Executive Briefing on AI
One Board Meeting to an Actionable AI Strategy.
In 60 minutes we’ll look at the state of AI and the opportunity it presents for your firm. No hype, no noise, just what's relevant for today.
Inbal Rodnay
Your AI Adoption Expert
Led by Inbal Rodnay, Australia & New Zealand's Leading AI Adoption Expert
Former Head of Technology and Innovation at BlueRock
Expert Advisor to CA ANZ on AI Competency
2024 AI Leader of the Year Finalist
Keynote Speaker for CA ANZ, CPA ANZ, IPA and ProVision.
Is your firm falling behind on AI adoption? You need clear answers:
Which AI tools are actually worth investing in?
How can you keep your data secure?
What's the most effective way to upskill your team?
How do you stay competitive without falling for the hype?
How do you create proper governance around AI?
"Inbal put my mind at ease about AI, where to focus my efforts and where most to integrate AI into my work to optimise my time, my team's time and client experience."
- Jane Anderson, CEO, Exceptional Consulting
In This 60-Minute Strategic Session, You’ll have:
✓ Update on the State of AI: The real trends in accounting today - no hype, no doom
✓ AI Adoption Benchmark: See where you stand compared to others
✓ Tools and Trends: A curated overview of practical tools for immediate value
✓ Best Practices in AI Adoption: Learn from successful implementations
✓ Risk Management and Policies: Guidance on developing AI strategies and governance
The AI capability gap is widening every day. Firms that delay AI adoption risk: falling behind competitors, missing efficiency gains, losing staff to more progressive firms, and higher costs of late adoption.
How prepared is your firm?
Cut through the noise and get the information you need today
✓ Industry-Specific: Focused on accounting and professional services.
✓ Practical: No theoretical concepts - only what works today.
✓ Action-Oriented: Walk away with clear next steps
✓ Risk-Aware: Balanced view of opportunities and challenges.
✓ Customised: Tailored to your firm's specific situation.
The AI Executive Briefing is perfect for:
Partners and Executives making strategic decisions about about their firm's future.
Tech Champions and Practice Managers leading implementation
Leadership teams seeking alignment on AI strategy
How We
Work Together
60-minute focused session.
Flexible scheduling to fit your board or leadership meeting.
Available in-person, online, or hybrid format.
Complete recording provided for internal use.
For on-site meetings, Inbal travels from Melbourne.
Why The Executive Briefing on AI Works:
Industry-Specific: Tailored scenarios for your sector
Comprehensive: Covers strategy through implementation
Practical: Real-world applications, not theoretical concepts
Flexible: Available in-person, online, or hybrid delivery
Proven: Successful implementation across leading firms
“Inbal never fails to add assurance, confidence and care to any conversation. Her insights go beyond the questions asked, and allow me to advance my skills as a manager implementing new systems.”
- Anna Fitzgibbon, Partner, The Breakthrough Office
This program is for you if:
Are eager to understand how AI can enhance your firm’s competitive position.
Want to cut through the noise and identify the tools that are mature and right for you today.
Want to make informed decisions on which apps are really worth investing in right now.
Need a clear plan for integrating AI that aligns with regulatory and ethical standards.
Face resistance from partners who are concerned about risks or lack of understanding.
Want to develop an AI policy that encourages safe exploration and responsible use.
Don’t believe that AI is relevant or think it is just a hype
Believe that AI can replace every process in your business today. We are not there yet.
Want to hire data scientists and build your own AI tools. This is not the program for that.
This program is not for you if you:
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