From buzzwords to breakouts: Inside the AI Exchange

AI, Artificial Intelligence

What happens when you mix five powerhouse AEC marketers, a room full of curious professionals, and just enough flair to keep things fabulous?

You get the AI Exchange From Practice to Implementation, an energizing, insight-packed event brought to life by SMPS North Texas. This wasn’t your average Happy Hour. With Robins & Morton hosting us in their beautiful Plano office (thank you, thank you) on Thursday, March 27, over 50 attendees floated between four expert-led breakouts, getting hands-on with real conversations about what AI looks like in action, not just in theory.

Big minds. Big ideas. Big energy.

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Moderator Sarah Kinard, Head Bird here at The Flamingo Project, kicked us off with a confession: She asked AI what we should talk about—relatable. The room laughed and the conversation began. 

Each panelist shared how they’re using AI in their day-to-day work, from content strategy to company-building to team-wide adoption, and then hosted their own themed breakout session, giving attendees a chance to visit two out of four conversations. Think roundtable meets brainstorm meets real talk. 

“If AI writes the proposals and clients use AI to score them…who’s actually talking to whom?” participants in the panel Q&A

Building an AI foundation for your firm

Julie Huval, FSMPS, CPSM, owner of Marketing Ops Advisor, challenged attendees to think bigger—way bigger—about how AI could be used to build a business from the ground up. Her breakout pushed participants to move beyond the chatbot and explore AI as a true business engine: for strategy, innovation, and scalable systems.

Want more of Julie’s brainpower on marketing ops, systems, and AI strategy?
Connect with Julie on LinkedIn or follow her on YouTube.

Julie came in hot with her mantra: “Become ungovernable.” She’s not just using AI, she’s built an entirely separate company powered by it. At her table, the vibe was pure possibility: If you could build a business from scratch using AI, what would you create? More importantly, what’s stopping you from doing that now? 

  • Attendees explored how to use AI to dream big and implement practically 
  • Ideas flew: content calendars, risk analysis, internal hackathons 

Julie reminded us that AI isn’t just a chatbot. It’s a business partner; one that doesn’t judge your wild ideas.

Data management and strategy

Courtney Kearney, CPSM, owner of CKearney Consulting, turned her breakout into a CRM truth-telling session, demonstrating how AI can only be as smart as the data you feed it.

Craving more CRM+AI wisdom
(and some tough love about your data)?
Connect on LinkedIn and
check out her YouTube channel.

Courtney’s session was a wake-up call and a CRM masterclass. The big idea? Dirty data kills AI dreams. Whether you’re trying to analyze win/loss insights or build predictive Go/No-Go tools, your outputs are only as good as what you feed the machine. 

  • She discussed how to use AI to analyze past RFPs and decision data 
  • Attendees learned how to feed CRM history into a custom GPT (yes, really) 
  • We talked AI as coach, analyst, strategist, and how marketers can lead the charge on clean data 

IYKYK! Courtney’s the one who coined AI as “your intern, your coach, and your assistant, but you’re still the boss.”  

AI in design and proposal content

Julie Shaffer, FSMPS, CPSM, owner of Shaffer Creative, discussed how AI is changing the way AEC marketers tackle content, from proposal workflows to visuals and beyond. Her breakout was packed with practical tools, cautionary tales, and ethical reminders, all grounded in the idea that AI should empower you—not replace you.

Julie’s table was buzzing with tech tips and honest talk about what’s working (and what’s not). Folks are using tools like ChatGPT, Acrobat AI, and even alt-text generators to speed up proposal content—but always with an eye on accuracy and ethics. 

  • Build prompts that actually work (think: “Respond like a technical PM”) 
  • Use visual tools like Firefly and Midjourney, but don’t always trust them 
  • Use AI to check if your differentiators are clear in your copy (if the bot can’t find them, a human probably won’t either)

Julie’s pro-tip? AI can accelerate your first draft, but it can’t replace your voice. Use it to start, not to finish.

Want practical AI tips you can actually
use in your next proposal?

Follow Julie on LinkedIn and
Shaffer Creative on Instagram.

User workflow and adoption

Laura Hernandez, Marketing Division Director at Robins & Morton, led a breakout on the human side of AI: workflow and adoption. She shared lessons from her firm’s multi-year AI journey and encouraged others to build momentum inside their organizations, one team, one use case, one champion at a time.

Curious about what it takes to drive AI adoption at scale in AEC?
Connect with Laura on LinkedIn

Laura didn’t just talk about AI adoption, she’s living it! Since 2021, she’s played an integral role in leading a 23-person marketing and communications team through a full-on transformation: centralizing content, implementing firmwide AI tools, and bringing team members along one conversation at a time.

  • Her session focused on the human side of AI, and how to create space for learning, curiosity, and safe experimentation
  • Attendees discussed how to align AI tools with company-wide goals
  • One highlight: using AI to build personas from transcripts and meeting notes, then running proposals through those voices for greater authenticity

Her breakout felt like a support group and a strategy session—the kind of vibe we all love.

AI, but make it human and key takeaways

In the final panel Q&A, things got a little philosophical.

“If AI writes the proposals and clients use AI to score them… who’s actually talking to whom?”

Spoiler: the answer is, “…still you.” AI is fast. It’s powerful. But it doesn’t build trust. It doesn’t adapt mid-meeting. It doesn’t ask the follow-up question that wins the room…humans do that. And let’s be real, AI wouldn’t have survived the snack table.

Need some key takeaways you can put to use ASAP? We have a few for you:

 

  • Get your data right — AI can’t clean up your CRM mess
  • Experiment boldly — no one’s figured it all out yet
  • Lead the change — marketing can (and should) be the driver
  • Embrace your inner disruptor — the future isn’t waiting

Thank you from The Flamingo Project!

At The Flamingo Project, we’re all about unlocking what’s next. Events like this aren’t just about tools, they’re about empowerment, experimentation, and creative disruption. AI is part of our future, but you are the changemaker. Thanks to our panelists for showing up and showing off. Thanks to Robins & Morton for hosting us in style and a big thanks to SMPS North Texas for organizing this magic. Until next time—stay curious, stay collaborative, and keep showing the AEC world how bold (and beautifully weird) marketing can be.

This blog was proudly crafted by The Flamingo Project team, with real voices, real insights, and a little help from our favorite AI wingbird. 

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