Ways to work together
Three ways to start with AI.
A conversation, hands-on training with your team, or a day with other owners. All of it built around real work.
Start here
Free intro call
Thirty minutes, by phone or over coffee. Tell me what eats your week and I'll tell you honestly whether AI helps with it.
Anyone curious. No prep, no pitch.
DetailsFor your team
Training at your office
Hands-on training with your staff, on your own documents. Whole company or one department. Early morning, evening, or Saturday so billable hours stay untouched.
Teams of about 6 to 15 people.
DetailsFor owners & executives
Executive Round Table
One day, twelve business owners, one table. A hands-on AI working session in a hotel conference room, lunch included.
Owners, partners, and senior leaders.
DetailsExecutive Round Table
One day. Twelve owners. Your own work on the table.
Most AI events are a stage and a slide deck. This is a table. Twelve South Florida business owners and executives, a quiet hotel conference room, and a full day working on the paperwork that runs your business, with lunch in the middle.
You leave with your own work handled, a simple plan for bringing it to your team, and eleven people who run businesses and are working through the same thing.

Twelve seats, no more
Small enough that everyone talks, works, and gets their own questions answered.
Bring real paperwork
A proposal, a report, a stack of emails. You leave with it handled and a way to do it again.
Owners only
Talk candidly about staff, cost, and risk with peers who run businesses too, without your team in the room.
A proper room
A hotel conference room in Boca Raton, away from the office and the phones.
Lunch included
Coffee in the morning and a good lunch, so the day stays on the work, not on logistics.
A follow-up call
A one-on-one call afterward to check how it's working back at your office.
The shape of the day
Morning
Where AI actually helps a business
What it's good at, where it lets you down, and how to keep company information private.
Late morning
Your paperwork, on your screen
Everyone works on the document they brought, with me at the table.
Lunch
The round table
Owners compare notes: what's worth automating, what isn't, and what your people worry about.
Afternoon
Rolling it out to your team
A simple AI policy, which job to start with, and how to tell whether it's working.
Request a seat
Dates and the venue are set once enough owners are interested. Request a seat and you'll hear first, with full details, before anything is booked. No commitment until then.

Training at your office
Hands-on training, scoped to your team.
I come to you. Your people work on your own documents, on their own screens, and keep every prompt, assistant and written step they build. Train the whole company or a single department. First we learn the team's struggles and bottlenecks, then we use AI to amplify the workflows that matter most.
- Breakfast, evening, or Saturday sessions
- On site in Palm Beach, Broward and Miami-Dade
- About 6 to 15 people per session
Free intro call
Not sure where to start? Start with a conversation.
Thirty minutes by phone, or coffee near your office. Tell me what eats your week. I'll tell you honestly whether AI helps with it, and which of these options, if any, makes sense.
