Full Retreat Agenda
Leadership TrackTuesday, Sept 15 · 3:00 – 4:00 PMTaught by Rod Holum & Rene Miller

What Are We Doing About AI? Leave With the Answer.

When the board asks "what are we doing about AI?" don't say "exploring." Leave with the first workflow, owner, guardrails, and success measure already chosen.

Save $500 — register by August 31, 2026

About This Session

Turn the day's demos into an operating plan your company can actually run. See the same workflow side by side as a reusable prompt with human review and as a tool-connected agent with triggers, approvals, and measurement — then design the first lift for your own business.

What We'll Cover

  • Reset the frame: maturity belongs to each workflow, not one company-wide label
  • Side-by-side reveal: the same weekly management job at two AI maturity levels
  • Workflow heatmap: classify three real jobs and choose the best first lift
  • Lift design sprint: trigger, data, tools, owner, approval gate, and exception path
  • Red-team the design: permissions, failure thresholds, audit trail, and human handoff
  • Write the baseline, 90-day target, and graduation test

You Leave With

Your first AI workflow plan — owner, guardrails, success measure, and 90-day launch target

Who Should Attend

CEOs, owners, and executive directors who keep getting asked what the company is doing about AI — by the board, by employees, or by their own gut. This is the Leadership Track capstone: the hour where the day's demonstrations become an operating plan.

Part of a Full Day of Hands-On AI Training

This workshop is one of 20 at the AI Business Retreat — a one-day, hands-on AI training for business at The Island in Spooner, Wisconsin, within driving distance of Minneapolis–St. Paul, Eau Claire, La Crosse, Duluth, and Hudson. Can't make the drive? Every session, including this one, streams live for remote attendees.

Your Instructors

Rod Holum

Rod Holum

Certified AIBMM Master Coach

CEO & Founder, Coulee Tech

Rod is the CEO and founder of Coulee Tech — an Inc. 5000–recognized IT and cybersecurity firm — and an award-winning author and speaker helping leaders adopt AI responsibly and securely.

Read Rod's full profile
Rene Miller

Rene Miller

Certified AIBMM Executive Coach

CEO & Co-Founder, Ener Systems

A mechanical engineer turned AI strategist, Rene helps CEOs and CFOs turn AI into a force multiplier — scaling teams, cutting costs, and driving competitive advantage without compromising security.

Read Rene's full profile

All six instructors are on site for the whole day — the hallway, the working lunch, and the evening social are part of what you registered for.

Session Details

When
Tuesday, Sept 15, 2026 · 3:00 – 4:00 PM
Instructors
Rod Holum & Rene Miller
Track
Leadership Track
Where
The Island · Spooner, WI (or attend live remote)
Who it's for
The Leadership Track capstone — for CEOs, owners, and boards
Price
In person $995$495 · Remote $250

Save $500 — register by August 31, 2026

One registration covers the full retreat — every session, every track.

For CEOs & Owners

See the whole day mapped for your seat →

What Are We Doing About AI? — Questions & Answers

The best first lift is a workflow that's frequent, measurable, and painful — weekly reporting, lead follow-up, or document preparation are common winners. This session has you classify three of your real jobs on a workflow heatmap, pick the best first candidate, and design the lift: trigger, data, tools, owner, approval gate, and exception path.
Six things: a named owner, defined permissions for what the AI can read and do, an approval gate where a human signs off, failure thresholds, an audit trail, and a success measure with a baseline and a 90-day target. That's the difference between an AI experiment and an operating plan a board will accept — and it's exactly what you design in this hour.
Rod Holum & Rene Miller teach this workshop at the AI Business Retreat. Rod Holum — CEO & Founder, Coulee Tech; Rene Miller — CEO & Co-Founder, Ener Systems. All six instructors are on site for the full day, so you can also find them between sessions and at the working lunch.
This workshop is part of the AI Business Retreat on Tuesday, September 15, 2026 at The Island in Spooner, Wisconsin. One registration covers the full day — all 20 sessions across the Leadership, Sales & Marketing, and Builder tracks, including this one. In person is $495 through August 31, 2026 (then $995), working lunch included; attending live online is $250. Seats are limited.

This session is one of twenty.

One registration covers the whole day — every track, every workshop, the working lunch, and your written 90-day roadmap. Sept 15, 2026 · The Island, Spooner WI.

Save $500 — register by August 31, 2026