AI Workshop Series 4/4: Operations

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.