What is the Agentic AI cohort for professional services?
Agentic AI for Professional Services is an 8-week live online cohort teaching owners and managing partners at accounting, law, consulting, and architecture and engineering firms to plan, govern, and deploy agentic AI in their own firms. Cohorts are capped at 12 participants.
Who this is for
Owners and managing partners of accounting, law, consulting, and architecture and engineering firms who want a structured, professional-grade path to deploying AI in their firm, rather than piecing it together from ad hoc sessions and generic tutorials.
Curriculum
Foundations
What agentic AI actually is, where it fits in a professional services firm, and where it does not.
Prompting for Your Workflows
Practical prompting built around the specific work your firm does every week.
Document and Workflow Automation
Identifying which document- and communication-heavy workflows are ready to automate.
Client-Facing Communication
Drafting and reviewing client communications with AI, without compromising your firm's standards.
Data Handling and Governance
What is and is not safe to put into an AI tool, and how to set policy for your team.
Building Your Firm's AI Playbook
Turning what you have learned into a written playbook your firm can actually follow.
Team Rollout
Planning how to bring the rest of your team along, including training and change management.
Review and Sustaining Adoption
Reviewing your playbook with the cohort and planning how to keep momentum after the program ends.
Format
Live online, once a week, for 8 weeks. Cohorts are capped at 12 participants so every session stays discussion-based, not a webinar. Work between sessions is asynchronous and built around your own firm's real workflows, not generic exercises.
What you leave with
By the end of the cohort, you will have a written AI playbook specific to your firm: which workflows to automate first, what governance and data-handling rules your team follows, and a rollout plan for bringing the rest of your firm along.
Pricing
Pilot Cohort
$9,500
The first cohort of the program.
Cohort (up to 12)
$20,000
Each cohort after the pilot, capped at 12 participants.
Frequently asked questions
What is the Agentic AI cohort for professional services?
An 8-week live online cohort that teaches owners and managing partners at accounting, law, consulting, and architecture and engineering firms to plan, govern, and deploy agentic AI in their own firms. Cohorts are capped at 12 participants.
How much does the cohort cost?
The pilot cohort is $9,500. Each cohort after the pilot, capped at 12 participants, is $20,000.
Who is this cohort for?
Owners and managing partners of accounting, law, consulting, and architecture and engineering firms who want a structured, professional-grade path to deploying AI, not ad hoc sessions.
How is this different from Small Business AI Training or Claude Training?
This is a structured 8-week cohort with a fixed curriculum and cohort price, built specifically for professional services firm leadership. Small Business AI Training is single-session coaching or workshops priced by the hour or session. Claude Training is ongoing, tailored to one firm's specific tools and workflows.
Build your firm's AI playbook in 8 weeks
Cohorts are capped at 12 participants. Apply to reserve your seat.
Apply for the Cohort☎ (231) 714-6198