Program Modules
- 1The Uncomfortable Truth: Live Demo of GenAI vs. Agentic AI
- 2Three Myths Busted: Productivity, Speed, and Governance
- 3The Leadership Dilemma: When Machine Reasoning Meets Human Authority
- 4Your Move: The Agentic Maturity Curve and Personal Commitment
Program Overview
Your competitors are not adding AI to their processes. They are replacing your processes entirely.
This session forces a reckoning. In 45 minutes, leaders witness the live difference between GenAI (the intern that helps you work) and Agentic AI (the system that works autonomously), confront three assumptions about AI that are already obsolete, and face the leadership dilemma that defines the next decade. Machine reasoning and human authority will collide. Leaders must be ready to decide.
Every participant leaves with one uncomfortable truth they cannot ignore and one commitment to act on Monday morning.
Key Outcomes
- Distinguish between GenAI (the intern) and Agentic AI (the manager) through live demonstration, not slides
- Identify three assumptions about AI that are already obsolete in financial services
- Evaluate whether your current AI posture creates strategic advantage or strategic debt
- Confront the Learning-Authority Dilemma that defines leadership in the agentic era
- Commit to one leadership behavior change for the next 30 days
- Receive a diagnostic: "Where Does Your Department Sit on the Agentic Maturity Curve?"
Who Should Attend
This session is designed for senior management, L&D leaders, and AI platform/governance stakeholders in financial services organizations. No technical background required. The session is deliberately designed to be accessible, uncomfortable, and actionable. It serves as the ideal opening to the full [Agentic AI for Financial Services](/services/agentic-ai-for-financial-services) masterclass series.
Frequently Asked Questions
What is the difference between GenAI and Agentic AI?
GenAI functions like an intern. It drafts content, answers questions, and assists with individual tasks when prompted. Agentic AI functions like a manager. It autonomously plans, reasons, and executes entire workflows without step-by-step human instruction. The session demonstrates this distinction live: a GenAI assistant drafts an email while an agentic system autonomously qualifies a prospect, books a meeting, and generates compliance documentation. Understanding this distinction is the prerequisite for any serious AI strategy.
Why is this session described as 'provocative' and who should attend?
The session is designed to create productive discomfort. Most leaders overestimate their AI understanding while underestimating the competitive gap already forming. The provocations, including live demonstrations, uncomfortable polling, and real competitive data, force an honest assessment. It's designed for senior management, L&D leaders, and governance stakeholders who need a shared vocabulary and genuine urgency before embarking on deeper AI programs.
What is the Agentic Maturity Curve?
The Agentic Maturity Curve maps where organizations sit on the spectrum from manual operations to fully autonomous agent-driven workflows. Most financial services firms cluster at the 'assistive AI' stage, using tools like Copilot for individual tasks. The competitive frontier has moved to agentic execution, where systems autonomously handle portfolio screening, client onboarding, regulatory reporting, and prospect qualification. The diagnostic provided post-session shows each department's position on this curve.
Interested in This Program?
Contact us to discuss how this program can be customized for your organization.