AI for Boards & Governance
The Power of Principles and Partnership: Building High-Impact Boards
A strategic exploration of board dynamics and the foundational principles that drive effective fiduciary oversight and organizational resilience.
Thought LeadershipCatalyzing Insight
Catalyzing Insight
for Global Leaders.
Keynotes and workshops demystifying the intersection of AI, finance, and governance.
"My goal is not simply to inform; it is to equip boards, executives, and investors with the clarity and frameworks needed to act decisively in the age of AI."
The Expertise Hub
Select from core thematic areas to explore specialized speaking topics.
AI for Boards & Governance
What Creates Value in AI?
Guides executives through key considerations for capital allocation, leadership structures, and competitive strategies in AI value creation.
AI for Boards & Governance
From ROI to Risk Management: What Finance Leaders Must Get Right About AI
Key considerations for financial leadership in evaluating and overseeing AI initiatives, drawing from experience advising global boards.
AI for Boards & Governance
The Data Frontier: Empowering Boards on Effective Data Oversight
Specific responsibilities and challenges that boards face in overseeing AI-driven data strategies and driving value creation.
AI for Boards & Governance
What Every Board Member and C-Level Executive Should Know about AI
Practical insights for both board directors and executives navigating the complexities of AI governance and adoption.
AI for Boards & Governance
AI Governance: What Boards Need to Know
How boards can ensure ethical, legal, and social oversight of AI while capturing strategic and financial benefits.
AI in Finance & Investing
AI and Investment Portfolio Management
Case studies showcasing AI applications in investment strategies, policy, procedures, and risk management.
AI in Finance & Investing
AI Agents in Investment Operations: What Works (and What Doesn't)
Keynote exploring practical applications of AI agents in operations, covering successful implementations and lessons from the field.
AI in Finance & Investing
Bridging the AI Gap: Realities and Opportunities for CFOs
Evolving role of the CFO and critical success factors for financial leadership in the AI era.
AI in Finance & Investing
Balanced Generative AI: Practical Uses, Leveraging Growth, and Mitigating Risk
Discussion on corporate finance applications, ROI evaluation, and strategic starting points for AI investment.
AI in Finance & Investing
AI in Finance: What to Know and How to Get Ready
Strategic lecture on AI's applications in finance and how organizations can prepare for the future.
Selected Past Engagements
A track record of delivering high-impact sessions for leading organizations.
Keynote
GAIM Ops Conference
"AI Agents in Investment Operations: What Works (and What Doesn't)"
AI in Finance & Investing
October 7 - 9, 2025
Dana Point, CA
Keynote
Baker Tilly Technology Finance Symposium
"Bridging the AI Gap: Realities and Opportunities for CFOs"
AI in Finance & Investing
April 23, 2025
San Francisco, CA
Panelist
MFDF AI Webinar Series
"AI and Investment Portfolio Management"
AI in Finance & Investing
February 26, 2025
Virtual
Speaker
CFO Leadership Council
"Balanced Generative AI: Practical Uses, Leveraging Growth, and Mitigating Risk"
AI in Finance & Investing
February 12 - 13, 2025
San Francisco, CA
Guest Lecturer
San Jose State University
"AI in Finance: What to Know and How to Get Ready"
AI in Finance & Investing
February 17, 2025
San Jose, CA
Panelist
AI Leadership Forum
"What Creates Value in AI?"
AI for Boards & Governance
July 2025
New York, NY
Keynote
Women in Tech Global Conference
"From ROI to Risk Management: What Finance Leaders Must Get Right About AI"
AI for Boards & Governance
May 2025
Virtual
Speaker
NACD Master Class
"The Data Frontier: Empowering Boards on Effective Data Oversight"
AI for Boards & Governance
May 2025
San Francisco, CA
Global Engagements
NACD
The Wharton School
Baker Tilly
GAIM Ops
MFDF
WCD
CFA Society SF
FEI
The CFO Council
Athena Alliance
Private Directors Forum
Silicon Valley Leadership
Women in Tech
Speaking Inquiries
Select engagements for private boards and executive retreats.
Contact for Engagement