Business Strategy & Growth

Rachel Harris – Transforming Financial Literacy for Entrepreneurs Rachel Harris is challenging the stereotype of what an accountant should be – something that has led her to become a TEDx speaker and resulted in her winning the Accounting Personality of the Year. With a following of over 150,000 across multiple platforms, she delivers impactful financial education through engaging long and short-form content, live TV and a media portfolio. As the founder of @accountant_she and striveX – a modern, seven figure accounting firm, Rachel equips founders, influencers, celebrities, and fellow accountants with the knowledge and strategies needed to navigate their business and financial journeys effectively. Rachel has been featured by major media platforms such as Forbes, Radio 5 Live, The Guardian and ITV This Morning, discussing topics such as financial wellbeing for entrepreneurs and how the autumn budget can impact the general public. Known for her dynamic presence and relatable insights, Rachel is a compelling guest expert who brings clarity, approachability and enthusiasm to financial conversations.

Why organisations work with Zack Kass He built the commercial engine inside OpenAI that translated frontier research into deployed products, which is a different vantage point from any external futurist or consultant. His “Unmetered Intelligence” framework gives boards a concrete way to plan for AI as infrastructure, not as a vendor decision, and it travels into capital allocation conversations rather than staying inside the IT function. He works directly with the leadership teams of named global organisations, including Coca-Cola, Morgan Stanley, Microsoft, Deloitte, and Amgen, so the room recognises that the playbook has been pressure-tested against companies they compete with. His Wiley book, The Next Renaissance, is a USA Today, Publishers Weekly, and LA Times bestseller, which gives a CHRO or CIO a coherent reference for their executive team and not only a keynote. He is a recurring voice on Bloomberg and CNBC on AI risk, capital, and workforce impact, so the credibility check a buyer does after the call confirms the brief. Biography highlights Former Head of Go-To-Market at OpenAI; built the sales, partnerships, and customer success teams. Author of The Next Renaissance: AI and the Expansion of Human Potential (Wiley, 2026); USA Today, Publishers Weekly, and LA Times bestseller. Executive-in-Residence, University of Virginia McIntire School of Commerce. Founder of ZKAI LLC; author of the “Unmetered Intelligence” white paper. Advisor to Fortune 1,000 leadership teams including Coca-Cola, Morgan Stanley, Microsoft, Deloitte, PayPal, MetLife, TikTok, Amgen, and The Hartford. Recurring AI commentator for Bloomberg and CNBC; bylined contributor to Fortune. B.A., University of California, Berkeley. Biography OpenAI’s research only became a market because someone had to translate model weights into contracts, support, and adoption inside the world’s largest companies. That commercial scaffolding was built by the team Kass led as Head of Go-To-Market, and it is the unusual seat that shapes what he now offers to boards. The proposition is operational. Most leadership teams have approved AI pilots. Few have made the harder decisions about where intelligence sits in the workflow, who is accountable for outcomes, and what gets reorganised when cognitive capacity stops being scarce. Kass writes about that shift in his Wiley book, The Next Renaissance, and codifies it in his “Unmetered Intelligence” framework, which treats AI as infrastructure on the order of electricity rather than as a product category. The advisory base is concrete. Coca-Cola, Morgan Stanley, Microsoft, Deloitte, PayPal, MetLife, TikTok, Amgen, and The Hartford have all worked with him directly, and the case studies that surface in his keynotes are drawn from those rooms. Bloomberg and CNBC use him as a recurring voice on AI risk and capital allocation, and his Fortune writing pushes the same argument into wider business debate. He is also Executive-in-Residence at UVA McIntire, which keeps the research and the boardroom work on the same circuit. What boards take from him is a sharper read on the next two to three years of AI deployment, written in the language of operating decisions rather than technical features. The choices around workforce, capital, and capability sequencing are no longer theoretical for most executive teams, and Kass is one of the few voices who has watched them get made from the inside of the company that triggered them. Key speaking topics Applied AI strategy for Fortune 1,000 leadership teams The Unmetered Intelligence thesis AI deployment beyond pilots Workforce redesign in the age of AI The Next Renaissance: AI and human potential AI risk, regulation, and board governance Capital allocation and AI infrastructure Ideal for CEOs, CIOs, CTOs, and CHROs setting enterprise AI strategy Boards and audit committees pressure-testing AI risk and governance posture Senior leadership offsites focused on AI deployment and workforce redesign Industry conferences for financial services, technology, healthcare, and consumer goods Audience outcomes A clearer line between AI experimentation and the operating decisions that follow it A board-ready framing for AI as infrastructure, drawing on the Unmetered Intelligence thesis Specific reference points from named Fortune 1,000 deployments rather than generic case studies A defensible position on AI risk, capital allocation, and workforce impact to take back to executive teams

Wema Hoover has dedicated her career to driving tangible results while transforming corporate cultures. She is a national and global thought leader in diversity, equity and inclusion (DEI); organizational development; authentic leadership; and women’s empowerment. An inspiring and impactful speaker, Ms. Hoover leverages both her own lived experiences as Black woman and track record as a global DEI leader to help organizations achieve the true potential of diversity, equity and inclusion. Before founding her own consultancy, Ms. Hoover was most recently Google’s Global Head of DEI. She has served as a trusted C-Suite and board-level advisor to Fortune 500 companies, leading global DEI efforts at Pfizer, Sanofi, and Bristol-Myers Squibb. In these roles, she developed multiple Global Diversity, Equity and Inclusion Councils to build internal capabilities related to belonging, unconscious bias, cultural competence, and global leadership. More About Wema Hoover Ms. Hoover’s experience working across cultures was gained while living and working abroad and leading globally diverse teams in the US, Asia, the Middle East, and Latin America. In addition to her roles leading DE&I efforts for Google, Pfizer, Sanofi, and Bristol-Myers Squibb, she has developed high-impact collaborative partnerships with worldwide organizations such as the United Nations, the World Economic Forum, Mercer, and McKinsey to harness the most progressive HR, culture, CSR, and DEI practices. She served as a member of the Coqual (Center for Talent Innovation) Hidden Brain Drain Task Force, providing best practice DEI research working across global markets in China, India, and the US. Ms. Hoover is also a National Member of the Society for Human Resources Management (SHRM) and a sought-after speaker on DEI. Additionally, she is an executive coach who holds a Master of Science in Human Resource Management and a Master’s-level Certificate in Organizational Change Management, both from New School University. Ms. Hoover is also a board member of Ten By Three, a nonprofit that reduces poverty by creating a cycle of entrepreneur driven growth resulting in sustainable financial independence. Wema Hoover is a sought-after writer and has published articles on DEI, women’s empowerment, racial equity and inclusion regularly in publications such as Fast Company, Inc., Diversity Magazine and NAMI. She is currently working on a book about her experiences and the power of actualizing the benefits of diversity and inclusion.  

Key speaking topics Brand messaging clarity Storytelling frameworks for business Marketing strategy and execution Business growth for small and mid-sized organisations Leadership communication Customer-focused messaging Ideal for Marketing leaders and brand teams Founders and business owners Sales and commercial teams Senior leaders responsible for growth strategy Audience outcomes Clear understanding of the StoryBrand messaging framework Practical tools to simplify brand communication Improved alignment between marketing and customer needs Structured approach to business growth messaging Why organisations work with Donald Miller Combines bestselling authorship with practical business application. Provides structured, repeatable frameworks for marketing clarity. Experience leading multiple business education and messaging companies. Delivers commercially relevant insights focused on communication and growth. Biography Donald Miller is the CEO of StoryBrand, a company that works with organisations to clarify their brand messaging through structured storytelling frameworks. His approach is used by leadership, marketing, and commercial teams seeking greater precision in how they communicate value to customers. In addition to leading StoryBrand, he is CEO of Business Made Simple and Coach Builder, platforms focused on business education and practical growth strategy. His work centres on helping organisations simplify complex ideas, align messaging with customer needs, and strengthen the commercial impact of their communication. Miller is the author of multiple books spanning business and personal nonfiction, including Building a StoryBrand, Marketing Made Simple, How to Grow Your Small Business, Blue Like Jazz, A Million Miles in a Thousand Years, and Scary Close. He is a New York Times bestselling author, and several of his books have appeared on the New York Times bestseller list. Beyond publishing, he co-wrote the film adaptation of Blue Like Jazz, which premiered at SXSW. He has also been listed as a member of the Fatherhood and Healthy Families taskforce associated with the President’s Advisory Council on Faith-Based and Neighborhood Partnerships. Across his work, Miller combines authorship, business leadership, and structured methodology to equip organisations with clear, repeatable frameworks for marketing clarity and growth-focused communication.

Why organisations work with Henrik von Scheel He is one of the named architects of Industry 4.0 as it was formalised in Germany’s high-tech strategy, so his frame of reference is the policy and standards layer most strategists only read about. His advisory seat on the EU AI Act and on the EU Climate Change Board (Green Deal, FIT for 55, CBAM) lets him brief boards on regulation that is still being written, not regulation that has already shipped. He sits inside the Institute of Strategic Intelligence, whose trend material feeds the World Economic Forum, so the inputs he uses with clients are the same inputs shaping global agenda papers. His 2024 Wiley handbook “Strategy in the Age of Disruption” gives clients a documented method for sequencing disruption response rather than a slide deck of trends. Co-authorship of 153 business, architecture and IT standards, including the SAP implementation method and the NATO Architecture Framework C3 Taxonomy meta-model, means he moves from boardroom narrative to operational specification inside the same engagement. Biography highlights Originated the term “Fourth Industrial Revolution” in 2011 as a member of the Advisory Group to the German Federal Ministry of Education & Research, with Prof August Wilhelm Scheer and Prof Henning Kagermann. Co-author of Germany’s Digital Agenda (2009 to 2010), later adopted as the European Commission’s Europe Digital Agenda 2020. Managing Director of the Institute of Strategic Intelligence and Professor of Economics and Strategy Management. Author of “Strategy in the Age of Disruption: A Handbook to Anticipate Change and Make Smart Decisions” (Wiley, 2024). Advisory Council Member on the EU Artificial Intelligence Act and on the EU Climate Change Board (Green Deal, FIT for 55, CBAM Scope 1 to 3); co-author of 153 business, architecture and IT standards, including the SAP implementation method and the NATO Architecture Framework C3 Taxonomy meta-model. Recipient of the Mohammed bin Rashid Al Maktoum Knowledge Award (2019), the prize popularly described as the Nobel of knowledge sharing; named a leading authority on strategy by the Financial Times and a most influential futurist of the century by CNBC. Biography The phrase “Industry 4.0” was first written into a German federal policy paper in 2011, and the working group behind it had three names on it. One of them was Henrik von Scheel, then advising the Federal Ministry of Education & Research alongside August Wilhelm Scheer and Henning Kagermann. Two years later the concept was published as Germany’s high-tech strategy and became the dominant frame for industrial digitalisation across most advanced economies. That origin story matters because most strategists discuss digital transformation from outside the room. Von Scheel works from inside it. He co-authored Germany’s Digital Agenda with Scheer in 2009 to 2010, which the European Commission adopted as the Europe Digital Agenda 2020. He sits on the advisory council for the EU Artificial Intelligence Act and on the EU Climate Change Board, where he is contributing to the Green Deal, FIT for 55 and CBAM. He is briefing boards on rules he is helping draft. The operational layer is just as concrete. Through the Institute of Strategic Intelligence, where he is Managing Director, he supplies trend research used by the World Economic Forum. He has co-authored 153 business, architecture and IT standards, including the SAP implementation method and the NATO Architecture Framework C3 Taxonomy meta-model. This is what lets him move a conversation from megatrend to operational specification without losing the room. His 2024 Wiley handbook “Strategy in the Age of Disruption”, co-written with Ciprian Popa and Joshua von Scheel, sets out a method for anticipating change and sequencing decisions rather than reacting to disruption after the fact. Current demand reflects that range: law firms working through the future of legal practice, defence, banking, automotive and manufacturing leaders working through the move from automation to intelligence. Key speaking topics Industry 4.0 and industrial digitalisation Artificial intelligence strategy and the EU AI Act From automation to intelligence in industrial operations Strategic foresight and megatrend analysis Future of legal practice in the age of AI Digital transformation execution Supply chain and operations reinvention Sustainability, ESG and energy transition Ideal for Boards and CEOs in manufacturing, automotive, defence and banking setting AI, digital and Industry 4.0 strategy at group level Managing Partners and innovation leads in law firms working through how AI restructures legal practice and client work Chief Strategy Officers and transformation leads sequencing capital and operating bets under disruption COOs and operations leaders reinventing factories, supply chains and service operations Government and policy audiences shaping national digital, AI or industrial agendas Audience outcomes A clear read on which megatrends are commercially actionable in the next planning cycle and which are still ten years out A defensible logic for sequencing AI, automation and digital investments against P&L impact An insider view of where EU AI and climate regulation is going before it lands A working method, drawn from his Wiley handbook, for making strategic decisions when the operating environment keeps shifting Confidence that the digital and Industry 4.0 narrative inside the organisation matches what is happening at policy and standards level

Why organisations work with Terry Lundgren He executed one of the largest retail mergers in US history and rebranded more than 400 regional stores under a single national brand inside twelve months, a case study in integration that boards rarely get to hear from the person who ran it. He led a Fortune 100 retailer through the early omnichannel transition, making capital and organisational decisions that other CEOs were still debating. He sits on the board of Procter and Gamble and chairs its Compensation and Leadership Development Committee, which gives him a current view of how blue-chip boards are thinking about CEO succession and operating performance. His Deming Cup citation from Columbia Business School recognises sustained continuous improvement at scale, not a single transformation moment, which is the harder leadership question for most enterprises. Biography highlights Chairman and CEO of Macy’s, Inc. from 2003 to 2017; executive chairman until January 2018. Led the 2005 Federated/May acquisition, the largest US retail transaction at the time, creating a single national Macy’s brand from more than 400 regional stores. Director of The Procter & Gamble Company since 2013; chair of the Compensation and Leadership Development Committee. Executive in Residence, Columbia Business School; namesake of the Terry J. Lundgren Center for Retailing at the University of Arizona. Recipient of the National Retail Federation Gold Medal Award (2008) and the Columbia Business School Deming Cup (2012). Named one of Barron’s Top 30 CEOs in the World (2015) and WWD Newsmaker of the Year (2014). Biography Federated’s USD 11 billion acquisition of The May Department Stores Company in 2005 was, at the time, the largest retail transaction in US history. Inside a year, more than 400 regional department stores across the country had been rebranded under the Macy’s name. Terry Lundgren was the CEO who ran that integration. He had joined Federated in 1975, run Bullocks Wilshire at 35, served as Chairman and CEO of Neiman Marcus, and returned to Federated in 1994. By the time he became CEO of Macy’s, Inc. in 2003, he had spent almost three decades inside the operating layer of American retail. The fourteen years that followed are the substance of his speaking work. He launched the “My Macy’s” localisation programme in 2008, an early answer to the question of how a national chain competes with category specialists. He made the capital and organisational decisions that pulled Macy’s into omnichannel before most peers had committed. By his final year as CEO in fiscal 2016, the company was running sales of roughly USD 26 billion with about 140,000 employees. Since stepping down he has sat on the board of Procter and Gamble, chairing its Compensation and Leadership Development Committee, and served as an Executive in Residence at Columbia Business School. The Deming Cup citation from Columbia, awarded for continuous improvement at scale, is the credential that distinguishes him from CEOs known for a single defining moment. Key speaking topics Large-scale merger integration CEO leadership through structural change Omnichannel and the reinvention of retail Continuous improvement at enterprise scale Brand strategy and national brand building CEO succession and board-level talent decisions Ideal for CEO and board audiences working through merger integration or major restructuring. CHROs and Chief Talent Officers focused on CEO succession, executive development, and operating discipline. Retail, consumer, and consumer-adjacent leadership teams navigating channel transitions and brand consolidation. Senior leadership programmes inside large enterprises where the case studies need to come from someone who ran the company. Audience outcomes A first-hand account of what merger integration costs an organisation operationally, culturally, and in customer experience. A clearer view of the decisions a CEO actually faces when committing capital to a channel transition. Reference points from a fourteen-year tenure for how continuous improvement is institutionalised, not just announced. A board-level perspective on what compensation, succession, and leadership development look like inside a current Fortune 50 company.

About Katja Schipperheijn Katja is a visionary advocate for AI-enhanced learning ecosystems and mindset empowerment, recognized globally for her pioneering contributions in the field. As an internationally acclaimed author, strategist, futurist, lecturer, keynote speaker, learning influencer & entrepreneur, Katja’s work has profoundly impacted the way we approach learning & innovation. At the helm of her boutique consulting firms, Habit Of Improvement and The Learning Mindset Organization, Katja advises multinationals worldwide on change and innovation strategies, leadership and fostering a learning mindset for a human-machine symbiosis. Her innovative ideas challenge traditional dogmas, offering fresh perspectives that inspire individuals & organizations to adapt & embrace continuous learning. As AI & other technological advancements accelerate, Katja’s insights are invaluable in helping organizations & their employees navigate this rapid change. As an author, Katja has received international recognition for her influential works. Her book “Learning Ecosystems: Creating Innovative, Lean & Tech-driven Learning Strategies” (2022) was internationally awarded and her most recent book, “The Learning Mindset: Combining Human Competencies with Technology to Thrive,” (2024) further cement her status as a thought leader in the intersection of human centered innovations, self-development and leadership Katja is also a dedicated philanthropist, having founded sCooledu to promote digital literacy among children. Through her workshops, over 15,000 children have gained insights into the future & the increasingly virtual world. Her commitment to social responsibility is evident in her efforts to align learning with the United Nations Sustainability Goals, ensuring that future generations are equipped to thrive in a rapidly changing world. Katja’s academic credentials are impressive, with degrees & certifications from prestigious institutions. She holds an MSc in Applied Economic & an International eMBA from Antwerp Management School. She has further enhanced her expertise with specialized courses such as Algorithmic Business Thinking & Digital Learning Strategy from MIT Sloan School of Management. Her certifications in the field of sales training and leadership underscore her commitment to professional development & innovative growth strategies. Awards Global 200 Women Power Leaders: Visionary advocate for AI-enhanced learning ecosystems & mindset empowerment, recognized globally for her pioneering contributions in the field (2024) Global Woman Leadership Award for AI (Dubai 2024) Global Woman Leadership Speaker Award (Dubai 2024) Learning Ecosystems Finalist Best International Business Books (London 2023) Keynotes and Workshop Reverse engineering leadership for a value-driven future The impact of AI on the future of organisations and humanity A Learning Mindset in the Age of Innovation What can we learn from children to create the future of work? Executive Workshops on human-centred innovation and sustainable growth

Why organisations work with Lior Arussy He has the documented Mercedes-Benz USA case: a dealer network that moved from ninth to first in customer satisfaction, with 25,000 employees engaged through 80 full-day programmes. His method treats customer experience as an execution problem, not a brand or service problem. The deliverable is behavioural change at the frontline, tied to revenue and retention. He brings a published intellectual track. Seven books, including Next Is Now (Simon & Schuster) on building organisations for continuous change, and 300+ articles, with regular contributions to Harvard Business Review and Chief Executive. He has run more than 200 corporate transformations through Strativity, with clients including Mercedes-Benz, Royal Caribbean, Thomson Reuters, HSBC, SAP, FedEx, and Johnson & Johnson. The reference base is unusually deep for a CX speaker. His Generative AI keynote work addresses what the technology does to customer expectations and to the operating model of customer-facing teams. It is positioned as a strategic conversation, not a tooling demo. Biography highlights Founder and CEO of Strativity Group, a global customer experience and strategy execution consultancy operating across multiple countries. Author of seven books, including Next Is Now (Simon & Schuster, 2018), Passionate and Profitable (Wiley, 2005), and Customer Experience Strategy. 300+ published articles, with regular contributions to Harvard Business Review and Chief Executive media. Led the Mercedes-Benz USA customer experience transformation, taking the dealer network from ninth to first in customer satisfaction. Named to the Global Gurus customer service and customer experience rankings; recipient of the CRM Magazine “Influential Leaders” award. MBA, Weatherhead School of Management, Case Western Reserve University. Previously held executive positions at Hewlett-Packard. Biography Most customer experience programmes do not fail at the strategy stage. They fail when an engaged steering committee meets a frontline that has been trained to comply with policy rather than own a customer outcome. Arussy has spent two decades closing that gap inside large organisations. He founded Strativity Group in 2003 and has since led more than 200 corporate transformations across customer experience, employee engagement, and strategy execution. The Mercedes-Benz USA work is the cleanest illustration: a dealer network that moved from ninth to first in customer satisfaction after 25,000 employees were engaged through 80 full-day programmes. A European logistics client he advised moved from 3% to 44% annual organic growth in two years. The work is consistently anchored in measurable commercial change, not in survey scores or brand language. The published track behind the consulting is substantial. He has written seven books, including Next Is Now (Simon & Schuster, 2018) on building organisations that thrive under continuous change, and Passionate and Profitable (Wiley, 2005) on why customer strategies typically fail. He has published more than 300 articles, including in Harvard Business Review, and contributes regularly to Chief Executive media. His current keynote work extends into the implications of generative AI for customer expectations and the operating model of customer-facing teams. For a senior buyer, the value is access to a CX practitioner who has done the work at scale and writes about it with the directness of someone who has watched it succeed and fail in real organisations. The references run from Mercedes-Benz and Royal Caribbean to HSBC, SAP, and Johnson & Johnson. Key speaking topics Customer experience as commercial growth strategy Strategy execution and behavioural change at the frontline Customer-centric culture and employee engagement The generative AI-empowered customer Leading continuous change and organisational reinvention Personal agency and ownership in transformation Ideal for Chief Customer Officers, CXOs, and Chief Marketing Officers leading enterprise-wide CX programmes. CEOs and COOs evaluating the gap between customer strategy and operating reality. Transformation and change leaders responsible for embedding new behaviours across large, distributed workforces. Boards and leadership teams in retail, financial services, automotive, hospitality, logistics, and B2B technology. Audience outcomes A practitioner’s account of what separates CX programmes that move revenue from those that move only dashboards. A clearer picture of how generative AI is reshaping customer expectations and the work of customer-facing teams. The five steps from Next Is Now applied to the audience’s own change environment. Named case material from Mercedes-Benz, Royal Caribbean, and other Fortune 500 transformations. A direct challenge to the policy-and-consistency model of customer service, with the alternative framed in operational terms.

Why organisations work with Markus Bernhardt He runs a continuous research programme, The Endeavor Report, built on client-led case studies of what is actually working in enterprise AI adoption, so the analysis a board hears is grounded in field evidence rather than vendor positioning. He translates AI capability into operating model decisions: where to redesign workflows, how to govern adoption, which workforce shifts to plan for. The conversation moves from technology curiosity to structural choice. He carries credibility on both sides of the table, having advised technology vendors on go-to-market and Fortune 100 and Fortune 500 leaders on transformation, which lets him read where vendor claims meet enterprise reality. His pragmatic stance is explicit: no silver bullet, no hype framing. Senior buyers get an honest read on adoption maturity, polarisation across the workforce, and the specific points where AI actually changes the cost or quality of work. Forbes Technology Council member and recurring contributor to Training Magazine, the Learning Guild and ATD, with two TD Magazine cover stories, giving the body of published thinking a paper trail leaders can verify. Biography highlights Founder of Endeavor Intelligence, an independent AI strategy research and advisory firm Author of The Endeavor Report, a research programme on applied workforce solutions and enterprise AI adoption Co-creator of the TTE AI Strategy Framework with The Thinking Effect Former Chief Evangelist at Obrizum, a deep-tech adaptive learning company Forbes Technology Council member; contributor to Training Magazine, the Learning Guild, ATD and Coaching Magazine Doctorate in physics; two decades of work with Fortune 100 and Fortune 500 organisations Biography Enterprise AI adoption rarely fails on the technology. It fails on the operating model around it: who owns the workflow change, which capabilities the workforce needs next, what governance has to sit underneath. Markus Bernhardt’s work at Endeavor Intelligence is built around that gap. The Endeavor Report, his flagship research programme, sits on real client case studies rather than vendor surveys. It plots organisations across efficiency accelerators, strategic enablers, capability creators and core process innovators, giving leaders a vocabulary for the adoption choice in front of them. The argument is field-tested, and it lands where boards actually decide. His earlier role as Chief Evangelist at Obrizum, a deep-tech adaptive learning company, gave him an operator’s read on how AI changes capability development inside organisations. That experience now feeds the workforce side of his research, alongside published work in Training Magazine, the Learning Guild and ATD, and a seat on the Forbes Technology Council. A physics doctorate sets the underlying disposition. Bernhardt is sceptical of pattern claims that do not survive the data, blunt about where AI actually shifts cost or quality, and explicit that there is no silver bullet for adoption at scale. For senior leaders weighing capital, structure and workforce moves at the same time, that posture is the point. Key speaking topics Enterprise AI strategy and adoption Applied workforce solutions AI governance and operating model design Workforce transformation and capability development Evidence-based decision support for senior leaders AI in learning and performance Future of work in AI-augmented organisations Ideal for C-suite leaders weighing AI investment, governance and operating model decisions CHROs and chief learning officers planning workforce capability shifts Strategy, transformation and innovation leads designing enterprise AI roadmaps Boards seeking an independent, research-backed read on AI adoption maturity Audience outcomes A clearer map of where their organisation sits across the four adoption archetypes Bernhardt’s research identifies A sharper read on which AI claims to discount and which to act on Specific governance and operating model questions to put to internal teams and vendors A framework for talking about workforce polarisation as adoption deepens Language a senior team can carry into the next board conversation on AI

Norbert Csizmadia: Geonomist and Strategic Thinker Norbert Csizmadia is a distinguished geographer and strategic thinker, renowned for his expertise in economic strategy, geostrategy, geoeconomics, and geopolitics. His extensive career encompasses significant roles in both governmental and academic institutions. In his governmental tenure, Norbert served as the State Secretary responsible for planning coordination at the Hungarian Ministry for National Economy. He also held the position of Executive Director at the Central Bank of Hungary, where he contributed to shaping national economic policies. Currently, Norbert leads several prominent organizations. He is the President of the Board of Trustees at both the Pallas Athene Domus Meriti Foundation, focusing on innovation and geopolitics, and the John von Neumann University Foundation. Additionally, he presides over the International Advisory Board of the Budapest Center for Long-Term Sustainability (BC4LS). His international engagements include membership on the International Advisory Board of the Fudan Institute of Belt and Road & Global Governance in Shanghai, China. He also serves as an Independent Director at Bank of China Hungary. As a thought leader, Norbert is the Chief Editor of the Hungarian Geopolitics (HUG) magazine and co-chairs the Geopolitical Department of the Hungarian Geographical Society. His scholarly contributions are highlighted by his authorship of influential works such as “GeoVision 2023,” “GeoFuture,” and “GeoFusion,” which explore the intersections of geography, economics, and global strategy. An accomplished public speaker, Norbert has delivered TEDx talks and keynotes at various international forums, sharing his insights on the evolving geopolitical landscape and the critical role of geography in shaping economic and political destinies. Through his multifaceted career, Norbert Csizmadia continues to influence the discourse on global strategy, emphasizing the enduring significance of geography in our interconnected world. Professional Roles: Former State Secretary – Ministry for National Economy in charge of economic strategy and planning coordination (2010-2013) Former Executive Director of the Central Bank of Hungary (2013-2016) President of the Board of Trustees of PADME Foundation (Pallas Athene Domus Meriti Foundation – Innovation and Geopolitics) – Foundation of Central Bank of Hungary (from 2014) President of the Board of Trustees of John von Neumann University Foundation (from 2020) President of the International Advisory Board of BC4LS (Budapest Center for Long-Term Sustainability) (from 2021) Member of the International Advisory Board of the Fudan Institute of Belt and Road & Global Governance, Shanghai, China (from 2017) Independent Director of the Bank of China CEE (from 2020) Chief Editor of Hungarian Geopolitics (HUG) magazine (from 2015) Co-chair of the Geopolitical Department of the Hungarian Geographical Society (from 2015) Publications: Dr. Csizmadia is the author of several influential books that explore the intersections of geography, geopolitics, and global economic trends: GeoFusion: Mapping of the 21st Century (2019) GeoFusion 2.0: Towards a Long-Term Sustainable Eurasian Growth (2021) GeoFuture: The Big Picture – The Synthesis of Geopolitics and Geography – Connectivity – Complexity – Sustainability GeoVision 2023: Eurasia and Sustainability Strategic Studies and Articles 2020-2022 These works delve into the evolving significance of geography in the modern world, emphasizing the critical roles of connectivity, complexity, and sustainability. Speaking Engagements: As a sought-after speaker, Dr. Csizmadia has delivered keynote lectures at numerous international forums and conferences, including: Shanghai Forum Belt and Road and Global Governance Forum in Shanghai Young Global Thinkers Forum Eurasia Forum Budapest Boao Forum in Hainan Island Singapore World City Summit First Asia-Europe Connectivity Forum in Cambodia TEDxMetropolitanUniversityBudapest His lectures often focus on the future of global connectivity, the importance of geography in economic and political strategies, and the sustainable development of Eurasia.

Why organisations work with Danilo McGarry He has run AI inside two of the largest regulated enterprises on the planet. Buyers get an operator who has defended budgets, cleared risk committees and shipped at scale, not a consultant describing other people’s work. His track record is tied to outcomes in the numbers. His work at Alter Domus is associated with a period of significant valuation growth, and his engagements are framed around measurable cost, revenue and risk impact rather than adoption metrics. He sits at the board-level interface of AI. He teaches on the Financial Times Board Directors Programme and advises the CIPD on AI, which means the language he uses lands with directors, not just technologists. He explains complex AI choices in terms non-technical leaders can act on. That is what earns him repeat invitations from banks, insurers, health systems and consultancies where the decision rests with a chief executive or a chair. Biography highlights Former Head of AI at Citigroup, leading enterprise AI and automation inside one of the world’s largest banks. Former Head of AI at UnitedHealth Group, operator of one of the largest software-robot estates in any healthcare business. Former Global Head of AI and Automation at Alter Domus, the fund services group, from December 2019. Strategic adviser on artificial intelligence to the Chartered Institute of Personnel and Development (CIPD). Faculty contributor to the Financial Times Board Directors Programme. Host of the “It’s All About AI” podcast; TEDx speaker; ranked on Thinkers360 and Onalytica lists of leading AI voices. Biography The hard part of enterprise AI is not the model. It is the decision to commit, the governance to contain the risk, and the operational grip to turn a working pilot into a line on the P&L. Danilo McGarry has spent his career on the inside of that problem. At Citigroup he led artificial intelligence and machine learning, launching automation and AI initiatives across capital markets operations. He then became a senior AI leader at UnitedHealth Group, where his remit included a programme of roughly 3,500 software “digital workers” embedded in one of the largest healthcare businesses in the United States. As Global Head of AI and Automation at Alter Domus from 2019, he built an AI and automation function inside a fund services firm through a period of significant growth. Earlier roles at JPMorgan and Royal Bank of Canada gave him the grounding in regulated operations that now sits under everything he says on stage. That operator track record is why boards listen. He is a faculty contributor to the Financial Times Board Directors Programme and strategic adviser on AI to the CIPD, which puts him in front of chairs, chief executives and people leaders making the governance calls. He is cited and quoted in outlets including the Financial Times, The Times, Bloomberg, Forbes and WIRED, and ranks on Thinkers360 and Onalytica lists of leading voices in AI and intelligent automation. His argument on stage is practical. Treat AI as an operating-model question, not a tooling question. Pick the handful of processes where the economics are real, industrialise them, and build the governance that lets the next wave scale without fresh permission every time. It is a message that lands with leadership teams who are tired of pilot decks and want to know what to do on Monday. Key speaking topics Enterprise AI strategy AI operating models and governance Intelligent automation at scale AI in financial services and healthcare Board-level AI literacy Digital workers and the future of operations Responsible AI adoption Ideal for Boards and chief executives setting enterprise AI policy and investment envelopes. CIOs, CDOs and heads of transformation running AI and automation portfolios. CHROs and people leaders rethinking workforce design around AI and digital workers. Regulated-sector leadership teams in banking, insurance, asset servicing and healthcare. Audience outcomes A clearer view of where AI actually moves the numbers inside their own operating model. A working vocabulary for the governance, risk and workforce questions AI creates at board level. Concrete reference points from AI deployments inside Citigroup, UnitedHealth Group and Alter Domus. A sharper read on which AI investments industrialise and which stay trapped as pilots. Confidence to set the next twelve months of AI priorities with fewer, better bets.

Why organisations work with Alessandra Dabul A board chair and M&A lawyer who has spent three decades inside cross-border deals, so her ESG perspective lands as governance and diligence content, not as advocacy. President of the Board at Gavea Angels and board member at AmCham Brasil, giving her a working line of sight into how investors and corporates in Latin America are actually pricing ESG into capital decisions. Brings the rare combination of IBGC corporate governance certification with executive education in Sustainable Capitalism at UC Berkeley Law and Sustainable Business Strategy at Harvard Business School, applied to live private and public company boards. Speaks fluently in English and French to international audiences, with deep specificity on the Brazil and broader Latin American context that most global ESG speakers cover only thinly. Founding partner of two Brazilian firms focused on M&A and family business governance, which gives her credibility on succession, owner transitions, and the ESG questions that surface during ownership change. Biography highlights Founding partner of Pereira, Dabul Advogados and of RCA Governanca e Sucessoes, both Brazil-based firms. President of the Board at Gavea Angels, one of Brazil’s longest-standing angel investor networks. Board member at AmCham Brasil and member of Women Corporate Directors Brazil Chapter. Former director at Deloitte and senior manager at KPMG, with prior leadership at EY in southern Brazil. Masters and PhD in Economic Law and Social and Environmental Law; IBGC corporate governance certification. Executive education in Sustainable Capitalism and ESG at UC Berkeley Law, and in Sustainable Business Strategy at Harvard Business School. Biography Most boards in emerging markets are still treating ESG as a reporting exercise. The directors who have lived through cross-border M&A know the cost of that posture. Diligence opens up environmental liabilities, governance gaps, and labour exposures that were invisible in the management deck, and the deal repricing happens in the room. Alessandra Dabul has spent close to thirty years inside that room. She built her career advising European, North American, and Canadian corporates entering Brazil through acquisition, first as a director at Deloitte and senior manager at KPMG, with earlier leadership at EY, and now as founding partner of Pereira, Dabul Advogados and of RCA Governanca e Sucessoes. The second firm reflects the part of her practice focused on family business succession, where ownership transitions surface governance and ESG questions that cannot be deferred. Her board work runs in parallel. She is President of the Board at Gavea Angels, one of Brazil’s longest-standing angel investor networks, and a board member at AmCham Brasil. She holds IBGC corporate governance certification and has completed executive education in Sustainable Capitalism at UC Berkeley Law and Sustainable Business Strategy at Harvard Business School. The combination matters because the substance of ESG governance, as she frames it, is whether the board can defend a capital allocation, a deal, or a succession decision when it is questioned by an acquirer, a regulator, or a limited partner. That is the conversation she brings into the room: ESG as a discipline of decision, tested against the realities of M&A, board accountability, and investor capital in a Latin American market that does not yet have the regulatory scaffolding of Europe, but increasingly has the scrutiny. Key speaking topics ESG governance for boards and investment committees Sustainable business strategy in emerging markets Corporate governance and board effectiveness Cross-border M&A and post-acquisition integration in Latin America Family business succession and ownership transitions Angel investment and early-stage capital in Brazil Ideal for Boards and audit committees of multinationals with Brazilian or Latin American operations Chief sustainability officers and general counsel managing ESG diligence and reporting Private equity, venture capital, and angel investor networks pricing ESG into deal flow Family business owners and family office leadership facing succession or governance reform Audience outcomes A clearer view of the specific ESG questions that surface in cross-border M&A diligence, and how to answer them at board level. A working framework for distinguishing ESG narrative from ESG governance, with examples from Brazilian and Latin American board practice. Practical reference points on how angel investor networks and corporate boards are integrating ESG into capital decisions today. A grounded perspective on family business succession, including where ownership transitions create governance risk.