Training · Entry point

Executive AI Briefing

NZ$1,250 + GST

Fixed fee · 90 minutes · on-site or virtual

A 90-minute facilitated session for partners and directors. Covers what AI means for your firm's specific sector, a governance overview, and what to do first. Not a product demo. Not a generic AI literacy session.

At a glance

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Deliverables

What you get.

  1. 1

    Pre-session questionnaire

    Sent before the session to tailor content to your firm's context — sector, team size, current AI exposure, and the specific questions partners want answered.

  2. 2

    90-minute facilitated session

    Delivered on-site or virtually. Covers the AI landscape relevant to your sector, not generic AI content. Includes 3–4 practical use cases demonstrated using your firm's actual work examples.

  3. 3

    AI governance overview

    A practical summary of what responsible AI use looks like for NZ professional services firms — client data handling, NZ Privacy Act obligations, and what a governance framework needs to cover.

  4. 4

    Post-session summary document

    A written summary of key points, recommended next steps, and the 2–3 highest-priority actions for your firm. Designed to be shared with partners and used as the basis for the next conversation.

  5. 5

    Session recording (virtual delivery)

    If the session is delivered virtually, a recording is included so partners who couldn't attend can review the content.

Scope

What this is not.

  • A training workshop for staff. This session is for partners and directors only. Staff capability building is covered by the AI Capability Workshop.
  • A sales pitch for any specific tool or platform. AIpex is vendor-independent and does not receive referral fees from technology vendors.
  • A deep technical session. The focus is strategic and practical — what AI means for your firm, not how large language models work.
  • An open-ended consulting engagement. The deliverables are defined and the session ends with clear, actionable next steps.
Audience

Who this is for.

The Executive AI Briefing is designed for managing partners, directors, and senior managers of NZ professional services firms — accounting and advisory practices, architecture and planning consultancies, engineering firms, and legal practices.

It is the right starting point for firms where partners are aware that AI matters but don't yet have a clear, shared position on what to do about it. Clients ask "what is your firm doing about AI?" Staff use ChatGPT without guidelines. Competitors are mentioned in the same breath as AI capability. The briefing gives partners the foundation to answer those questions and make informed decisions about next steps.

It is not the right starting point for operations managers or practice managers who already have a mandate for automation and are looking to start a build project. That person should go directly to the AI Readiness Assessment.

Common questions

Questions about the Executive AI Briefing.

What managing partners ask before booking.

Can this be delivered to firms outside Auckland?
Yes. The session is available virtually across New Zealand at the same fixed price. For on-site delivery outside Auckland, travel costs may apply depending on location — this will be confirmed before booking. Virtual delivery includes a session recording.

Ready to book the Executive AI Briefing?

The first conversation is focused on your firm. Not a sales pitch.