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


Not sure where to start? Book a complimentary 30-minute discovery call to explore whether we're a good fit.


AI Advisory Services with Michael

Explore our range of services designed to help you move forward with confidence, wherever you're headed next.

AI Advisory Retainer with Michael
$10,000.00

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 can be addressed in real time, and organizational momentum can be 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: Four advisory sessions (60 minutes), private and confidential virtual meetings, continuous priority alignment and execution focus

Once you book the monthly retainer, I'll reach out to schedule the sessions.