AI Advisory with Michael
Artificial intelligence is reshaping how companies operate, compete, and create value. Most leadership teams recognize the urgency — but struggle to translate that recognition into a coherent strategy, a prioritized roadmap, or measurable results.
The challenge is rarely the technology. It is the decision-making around it: where to start, what to prioritize, how to build internal capability, and how to separate genuine opportunity from noise.
I advise executives and leadership teams on AI strategy and implementation — with a particular depth in AI adoption within finance functions. My perspective is grounded in active executive leadership as CFO of a large enterprise and as an AI Project Lead, combined with hands-on experience designing AI use cases, evaluating AI readiness, and leading implementation across finance and business operations.
The objective is practical clarity — not theoretical frameworks, not vendor pitches — but structured, decision-ready direction that leadership teams can act on immediately.
What I Help Leadership Teams With
My AI advisory work typically focuses on:
AI strategy development and executive alignment
AI readiness assessment across the organization and the finance function
Use case identification, prioritization, and business case development
AI implementation planning and execution governance
Finance function AI adoption — FP&A, reporting, forecasting, controls
AI tool and vendor evaluation frameworks
Change management and capability building for AI adoption
Risk, governance, and responsible AI considerations
Typical Situations Where I Add Value
I am particularly effective when organizations are facing:
Early-stage AI strategy questions and leadership alignment challenges
Finance functions that are exploring or beginning AI adoption
Uncertainty about where to start or how to prioritize AI investment
Pressure to demonstrate AI ROI without a structured framework
Implementation stalls or adoption challenges mid-program
Board or investor questions about AI strategy and execution readiness
Structured Engagement Path
AI advisory engagements follow a structured three-step path:
AI Strategy Session → focused executive working session to assess where you are, identify the highest-impact opportunities, and define a clear direction
AI Advisory Retainer → ongoing execution support, decision guidance, and implementation accountability
AI Readiness & Roadmap Diagnostic → structured organizational and finance function AI assessment, use case prioritization, and a 90-day implementation roadmap
Most engagements begin with an AI Strategy Session and move directly into an ongoing AI Advisory Retainer. The AI Readiness & Roadmap Diagnostic is available to organizations that require a deeper, structured assessment and is accepted on a selective basis.
Advisory work is offered on a selective basis and is subject to scope, alignment with current executive responsibilities, and conflicts of interest.
AI Advisory Services with Michael
Explore our range of services designed to help you move forward with confidence, wherever you're headed next.
The AI Readiness & Roadmap Diagnostic is a structured, senior-level assessment designed to give leadership teams a clear, honest picture of where their organization stands on AI adoption — and a prioritized roadmap for moving forward with confidence.
This engagement evaluates AI maturity across the business and finance function, identifies the highest-impact use cases, assesses organizational readiness and capability gaps, and produces a concise 90-day implementation roadmap with defined priorities and actions.
The emphasis is on practical, decision-ready output — not lengthy reports or generic frameworks. Leadership teams leave with a clear view of where to focus, what to build, what to buy, and how to govern AI adoption effectively.
Depending on context, the diagnostic may include:
Current AI maturity and adoption baseline
Use case identification and prioritization framework
Finance function AI opportunity assessment
Capability and change readiness evaluation
Vendor and tool landscape relevant to your priorities
Governance, risk, and responsible AI considerations
90-day roadmap with prioritized actions and milestones
Scope is tailored to organizational context while following a structured evaluation model.
Recommended entry path: Start with an AI Strategy Session to align on priorities, followed by the Diagnostic to produce your roadmap, then use the Retainer to support execution.
Once you book the engagement, I'll reach out to schedule an intake call.
This ongoing AI advisory retainer is designed for executives and leadership teams who want consistent, senior-level guidance as they execute their AI strategy and navigate implementation decisions.
Through weekly private working sessions, we focus on your highest-impact AI priorities — including implementation governance, use case development, finance function adoption, tool decisions, change management, and performance measurement. The emphasis is on practical decisions, measurable progress, and disciplined execution accountability.
This advisory partnership provides a structured, confidential environment where AI strategy can be stress-tested, implementation challenges addressed in real time, and organizational momentum sustained.
Typical engagement areas include:
AI strategy execution and course correction
Finance function AI adoption milestones
Use case development and business case refinement
Vendor and tool decision support
Change management and stakeholder alignment
Governance and risk oversight
Executive communication and board-level AI narrative
Format: Weekly 1:1 advisory sessions (45 minutes) Private and confidential Virtual meetings Continuous priority alignment and execution focus
Recommended entry path: Start with an AI Strategy Session, followed by the Diagnostic to define your roadmap, then use the Retainer to support execution.
Once you book the monthly retainer, I'll reach out to schedule the sessions.
This one-on-one executive session is designed for leaders who want an experienced, senior-level perspective on AI strategy — for the whole organization or specifically for the finance function.
In this focused working session, we assess where your organization currently stands on AI adoption, identify your highest-impact opportunities, and develop a clear direction for moving forward. The goal is not general discussion but practical clarity, honest assessment, and a concrete next step.
Typical topics include AI readiness, use case prioritization, finance function AI adoption, build-versus-buy decisions, governance and risk considerations, team capability gaps, and executive alignment on AI strategy.
You will leave the session with a sharper view of your AI opportunity, a prioritized perspective on where to focus first, and a structured path forward.
This session is also the recommended entry point for leaders considering a deeper engagement, such as an AI Readiness & Roadmap Diagnostic or an ongoing AI Advisory partnership.
Ideal for:
CEOs, CFOs, and senior executives
Finance and operations leaders
Business owners navigating AI adoption
Leadership teams preparing an AI strategy for the board
Format: Private 1:1 working session (45 - 60 minutes) Virtual meeting
Recommended entry path: Start here to align on direction, then move to the Diagnostic for your roadmap and the Retainer for execution support.
Once you book the session, I'll reach out to schedule it.