Pathfindr × Besen Family Office

Workshop Agenda

Wednesday 4 March 2026  ·  10:00am – 1:00pm  ·  31 Flinders Lane, Melbourne

3 hrs
Duration
3
Live Demos
7
Attendees
1
Commitment
Session Overview — 180 minutes
10:00 10:30 11:00 11:30 12:00 12:30 1:00
Setup & intro
Live demos + practice
Break
Click any block to expand
10:005 min
Hook
Opening Question
+
  • Your actual project documents are already on screen
  • No introductions yet — we start with a question, not a welcome

"How long does it take you to find what changed?"

10:0525 min
💡
Introduction
Introduction to AI
+
  • Introductions and the purpose of today's session
  • How AI tools actually work — in plain terms
  • What they're genuinely good at and where their limits are
  • How to get reliable, useful results from them
  • No hype, no jargon — practical and grounded throughout
10:3045 min
📄
Demo 1
Spot What Changed
Claude.ai+
  • Live demonstration (15 min) — Upload consecutive project reports and ask AI to surface every material change: shifted dates, altered figures, narrative differences, and cross-section inconsistencies
  • What normally takes hours of side-by-side reading happens in seconds
  • Hands-on practice (30 min) — Apply the same approach to your own documents
  • Goal: leave with at least one finding you wouldn't have caught in your normal review process
Property reports  ·  PCG documents  ·  Estate Master files
11:1540 min
📊
Demo 2
Ask Your Data a Question
Copilot+
  • Live demonstration (15 min) — Take a question that currently requires pulling data from multiple systems and answer it in a single step using AI
  • Something that takes an hour of manual digging takes seconds
  • Hands-on practice (25 min) — Each person asks a question of their own — one they've never been able to answer quickly
  • We work through them together and get answers on the spot
Financial data  ·  Spreadsheet models  ·  Live queries
11:5515 min
Break
Coffee — Step Away — Let It Sink In
12:1040 min
📋
Demo 3
Board Report Draft
Claude.ai+
  • Live demonstration (10 min) — Feed raw project data into AI and produce a concise board update in moments
  • The group reviews the output together — assessing accuracy, tone, and what needs refinement
  • Hands-on practice (30 min) — Working with your real reporting data, refine the output into a draft board update that's ready to use
  • You leave with something tangible
Project reporting  ·  Board communication  ·  Internal updates
12:5020 min
Close
What's Next — One Commitment
+
  • Quick round to capture what surprised you — one answer each
  • Group discussion: what would you want working before the end of March?
  • We close with one clear, agreed next step
1:10
End
Close