Speaking

Keynotes & Workshops

I speak at conferences, executive forums, and corporate events on AI transformation, the future of management consulting, and practical applications of AI in financial services.

Book for Your Event

Upcoming Events

Lake Norman Chamber AI Executive Forum

February 25, 2026Lake Norman, NC
Event Details

Speaking Topics

These topics can be customized to your audience and format. I work with event organizers to tailor the content for maximum relevance and impact.

AI Transformation Strategy

How to set clear business outcomes, build orchestration layers, establish experimental cultures, and implement governance frameworks for sustainable AI adoption.

C-Suite Executives, Board Members, IT Leadership
Keynote, Workshop, Panel

The Future of Management Consulting

Why AI-native consulting firms will disrupt traditional models, what this means for the industry, and how organizations can prepare for the shift.

Consulting Leaders, Professional Services, Enterprises
Keynote, Fireside Chat

AI in Financial Services

Practical applications of AI in asset management, banking, insurance, private equity, and lending. Real-world case studies and implementation frameworks.

Financial Services Executives, Asset Managers, PE Firms
Keynote, Workshop, Executive Briefing

Building AI-Native Organizations

Moving beyond 'buying AI tools' to fundamentally rethinking how work gets done. Strategies for embedding AI into operations, culture, and decision-making.

Operations Leaders, Digital Transformation Teams
Keynote, Workshop

Lean Transformation & Process Excellence

Combining traditional lean principles with AI capabilities to achieve step-change improvements in efficiency and effectiveness.

Operations Executives, Process Improvement Teams
Workshop, Executive Briefing

Past Speaking Engagements

2025

InvestOps Connect

USA

2025

Charlotte AI Summit

Charlotte, NC

2023

Smartsheet Engage

Seattle, WA

Program Management Office Track

Book a Speaking Engagement

Interested in having me speak at your conference, corporate event, or executive forum? Let's discuss how I can bring value to your audience.