Middle Tennessee leaders examine infrastructure, development at Invest: Nashville Leadership Summit

Writer: Eleana Teran

Key points:

  • The Invest: Nashville Leadership Summit convened regional executives and public-sector leaders to discuss how infrastructure, institutional investment and real estate trends are shaping Middle Tennessee’s growth.
  • Panel discussions highlighted how infrastructure, mobility and digital connectivity are unlocking new development opportunities, while also increasing project complexity and requiring closer collaboration across industries.
  • Speakers emphasized that healthcare systems, universities and workforce remain key anchors of regional growth amid economic uncertainty.

Invest Nashville leadership summit

March 2026 — The Invest: Nashville 4th Edition Leadership Summit gathered 350 business and civic leaders to discuss how infrastructure investment and institutional development are affecting the region’s growth and planning.

The event brought together executives from real estate, construction, healthcare, education, and finance for a morning of panel discussions on infrastructure, higher ed and healthcare-related development, and real estate outlook.

Abby Lindenberg, founder and CEO of caa, opened the program by reflecting on the people driving Nashville’s continued growth. “When I look out at all of you, I don’t just see titles or companies, I see builders,” she said. “I see people who show up and who stay when things get hard. I see people who believe, like I do, that business is better together, and that real relationships are built face-to-face, in rooms like this one.”

Lindenberg also pointed to Nashville’s recent economic performance, highlighting the alignment between employers, developers and regional leaders working to address regional challenges.

In a letter shared with attendees, Nashville Mayor Freddie O’Connell echoed that sentiment, writing that “the gathering of senior executives, developers, lenders, public-sector stakeholders, and nonprofit leaders at this conference is a testament to the thoughtful collaboration and innovation needed to move the Middle Tennessee region forward.”

Panel discussion during Invest: Nashville leadership summit
Panel discussion during Invest: Nashville leadership summit

In a welcome address, Kyle Clayton, chief strategy officer of the Nashville Predators, shared how major projects and civic partnerships influence the city’s future.

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Infrastructure as a catalyst for growth

The opening panel “Bridging Progress: How mobility and infrastructure development are unlocking new real estate opportunities, and the key challenges moving forward,” examined the factors supporting projects across the region. 

The session was moderated by Marshall Crawford, president and CEO of The Housing Fund, and included Doug Blizzard, chief solutions officer of Catapult; Desmond Jackbir, AVP of network at Verizon; Chris Jones, president of Middle Tennessee Electric; and John Vardaman, advanced technology core market co-leader at DPR Construction.

Panelists discussed the growing complexity of projects, particularly as infrastructure systems, digital connectivity, and workforce needs become more interconnected. Blizzard pointed to demographic changes and emerging technologies as forces that organizations must actively plan for. 

“In moments like these, organizations must rethink their positions, how they use AI, the types of employees they rely on, and how they prepare for the demographic cliff in the U.S,” said Blizzard. 

Vardaman highlighted the operational challenges that come with increasingly complex projects, emphasizing the importance of working together. “The constraint that I see is on the predictability of projects,” he said. “They are so much more complex and getting them aligned is critical. By having a trusted team, you can navigate potential issues.”

Research and regional economic activity 

The second panel “Healing Grounds: How healthcare and education campus developments are driving real estate growth, and how the wider community benefits from these projects,” looked at how large institutional investments influence regional developments. The panel was presented by Paul Allen, president and CEO of Wealth Strategies Partners, and moderated by Clifton Harris, president and CEO of the Urban League of Middle Tennessee.

Panelists included Harry Allen, executive vice president of financial excellence and chief financial officer at Belmont University; Murat Arik, director of the Business and Economic Research Center at MTSU; Blake Bratcher, partner and EVP at Flagship Healthcare Properties; and John Cunningham, director of healthcare partnership solutions at Nashville State Community College. 

Speakers talked about the role of universities, healthcare providers, and training institutions as anchors that shape the physical and economic landscape of the region. Allen emphasized the importance of trust in the city’s growth. “Relationships are economic infrastructure,” Allen said. “In Nashville, we benefit from building those relationships and understanding how our institutions contribute to the region.”

Healthcare development was described as a catalyst for job creation and community investment. Bratcher noted that new healthcare facilities generate employment during construction and long after the projects are completed, while also pointing to a broader shift in care delivery. “We are seeing transformational change in healthcare. The model is moving into decentralized hubs, from hospitals and acute care to locations closer to where patients live,” he said.

Development in a shifting economic environment

The final panel, “Uncertain Outlook: How a rapidly changing economy is reshaping Nashville’s real estate market, and the priorities that will ensure long-term success,” focused on the financial and market conditions influencing development decisions across the region. Presented by George Crawford, business services group, assistant practice group leader at Butler Snow LLP, and moderated by Bobbi Jo Lazarus, shareholder at Elliott Davis, the discussion featured Kelley Kee, Tennessee state president of United Community Bank; Brian Masterson, Nashville partner-in-charge at FBT Gibbons; Alex Sanders, president and CEO of Pinnacle Construction Partners; and Bradford Vieira, regional president and CEO of ServisFirst Bank.

Panelists discussed the impact of high borrowing costs, tighter capital markets, and evolving lender expectations on how projects are evaluated and financed. While demand remains strong across Middle Tennessee, speakers noted that developers and financial institutions are approaching projects with greater discipline, placing increased emphasis on location, tenant demand, and other fundamentals that signal long-term viability. 

The conversation also focused on how uncertainty is influencing the pace of development. Some projects are moving forward more cautiously as investors balance long-term opportunity with short-term economic volatility. At the same time, panelists emphasized that the region’s underlying growth trends, including population gains, job creation, and corporate expansion, continue to support long-term investment across the region.

Regional momentum

The summit concluded with remarks from Shain Collins, executive director for Invest: Nashville, who reflected on the themes discussed throughout the morning. “Considering the project updates from the Preds and the panel discussions, it was an easy decision to center this year’s summit on real estate and construction,” he said. “Thoughtful, intentional growth will be key to shaping Middle Tennessee’s future.”

He also highlighted the strong regional participation represented both at the event and in the Invest: Nashville report. “The mantra of ‘a rising tide lifts all boats’ rings true here. From Clarksville-Montgomery to Maury, from Rutherford to Putnam, it’s a privilege to spotlight the stories that make Middle Tennessee such a dynamic place to work, play and live.”

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West Palm Beach’s rise as a venture capital powerhouse

Key points:

  • • West Palm Beach is rapidly expanding as a venture capital hub, capturing a growing share of Florida deal flow.
  • • Major raises and inbound migration are reinforcing its credibility as a scaling market for tech and growth companies.
  • • Firms are shifting toward advisory and connector roles to link founders with capital and support expansion.

Palm BeachMarch 2026 — In just two years, West Palm Beach has become one of the Southeast’s most active venture capital markets, capturing a growing share of Florida’s deal flow. Yet its rise as a VC hub is being driven not only by deal volume, but also by its growing ability to connect founders with venture capital and private equity firms at scale, especially as more companies across the nation migrate south.


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“The growth has been explosive,” Paul Gabriele, a partner in EisnerAmper’s private client services, technology, and life sciences practices, told Invest. “There has been a significant influx of new companies and individuals relocating to West Palm Beach,” creating a key regional startup ecosystem.

Florida startups raised $2.85 billion across 270 deals in the first half of 2025, cementing the state’s position as one of the fastest-growing VC markets in the nation. The Miami-Broward-Palm Beach metropolitan area accounted for $2.02 billion across 161 deals, representing the majority of statewide investment.  

Before that, in 2024, Miami-Dade and Palm Beach County accounted for 67% of all venture capital dollars invested statewide and 61% of all completed deals, according to eMerge America’s Florida Venture Capital 2024 Annual Report.

West Palm Beach also contributed to the largest venture capital deal in the state that same year when Vultr — a cloud infrastructure company headquartered in the region — raised $333 million at a $3.5 billion valuation.

That deal represented a turning point for the region, signaling to out-of-market investors that large-scale,high-growth tech companies could scale beyond traditional venture hubs such as Silicon Valley, Boston, and New York City.

U.S. real estate mogul Stephen Ross told the Palm Beach Post that the region could become the next Silicon Valley, especially given the pace at which it continues to develop its emerging tech startup ecosystem and attract young, skilled professionals. 

At the same time, the surge of capital in the region is extending even beyond early-stage companies and pure tech plays, as Gabriele noted.

“The middle market is experiencing significant growth in Palm Beach,” he said, adding that EisnerAmper continues to see strong demand from technology and biotech firms, particularly those with $10 million to $20 million in revenue, as they prepare for expansion or eventual exit.

Gabriele also observed that the region’s expanding middle market, particularly across technology, life sciences, real estate, and hospitality, is creating attractive targets for VC and private equity investment, supporting increasingly concentrated activity.

Florida’s lack of a state income tax further enhances that appeal, offering a competitive advantage that relatively few states can match and improving capital efficiency for both founders and investors.

Beyond tax policy and deal volume, talent and collaboration have become critical drivers of the ecosystem’s growth. Florida’s major universities — including the University of Florida, Florida State University, and the University of Miami — are playing a growing role in supplying research talent and driving entrepreneurial activity. Combined with a high quality of life that appeals to younger founders, the state has become an increasingly attractive place to start and scale companies.

Yet, for Gabriele, the real opportunity lies in bridging the gap between entrepreneurs and capital. He noted that professional services firms that can tap into the role of ‘connectors’ and ‘facilitators’ are becoming an integral part of Palm Beach’s VC ecosystem.  

EisnerAmper illustrates that shift. The firm first entered Palm Beach County in 2021 through its acquisition of Caler, Donten, Levine, Cohen, Porter & Veil, P.A., expanding its footprint north from Miami and Fort Lauderdale. Since then, it has adapted rapidly as client expectations shifted away from purely compliance-driven relationships towards strategic advisory.

“Traditionally, our industry was heavily compliance-focused,” Gabriele said. “While clients still expect those services, they now demand more strategic support. They look to us for business growth insights, financial analysis, and introductions to other professionals who can add value.”

Today, EisnerAmper plays an active role connecting entrepreneurs with venture capital and private equity firms, helping companies align financial strategy with growth objectives and exit planning. “Our ability to sit with clients, listen to their needs, and make meaningful introductions is a significant differentiator,” Gabriele said. “We view our role as investing in our clients’ success.”

Gabriele anticipates substantial growth operating within this niche. “The accounting profession is poised for significant transformation over the next five to 10 years.”

With venture activity in West Palm Beach expected to mature alongside increased technology adoption and sustained population growth, EisnerAmper and other professional services firms are preparing for a more advisory-driven future to create value.

“Being a connector and facilitating relationships is just as important as technical expertise,” Gabriele said.

Want more? Read the Invest: Palm Beach report.

 

Trading cubicles for suites? The new class-A office paradigm

Key points:

  • • Class-A office is outperforming as tenants consolidate into higher-quality, amenity-rich buildings despite elevated overall vacancy.
  • • New construction has slowed sharply while demolitions and conversions rise, tightening supply of top-tier space.
  • • Investor activity reflects this selectivity, with A and A+ assets gaining value as older inventory faces refinancing and repositioning pressure.

Class-A OfficeMarch 2026 — As the national office market struggles to find its balance, one segment continues to run ahead of the pack: the top-end class-A office.


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While vacancy rates remain elevated overall, and older office stock continues to struggle, class-A properties in strong locations are leasing more consistently as companies focus on improving the quality of their workplace environments.

“The office sector is showing signs of stabilization, with the flight-to-quality driving demand for class-A properties that align with tenant needs,” said Kevin Welsh, executive managing director at Newmark in New Jersey, during an interview with Invest: New Jersey

That shift is becoming more visible across regions. Rather than expanding their footprints, many tenants are consolidating into fewer, better buildings, prioritizing amenities, location, and employee experience over sheer square footage.

Adjusting Through Supply

Part of the stabilization in the class-A office space is tied to supply. Development activity has slowed significantly. U.S. office completions are projected to fall by 75% this year, and most of the remaining pipeline is already pre-leased.

At the same time, more office space is being removed from the market than added. CBRE data reports that 23.3 million square feet of office space is slated for demolition or conversion this year, compared to just 12.7 million square feet of new construction in the largest U.S. markets. This marks a notable turning point after decades of steady expansion.

While overall national vacancy remains around 18% since the beginning of 2026, the contraction of outdated inventory is gradually helping to rebalance the market, particularly for higher-quality assets.

In practical terms, there is less new top-tier supply coming online, and much of what does deliver is already committed.

Flight to Quality 

Across markets, leasing activity continues to concentrate in modern, amenity-rich buildings.

In Pittsburgh, Mamadou Baldé, managing director at CBRE, has seen this divergence intensify. “Everyone is dealing with the flight to quality. Class B is facing challenges that increase vacancies, while class-A demand remains healthy for amenity-rich buildings,” he said in an interview with Invest: Pittsburgh.

Tenants are often taking less space than they did pre-pandemic, but they are choosing higher-quality properties. Cushman & Wakefield data shows that among class-A+ buildings, peak midweek usage has recovered to 93% of pre-pandemic levels. Additionally, roughly half of all class-A U.S. office buildings are either fully occupied or maintain vacancy rates below 10%.

In a conversation with Invest: Greater Orlando, Andrei Savitski, executive vice president at CBRE, describes 2025 as a pivotal year for recovery. “Tenants are concentrating heavily on class-A buildings, and the gap between class-A and lower-quality assets continues to widen.”

This pattern suggests that demand has not disappeared, it has become more selective.

Why Experience Now Matters More Than Ever

A key reason behind sustained class-A Office demand is the growing emphasis on workplace experience.

JLL research indicates that 73% of employees say more greenery near their workplace would improve well-being, and 74% prefer spaces that feel personalized. Importantly, when employees rate their workplace experience positively, 84% also feel supportive of attendance expectations.

In other words, companies are recognizing that if they expect employees to return to the office more consistently, the space itself has to offer something meaningful.

Modern class-A buildings are increasingly designed around this reality. Features such as wellness amenities, collaborative common areas, integrated retail, walkable neighborhoods, and technology-enabled access are no longer considered luxuries; they are part of the competitive equation.

JLL also notes that offices located in lifestyle districts can command a 32% rental premium in the United States, reflecting the value tenants place on proximity to restaurants, entertainment, and transit.

Investment Activity Reflects Selectivity

Capital markets are responding accordingly.

Prices for A and A+ office properties increased 7.5% year-over-year in 2025, outperforming lower-tier assets. Cushman & Wakefield describes the current cycle as a “generational reset,” particularly for well-located, modern buildings that may face limited future competition due to historically low construction starts.

In South Florida, Jordan Rathlev of Related Ross highlighted how lifestyle class-AA+ offices became a central focus of development strategy, reflecting long-term confidence in high-quality assets.

“When the pandemic hit, we purchased and built a considerable amount of class-A office space. As migration accelerated, we expanded our focus to include luxury rentals, affordable housing, lifestyle class-AA+ office, luxury condominiums, as well as new retail and hotel developments”, Rathlev told Invest: Palm Beach.

Meanwhile, lower-quality buildings continue to face refinancing pressure and may require renovation, repositioning, or conversion to alternative uses.

A More Selective Recovery

The office market is not recovering evenly, and challenges remain for older inventory. However, the data suggests that class-A buildings, particularly those in walkable, amenity-rich environments, are stabilizing faster and, in many markets, performing relatively well.

With office construction starts totaling just 0.2% of inventory over 2025, and demolition outpacing new deliveries, the long-term supply of trophy office space is becoming more constrained.

As tenants continue to prioritize quality, flexibility, and employee experience, class-A office demand appears positioned to remain resilient. The broader sector may still be adjusting, but the highest-performing buildings are demonstrating that when the product aligns with tenant expectations, leasing activity follows.

Want more? Read the Invest: reports.

Invest: Pittsburgh 3rd Edition Leadership Summit – Photo Gallery

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AI manufacturing expansion positions Houston for growth

Key points:

  • • Apple expanded its northwest Harris County facility, adding Mac mini production and a 20,000-square-foot Advanced Manufacturing Center as part of its $600B U.S. investment plan.
  • • The 250,000-square-foot site now assembles AI servers for Apple Intelligence, with shipments already underway to U.S. data centers.
  • • The Houston plant strengthens Apple’s domestic silicon and AI infrastructure strategy while supporting regional job growth and supply chain realignment.

HoustonMarch 2026 — Apple has expanded its northwest Harris County manufacturing facility, adding production of the Mac mini and opening a 20,000-square-foot Advanced Manufacturing Center, according to the Greater Houston Partnership. The move builds on the company’s $600 billion U.S. investment plan and doubles its footprint in the Greater Houston region.


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The 250,000-square-foot facility also assembles American-made artificial intelligence servers designed to support Apple Intelligence and Private Cloud Compute, the company’s AI systems that process data for iPhones, iPads, and Macs. Shipments of those servers began in late 2025, several months ahead of the plant’s originally scheduled 2026 opening, with units installed in Apple data centers across the United States.

“Our teams have done an incredible job accelerating work to get the new Houston factory up and running ahead of schedule, and we plan to continue expanding the facility to increase production,” Sabih Khan, Apple’s chief operating officer, said in a statement.

Part of a $600B domestic investment plan

The Houston plant is part of Apple’s multiyear U.S. investment plan.

In February 2025, Apple announced plans to invest more than $500 billion in the United States over four years, spanning advanced manufacturing, silicon engineering, artificial intelligence, research and development, and workforce training. In a subsequent press release in August, the company raised that figure to $600 billion under its American Manufacturing Program.

Apple said it plans to hire 20,000 people nationwide over that period, primarily in research and development, silicon engineering, software development, and artificial intelligence and machine learning roles. The company also said it supports more than 450,000 supplier and partner jobs across all 50 states.

The Houston plant represents one of the first visible production milestones under that expanded commitment.

Workforce and regional footprint

Apple said the Houston facility is on track to create thousands of jobs, including construction and on-site roles. While the company has not provided a specific headcount, Apple is working with Houston City College to recruit and hire local talent, according to the Houston Chronicle. 

In Texas, Apple employs more than 13,000 team members, primarily in Austin. The company operates multiple office buildings there totaling more than 1 million square feet, with additional research and development space under construction.

Supply chain realignment and tariff pressure

The expansion comes amid continued political pressure to increase domestic manufacturing. In May 2025, President Donald Trump threatened tariffs of up to 25 percent on products manufactured overseas. Apple previously said tariffs cost the company $800 million in the June quarter.

Most iPhones remain assembled outside the United States. Roughly 80% of iPhones sold domestically are manufactured in China. Apple has indicated that final iPhone assembly will continue overseas for now.

Manufacturing partner Foxconn is involved in the Houston server project. Foxconn also builds hardware for AI chipmaker Nvidia, which is developing its own AI-related operations in Houston.

The Houston facility assembles servers. Semiconductor fabrication for Apple products occurs at separate facilities, including lol

Building a domestic silicon ecosystem

As part of its American Manufacturing Program, Apple said it is building what it describes as an end-to-end silicon supply chain in the United States.

The company said the U.S. silicon supply chain is on track to produce more than 19 billion chips for Apple products in 2025. Apple is the largest customer at TSMC’s Fab 21 facility in Arizona, which employs more than 2,000 workers.

Apple also announced partnerships with companies including Corning, Texas Instruments, GlobalWafers America, Applied Materials, Samsung, GlobalFoundries, Amkor, and Broadcom to expand U.S.-based component and semiconductor production.

Within that broader ecosystem, the Houston plant focuses on final server assembly rather than chip fabrication.

AI infrastructure and data center expansion

Servers built in Houston will be installed in Apple data centers across the United States, according to Reuters.

In 2025, Apple also announced plans to expand data center capacity in North Carolina, Iowa, Oregon, Arizona, and Nevada. The company’s Maiden, North Carolina, facility operates on 100% renewable energy sourced from Apple-created regional projects.

Artificial intelligence infrastructure increases electricity demand. Data centers require sustained power to support cloud computing and AI workloads.

Apple said it paid $19 billion in U.S. taxes in 2024 and more than $75 billion over the past five years. The company said it supports 2.9 million jobs nationwide through direct employment, suppliers, and the iOS app economy.

With shipments now underway, Houston has shifted from construction site to production node within Apple’s expanding domestic AI infrastructure network.

Want more? Read the Invest: Houston report.

 

Is manufacturing reshoring the fuel to Miami’s growth?

Key points:

  • • Manufacturing reshoring is accelerating as companies prioritize reliability, risk management, and supply chain resilience over low offshore labor costs.
  • • Pandemic disruptions, tariffs, and port delays have exposed the fragility of global supply chains, driving demand for U.S.-based production.
  • • Miami and South Florida are well positioned to benefit, with strong ports, logistics networks, and a growing advanced manufacturing base.

ReshoringMarch 2026 — Manufacturing reshoring is no longer a distant possibility; it is actively reshaping industrial markets across the United States, including Miami and South Florida. After decades of offshoring in pursuit of lower labor costs, companies are bringing production closer to home in response to mounting global supply chain risks and shifting economic realities.


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For years, offshoring appeared to be the only way to stay competitive. However, global supply chains have become increasingly unpredictable and unreliable. A staggering 96% of major container ports are reporting operational delays, with vessel on-time arrivals dropping to just 58.7%. When parts cannot arrive on schedule, production stalls. As a result, bringing manufacturing back to the United States is no longer simply a patriotic idea; it has now become a strategic imperative.

The New Economics of Risk and Reliability

The resurgence of American manufacturing has been described as a “quiet revival.” According to ALTIOS, reshoring is now viewed as a practical operational shift driven by supply chain pressure, new manufacturing opportunities, and a different understanding of risk. In 2024 and 2025, many companies realized that keeping production far from U.S. customers exposed them to tariffs, geopolitical uncertainty, and supply chain disruptions that negatively impacted service levels and margins.

Reshoring is fundamentally about bringing production closer to the end market. It is not an ideological move but a supply chain decision grounded in cost, reliability, and risk management. Rather than relying on offshore manufacturing optimized purely for unit cost, companies are replacing distant production with domestic or more regional supply chains to ensure shorter delivery times and fewer unexpected disruptions. Disruption now costs more than distance, and supply chains that once seemed efficient are now viewed as fragile.

Lessons from the Pandemic

The COVID-19 pandemic further exposed weaknesses in global supply networks, triggering delays, shortages, and increased transportation costs. According to the DiGiacoma Group, rising labor costs in traditional overseas manufacturing centers, shifting trade policies, national security concerns, and environmental considerations have all made U.S.-based production more attractive. Companies increasingly recognize the benefits of localized production to reduce risk, ensure quality, and meet consumer and regulatory sustainability demands.

“This is more about risk management. The pandemic exposed the fragility of our global supply chain when reliant on a single region. A more regionalized model allows companies to respond more quickly when issues arise,” said Richard Thompson, international supply chain director at JLL, as cited by the DiGiacoma Group.

Industrial Real Estate Feels the Impact

As production returns, industrial real estate markets are experiencing renewed momentum. Demand for warehouses, distribution centers, and manufacturing facilities is surging in both established hubs and emerging markets. High costs and limited space in major industrial centers are pushing companies to explore secondary and tertiary markets, particularly in the Southeast and Southwest, where affordable land and proximity to transportation networks provide strategic advantages.

Why Miami and South Florida Are Positioned to Benefit

Miami and South Florida stand out in this environment. The Sunshine State’s world-class ports and logistics networks position it as a natural landing spot for companies that need to efficiently build and ship products. Florida’s booming tech sector also supplies the talent necessary for advanced manufacturing and automation, which modern factories increasingly require.

“Manufacturing plays a much larger role in Florida’s economy than many people realize. The state has roughly 27,000 manufacturing companies, ranking third nationally. Florida is number one in boat building and marine manufacturing, and ranks near the top in life sciences manufacturing. Over the past decade, manufacturing GDP growth in Florida has outpaced that of any other state. In South Florida alone, there are approximately 6,000 manufacturers, supporting a wide range of supply chains and skilled jobs,” said Matthew Rocco, president of the South Florida Manufacturers Association, in an interview with Invest: Miami.

A High-Tech Opportunity for Florida

In South Florida, this shift is expected to drive growth in medical device and electronics manufacturing, along with new facilities focused on final assembly and distribution. Increased demand for automation will further enhance port and logistics efficiency. For Florida, reshoring presents an opportunity to become a hub for high-tech, high-value manufacturing serving the entire Western Hemisphere.

Want more? Read the Invest: Miami report.

 

Spotlight On: Bill Heller, COO, CHG Healthcare

Key points:

  • • CHG Healthcare is leveraging AI, clean data, and flexible staffing models to address physician shortages and hospital efficiency pressures.
  • • Hospitals are rethinking workforce strategy to prioritize physician engagement, reduce burnout, and integrate long-term planning beyond short-term coverage.
  • • Rural access, telehealth innovation, and culture-driven advisory support are central to improving care delivery and sustainability.

Bill Heller spotlight onMarch 2026 — Invest: spoke with Bill HellerCOO of CHG Healthcare, about how AI, flexible workforce models, and physician engagement are changing the way hospitals plan for coverage, access, and long-term performance. “It is about helping our clients be better tomorrow than they are today,” Heller said, describing CHG’s shift from filling immediate gaps to supporting broader workforce strategy.


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What have been the most meaningful changes across your business or the industry in the past year, and how are these shaping your priorities?

CHG is a physician workforce solutions company. At our core, we focus on physician staffing nationwide across every specialty, primarily serving hospitals, but also many other types of clients. Beyond staffing, we are focused on helping hospitals address some of the most challenging problems they face today. That includes technology solutions, advisory services, and operational support designed to help them become more efficient and effective.

One of the biggest changes has been the growing influence of technology, particularly AI. Healthcare is ripe for it. We are still at the very beginning, but technology and AI have come to the forefront in a big way. There is a dramatic physician shortage in this country and globally, and technology has the potential to make a real dent in that challenge over time.

Internally, we are leaning into technology and AI to support our workforce. We have about 1,000 employees in Fort Lauderdale and more than 4,000 across the company, not including the physicians we place nationwide. These employees support physicians through credentialing, placement, and ongoing engagement. We are investing in tools that reduce repetitive tasks and allow our teams to focus on more meaningful, complex work.

Another major focus is data. It is hard to do good tech and good AI without really clean data, so everyone is racing to make sure their data is clean and standardized. For years, organizations relied on inconsistent text fields and different processes across teams. Getting the data right is one reason progress can feel slower than expected, but it is foundational.

Healthcare also continues to be a challenging business. Hospital profitability is under pressure, legislation continues to evolve, and physician shortages are becoming more acute. We have seen concerns tied to Medicaid reimbursement and the impact those changes can have on rural hospitals in particular. All of that makes the landscape more complex, and it reinforces why technology and workforce innovation are important right now.

How are healthcare organizations rethinking long-term workforce strategy to improve access, efficiency, and patient experience?

Patient care is always the top priority for healthcare organizations. At the same time, there has been a growing recognition over the past decade that flexible workforce solutions matter. Hospitals do not want the majority of their workforce to be contingent, but flexibility is essential to managing demand and maintaining quality care.

Physicians want flexibility just like everyone else. They want more control over schedules and a better experience when they are not physically in the hospital. Hospitals are increasingly focused on designing workforce models that put the patient, the facility, and the physician at the center together.

For a long time, the focus was primarily on patients and facilities, and physicians were burning out. Burnout is one of the biggest contributors to the physician shortage. Many physicians are choosing to retire earlier or leave clinical practice because the system has become so demanding. Organizations are starting to realize that if physician satisfaction is not prioritized, the cycle will continue.

Engagement, retention, and listening to staff are becoming more important. Hospitals are improving, but they are still early in that journey compared to other industries.

Beyond short-term staffing needs, how are you supporting strategic transformation and innovation for healthcare organizations?

We are very intentional about being a workforce solutions company rather than just a staffing company. It is not simply about filling a shift. It is about helping our clients be better tomorrow than they are today, and that can show up in several ways.

That includes advisory services for hospitals that want help rethinking workforce strategy, improving scheduling models, or addressing credentialing challenges. Credentialing alone can take six to eight months in many cases. We credential thousands of providers across all specialties and can help hospitals reduce that timeline significantly.

We also partner with clients on innovation pilots. We meet them where they are and design creative programs together. That might mean longer-term staffing models that integrate physicians into a community over 12 to 18 months, rather than only short-term placements. We work collaboratively to build solutions that fit each organization’s unique needs.

Culture is another area where we help. CHG has been recognized on Fortune’s Best Companies to Work For list for many years, and we bring that experience into our advisory work. Hospitals are increasingly asking for guidance on engagement and retention, and there are often straightforward steps that can make a meaningful difference.

Where do you see opportunities to improve access to care in underserved or rural markets?

Rural healthcare remains one of the most challenging areas. These hospitals often serve populations with higher proportions of government insurance, which means lower reimbursement. At the same time, it costs more to attract specialized physicians to rural areas. That imbalance makes it difficult to sustain care delivery.

We help by providing access to specialists who might not otherwise relocate to those communities. Advisory services also play a role in helping rural hospitals think differently about staffing and operations.

Telehealth is another important part of the solution, though it is still early. Hospitals have not cracked the code on how to do telehealth the right way in a profitable, efficient model. But telehealth will continue to be a viable path for improving access to care over time, and the technology that supports telehealth will keep improving.

How are physicians thinking about flexibility, work-life alignment, and long-term career paths?

Physicians are burned out. They want to practice medicine, not spend their days buried in paperwork and bureaucracy. Many feel rushed with patients, even though what they really want is more time to provide quality care and build relationships.

They hope that advancements in AI and tech will not mean seeing more patients per day, but instead spending more time with the patients they already have, listening and delivering better care. For physicians who are on call constantly, the inability to unplug is a major issue. They are looking for creative solutions, and if they do not see those solutions soon enough, many leave clinical practice.

Some physicians move into leadership roles, become medical directors for corporate entities, or pursue entrepreneurial paths, including starting telehealth companies. Others leave medicine entirely.

One way we help is by offering flexible work arrangements through locum tenens, allowing physicians to work for defined periods and take time off in between. Another way is through medical missions. We organize dozens of medical and humanitarian missions each year to places like Guatemala, Costa Rica, Thailand, and Kenya. Those experiences reconnect physicians with why they chose medicine in the first place. There is no bureaucracy, and they get to focus on helping people, which can be incredibly rejuvenating. We also involve employees on some missions, selecting participants through nominations or applications, which builds pride and purpose across our broader team.

What is your vision for CHG and the healthcare industry moving forward?

We are deeply invested in South Florida and have grown alongside the region, starting with just a handful of employees in an airport hangar and building from there. South Florida has been great to us, and it has been a strong, symbiotic relationship.

Our focus moving forward is to continue leading with culture, employee engagement, and community impact. We encourage giving back locally and globally, including volunteer time off for employees and a wide range of team-led initiatives. We will also keep partnering with healthcare organizations to solve complex challenges through technology, workforce strategy, and long-term support.

The healthcare landscape is not going to get easier. The physician shortage will likely worsen, and the population will continue to age. But that also means the work matters. We are excited to keep doing work that makes a real difference.

Want more? Read the Invest: Greater Fort Lauderdale report.

 

Spotlight On: Henry Woodward Middleton, Market Executive – Southeast, Citi Private Bank – North America

Key points:

  • • Citi Private Bank is expanding leadership and deepening cross-border capabilities as Miami strengthens its role as a global wealth hub.
  • • Ultra-high-net-worth clients are focused on 25–50 year legacy planning, multi-jurisdiction structuring, and full Florida residency transitions.
  • • A high-touch advisory model, backed by Citi’s global platform and specialty expertise, differentiates the firm in the Southeast market.

Henry Woodward Middleton spotlight onMarch 2026 — With Miami’s continued rise as a global wealth hub, Citi Private Bank is strengthening its leadership bench and deepening its advisory model to support the increasingly complex needs of ultra-high-net-worth families. Invest: spoke with Citi Private Bank’s Southeast Market Executive, Henry Woodward Middleton, about cross-border demand, migration trends, and the firm’s plan for its next phase of growth. “One of the defining features of the ultra-high-net-worth segment is the time horizon: many clients are thinking 25 to 50 years out,” Middleton shared.


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Over the past year, what have been the most significant developments at Citi Private Bank, particularly in the U.S. Southeast and Miami?

Over the last year, the biggest change has been the caliber of talent we’ve been able to bring into the organization. We’ve added new senior leaders in North America and across key markets, and I joined in September to lead the U.S. Southeast. Together, we have a highly experienced leadership team that is aligned with where we want to take Citi Private Bank. Our focus is squarely on growing net new investment assets by staying close to clients, understanding their portfolios, and deploying the full capabilities of the firm on their behalf.

Looking ahead, what do you see as the main challenges and opportunities for Citi Private Bank in the Southeast, and in Miami specifically?

One of the dominant themes is rising economic volatility and the continued uncertainty created by tariffs and geopolitics. Those forces affect client confidence and capital flows, particularly for families with assets and businesses spread across multiple jurisdictions. At the same time, that environment plays directly to our strengths. Our global reach and ability to operate seamlessly across borders are key differentiators. For example, we recently set up a dedicated trading platform in India for a Miami-based client with significant operations there. There are not many firms that can execute something that specific, at scale, and in a highly efficient manner.

How is Citi leveraging Miami’s role as a bridge between the United States and international markets, particularly Latin America?

Miami is our Southeast headquarters for Citi Private Bank, but it is also the base for our Latin America private banking operation. For families primarily based in Latin America, Asia, or the Middle East, their day-to-day banking teams are based on the ground in those markets. Where Miami becomes particularly important is for clients with a meaningful U.S. presence and family, business, or investment ties in Europe, Asia, South America, Central America, or the Middle East. Because of how we are structured, we can mobilize teams across those regions to work together on a single relationship and offer a truly cross-border platform that reflects how these families actually live and invest.

How are you positioning Citi in the ultra-high-net-worth wealth management space in the Southeast, and how does this market differ from others?

A major differentiator is our specialty advisory group, which is built specifically for ultra-high-net-worth clients. In addition to traditional investment and credit solutions, we bring in philanthropic advisors, art advisors, art financing, aircraft financing, and even sports financing. During Miami Art Week, for example, we hosted clients alongside our art advisory team, who walked the fairs with them to identify pieces and help curate their collections. Most competitors will advise on a transaction or provide financing; far fewer are involved in shaping a collection over time.

Beyond the product set, we invest heavily in understanding each client’s lifestyle and family dynamics — the good and the challenging — so we can support them holistically. The Southeast, and Florida in particular, has seen a sustained migration of wealth from the Northeast and West Coast. That accelerated during COVID and has continued as families formalize relocations to Florida. That brings its own considerations around schools, infrastructure, and community that we need to understand if we are going to be a long-term partner.

Multi-generational planning is becoming more prominent. How is that trend influencing the way clients approach legacy management, and how do you support them?

Multi-generational planning is absolutely central to our business. Most wealthy families have some form of a plan in place, but what we often see is that it does not fully reflect the legacy they want to create or the level of detail required for multiple generations. One of the defining features of the ultra-high-net-worth segment is the time horizon: many clients are thinking 25 to 50 years out. Their goal is not just to preserve wealth but to institutionalize it so that it can be passed on in perpetuity.

Our role is to provide a framework for that conversation and help them translate values into strategy. We design investment plans that are built for long timeframes, anticipate transitions from one generation to the next, and address potential points of friction. We do that in close partnership with their CPAs and attorneys, making sure structures, governance, and controls align with their intentions. Ultimately, we want clients to feel confident that the wealth they have created will support their families and their causes over many generations.

How do you balance highly personalized, relationship-driven service with the scale and global reach of Citi’s platform?

It starts with the core delivery team around each relationship. Typically, that team includes a banker with deep experience in investments, credit, and banking — often with a commercial or investment banking background — paired with an investment counselor, essentially a dedicated portfolio manager. They are supported by a robust service team that handles account opening and day-to-day needs so the banker and investment counselor can focus on advice and strategy.

From there, we pull in additional specialists, as needed. Our investment counselors can craft capital markets trades locally based on a client’s views or risk management needs. We can tap our investment bank, consumer bank, and other product areas to structure solutions. And when a family’s footprint spans multiple geographies, we engage private banking teams in those regions to collaborate on coverage. That combination of a tight, relationship-led core team with global product and geographic reach is what allows us to scale without losing the personal, bespoke nature of the service.

What innovations in digital banking or wealth management technology are proving most valuable for your clients today?

Citi has a world-class technology platform, and our clients value the ability to connect with us digitally in a secure and convenient way. Everything we do in that space is highly encrypted, whether it is communications, reporting, or transaction capabilities. That said, for family offices and ultra-high-net-worth families, the relationship is still one-on-one and highly individualized. Technology is an enabler, but it does not replace the human element.

As artificial intelligence becomes more integrated into financial services, the mass affluent segment will see the most visible benefits, simply because their needs tend to be less complex at the balance-sheet level. When you are dealing with hundreds of millions or billions of dollars in assets and multi-jurisdiction structures, the complexity requires human judgment. For us, it will be about AI alongside human interaction — using technology to enhance insight and efficiency while keeping the advisor-client relationship at the center of what we do.

Beyond migration and succession planning, what other trends are shaping client needs in the Southeast that you believe are important to highlight?

Migration remains a critical theme, but we are now seeing a shift from families simply purchasing homes in the Southeast to fully transitioning their tax residency to Florida. Moving from a high-income-tax state like New York, Connecticut, New Jersey, or California to a no-income-tax state is not straightforward. There are layers of tax code and regulatory considerations that need to be addressed to avoid future exposure or penalties.

We work closely with clients and their tax advisors to map out that transition in detail — from how accounts are structured to how residency is documented. At the same time, municipalities across the region are working to keep pace with growth by investing in education, infrastructure, and services. For our clients, the intersection of tax, regulatory, and quality-of-life factors is increasingly central to their decision-making. Our job is to help them navigate that complexity in a way that supports both their financial objectives and the way they want to live.

Want more? Read the Invest: Miami report.

 

Spotlight On: Andy Culicerto, Charlotte Managing Partner, Shumaker

Key points:

  • • Rising client focus on value and AI efficiency is reshaping legal staffing, pricing, and service delivery.
  • • Charlotte’s population and business growth are driving demand across real estate, construction, IP, and private equity transactions.
  • • Strategic growth, strong talent recruitment, and community engagement remain central to long-term competitiveness.

Andy Culicerto spotlight onMarch 2026 — Invest: spoke with Andy Culicerto, Charlotte managing partner of Shumaker, about how rising client expectations around value are reshaping legal services, the practical impact of AI on day-to-day work, and why Charlotte’s continued growth is expanding demand across real estate, construction, and emerging practice areas. “Clients are constantly asking what value you’re providing that they can’t replicate internally,” Culicerto said.


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How have recent market shifts and external pressures shaped demand for legal services in the Carolinas, and how are those changes affecting your priorities?

Clients have a growing awareness of value. They do not want a bill with lawyers piling on fees that do not add value to the situation. That has always been true, but in the face of AI, it is becoming even more important. I suspect you are hearing about AI in a lot of interviews, and you are going to hear about it from me, too.

Clients are increasingly trying to do more work in-house through AI and related tools. I do not think the technology is fully there yet for legal work, but it is getting closer, and you can see it coming. Clients are constantly asking what value you’re providing that they can’t replicate internally, and that question is forcing firms to be more intentional about staffing, efficiency, and the outcomes we deliver.

What makes Charlotte an ideal location, and how has population growth translated into new types of legal work?

Charlotte has a diverse economy and a diverse population. People are coming from different states, and it can feel like nobody is from Charlotte anymore, which makes it easy to fit in and do business. It is welcoming, business-friendly, and attractive to companies looking for an educated workforce.

The geographic location helps, too. You can be in the mountains in about two hours, at the beach in three, and you live in a city where the weather is good most of the year. It is clean and easy to navigate, and as growth accelerates, legal demand follows. More companies, more people, and more development drive activity across real estate, hiring, contracts, compliance, and transactions.

Where are you seeing the strongest demand for legal services, and how do you differentiate your firm?

Shumaker has been around for 100 years, and the foundation of value is talent. The first key is providing experienced, talented lawyers who can do the work and provide value through judgment and perspective, not just hours billed.

When you have the right people on a matter, you spot risk earlier, move more efficiently, and give advice that is grounded in experience. Our focus is on delivering a quality product through depth and consistency, so clients feel the legal team made the process easier, not harder.

How are you approaching talent attraction and retention in a competitive market?

Attraction is the bigger challenge right now, not retention. Once people join, the culture tends to speak for itself, and we do not lose many employees.

To attract talent, we emphasize a platform for growth, opportunity, and autonomy. If someone has a plan they can execute on, it will be supported. People do not want to be overmanaged, so we focus on high-level guidance and support, rather than pressure or rigid direction.

Which parts of the regional economy are becoming the biggest drivers of legal work?

Real estate and construction are major drivers, and focusing on those areas makes sense in a growing city like Charlotte. Development creates a wide range of related legal needs, including transactional work, employment and HR issues, buying and selling assets, and mergers.

We have also seen a big jump in intellectual property and related areas, including AI and data security. As more business becomes online and AI-driven, security concerns grow, and protecting the people creating new tools and ideas becomes more important. Charlotte also has a healthcare component, given the major hospital systems in the region.

Another factor is investment activity. As more private equity capital comes into the market, it creates more deal flow, which drives ongoing buying and selling of businesses and the legal work that comes with it.

How do you approach growth and client development in a market that is moving quickly?

The greatest way to sell your product is to provide great services to the people who are already receiving them. You can advertise, you can show up at events, and you can knock on doors, but what really drives growth is doing good work for a client and having that client tell someone else.

At the same time, you have to put yourself into the community in a strategic way. People want to work with people they like personally and know, so we try to put attorneys in places where they can build relationships naturally. The goal is not a full-court press. It is making sure people know what you do and that you can deliver, and then doing a great job once an opportunity comes through the door.

How do you balance technology, relationships, efficiency, and cost control?

You have to have the best intentions for your client at all times. Technology is doing things lawyers have traditionally billed for, and clients may not always know that. It is our responsibility to educate them and present more efficient, cost-effective paths when appropriate.

That also means understanding the tools clients use, so when they call, we are not starting from scratch. Relationships still matter, but using technology thoughtfully can remove friction and help us deliver clearer, faster advice while keeping quality high.

How do local operational decisions connect to firmwide strategy?

Shumaker wants to continue growing, but we view it as strategic growth. We are not chasing a fixed number of offices or lawyers. Growth has to fit our model and align with where markets are expanding.

In the Carolinas, we are focused on Charleston, Charlotte, and Greenville. Those are dynamic, growing business communities, and the firm is intentionally putting resources into regions with strong growth trajectories. At the office level, the work is consistent: serve clients well, recruit the right people, and stay positioned for the next opportunity.

How does community involvement factor into your long-term strategy?

People want to do business with people they like. Communities do not stay strong by accident. It takes leaders who are willing to give back and stay engaged.

We want to be active members of the community, supporting growth and meeting the people we will do business with. That means being present where thought leaders gather, from the Charlotte Chamber of Commerce to industry groups aligned with our practice areas. On a practical level, it is also about placing the right attorneys in the trade organizations where their clients and future clients spend time.

Looking ahead, what are your top priorities for the next two to three years?

The priority is getting talented people who can do quality work that impresses clients. From there, it is about growing practice areas strategically in sectors that are active locally and nationally: real estate and development, construction, and the AI-related areas, including intellectual property and data security.

Transactional work tied to business growth should also remain steady, especially with continued buying and selling of businesses and investment activity. In a market like Charlotte and the broader Carolinas, that combination should continue to create meaningful opportunities.

Want more? Read the Invest: Charlotte report.

 

Industry Corner: From lawyers to consultants: AI adoption’s disruptive impact

Key points:

  • • Professional services firms are accelerating AI adoption to deliver personalization at scale, especially in research, drafting, and data analysis.
  • • Ethical guardrails, data accuracy, confidentiality, and unclear ROI tracking remain major challenges as client expectations evolve.
  • • AI is pressuring the billable-hour model, pushing firms toward outcome-based pricing while reinforcing the need for human judgment and accountability.

AI adoptionIndustry corner is a monthly series on what company leaders believe are the most important best practices in their sector or organization to ensure growth and sustainable success.

March 2026 – In sectors like professional services, AI adoption is throwing a wrench in the traditional human-centric model, flipping the script to focus on outcomes, where personalization for one becomes personalization at scale.


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Law firms, accounting firms, and consultancies across the United States are racing to accelerate adoption and secure a competitive advantage. But integrating AI at scale brings in added complexities, particularly in terms of oversight, pricing, and evolving client expectations.

“There are many possibilities with artificial intelligence, and contrary to what many people think, not all of them are bad,” Donald Scarinci, managing partner of Scarinci Hollenbeck, told Invest: New Jersey. “AI will take humanity to a different place, just as computers did in the late 1970s and early 1980s.”

Despite Scarinci’s optimism, most leaders are approaching the subject with caution. “We need to stay on top of AI and its growth and make sure that we remain on the cutting edge, but in a thoughtful and careful way,” Paul Marino, New Jersey office managing partner at Day Pitney, told Invest:New Jersey. “We need to make sure that we are using AI in a way that makes us better lawyers because clients will expect us to do this.”

Those expectations, however, remain largely uncertain. According to a report by the Thomson Reuters Institute, based on more than 1,500 global respondents, two-thirds of corporate leaders believe their outside firms should use AI. Yet fewer than 20% are formally mandating its use through guidelines or RFPs.

Meanwhile, adoption continues to accelerate faster than firms can measure its economic impact. Nearly 40% of organizations report using generative AI, but only 18% say they track return on investment. Another 40% say they do not know whether ROI is measured at all — underscoring how quickly AI-driven personalization is moving ahead of standard performance benchmarks and pricing models.

Personalization at scale 

However, most firms agree that AI in professional services poses a major competitive advantage: personalization at scale. 

According to Yelena Epova, Atlanta office leader and international tax partner at Aprio, this shift is already changing the nature of accounting work. 

“When I began my career, much of the work involved data entry and low-level tasks,” Epova told Focus:Atlanta. “Today, we leverage AI to balance routine work, allowing our team members to spend more time with clients, focus on analysis, strategic planning, and higher-value tasks.”

The data backs that up. According to Thomson Reuters, top legal use cases for generative AI include lower-level administrative tasks like: legal research (80%), document review (74%), document summarization (73%), and drafting briefs or memoranda (59%). In tax and accounting, tax research (69%) and summarization (57%) lead adoption.

Beyond automation, generative AI tools also support high-quality data analysis for tailored client advice. 

In fact, Panorama Consulting Group, which advises organizations on technology implementations, noted that AI’s strongest immediate impact in professional services lies in structured analysis, particularly across areas such as project forecasting, risk detection, financial anomaly identification, and decision support. 

Legal sector 

Within the legal sector, AI tools are enhancing personalization, adjusting clauses based on jurisdiction, industry risk, regulatory updates, and even a client’s historical litigation exposure.

But industry leaders like Scarinci stress that customization must operate within strict ethical and compliance guardrails.

“None of these (AI) tools are substitutes for lawyers, gut instinct, or professional judgment,” he said.

In fact, the unchecked use of AI in the courtroom carries several repetitional and professional risks.

“There are horror stories about attorneys…citing cases in court or including them in filings, and they later learn that the cases do not actually exist,” added Marino. “The cases are AI mirages.”

He highlighted that firms looking to increase their AI uptake need to consider privacy and ethical fundamentals first as well, particularly whether or not all data gathered by AI is accurate.

Kevin Kocun, managing partner at intellectual property firm Lerner David, raised another concern: unintentional disclosure. 

In intellectual patent law, premature public disclosure of proprietary information can infringe confidentiality protections, the consequences of which can be extremely “serious”, as Kocun notes.

“Both our firm and our clients are cautious about this,” he told Invest:New Jersey. “Whether drafting patent applications or evaluating inventions, human oversight will always be necessary.”

Consulting

If legal and accounting work is being automated at both the research and drafting level, then high-level strategic consulting presents a more nuanced challenge.

Richard Spady, managing partner at Bain & Company in Atlanta, described AI as transformative but secondary to decision-making responsibility.

“Ultimately, the most important thing is using that knowledge to help clients take the right next steps in their business strategy,” Spady told Focus:Atlanta.

Strategic advisory work often involves navigating ambiguity, aligning executive teams, and making trade-offs that carry long-term consequences. In other words, AI can model scenarios and synthesize market intelligence, but it cannot assume fiduciary responsibility or corporate accountability.

In fact, according to Panorama Consulting, AI systems can amplify poor data or flawed assumptions, at which point, personalization becomes a mechanized error at scale.

Therefore, the general consensus among consulting firms is that AI enhances analysis, but that human judgment and liability remain fundamental.

Disrupting traditional models

On the other hand, perhaps the most disruptive implication of AI-driven personalization lies in pricing models.

Per Thomson Reuters, the billable-hours model is under pressure. In fact, generative AI’s ability to compress hours of work into minutes poses an “existential threat” to firms dependent on hourly billing. 

This is because if clients know that research or drafting can be automated, the logic of time-based fees weakens.

At the same time, client expectations are increasingly inconsistent, which is creating friction. Nearly 4 in 10 professionals surveyed by TR Institute reported being told both to use AI and not to use AI on client matters, depending on the client. 

This means that the market has not yet reached a stable equilibrium on the matter of artificial intelligence. Yet, as Scarinci notes, AI usage suits the interests of both clients and firms. 

With proper consent and supervision, professional services firms can essentially reduce the need for additional attorneys and pass on substantial cost savings to clients, he said.  

The logical endpoint may be outcome-based pricing, such as billing for results or strategic value rather than hours logged, as the TR Institute suggests. 

However, few firms have fully transitioned to this model, while economic pressure continues to build. The broader challenge is therefore balancing three opposing forces: accelerating AI adoption, regulatory guidance, and rising client expectations. 

Yet for the TR Institute, the solution is clear: “The winners in an AI-enabled future will be the professionals and their organizations that have the strategic clarity to determine how they’re going to provide services in a way that uses technology to complement and augment professional expertise, all while protecting themselves and their organizations from risk.”

Under these conditions, leaders in the professional services sector should consider GenAI’s best fit for their business, collect data metrics to benchmark AI performance, and discuss AI openly with clients, as advised by the Institute.

Want more? Read the Invest: reports.