AI Champions Circle

AI Champions Circle

You know the change needs to happen. Now you need the room to make it happen.

A peer community and accountability program for CAS firm leaders and champions who are actively driving AI transformation — and need structured support, honest feedback, and people who understand what they're navigating.

The Reality

Leading transformation is lonely work.

You've made the decision. You're moving. But the day-to-day reality of driving change inside a practice — while still running the practice — is isolating. Your team looks to you for answers. Your peers outside the firm don't get it yet. And the pace of AI means what you figured out last month might already be outdated.

No Sounding Board

You're making high-stakes decisions without peers who understand

Pricing restructures. Workflow redesigns. Team changes. Technology bets. These aren't decisions you can talk through with people who haven't started their own transformation. You need peers who are in it — right now, at your level.

No Accountability

Urgency fades when nobody's checking in

You know the timeline is compressed. You know the window is closing. But client work fills every gap, and transformation slips from "this week" to "next month" to "next quarter." Without external accountability, the urgent always loses to the immediate.

No Pattern Recognition

You're solving problems other firms have already solved

Staff resistance. Client pricing conversations. Workflow bottlenecks. Technology decisions. Every firm hits the same walls — but without a community, you're debugging each one from scratch instead of learning from peers who cleared them last month.

What's Inside

Community. Accountability. Momentum.

The AI Champions Circle is built around one idea: firm leaders driving AI transformation need structured support from people who are doing the same thing. Not theory. Not cheerleading. Practical, honest, accountable peer support.

Community

Peer group sessions

Regular group sessions with firm leaders and champions who are actively driving transformation in their own practices. Share what's working, troubleshoot what isn't, and learn from firms at different stages of the same path. Facilitated by Peter — not an open mic.

Accountability

Structured check-ins

Set commitments. Report progress. Get called out — constructively — when things slip. The group creates the external pressure that keeps transformation moving forward even when client work tries to consume every available hour.

Access

Direct access to Peter

Between sessions, you have direct access for the questions that can't wait — a pricing decision, a staffing choice, a technology bet. The kind of real-time support that keeps momentum when you're navigating unfamiliar territory at speed.

Intelligence

Curated AI updates

The AI landscape moves weekly. You don't have time to track it all. Members get curated briefings on what actually matters for CAS practices — filtered through a practitioner's lens, not a tech journalist's. Know what to act on, what to watch, and what to ignore.

Private Option

Need more than the group?
Add one-on-one sessions.

Some decisions require a private conversation. Some practices need hands-on strategic guidance that goes deeper than group sessions allow.

Strategic

Practice strategy sessions

One-on-one sessions focused on your specific practice — your revenue model, your team dynamics, your client portfolio, your technology stack. Peter works directly with you on the strategic decisions that shape your transformation.

Tactical

Implementation support

Hands-on guidance on specific challenges — workflow redesigns, pricing pivots, team training rollouts, technology evaluations. Not advice from the sideline. Practical, in-the-weeds support on the work that moves the needle.

Who It's For

Built for the people who are leading the charge.

Firm Leaders

Practice owners driving transformation

You've committed to making your firm AI-native. You've started the work — maybe through the Humans+Agents Platform, the Black Belt Training, or the Practice Transformation program. Now you need ongoing support, accountability, and a peer group that keeps you moving at the pace this requires.

Champions

Internal AI champions leading change

You've been appointed (or appointed yourself) as the person driving AI inside your firm. You're building systems, training colleagues, and making decisions that affect the entire practice. The Circle gives you a room full of people doing the same thing — and a direct line to someone who's been through it.

Why This Works

This isn't a mastermind group
or a Slack channel.

CAS-only membership

Every member runs or operates inside a CAS practice. No consultants. No vendors. No generalists. The conversations are specific, relevant, and immediately applicable because everyone shares the same operational reality.

Facilitated, not open

Sessions are structured and facilitated — not free-form networking. Every meeting has a purpose: accountability reviews, specific problem-solving, strategic discussions, or implementation clinics. Your time is respected.

Practitioner-led

Peter runs a CAS practice. He's not facilitating from the outside — he's navigating the same transformation, making the same decisions, and sharing what he's learning in real time. That changes the quality of every conversation.

Results

What professionals say after working with Peter

★★★★★
"I signed up my lead accounting manager, Chris. The amount of changes he has made within the company since that day has been unprecedented. We've developed a Client Strategy Hub that acts as the centralized source of information for our clients. It would not have been possible without this initial groundwork."
Angie Noll Principal, Reconciled Solutions
★★★★★
"Peter's Black Belt program wasn't just informative — it was hands-on, technical, and deeply practical. Each step built on the last, and before long, I found myself going further than I ever expected. He didn't just teach me how to use AI. He taught me how to see its potential."
Chris Graff Accounting Manager, Reconciled Solutions
★★★★★
"What surprised me most was how quickly AI became more than a novelty. With Peter's help, I started using it on a deeper, more actionable level — a tool to save time on everyday tasks and make real progress on major projects that used to feel heavy or slow."
Cathy Ramos Owner, IBC Business Solutions

Your Move

You've already decided to move.
Now surround yourself with people who won't let you stop.

The AI Champions Circle is for firm leaders who know the window is closing — and want the accountability, the community, and the support to make sure they don't waste it.