AI Board and Executive Briefing
Two hours your partners will act on.
An in-person briefing for partners, boards and leadership teams, tailored to your industry: where AI is genuinely useful in a firm like yours, the risks that matter, and what to do first.
Built around the questions leaders ask
The six questions every briefing answers.
What are firms like ours actually doing with AI?
What are the risks to client confidentiality?
Copilot, Claude or ChatGPT: which is right for us?
What are our staff already using, without approval?
What happens to our people and our fees?
What should we do first, and what should we avoid?
How it runs
A call with your champion
We agree what your partners or board need to leave with, and what's already happening in the firm.
About two hours, on site
A tailored session with your own examples, plus the deck and notes to keep.
Next steps you can approve
A short list of first moves, sized for your next partners' meeting or board paper.
Briefings by industry
Tailored to the rules you work under.
"I have learned more in the past 90 minutes with Mark than I have in over 2 years of attending so many sessions on AI."
For the partner championing AI
Forward this page to your partners.
It's written for them: what they'll hear, what it won't cost them in time, and what they'll be asked to decide.
Give your partners two hours of clarity.
Tell us your industry and who's in the room. We'll tell you what the briefing would cover.