AI-Powered Change Leadership Operationalizing AI: Practical workflows to accelerate adoption

Leaders are under pressure to deliver change faster—while budgets, headcount, and attention are shrinking. This session shows how to pair proven change frameworks (Prosci, Kotter, ADKAR, Bridges) with practical AI workflows to accelerate stakeholder analysis, communications, readiness, and benefits realization without acrificing governance or ethics. We translate hype into hands‑on use cases—from crafting role‑based messaging and resistance plans to building measurement dashboards. You’ll leave with repeatable prompts, templates, and a lightweight operating model you can put to work immediately.
 

• Apply an AI‑assisted change lifecycle aligned to Prosci/Kotter steps.
• Build stakeholder maps and personas with traceable assumptions.
• Generate and refine role‑based communications with version control.
• Create readiness and resistance plans using evidence‑based triggers.
• Stand up a lean benefits and leading‑indicator dashboard using existing tools.
• Establish prompt patterns and a reusable “prompt pack” for PMO/OCM teams.
• Define guardrails for data privacy, security, and IP in change work.
• Measure adoption and value capture; link outputs to business KPIs.

• Mapping classic change frameworks to AI workflows (where AI helps / where it doesn’t).
• Stakeholder discovery, influence mapping, and sentiment triage with defensible logic.
• Comms factory: briefing notes, town‑hall scripts, FAQs, and micro‑learning outlines.
• Training co‑design: role tasks, checklists, and SOP augmentation with AI.
• Readiness scoring, risk heat‑maps, and proactive resistance interventions.
• Change governance: decision rights, RACI, and audit‑ready documentation.
• Ethical use: privacy, bias, transparency, model limits, and human‑in‑the‑loop.
• Tooling: choosing LLMs, prompt libraries, and integrating with M365/Slack/Jira.
• Metrics that matter: adoption, proficiency, sustainability, benefits tracking.
• Mini case studies: tech, process, and policy changes in complex orgs.

• Chief Transformation/Strategy Officers
• Change Management Leads and OCM Practitioners
• PMO Directors and Program/Project Managers
• HR/People Leaders and Communications Leads
• Operations Leaders
• Risk/Compliance partners

Nancy Amert is a distinguished accounting and finance professional with over 20 years of experience specializing in corporate finance, credit risk analysis, tax compliance, and audit strategies. As the Founder and Principal Change Consultant at Agility Educators, she has spearheaded transformative financial projects for Fortune 500 companies such as IBM Credit, Cisco Capital, and TIAA, bringing a depth of expertise in corporate governance and regulatory compliance.

With extensive IRS compliance experience, Nancy is a seasoned tax consultant and senior advisor in tax strategy and compliance. She provides attendees with invaluable insights and actionable solutions, helping professionals navigate complex financial regulations with confidence.

Nancy holds an MBA in Accounting and is currently completing her Ph.D. in Applied Management and Decision Sciences at Walden University. She is a recognized expert in financial risk assessment, tax strategy, and forensic accounting, equipping professionals with the knowledge to tackle today’s evolving compliance challenges.

A dynamic speaker and educator, Nancy is known for her engaging and practical approach to training. She delivers high-impact programs that translate technical finance and compliance concepts into real-world applications, empowering professionals to sharpen their financial acumen, minimize risks, and drive organizational success.