By Introduction Only · Research Triangle

Private AI Briefings for Mid-Market Executives

No vendors. No pitches. No recordings. Every session delivers a tangible deliverable. Attend at your altitude. Your CTO gets full value even if you don't attend the same month.

Setting
Private venue · Research Triangle
Investment
$1,295 per session
Format
Chatham House Rules

Upcoming Sessions

April Topic: AI Agents Are Here. What's Your Procurement Policy?

This is a capital allocation and governance decision disguised as a technology decision.

Decide · CEOs Only

Controlling the Agent Contract

Your next vendor renewal will include AI agents. Salesforce is already pushing Agentic Enterprise License Agreements. Microsoft, ServiceNow, and the rest are right behind. The question landing on your desk: buy the bundle, build your own, or block it until you have a position. This session gives you that position before the vendor pitch meeting.

Date
April 14, 2026
Time
11am – 1:30pm
Seats - Limited
1–6
Investment
$1,295
Deliverable: Your Agent Procurement Position — one page, board-ready. What you're buying, what you're building, what you're blocking, and why.
Location: Near RDU full details provided upon confirmation
Reserve CEO Decision Seat →
Design · [CFO / COO / CTO / CIO / CHRO / CxO]

Building the Agent Governance Framework

Your CEO decided what to buy, build, and block. Now your team builds the operating model. Consumption pricing vs. flat-rate contracts. Data access boundaries. Which processes get agents and which ones stay human. Walk out with the evaluation framework your team uses for every agent proposal that comes in the door.

Date
April 16, 2026
Time
11am - 3pm
Seats - Limited
1–10
Investment
$1,295
Deliverable: Agent Evaluation Framework — contract scoring criteria, cost modeling template, data governance checklist, and a red-flag list for vendor proposals.
Location: Near RDU full details provided upon confirmation
Reserve C-Suite Design Seat →

How Sessions Work

Modular by design

Different topic every month. Two altitudes — strategic and operational. Each session stands completely on its own. Works even better together.

Decide · CEO
+
Design · C-Suite

Fully standalone

No prerequisites. No sequences. Your CTO gets full value from the Design session — even if you haven't attended the Decide session that month.

Two altitudes

Same topic. CEO sets the position. C-suite translates to execution plan. Attend your tier, or send your team to theirs. Both deliver independently.

Compounding value

Each month covers a different dimension. Attend multiple months and you're building a complete AI operating model — one decision at a time.

Deploy

Ready to execute across the organization?

Deploy sessions bring the briefing to your directors and operational leads — customized to your organization's context, on your timeline. Available for groups and custom dates.

Contact Us About Deploy Sessions →

Past Sessions

Decide and design sessions

Mar '26 AI Position: What You'd Tell Your Board Today
Mar '26 Tool Sprawl: What You Own, What You Use, and What's on Vendor Life Support
Mar '26 The Workforce Your Org Chart Doesn't Show Yet
Feb '26 Why 80% of AI Projects Fail Before They Launch
"My board is going to ask me this exact question."
Feb '26 The Blind Spots Between What Your Team Reports and What's Actually Happening
Jan '26 Define Your AI Position Before Your Competitors Define It For You
"This makes sense."
Jan '26 From CEO Position to 90-Day Execution Plan
"My COO should be here."
Jan '26 Why Projects Stall — And What to Do Instead
Dec '25 AI Strategy: Where to Start When Everything Feels Urgent
Nov '25 Seven Gaps Hiding in Plain Sight Across Your Organization
"So nobody else knows what they're doing either? That's actually reassuring."
Oct '25 What Every Mid-Market CEO Needs to Know About AI Right Now
Sep '25 Pilot to Production: A Step-by-Step Operating Sequence
"This is the first time anyone explained AI without trying to sell me something."
Private dining venue

The setting matches the room.

Private venue in the Research Triangle. The space matches the caliber of the people in the room. Fifteen minutes from RDU.

Meals included. The experience starts when you walk in.

Go Deeper

Beyond the briefing

Assessments

Ready to know where your organization stands? A full diagnostic with board-ready findings.

Learn more →

Advisory

One decision, monthly guidance, or an embedded AI executive. Three ways to work together.

Explore advisory →

Council

Quarterly peer group for executives making AI decisions. The ongoing version of what happens in this room.

Learn more →

Referral Program

Know Someone Who Should Be in the Room?

We're seeking warm introductions to executives who would benefit from — and contribute to — these conversations.

Learn About Referrals →