The firms pulling ahead aren't smarter — they just stopped experimenting and started operating. That's a two-day fix.
AI isn't coming for your industry — it's already here, quietly deciding which firms compound and which get left behind.
Most firms aren't behind on AI because they're slow — they're behind because no one's shown them how to operationalize it. Tools get bought, pilots get run, nothing sticks. The gap between the firms compounding and the firms stalling isn't talent or budget. It's having a working model and a plan. That's what these two days give you.
A few years ago I was the business owner staring at AI with no technical team and no idea where to start. I figured it out by building it into my own firm — the wrong turns, the wins, all of it. This workshop is the shortcut I wish I'd had. Two days, and you walk out with a plan that works come Monday.
A private, hands-on 2-day intensive in downtown Sarasota, on the water. Built for operators in finance and investing — the firms where data, trust, and governance actually matter. But the playbook is universal: if you run a business and want AI working for you, you belong in the room.
A prompting strategy for your firm — the exact patterns and playbooks that turn AI from a party trick into a force multiplier.
A private data backbone — AI wired securely into your CRM, files, and systems, without your data leaking anywhere it shouldn't.
Live automations — real, repeatable workflows handed off to AI before you leave the room, buying back hours every week.
A 90-day AI roadmap for your firm — accounting for culture, security, governance, and how it scales across your team.
Learn how to increase productivity across your Sales, Marketing, Operations, and Finance — within 12 months. Two hands-on days, with a dedicated section for each part of your company:
Briefs that write themselves and tasks that run on a schedule — hours back, every single week.
Your books, on speaking terms — connect your numbers and get plain-English reporting on demand.
A pipeline that fills itself — researched, scored leads with follow-ups drafted before your first coffee.
Campaign-ready content in minutes, not weeks — built live, in your voice, in front of you.
The polish of a much bigger firm — professional assets on demand, no agency retainer.
Lead it instead of chasing it — your AI Champion, your implementation plan, and a virtual board of directors on call.
We stand up your AI operating model and put it straight to work — by the afternoon it's running real work from your own business, hands-on.
We point it at revenue — your money, your pipeline, your brand — and you leave with a written 30-day action plan.
Each cohort is capped at 10 seats and runs Friday–Saturday in downtown Sarasota. Registration closes one week before the room.
Two days from now, you'll have AI running real work in your business — not a reading list. Friday–Saturday, October 9–10, 2026 · Downtown Sarasota, FL. Bringing your leadership team? Ask about group rates for 3+ at martin@ndam.ai.
Lock 1 of just 10 seats, paid in full to hold your place. Seats are released the moment payment clears — first in, first held.