Free Lesson
Assess Your Firm’s AI Readiness
60 min
Aug 13, 2026 1:00 PM
Virtual (Zoom)
In this video
What you'll learn
Identify Where AI Is Already Helping—or Hurting
You’ll learn how to spot whether AI is saving time, creating rework, exposing client data, or quietly adding risk.
Score Your Firm’s AI Readiness
You’ll complete a practical assessment across AI use, process fit, data and tools, security, and staff training.
Find the Right First AI Opportunity
You’ll learn how to separate real business opportunities from AI noise, so you can identify where AI deserves attention.
Why this topic matters
AI is affecting businesses whether leaders have made a formal decision or not. Staff may be experimenting, clients may be asking questions, and competitors may be moving faster. This lesson gives curious or concerned owners a quick read on where their business stands, where AI may create value or risk, and what to assess before investing time or money.
You'll learn from
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