Confer with others about financial matters.

Confer with others about financial matters. is a detailed work activity in O*NET — a concrete unit of work shared across 9 occupations and seen in 10 occupation-specific tasks. It rolls up into the broader work activity Coordinate activities with clients, agencies, or organizations. in Coordinating the Work and Activities of Others .

Detailed work activities are the most granular shared layer in O*NET's work-activity hierarchy (Generalized → Intermediate → Detailed → occupation-specific task). The figures below describe how this activity shows up across the economy and what independent studies measure about AI and this kind of work — not a prediction that the work will be automated.

AI exposure

Of the 10 tasks under this activity that the OpenAI / Eloundou “GPTs are GPTs” study rated, 8 (80%) are flagged as directly exposed to language models (E1) or exposed via model-powered tools (E2).

The Anthropic Economic Index observes real AI use on 1 of these tasks, with a mean mapped-usage share of 0.002% per task.

Exposure estimates overlap with model capabilities — whether a model could speed the task up — not whether the work will be done by software. Observed AI use is augmentation and assistance today, not jobs replaced.

Member tasks

Occupation-specific tasks O*NET maps to this detailed work activity, most important first.

• Direct and participate in formal and informal meetings with bank directors, trustees, senior management, counsels, outside accountants, and consultants to gather information and discuss findings. · Financial Examiners · importance 4.7 · no direct exposure
• Confer with engineers, architects, owners, contractors, and subcontractors on changes and adjustments to cost estimates. · Cost Estimators · importance 4.2 · exposure with tools
• Communicate with reinsurance brokers to obtain information necessary for processing claims. · Claims Adjusters, Examiners, and Investigators · importance 4.0 · direct LLM exposure
• Meet with sponsors and organizing committees to plan scope and format of events, to establish and monitor budgets, or to review administrative procedures and event progress. · Meeting, Convention, and Event Planners · importance 3.8 · exposure with tools
• Meet with clients' other advisors, such as attorneys, accountants, trust officers, or investment bankers, to fully understand clients' financial goals and circumstances. · Personal Financial Advisors · importance 3.4 · no direct exposure
• Confer with credit association and other business representatives to exchange credit information. · Credit Analysts · importance 3.1 · exposure with tools
• Confer with officials of real estate, securities, or financial institution industries to exchange views and discuss issues or pending cases. · Financial Examiners · importance 2.9 · exposure with tools
• Collaborate on projects with other professionals, such as lawyers, accountants, or public relations experts. · Financial and Investment Analysts · exposure with tools
• Confer with traders to identify and communicate risks associated with specific trading strategies or positions. · Financial Risk Specialists · exposure with tools
• Confer with underwriters to resolve mortgage application problems. · Loan Officers · exposure with tools

Occupations that perform this

• Financial Examiners
• Cost Estimators
• Claims Adjusters, Examiners, and Investigators
• Meeting, Convention, and Event Planners
• Personal Financial Advisors
• Credit Analysts
• Financial and Investment Analysts
• Financial Risk Specialists
• Loan Officers

Sources for this page

Every figure above traces to a named public dataset and the exact release below — not hand-written opinion. See the full methodology for what each measure does and does not mean.

• O*NET 30.3 U.S. Department of Labor / National Center for O*NET Development
• Anthropic Economic Index v4 (2026-01-15) + v2 (2025-03-27) Anthropic
• “GPTs are GPTs” (Eloundou et al.) arXiv 2303.10130 OpenAI / academic

Data compiled June 2, 2026. Figures are estimates, not advice.

@misc{singulariki-confer-with-others-about-financial-matters,
  title  = {Confer with others about financial matters.},
  author = {{Singulariki}},
  year   = {2026},
  note   = {O*NET 30.3; Anthropic Economic Index v4 (2026-01-15) + v2 (2025-03-27); “GPTs are GPTs” (Eloundou et al.) arXiv 2303.10130. Accessed June 7, 2026},
  url    = {https://singulariki.com/detailed-activities/confer-with-others-about-financial-matters}
}