2026 Learning Lab: Building a Branded Fleet - Custom Bots for Marketing Teams

This hands-on session shows marketing pros how to build branded, reliable, AI-powered helpers (bots) that function as digital coworkers. By the end, participants understand what custom bots can do, how to create them, which traps to avoid, and how to work with IT to roll them out firmwide. The capstone: building four practical bots that support daily marketing tasks.

Objectives:

  1. Learn how custom bots, agents, and GPTs support brand consistency, content creation, SEO, and storytelling.
  2. Gain practical guidance on tools, inputs, and IT collaboration.
  3. Complete two bot-building demonstrations and hands-on steps.

Instructors

Becky Livingston

President and CEO | Penheel

For over twenty years, Becky has been tackling technology and marketing challenges for accounting firms across the country. Starting her accounting-related journey at KPMG in 2001, she is ending it with her own marketing firm. That firm, Penheel Marketing, specializes in accounting marketing for smaller firms. She has explored accounting caves, mountaintops, and everything in between with topics like SEO, Google Analytics and Adwords, Social Media Marketing and Strategy, and Website and Content Development.

In addition to being a practitioner, Becky is also an adjunct professor at three community colleges in New York and New Jersey, where she teaches social media certificate programs, Google Workspace workshops, branding courses, and content development with AI tools programs.

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