AI Transformation Leader.
Live training for leaders who own AI decisions. Find the highest-value opportunities, build the case for Copilot, set governance, lead adoption, and leave with a 90-day roadmap.
Program starts October 8, 2026
Answer the question: What is our AI plan?
For leaders who need a confident, practical answer grounded in value, governance, and adoption.
Owners, COOs, and executives
Decide where AI creates real value, what it costs, and how to measure the return.
IT and technology leaders
Balance adoption with security, data protection, and governance while choosing whether to build, buy, or extend.
Department and transformation leads
Lead readiness, change, training, and adoption so new ways of working actually stick.
Build your roadmap, session by session.
Each session pairs leadership frameworks with live demonstrations and ends with a component of your own 90-day roadmap.
AI business value and the Microsoft AI landscape
- What generative AI does well, where it fails, and why most pilots stall
- Microsoft 365 Copilot, Copilot Studio, Microsoft Foundry, and Azure AI in plain business terms
- Finding and prioritizing high-value AI opportunities
You leave with: A prioritized list of AI opportunities for your organization.
Building the business case
- Build, buy, or extend: choosing the right approach
- Copilot licensing and what drives real return
- Estimating value and cost without inflated promises
You leave with: A Copilot and AI value model you can adapt with your own numbers.
Governance, security, and responsible AI
- Microsoft's responsible AI principles, applied to real decisions
- Data access, oversharing risk, and security readiness
- Setting AI policy and human oversight that people follow
You leave with: A draft responsible AI and data-protection policy.
Leading adoption, measuring results, and exam readiness
- Readiness, change management, and building AI champions
- Measuring adoption and value after launch
- Assembling your 90-day roadmap
- Exam walkthrough, practice questions, and test-day strategy
You leave with: Your 90-day AI adoption roadmap and an exam-readiness checklist.
A leadership working session, not a lecture.
See what is possible, judge what is realistic, and plan how to apply it inside your organization.
Use cases built around your organization
Share your industry, size, and top priorities before the course. Exercises are shaped around the organizations in the room, and your roadmap starts from your situation.
Live demonstrations of what is possible
See Copilot, simple agents, and adoption reporting working live, so you can judge what is realistic before you invest.
Leadership assets you take back
Leave with an opportunity list, value model, draft AI policy, and a 90-day roadmap built for action.
Enterprise experience behind the training
Learn from practical enterprise architecture and consulting experience across financial services, banking, and insurance.
Taught by a certified expert
Every session is led live by a Microsoft Certified Trainer who also holds the Microsoft Most Valuable Professional award.
30 days of follow-up
Group office hours help you pressure-test your roadmap and address questions that emerge when you begin applying it.
Judge what is realistic before you invest.
Scenarios are tailored to the industries and leadership roles in each cohort.
From process list to AI shortlist
Score everyday tasks for value, effort, and risk to produce a ranked shortlist of AI opportunities.
The Copilot value model
See how license cost, adoption rate, and time saved combine into a realistic return, including what happens when adoption is low.
A working agent, built live
A no-code Copilot Studio agent answers employee questions from policy documents while preserving human review.
The oversharing check
Walk through how Copilot sees company data and which permissions and labels keep sensitive information protected.
Reading the adoption dashboard
Identify whether people are using Copilot, which teams need help, and what leaders need to see.
A leadership briefing in one request
An AI research agent prepares a market or competitor briefing that a leader reviews, edits, and shares.
Personalized before day one
Your intake covers the organization, current AI use, and top priorities. Your instructor uses it to select relevant scenarios and establish the starting point for your roadmap.
Choose the leadership format that fits.
Live online cohorts are open to leaders across the United States.
Individual seat
Introductory price per person, 63.4% off
- Four live sessions and tailored scenarios
- Opportunity list, value model, and draft AI policy
- A practical 90-day roadmap
- 30 days of group office hours
- AB-731 exam preparation
Team seats
Per person, minimum two seats, 67.17% off
- Everything in the individual seat
- Leaders build one shared roadmap
- One invoice for your organization
Private leadership cohort
For your leadership team
- Online or on-site in NJ, NY, or PA
- Governance review inside your Microsoft 365 tenant
- One roadmap for the whole organization
Microsoft exam vouchers are an optional add-on at Microsoft's current exam price. Open cohorts require at least six participants.
Review every session and leadership asset.
Share the complete AB-731 curriculum with your leadership team or use it for training and budget approval.
- Session-by-session outline and learning goals
- Sample demonstrations and scenarios
- The four leadership assets you take home
- A ready-to-send training approval note
Request the AB-731 curriculum
Tell us where to send the curriculum and our training team will follow up with the course details.
Frequently asked questions.
What is the AB-731 exam?+
AB-731 is the exam for the Microsoft Certified: AI Transformation Leader certification. It focuses on identifying AI opportunities, evaluating business value, planning adoption, and applying governance and responsible AI. No coding is required.
Do I need a technical background?+
No. The course is designed for business leaders and decision-makers. Technical concepts are explained in business terms.
Will the roadmap really be about my organization?+
Yes. Your intake and work in each session are based on your organization. Private cohorts can also review your Microsoft 365 environment directly.
Is the exam included?+
Exam preparation is included. The Microsoft exam voucher is an optional add-on at Microsoft's current exam price.
What if a cohort does not fill?+
Open cohorts need at least six participants. If a date does not reach that minimum, you can move to the next date or receive a full refund.
What happens after the course?+
You receive 30 days of group office hours. Organizations that want help turning the roadmap into results can continue with an AI Growth Sprint.
Is there a version for my team?+
Yes. The AB-730 AI Business Professional course teaches employees to use Microsoft 365 Copilot in their daily work.
Lead AI with a plan, not a pilot.
Four live sessions, scenarios built around your organization, and a 90-day roadmap you can act on.