Topics** may include but not limited too: Travel, Culture, Spirituality, Relationships, Modern Dating, Work/Life balance, Life after Marriage, Dating Apps, Comedy, History, Art, Technology, Economy, Music, Movies, Sports, Fashion, Hobbies, Books, Psychology, Philosophy, the Future, History, Pop Culture, Theatre, etc.)
**Arrival Time:**
\*Join us any time between 6:30 pm and 7:15 pm (if you can) for a fun and highly interactive evening as we get to know the members over dinner and great conversations (of your choice)
Event goes until roughly 9:30 pm
**Event Fee:**
5 dollars (cash only please) (HST included)
or in advance by e transfer to **[steveflemming11@gmail.com](http://steveflemming11@gmail.com/)**
\-\-\-\-\-\-\-\-\-\-\-\-
**Friendly Reminder:**
\*One beverage or appetizer minimum to support the venue- this is greatly appreciated :)
\-\-\-\-\-\-\-\-\-\-\-\-
**Parking Available:**
\*Plenty of free street parking on Eglinton and (Residential area south/east of venue for free)
**Close to Subway Station:**
\*Also right beside the Yonge/Eglinton subway station :)
\-\-\-\-\-\-\-\-
Toronto Climate Film Festival: Emergence: Women In The Storm (TORONTO PREMIERE)
[Toronto Climate Film Festival](https://www.tcff.ca/) and [ClimateFast](https://www.climatefast.ca/) present:
**Emergence: Women In The Storm**
**Sunday May 31, 2026 – 6:30-9pm**
Doors open @ 6:30 pm.
Screening starts @ 7 pm.
Join acclaimed directors Nova Ami and Velcrow Ripper at the Toronto premiere for a Q&A to discuss ‘wisdom from the storm’ — how finding your community is one of the best ways to prepare for emergencies. Presented by The Toronto Climate Film Festival and Climate Fast. Doors at 6:30pm, screening at 7:00; Q & A to follow moderated by legendary feminist activist Judy Rebick.
Trailer: [https://www.youtube.com/watch?v=6ytX_0KiQnM](https://www.youtube.com/watch?v=6ytX_0KiQnM)
Tickets: [https://cool.world/event/emergence-toronto-premiere/](https://cool.world/event/emergence-toronto-premiere/)
(Your Meetup RSVP will not get you a ticket!)
About the film:
Climate change is here. As heat domes, atmospheric rivers, and wildfires reshape our world, how do we protect what matters most? EMERGENCE: Women in the Storm goes beyond the headlines to explore how women are navigating climate emergencies.
Recent disasters, including the wildfire that burned the town of Lytton to the ground and the devastating floods in the Fraser Valley, are seen through the eyes of survivors, while emergency responders and community organizers provide perspectives on preparing for – and moving beyond – the worst. Meghan Fandrich’s reflective readings from Burning Sage: Poems from the Lytton Fire, written after losing her town to the blaze, are woven together with stories of healing, resilience and hope in the face of an uncertain future.
Intimate and beautifully crafted, the film offers insights on how to live in this new reality, finding ways to carry on without giving up.
Website: [https://emergence.film/](https://emergence.film/)
💘 May Dragon Boat Experience & Singles Social
**Paddle, Laugh & Meet New People 🚣♀️**
Looking for a more active, outdoorsy way to meet singles this spring?
**Celebrate Asian Heritage Month with an outdoor singles social featuring dragon boating, teamwork, and new connections. Beginner-friendly!**
**When:** Sunday\, May 31\, 2026 \| 10:00am – 1:00pm
**Where:** Sunnyside Pavilion (1755 Lake Shore Boulevard West)
**Tickets:**[ ](https://www.eventbrite.ca/e/toronto-dating-hub-may-dragon-boat-experience-singles-social-tickets-1988492050251?aff=meetup)[\[Buy Here\]](https://www.eventbrite.ca/e/toronto-dating-hub-may-dragon-boat-experience-singles-social-tickets-1988492050251?aff=meetup)
**(must buy ticket from website - RSVP from Meetup doesn't count)**
#### **What to Expect 🚣♀️💬☀️**
* Beginner-friendly dragon boat experience — no experience needed
* Intro to paddling, teamwork & safety from experienced coaches
* Time on the water paddling together as a team (with rotations) 🌊
* Shore-side mingling before, between & after boat sessions 🍹
* Light refreshments included
* Fun, social, active atmosphere with a healthy-lifestyle crowd
* Great for solo attendees — many people come on their own 😊
Can’t make it? Follow **[Toronto Dating Hub](https://www.torontodatinghub.com/)** for upcoming mixers & events!
IMPROV and ACTING in the PUB (with Optional Dinner Party After)
Hello everyone,
Please join us for our a great afternoon with **IMPROV and ACTING in the PUB.**
\*Joined by my other groups too; so we can anticipate a great afternoon
\*\*Stick around after as well for our weekly traditional Sunday Dinner Party-no extra charge- others will be joining us to for dinner (optional)
Event details below:
Sincerely
Steve Flemming
(Organizer/Host)
Event Details:
**IMPROV and ACTING in the PUB (with Optional Dinner Party After)**
This is a well organized event filled with Improv games, skits and of course lots of hilarious scenes that we will create.
-A fun afternoon for all Improv enthusiasts and newbies of Improv!
\*No experience required; just an open mind and a desire to meet some wonderful people, laugh and have fun!
\*Joined by my other groups too so we can anticipate a fabulous turn out
\-\-\-\-\-\-\-\-\-
**Event Fee:** 10 dollars (Cash only) (HST is included)
or e transfer in advance to [[steveflemming11@gmail.com](http://steveflemming11@gmail.com)]
\*Includes Dinner Party after at no extra charge :)
\-\-\-\-\-\-\-\-\-\-\-\-\-
**Friendly Reminders:**
**Date:**
**Sunday, May 31st**
**Arrival Time:**
Arrive between 4:00 pm and 4:30 pm
**Where to Meet us?**
**Location: La Carnita - Good Fortune Bar (Main Floor)**
**Address:** 130 Eglinton Ave. Toronto, ON M4P 2X9
\-\-\-\-\-
**Parking Available:**
\***Plenty of free street parking on Eglinton** and (Residential area south/east of venue for free)
**Close to Subway Station:**
\*Also just a three minute walk east from the Yonge/Eglinton subway station
Semantic Technologies Events Near You
Connect with your local Semantic Technologies community
Christians in Tech - Meetup #37 @ Improving
Christians in Tech is a community at the intersection of faith and technology. Our meetups are designed to spark meaningful conversations, promote knowledge sharing, and encourage growth—both in your career and your spiritual walk with God. Whether you're an experienced professional or just starting your tech journey, CIT welcomes you.
Our Website
[https://linktr.ee/citcbus](https://linktr.ee/citcbus)
Sponsors and Partners
* Improving (Venue Sponsor)
* Bethel World Prayer Center (Fiscal Sponsor)
* Fruits & Roots (Coffee Partner)
NFT AI ART Columbus
NFT's are here to stay folks!
This is a group for like minded people interested in understanding, leveraging, using, creating for, profiting from, trading too i suppose, NFT's.. everything around them, complexity, fear and exploits, best practices and more.
**PLUS**
This group will talk AI ART tools, techniques, artists, video, audio, prototypes and more in the AI assisted production space- ART specifically, but we can get into any aspect of some of the cooler things happening in AI in general.
QA or The Highway 2026
QA or the Highway is a one-day, affordable, regional, professional conference featuring real-world experience and thought leadership in the QA and testing industry.
This is a ticketed event please register here:
https://www.qaorthehwy.com/
Featured Keynote Speakers:
**Matthew-Hope Eland** **(Wizard at Leading EDJE)** \- An AI Specialist and Wizard at Leading EDJE who is known to teach software engineering\, AI\, and data science concepts in the most ridiculous ways possible\. Matt has used machine learning to settle debates over whether Die Hard is a Christmas movie\, reinforcement learning to drive the behavior of digital squirrels\, data analytics to suggest improvements to his favorite TV show\, and AI agents to play board games and create an AI agent with the personality of a dog\. Matt is the author of "Data Science in \.NET with Polyglot Notebooks" and "Refactoring with C\#" as well as several LinkedIn Learning courses\. Matt helps organize the Central Ohio \.NET Developer Group\, runs several blogs and a YouTube channel\, has a Master’s of Science in Data Analytics\, and is a current Microsoft MVP in AI and \.NET\.
**Tatyana Arbouzova** **(CEO at Innovate QA)** \- Tatyana Arbouzova is an engineering and business leader with a strong background in Quality Engineering across multiple industries\, including Big Tech\, Healthcare\, and Entertainment\. She has held leadership roles at world\-class companies such as Microsoft\, VMware\, Disney\, and The Pokémon Company International\, where she focused on building quality\-driven cultures and scaling teams to deliver high\-impact products\. With decades of experience\, Tatyana has helped organizations transform their quality practices so teams can deliver software efficiently\, confidently\, and with measurable business outcomes\. Today\, Tatyana advises software companies on adopting AI to optimize quality practices and improve how software is delivered at scale\. She is also a passionate community builder and the founder of Innovate QA\, a thriving Seattle\-based community and conference for quality professionals\.
June 2026 AWS Columbus - Topic to be announced
Topic to be announced.
**THANK YOU** *Franklin University* for hosting our meetup! To learn more about *Franklin University*, please visit their website: https://www.franklin.edu/
**DIRECTIONS**
Franklin University
Fisher Hall
300 E. Main St, Columbus, OH 43215
Map: https://maps.app.goo.gl/jxjBA2hUmS5qrvhq8
Parking is FREE! Please park in Lot C in front of Fisher Hall. See attached map.
NOTE: Map the address only. When mapping with Google Maps it may use the Fisher Hall at OSU, which is NOT correct.
**Want to sponsor the pizza and/or bar tab?**
Please contact me if you would like to sponsor this meetup's pizza and/or bar tab: angelo@mandato.com
Site Building with Etch (Class 03 of 10) (FEE BASED)
**PLEASE READ THE FOLLOWING IMPORTANT NOTES:**
1. The dates for this series are simply placeholders at the moment. We are working on our 2026 schedule, and adjustments are forthcoming.
2. Each class in this series has an attendance fee.
3. Each class, from BOTH a sign-up and fee perspective, is a separate entity.
4. As the Etch toolset evolves, so too will the class outline below.
**Introduction:**
Our Site Building with Etch class provides detailed instructions on the philosophy of the Etch development framework, as well as in-depth, hands-on instruction on using the Etch environment and associated tools. Anyone familiar with Kevin Geary and the Digital Gravy set of products will tell you that they offer ground-breaking approaches to professional WordPress site development.
As we write this, the Etch toolset and environment are rapidly taking shape, with weekly quantum leaps forward in WordPress development methodologies. As early investors in the Etch product offering and its development process, we are actively testing and evaluating the toolset as it takes shape. We are beyond excited to see how WordPress site development is being modernized, and can't wait to bring this course set to you. It will be a paradigm shift in page and site development within WordPress, as well as moving your development mindset light-years forward.
Join us as we explore Etch and dive deep into development approaches that will genuinely elevate your craft as a website developer and agency provider. Scalable, responsive, compliant websites are now within easy reach, and Etch provides both the platform and toolset to take you there.
**The breakdown of the 10-class series is as follows:**
* Class 01 - TBD
* Class 02 - TBD
* Class 03 - TBD
* Class 04 - TBD
* Class 05 - TBD
* Class 06 - TBD
* Class 07 - TBD
* Class 08 - TBD
* Class 09 - TBD
* Class 10 - TBD
Throughout the class sessions listed above, we cover the following key areas of web development with Etch:
* **Introduction to Etch Interface:**
* Familiarization with the toolset's layout and understanding how to navigate and interact with its various components.
* **Visual Site Building:**
* Techniques for creating layouts using Etch's interface, incorporating sections, divs, containers, and elements to build semantically correct page structures.
* **Styling and Design:**
* Utilizing Etch's styling approach to customize elements, apply global CSS classes for consistent design, and leverage features like Flexbox and CSS Grid for responsive layouts.
* **Dynamic Content and Custom Fields:**
* Integrating dynamic content from custom post types and custom field plugins (like ACF, Meta Box, and even built-in fields) to build data-driven websites.
* **Component Building:**
* Creating and managing reusable components for headers, footers, post type layouts, and other site-wide elements.
* **Performance Optimization:**
* Understanding how Etch contributes to fast-loading websites and implementing performance best practices.
* **Advanced Features:**
* Depending on the class level, it might delve into advanced topics such as conditional logic, interactions, and custom code integration to enable more complex functionality.
The series aims to equip participants with the skills to efficiently build, customize, and maintain WordPress websites using Etch, catering to both beginners and experienced web developers alike.
ServiceNow Knowledge 26 Recap + Topgolf Happy Hour
Couldn't make Knowledge? Or want to debrief the dancing robots or Autonomous Workforce? Join us for a Knowledge '26 recap, insights sharing, a couple rounds of golf, and fun at Topgolf. As always, drinks and food will be provided. More details to come — mark your calendar, RSVP, and save your spot today!
Data & Analytics Wednesday - Finding Product Insights
**The Behavior Gap: Where Products Win or Lose**
Teams today have more data than ever, and yet many still struggle to understand why customers adopt, engage with, or abandon their products. Teams sprint, ship faster, and chase more signals… all while metrics stall and confidence drops. The missing piece isn’t more data. It’s often the behavioral insight between the metrics, explaining why the numbers move in the first place. Dashboards can tell you what customers did, but understanding why they did it (and how to influence what they do next) requires a deeper blend of insights. This session is about closing that gap.
Drawing from real-world experience designing and scaling products as [ZoCo Design](https://zocodesign.com/)’s CEO, [Lacey](https://www.linkedin.com/in/laceypicazo/) will share how to cut through the noise and identify the insights that actually change behavior—moving people, and moving metrics. You’ll learn:
* Why understanding customer behavior is a quant and qual challenge
* How to spot the signals that actually predict behavior change
* Where AI accelerates insight, and where it creates distraction
* How to get meaningfully closer to customers, without adding more tools
This talk reframes how to evaluate performance and identify what levers actually improve it, helping your team to make smarter bets with greater confidence. Every meaningful outcome is driven by behavior change. And when you know how to design for behavior, you stop guessing, and start building things that work.
**About Our Speaker**
[Lacey Picazo](https://www.linkedin.com/in/laceypicazo/) is the Founder and CEO of ZoCo, a healthcare product studio that turns complex, high-stakes ideas into products that drive real-world adoption. She partners with healthcare organizations to uncover critical care delivery insights, focus product strategy through behavior design, and build solutions that patients and providers actually use.
Thanks to our 2026 sponsors:
[Clarivoy](https://www.clarivoy.com), [What Box Consulting Group](https://www.whatboxconsultinggroup.com), [Conductrics](https://www.conductrics.com), and [Piwik PRO](https://piwik.pro)
More info at [cbusdaw.com](https://cbusdaw.com)





















