
Vistage Fall Summit – Orlando
Gain clarity and elevate your leadership game at Orlando’s premier C-level gathering.
7:30 AM - 10:30 AM
The Citrus Club, 255 South Orange Ave, Orlando, Florida
AI and Automation for Your Business: What Executives Need to Know Now
Most leaders have experimented with ChatGPT. Few have a clear plan for what comes next.
This session gives executives a practical framework for understanding, evaluating, and acting on AI and automation across their organizations. Not a developer workshop. Built for fast-moving leaders who want to know what’s possible, what’s accessible, and what’s worth acting on now.
What You’ll Cover:
- How AI components fit together: machine learning, machine vision, RPA, large language models, and more
- Where companies are capturing 20%-60% efficiency gains by connecting existing systems with AI
- How competitors are using AI to build advantage today
- What governance and policies your organization needs before moving forward
- How to separate high-value applications from technology that still needs time
- Why implementation, not the technology, usually determines success or failure
What You’ll Take Away:
- A clear framework for where to invest in AI now vs. where to wait
- Language to communicate technology changes to your team with confidence
- A sharper lens on how AI can improve customer experience while keeping people at the center

Seven-time founder and CEO. Twenty-five years building software and automation systems across industries.
Today I lead Cast Services, an AI and systems automation firm helping businesses unlock efficiencies and prepare for the next decade of growth and change. We've worked across most industries and departments, connecting existing systems with AI and automation to deliver measurable results without enterprise-level friction.
My background spans real estate, operations, and technology, with deep expertise in machine learning, machine vision, robotic process automation, and large language models. Having built and led seven companies, I have a genuine appreciation for the complexity of interconnected systems, people, and stakeholders. That perspective shapes how I approach implementation: practical, fast, and built around your people.
I believe in fast action, accountability, and transparency. And I believe AI's greatest value is making your people more effective, not replacing them.
When I'm not working, you'll find me bouldering, talking strategy over coffee or beer, and spending time with my family.
Register here
Seats are confirmed personally. Registration will be confirmed within one business day.
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