Your policies come first. I work within your IT and security standards and alongside your IT team, favor enterprise-grade tools whose terms keep your data out of model training, and help define what can and can't be used with AI. Happy to sign an NDA.
It depends on scope. The AI Opportunity Roadmap is a fixed-scope engagement, quoted after our first conversation. Team Enablement and Implementation Partner work are scoped from the Roadmap, as a project or a monthly retainer, so you pay for what's actually needed.
An Executive AI Briefing is a single 90-minute session. A Roadmap takes about 3 to 4 weeks. Enablement and implementation timelines depend on the use cases and your systems, and are set out in the Roadmap.
I'm tool-agnostic. We start with what you already license. Day to day I work with frontier models including Claude, Grok, and ChatGPT. If a new tool is warranted, I'll explain why and what it costs.
Adoption is a people question as much as a technology one. I've led teams through integrations and system changes, and I'm a Certified Professional Life Coach, so enablement is built around how your people work: plain explanations, practice on real tasks, and office hours afterward so new habits stick.
No. Most early wins use the tools and data you already have. Part of the Roadmap is identifying where data improvements would unlock more value later.
No. The aim is leverage: taking repetitive work off your team's plate so they can spend more time on analysis, business partnering, and the projects that keep getting deferred.
Yes. Leiting the Way to AI is based in Kenosha and works in person across SE Wisconsin, including Racine, Milwaukee, and Waukesha, and in northern Illinois, including Lake County. Remote work is available everywhere. The first step is a free 20-minute conversation.
The most practical uses today are drafting variance commentary, summarizing results for leadership, creating presentations, reconciling and checking data, building first drafts of models and reports, and answering questions about policies and past analysis. Your team still reviews the work. We start with the tasks that eat the most time each month and test AI on those first.
Start with a short, honest look at where your team spends its time, not with a tool purchase. An Executive AI Briefing gives your leadership a shared understanding of what AI can and can't do. The AI Opportunity Roadmap then ranks specific use cases by value, effort, and risk, with a 90-day plan.
Yes. Most early use cases sit alongside the systems you already run, such as Excel, your ERP, and your BI tools. We don't ask you to replace anything.
CFOs, VPs of Finance, controllers, FP&A directors, and operations, finance, and IT leaders at mid-sized companies and growing businesses in SE Wisconsin, northern Illinois, and remotely. Smaller businesses can start with the half-day AI Workshop.
I come from finance, not from software sales. I spent almost 20 years in corporate finance, including leading FP&A for an R&D organization, and I now work with frontier AI models every day. That means we start from your close calendar, forecast, and reporting cycle, and pick tools to fit the work.
It's a 90-minute working session for your CFO and leadership team. We cover what current AI tools do well and poorly in finance, examples relevant to your processes, the main risks and how to manage them, and sensible first steps. You leave with a shared view, not a sales pitch.
Start with a 20-minute conversation. Bring your questions and I'll give you an honest read on where AI could help first.