Our Capabilities

Since 2009, UpwardAction® Advisory has guided leaders and organizations through strategic transformation at the intersection of technology, governance, and human potential. Our specialized practice serves professional services firms, corporations, government agencies, and mission-driven organizations preparing for an AI-driven future with confidence, clarity, and strategic foresight.

EXECUTIVE COACHING

Lead AI transformation with confidence. Our 6-month executive coaching program addresses your real-world challenges:

  • Developing use case scenarios
  • Building stakeholder consensus
  • Establishing governance frameworks
  • Integrating AI strategy into workflows

Gain strategic clarity and practical leadership skills to drive AI adoption while maintaining professional excellence.

AI LITERACY TRAINING

Equip your leaders and teams to lead AI adoption with confidence. Our 90-day program delivers practical knowledge:

  • Understanding AI compliance requirements
  • Evaluating AI vendors and tools
  • Assessing organizational readiness
  • Identifying governance gaps
  • Using AI tools productively while protecting privacy and confidentiality

Available in interactive or on-demand formats for maximum flexibility.

EXECUTIVE BRIEFINGS

Stay ahead with monthly strategic intelligence. Each briefing includes:

  • 3-5 page actionable brief covering emerging AI trends, practical use case opportunities, AI literacy essentials, and one strategic move to implement in 30 days
  • 50-minute group call (maximum 5 leaders) to discuss key updates
  • Focus on identifying opportunities, building capability, leading transformation, and maintaining competitive advantage

Available in 6-month and 12-month engagements.

STRATEGIC FACILITATION & PANEL LEADERSHIP

Transform your event with AI leadership expertise. Our founder brings practical frameworks to help audiences navigate digital transformation:

  • Keynote presentations
  • Panel moderation
  • Podcast interviews
  • Industry platform appearances

Audiences leave with concrete frameworks for making informed AI decisions, driving adoption, and positioning organizations for competitive advantage.

AI GOVERNANCE ADVISORY

Build strategic foundations before vendor engagement:

  • AI readiness assessments
  • Governance framework development
  • Use case identification and evaluation
  • Policy and procedure development
  • Privacy-first implementation strategies

Our approach combines regulatory expertise with practical implementation, helping clients integrate AI thoughtfully while protecting client relationships and organizational values.

SPEAKING & THOUGHT LEADERSHIP

Elevate your organization's AI conversation:

  • Conference keynotes on AI leadership and digital transformation
  • Executive team sessions on AI strategy and governance
  • Webinar series on AI readiness and implementation
  • Media appearances on AI trends and responsible adoption

Engaging sessions combine thought leadership with immediately applicable insights for professional services, corporate, government, and education audiences.

Ready to get started?

Whether you're leading digital transformation, preparing your team for AI adoption, or positioning your organization for strategic growth, UpwardAction® Advisory delivers clarity in decision-making, operational integrity, and governance frameworks aligned with business value.

Contact us to discuss your needs.