

KEYNOTE TOPICS Overview
AI & Ethical Leadership: Governing Tomorrow Without Regret
Anchored in Chris’ bestselling 2025 book: The Generative Organization: The AI Playbook for Exponential Leaders
Why hire Chris: Chris introduces the GoCo Framework™—his signature Generative Company/Organizational framework and leadership model—to help financial services industry leaders build AI-powered institutions rooted in ethical decision-making, compliance clarity, and scalable trust.
What he teaches:
The five pillars of ethical AI integration in finance
Practical governance models for boardrooms and compliance teams
Risk mitigation strategies that avoid AI backlash and reputational exposure
Audience Takeaways:
The AI Ethics Risk Audit Template™
A ready-to-use AI governance policy framework
The GoCo Framework™ for Ethical Growth is customized for regulated industries and licensed advisors and fiduciaries
Attendees leave with a blueprint to lead AI adoption with integrity, foresight, and confidence.
Leading Through Disruption: Resilient Leadership for the New Financial ORDER
Anchored in Chris’ bestselling 2025 book: The Generative Organization: The AI Playbook for Exponential Leaders
Why hire Chris: Using his GoCo Framework™, Chris teaches leaders in financial services how to turn disruption into strategic advantage—equipping them to respond, adapt, and grow even in chaotic markets.
What he teaches:
How to build an antifragile organization that thrives in change
Leader development systems for adaptability and decisiveness
Organizational playbooks to stabilize culture and accelerate opportunity
Audience Takeaways:The GoCo Framework™ for Resilient AUM Growth
A 90-Day Disruption Response Kit for financial organizations
Templates for leading with clarity during economic, technological, and social shifts
Expect high marks from executives and operators who finally feel prepared for what’s next.
Incremental Alpha: The Art of the Human and AI Handshake For CLIENT Delight and AUM Growth
Anchored in Chris’ Bestselling 2017 and 2025 books: Digital Sense and The Generative Organization
Why hire Chris: With a rare blend of tech depth and human-centric leadership, Chris shares frameworks from both of his bestselling books to teach how hybrid teams (AI + human) drive measurable alpha in client retention, lifetime value, and operational excellence.
What he teaches:
Mapping AI to the highest friction points in customer journeys
Human-in-the-loop strategies for trust and compliance in client-facing roles
How to transform internal resistance into adoption and revenue
Audience Takeaways:
The GoCO-Behavior-to-AUM Growth Blueprint™
A hybrid task orchestration matrix (AI vs. Advisor)
Workflow enhancements that unlock advisory capacity and scale
This keynote will help your team generate more value from the same resources—with better retention and deeper trust.