AI and Change Management - How to Lead with Confidence and Deliver Results

Leaders must deliver change faster while budgets, headcount and attention shrink. This 90-minute AI and change management webinar shows how to pair proven frameworks, Prosci, Kotter, ADKAR and Bridges, with practical AI workflows.

You'll see AI used for stakeholder analysis, communications, readiness and benefits realization while keeping governance and ethics intact. Use cases include role-based messaging, resistance plans, training design and measurement dashboards, plus how to choose LLMs and connect them with M365, Slack and Jira.

You'll come away with reusable prompts, templates and a lightweight operating model you can apply right away.

• Apply an AI-assisted change lifecycle aligned to Prosci and Kotter steps
• Build stakeholder maps and personas with traceable assumptions
• Generate and refine role-based communications with version control
• Create readiness and resistance plans using evidence-based triggers
• Set up a lean benefits and leading-indicator dashboard with existing tools
• Develop a reusable prompt pack for PMO and OCM teams
• Define guardrails for data privacy, security and IP in change work
• Measure adoption and value capture and link them to business KPIs

• Mapping classic change frameworks to AI workflows, and where AI does not help
• Stakeholder discovery, influence mapping and sentiment triage with defensible logic
• A communications factory: briefing notes, town hall scripts, FAQs and micro-learning outlines
• Training co-design: role tasks, checklists and SOP updates with AI
• Readiness scoring, risk heat maps and proactive resistance interventions
• Change governance: decision rights, RACI and audit-ready documentation
• Ethical use: privacy, bias, transparency, model limits and human in the loop
• Tooling: choosing LLMs, prompt libraries and integrating with M365, Slack and Jira
• Metrics that matter: adoption, proficiency, sustainability and benefits tracking
• Mini case studies of technology, process and policy changes in complex organizations

Used safely and responsibly, AI can shorten time to adoption, increase change capacity and improve quality, so programs deliver outcomes rather than just documents.

This session suits chief transformation and strategy officers, change management and OCM practitioners, PMO directors, program and project managers, HR and communications leads, operations leaders and risk and compliance partners.

• Chief Transformation/Strategy Officers
• Change Management Leads and OCM Practitioners
• PMO Directors and Program/Project Managers
• HR/People Leaders and Communications Leads
• Operations Leaders
• Risk/Compliance partners

Nancy Amert is a distinguished accounting and finance professional with over 20 years of experience specializing in corporate finance, credit risk analysis, tax compliance, and audit strategies. As the Founder and Principal Change Consultant at Agility Educators, she has spearheaded transformative financial projects for Fortune 500 companies such as IBM Credit, Cisco Capital, and TIAA, bringing a depth of expertise in corporate governance and regulatory compliance.

With extensive IRS compliance experience, Nancy is a seasoned tax consultant and senior advisor in tax strategy and compliance. She provides attendees with invaluable insights and actionable solutions, helping professionals navigate complex financial regulations with confidence.

Nancy holds an MBA in Accounting and is currently completing her Ph.D. in Applied Management and Decision Sciences at Walden University. She is a recognized expert in financial risk assessment, tax strategy, and forensic accounting, equipping professionals with the knowledge to tackle today’s evolving compliance challenges.

A dynamic speaker and educator, Nancy is known for her engaging and practical approach to training. She delivers high-impact programs that translate technical finance and compliance concepts into real-world applications, empowering professionals to sharpen their financial acumen, minimize risks, and drive organizational success.