Hands-on AI training plus AI governance, in one day at your office. The morning builds working tools from your team's real jobs. The afternoon sets your team's AI rules in writing.
A private seminar for a team of 10 to 20. $1,950 flat, up to 20 people, at your office.
Same spine every time: build in the morning, set the rules in the afternoon, sprint and demo before the hard out at 16:00. What changes is whose rules we work to and what your team takes home.
Each edition changes the afternoon governance module, the sprint briefs and the take-home document. Pick the one closest to your team's work.
Owners and operators of small and mid-sized businesses, mixed industries.
Vendor risk: what to ask before an AI tool touches your data.
Take home: A one-page AI use policy covering what it may touch, what it may never touch, and who signs off.
Practice managers, clinic administrators, revenue cycle and prior authorization leads, small provider groups, digital health founders.
Business associate agreements that explicitly cover AI training, model inputs and downstream use.
Take home: A PHI boundary map naming which workflows may see identified data, which may see de-identified data only, and which may see neither.
Solo practitioners and small firm partners, legal operations, paralegals, in-house counsel of one.
ABA Formal Opinion 512 and its six duties.
Take home: A firm AI policy mapped to the six duties, plus an engagement letter clause and a citation verification protocol.
RIA principals and chief compliance officers, broker-dealer supervision and operations, community banks, credit unions, independent lenders, insurance agencies, fintech founders.
FINRA's position that generative AI creates no new obligations, and existing ones simply apply.
Take home: A supervision and archiving map, plus a written AI description for client materials.
Draft outline
Owner-operators and very small teams: shops, trades, studios, restaurants, local services, and anyone who does the admin themselves after hours.
The one rule that protects your customers: what your AI may never see.
Take home: A one-page AI use rule for your business and a checklist for the next tool you sign up for.
A private The Five Hour Build at your office, for a team of 10 to 20, in any of the 5 editions.
$1,950flat, up to 20 people, at your office
North and Central Florida: Jacksonville, Tallahassee, Gainesville, Orlando and the areas between.
Morning: hands-on AI training
Afternoon: AI governance
Thomas replies within two business days.
Take the free AI Risk Check first. Ten questions, and you see the gaps the afternoon would close.
Take the AI Risk Check