AI Literacy, Governance & Ethics Training

Strategic AI training for leaders who need to maximize ROI without compromising governance

Stop leaving AI value on the table. Our on-demand courses and executive workshops are built on the proven LEAD Framework™—teaching you to govern AI adoption, not just deploy it.

Unlike tech-focused training or vendor-sponsored workshops, we provide independent, governance-first AI education. You'll learn to evaluate use cases critically, ask the right questions of vendors, and build defensible AI strategies aligned with your company values.

Led by Former Senior Agency Official for Privacy & Chief Privacy Officer | JD | AIGP | CIPM | 15+ Years Federal Compliance Experience

The Cost of Not Being AI Literate

Boards and executive teams are being asked to approve AI investments, assess vendor contracts, and oversee AI governance, often without the literacy needed to ask the right questions.

The stakes are real:

85%

Gartner reports that 85% of AI projects fail due to poor governance and unclear use cases

$15M

Companies waste an average of $15M annually on AI tools that don't deliver ROI

73%

73% of executives cite "lack of AI understanding" as their biggest barrier to adoption

Accelerating

AI regulations are accelerating: EU AI Act, state-level privacy laws, industry-specific compliance requirements

Getting ahead now means you can govern AI confidently, avoid costly mistakes, and maximize ROI from day one.

Your organization can't afford to learn AI governance through expensive trial and error.

Our Services

Strategic AI education and advisory services designed for leaders who need results, not tech jargon

On-Demand AI Literacy Courses

Self-paced learning for busy professionals

Master AI fundamentals, governance frameworks, and vendor evaluation—at your own pace. Our courses are built on the LEAD Framework™ to ensure you can lead AI initiatives confidently.

  • Learn AI capabilities and limitations (Literacy)
  • Evaluate use cases aligned with ROI (Evaluate)
  • Adopt technology-agnostic strategies (Adopt)
  • Defend decisions with governance frameworks (Defend)

Executive AI Workshops

Interactive sessions for leadership teams

Bring your board or executive team up to speed with customized, interactive workshops. We focus on strategic decision-making, risk assessment, and building consensus—not technical implementation.

  • Half-day or full-day formats
  • Customized to your industry and concerns
  • Learn to ask the right questions of AI vendors
  • Build board-ready AI governance strategies

On-Demand AI Literacy Courses

Self-paced learning for busy professionals

Master AI fundamentals, governance frameworks, and vendor evaluation—at your own pace. Our courses are built on the LEAD Framework™ to ensure you can lead AI initiatives confidently.

  • Learn AI capabilities and limitations (Literacy)
  • Evaluate use cases aligned with ROI (Evaluate)
  • Adopt technology-agnostic strategies (Adopt)
  • Defend decisions with governance frameworks (Defend)

Executive AI Workshops

Interactive sessions for leadership teams

Bring your board or executive team up to speed with customized, interactive workshops. We focus on strategic decision-making, risk assessment, and building consensus—not technical implementation.

  • Half-day or full-day formats
  • Customized to your industry and concerns
  • Learn to ask the right questions of AI vendors
  • Build board-ready AI governance strategies

The LEAD Framework™: Strategic AI Literacy That Drives Results

Unlike tech-focused AI training, we teach you to govern AI adoption—not just use the tools.

Our proprietary LEAD Framework™ ensures your AI strategy aligns with company values, delivers measurable ROI, and meets regulatory requirements.

LITERACY

Understand AI capabilities and limitations

Learn what AI actually is (and isn't), how it works, and where it creates real business value. No technical jargon—just clear explanations designed for business leaders.

EVALUATE

Align use cases with values and ROI

Not every AI use case makes sense for your organization. Learn to evaluate opportunities through the lens of your business goals, ethical standards, and realistic ROI expectations.

ADOPT

Technology-agnostic implementation strategy

We don't sell tools. We teach you evaluation criteria so you can assess any vendor or platform critically—and make adoption decisions that serve your organization's needs, not a vendor's sales goals.

DEFEND

Governance, compliance, and risk management

Build defensible AI strategies that address bias, privacy, compliance, and ethical concerns. Learn to articulate AI decisions to boards, stakeholders, and regulators with confidence.

All our programs—from on-demand courses to executive workshops—are built on this proven methodology.

Measurable Outcomes from Our Training & Advisory Services

When you work with UpwardAction Advisory, you'll gain the strategic AI literacy to:

Evaluate AI use cases aligned with your business goals and organizational values

Build board-ready AI governance frameworks and policies that scale with your organization

Create responsible AI adoption guidelines that protect your organization and stakeholders

Apply technology-agnostic evaluation criteria (not tied to specific tools or vendors)

Avoid costly AI missteps by learning from real-world case studies and expert guidance

Ask the right questions when vetting AI vendors, reviewing contracts, and assessing proposals

Understand AI risks including bias, privacy violations, compliance gaps, and ethical concerns

Develop AI literacy across leadership teams—no technical background required

Gain confidence to oversee AI investments and defend decisions to boards, regulators, and stakeholders

Position your organization as a leader in responsible, values-driven AI adoption

Who Benefits from UpwardAction Training?

Your challenge:

Oversee AI investments and assess vendor proposals without technical expertise—while ensuring ethical, compliant, and strategic adoption.

How we help:

  • Board-level AI strategy briefings (no technical overwhelm)
  • Governance framework development for AI oversight
  • Learn to ask informed questions about risk, ethics, and ROI
  • Understand regulatory landscape and compliance requirements

Your challenge:

Make confident decisions on AI strategy and vendor selection while aligning initiatives with business outcomes and avoiding costly mistakes.

How we help:

  • Executive workshops tailored to your industry and concerns
  • Learn to evaluate AI vendors and use cases critically
  • Build internal consensus on AI priorities and governance
  • Develop AI literacy without becoming a technical expert

Your challenge:

Train your teams on AI literacy and governance so you can develop new advisory services and differentiate your firm in the market.

How we help:

  • Customized training programs for your team
  • Learn to advise clients on AI risk, compliance, and strategy
  • Develop AI governance expertise as a competitive differentiator
  • Build confidence to lead client conversations on AI adoption

Your challenge:

Understand the AI regulatory landscape and build governance policies while training teams on ethical AI use within professional standards.

How we help:

  • CLE-certified courses for legal professionals (via LawyersLaunchpad.ai)
  • Learn the BRIEF prompting methodology for ethical AI use
  • Understand emerging AI regulations (EU AI Act, state laws, industry-specific)
  • Build AI policies that scale across your organization

Why Choose UpwardAction Advisory for AI Training?

Unlike tech-focused AI training or vendor-sponsored workshops, we provide independent, governance-first AI education.

1

LED BY A JD WITH AIGP AND CIPM CREDENTIALS

TC (Tonya Custis) is a former Senior Agency Official for Privacy and Chief Privacy Officer with 15+ years of federal compliance experience. She holds: Juris Doctor (JD), Artificial Intelligence Governance Professional (AIGP) certification, and Certified Information Privacy Manager (CIPM) certification.

Translation: You're learning from someone who has eliminated federal compliance backlogs, built consensus across resistant stakeholders, and navigated complex organizational change at the highest levels.

2

TECHNOLOGY-AGNOSTIC APPROACH

We don't sell tools. We teach you to evaluate them critically.

No vendor partnerships. No product commissions. No hidden agendas.

Our training focuses on governance principles and evaluation frameworks that work regardless of which AI platforms you choose—or whether you adopt AI at all.

3

PRE-VENDOR ADVISORY

Learn to ask the right questions BEFORE you sign contracts—not after.

Most organizations discover governance gaps, ethical concerns, and ROI mismatches AFTER they've invested time and money. We help you identify these issues upfront, saving you from costly mistakes and vendor lock-in.

4

BUILT ON THE LEAD FRAMEWORK™

Our proprietary methodology ensures your AI strategy aligns with company values, ROI expectations, and regulatory requirements.

The LEAD Framework™ has been tested across industries, adapted for different organizational cultures, and proven to help leaders make confident, defensible AI decisions.

5

BOARD-LEVEL EXPERTISE

Training designed for executives, board members, and professional service leaders—not technical teams.

We translate AI concepts into strategic decision-making frameworks. You won't leave our workshops knowing how to code—you'll leave knowing how to govern.

6

REAL-WORLD COMPLIANCE BACKGROUND

We've been in the rooms where hard decisions get made.

TC's federal service included eliminating compliance backlogs under tight deadlines, building governance frameworks across resistant stakeholders, and advising leadership on high-stakes privacy and regulatory issues.

This isn't theoretical training—it's practical wisdom from someone who has done the work.

What We Cover in Our Training Programs

Every workshop and course is customized to your industry, organizational culture, and current AI maturity level. Here are sample topics we cover:

  • AI Governance 101: What Boards Need to Know
  • Evaluating AI Vendor Contracts: Red Flags and Key Questions
  • Building a Responsible AI Policy for Your Organization
  • AI Risk Assessment: Bias, Privacy, and Compliance
  • ROI Reality Check: When AI Makes Sense (and When It Doesn't)
  • The Regulatory Landscape: What Leaders Need to Know Now
  • AI Literacy for Client Advisory Services
  • Ethical AI Use in Professional Practice
  • Building AI Governance Frameworks for Clients
  • Technology-Agnostic Vendor Evaluation Strategies
  • AI for Lawyers: Literacy, Ethics, and Client Advisory (CLE-certified)
  • BRIEF Prompting Framework for Legal Practice (CLE-certified)
  • AI Contract Review: What to Look For
  • Regulatory Landscape: EU AI Act, State Laws, and Industry-Specific Rules

Note: For legal-specific CLE courses, visit LawyersLaunchpad.ai

UpwardAction.AI Academy

Free AI Literacy Training Videos

See TC in action—watch these featured training videos on AI governance fundamentals.

Before investing in full training programs, watch these featured videos covering essential AI literacy topics for boards, executives, and professional service leaders. Each delivers practical insights you can apply immediately.

What Boards Need to Know About AI Risk

Key Takeaway: Learn the 3 critical questions every board member should ask before approving AI investments—and why most boards miss these entirely.

The 3 Questions to Ask Every AI Vendor

Key Takeaway: Discover how to evaluate AI vendor claims critically and identify red flags before signing contracts.

Introduction to the LEAD Framework™

Key Takeaway: Understand our proprietary methodology for technology-agnostic AI evaluation and governance.

Want More Free Training?

Access our complete video library with 10+ training videos covering AI literacy, governance frameworks, vendor evaluation, and regulatory compliance.

All videos are free—no email required

Ready for deeper training?

These free videos are just the beginning. Our full courses and executive workshops provide comprehensive training on the LEAD Framework™, governance strategies, and vendor evaluation techniques.

Frequently Asked Questions

Absolutely not. Our training is designed for business leaders, board members, and executives—no coding or technical expertise required. We translate AI concepts into strategic decision-making frameworks. If you can ask good business questions, you can govern AI effectively.

No. We're proudly technology-agnostic. We teach you evaluation criteria so YOU can assess any tool or vendor critically—not promote specific products. We have no vendor partnerships, no product commissions, and no hidden agendas. Our only commitment is to your organization's success.

We focus on governance, not just tools. While others teach “how to use ChatGPT,” we teach you to:

  • Evaluate use cases aligned with your values and ROI
  • Assess vendor claims critically (before signing contracts)
  • Understand regulatory risks and compliance requirements
  • Build defensible AI strategies that protect your organization
  • Make confident decisions you can defend to boards, stakeholders, and regulators

Our training is led by someone with real-world compliance and governance experience at the federal level—not just AI enthusiasm.

Yes. While our LEAD Framework™ is universal, we tailor examples, use cases, and governance considerations to your specific industry, regulatory environment, and organizational culture. We've worked with professional services firms, corporate boards, legal departments, and government agencies—each with unique needs and concerns.

Yes. Select courses through our LawyersLaunchpad.ai platform are CLE-certified. These courses cover AI literacy fundamentals, ethical considerations, the BRIEF prompting methodology, and client advisory strategies—all designed specifically for legal professionals. Contact us for details on current CLE offerings.

  • On-demand courses: 1-3 hours (self-paced, accessible anytime)
  • Executive workshops: Half-day (4 hours) or full-day (6-8 hours) formats
  • Multi-session programs: Customized based on your needs (typically 2-4 sessions over several weeks)
  • Board advisory: Customized engagements from single briefings to ongoing advisory relationships
Most organizations see immediate impact:
  • After workshops: Leadership teams report increased confidence in AI discussions, better questions during vendor meetings, and clearer decision-making criteria.
  • Within 30 days: Organizations typically identify 2-3 high-value use cases, pause low-value AI initiatives, and begin governance framework development.
  • Within 90 days: Many clients have implemented AI policies, renegotiated vendor contracts, and developed new AI advisory services for their own clients.
The key is that our training drives strategic action—not just awareness.
Yes. We offer:
  • Office hours: Post-training Q&A sessions for your team
  • Advisory retainers: Ongoing guidance as you implement AI governance frameworks
  • Policy review: Feedback on draft AI policies and governance documents
  • Vendor evaluation support: Help assessing specific AI platforms or contracts
Contact us to discuss support options that fit your needs.
This is common—and fixable. Our “AI ROI Reality Check” workshop helps you:
  • Identify why current AI initiatives aren't delivering value
  • Assess whether the problem is the tool, the use case, or the implementation
  • Develop realistic success criteria and measurement frameworks
  • Make go/no-go decisions on existing AI investments
  • Build better governance for future AI adoption
Sometimes the right answer is to pause, refocus, or exit—and that's valuable too.

Stay Informed: AI Governance Resources

We regularly publish insights on AI governance, responsible adoption, and strategic decision-making for leaders. Here are our latest resources:

The Board Member's Guide to AI Governance: 10 Questions to Ask

A practical checklist for board members overseeing AI investments, covering risk assessment, vendor evaluation, and governance frameworks.

Why Most AI Training Fails (And What to Do Instead)

Learn why awareness-building isn't enough—and what leaders actually need to govern AI effectively.

Technology-Agnostic AI Evaluation: A Framework for Executives

Step-by-step guidance on evaluating AI vendors and use cases without getting lost in technical jargon or marketing hype.

The EU AI Act and What U.S. Boards Need to Know

Understand how European AI regulations impact U.S. companies—and what your organization should do now.

From AI Hype to AI Value: A Pre-Vendor Advisory Approach

Why asking the right questions BEFORE signing contracts saves organizations millions in wasted AI investments.

Ready to Build Your AI Literacy?

Don't let AI decisions be driven by vendor pitches, hype cycles, or fear of missing out. Build the strategic AI literacy you need to govern confidently.

Schedule a complimentary 30-minute strategy call to discuss your organization's AI literacy needs, governance challenges, and training goals. No sales pitch—just strategy and clarity.