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AI Executive Briefing

Strategic clarity on AI for boards and executive committees — including an adoption framework for your firm, built live in the room

Half-Day · ~2.5 Hours
Executive Committees & C-Suite
Leadership Tier
Live Adoption Framework
Pre-Session Intake
Schedule Consultation

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Briefing Overview

A senior-level briefing for leadership teams, boards, and executive committees in financial services. Strategic framing, a leader's mental model of AI, a live demonstration in which AI researches the firm and builds a draft adoption framework in real time, and facilitated discussion on governance, risk, and the decisions that matter most in the next 12–18 months. Calibrated for decision-makers: no hands-on exercises, no technical detail, and no time spent on content that does not drive strategic clarity.

Session Outline

Opening — The AI Moment

A frank assessment of what has changed, what leading institutions are doing, and why the decisions of the next 12–18 months will matter. Separating signal from noise.

Strategic Frame

A Leader's Mental Model

The conceptual foundation: capabilities, limitations, the human–AI boundary, and the strategic difference between AI as a tool, a workflow layer, and an agent.

Capability & Limits

Live Demo — Your Adoption Framework

AI researches the firm and builds a draft adoption framework in real time — tailored, not generic. Includes the agentic extension (Cowork).

Built in the Room

Governance, Risk & Regulation

What boards are accountable for: regulatory direction of travel, model risk, accountability, and the principles of responsible adoption. Islamic finance considerations where relevant.

Govern

Strategic Choices & Five-Question Framework

Build, embed, or buy — the three adoption routes with explicit governance burden. Five questions every board should ask before approving an AI initiative.

The Decision Map

What Participants Walk Away With

A durable mental model of what AI can and cannot do
A draft AI adoption framework for your firm, built live
The Five-Question Framework — applied to a live decision
Finance-specific view of build / embed / buy choices
Clarity on the two or three decisions that matter most in the next 12 months

Who This Is For

Executive Committees
C-Suite
Board Members & NEDs
Risk & Audit Committees
Heads of Compliance, Risk, Tech & Ops
Strategic
Clarity on AI
Your Firm's
Adoption Framework
Five-Question
Framework
Build / Embed / Buy
Decision Map

Session Format

FormatBoardroom · In-Person or Virtual
Pre-RequisitePre-Session Intake
Duration~2.5 Hours
AudienceBoards & Executive Committees
TierLeadership
CalibrationPre-Session Intake
Patrick Mahdi O'Neill
Delivered By

Patrick Mahdi O'Neill

International Finance Trainer · Dubai, UAE

940+ Training Days · 200+ Engagements
30 Years in Finance · 19+ Qualifications
Principal of Wealth Focus (FCA-Regulated)
View Trainer Profile

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AI Executive Briefing

Strategic Clarity on AI for Boards and Executive Committees

Equip your leadership team with strategic clarity on AI — not technical detail. A senior-level briefing that includes a live demonstration where AI researches your firm and builds a draft adoption framework in real time, followed by facilitated discussion on governance, risk, and the decisions that matter most in the next 12–18 months. Calibrated for decision-makers: no hands-on exercises, no technical detail.

Schedule Consultation