AI Workshop Series 2/4: Finance & HR

AI Workshop Series for family & private businesses—peer-driven, practical AI use cases for growth, efficiency & leadership alignment.

AI Workshop Series for family & private businesses—peer-driven, practical AI use cases for growth, efficiency & leadership alignment.

AI is no longer a future conversation.

It’s showing up in proposals, forecasting, hiring, customer communication, operational efficiency — and in the questions your team is already asking.

But for family and private businesses, this isn’t just about technology.

It’s about:

· Driving profitable growth

· Increasing efficiency and reducing unnecessary costs

· Expanding capacity without simply adding headcount

· Strengthening strategic decision-making with better insight

· And implementing responsibly — without disrupting culture or trust

This four-part workshop series was built specifically for family and privately held businesses navigating AI thoughtfully — not reactively.

This is not theory. This is not hype. This is not vendor-driven.

This is peer-driven.

You’ll hear directly from family and private business leaders who:

• Have implemented AI in parts of their organization
• Are actively piloting use cases
• Have learned lessons the hard way
• Can speak candidly about risk, resistance, ROI, and cultural impact

Alongside them, subject matter experts will provide guardrails, frameworks, and perspective — but the heartbeat of this series is real business application.

How the Series Works

This is a hybrid structure:

Start Here (Strongly Encouraged for All)

Roadmap & The Human Side of AI

Then, based on your priorities, send the right leaders to the functional workshops:

• Sales & Customer Service
• Finance & HR
• Operations

We strongly encourage organizations to send cross-functional representation. AI decisions cannot live in one department.

Senior leadership buy-in is critical — but execution requires alignment.

Workshop 1: April 16, 2026

The Roadmap & The Human Side of AI

Where Senior Leadership Must Begin

Before tools, before pilots, before automation — there must be clarity.

This session is designed for CEOs, Presidents, and senior leaders who need to:

• Identify responsible starting points
• Understand real AI risk (and what is overstated)
• Protect culture and trust
• Establish governance and guardrails
• Lead with confidence rather than hesitation

You’ll hear from business owners who:

• Started cautiously
• Faced internal resistance
• Navigated data and compliance concerns
• Learned how to get buy-in around AI Adoption

You’ll walk away with:

• A practical starting framework
• Clear next-step options
• Language for leading internal conversations
• A roadmap you can tailor to your business

This session sets the tone for everything that follows.

Workshop 2: June 4, 2026

AI in Finance and HR

Risk, Data, and People Strategy

Finance and HR leaders must weigh:

• Data privacy
• Policy compliance
• Workforce anxiety
• Accuracy and oversight
• Regulatory exposure

Hear directly from organizations using AI in:

• Forecast modeling
• Reporting
• Policy drafting
• Recruiting and onboarding support

You’ll gain:

• A clearer view of what’s responsible vs reckless
• Governance best practices
• Internal communication strategies
• Guardrails you can implement immediately

Workshop 3: August 20, 2026

AI in Sales & Customer Service

Protecting Relationships While Increasing Capacity

In family and private businesses, relationships are everything.

This session explores real-world use cases in:

• Proposal/RFP drafting
• Follow-up automation
• Customer support

From leaders who have:

• Reduced administrative burden without sacrificing personal touch
• Increased responsiveness without adding headcount
• Used AI to enhance — not replace — human connection

You’ll leave understanding:

• Where AI improves speed and consistency of messaging, communication, etc.
• Where it should never replace human interaction
• How to measure impact without damaging trust

Workshop 4: October 22, 2026

AI in Operations

Efficiency Without Chaos

Operations is often where AI delivers visible ROI — but also where disruption risk is highest.

Explore peer use cases in:

• Process documentation
• Workflow optimization
• Knowledge capture

From leaders who:

• Piloted before scaling
• Avoided cultural backlash
• Documented measurable gains

You’ll walk away with:

• Real operational examples
• Measured ROI insights
• Clarity on what not to automate

Who Should Attend

This series is ideal for:

• CEOs / Presidents
• Owners / Founders
• Next-Generation Leaders
• CFOs / Finance Leaders
• HR Leaders
• COOs / Operations Leaders
• Sales Leaders

We strongly encourage sending multiple leaders across sessions.

AI adoption is not a one-person decision. It is an organizational alignment strategy.

Why This Series Is Different

Most AI conversations are:

• Tool-heavy
• Vendor-driven
• Fear-based
• Or disconnected from family and privately held business realities

This series is:

• Peer-centered
• Strategy-first
• Culture-aware
• Risk-conscious
• Action-oriented

You will leave each workshop with:

• Practical next steps
• Clarity on where to begin (or refine)
• Confidence to lead the conversation inside your organization

Registration Options

☑️ Attend the full four-part series ☑️ Begin with Roadmap & Human Side, then select functional sessions ☑️ Send different leaders to different workshops

Your competitive advantage will not come from adopting AI the fastest.

It will come from adopting it responsibly, strategically, and aligned with your values.