Online Training Program

AI Foundations
for Business Leaders

The definitive program for professionals who need to understand, evaluate, and lead through the AI transformation — built by someone who’s deployed AI at the highest levels of financial services.

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Enterprise License
Purpose-built for organizations that need to raise AI fluency broadly — across leadership, board, and every key function.
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  • 35 modules across core course & companion library
  • 8+ hours of expert instruction
  • Role-specific tracks for every function
  • Downloadable frameworks & templates
  • Certificate in AI Leadership upon completion
  • Annual content updates included
  • Jeff Bot AI assistant included
Enterprise licensing from $997/seat • 50-seat minimum • 12-month agreement
★
Former Head of Firmwide AI, Morgan Stanley
★
Faculty, Columbia Business School
★
West Point Graduate
★
Hundreds of AI Deployments
Your Instructor
Jeff McMillan - Founder and CEO of McMillanAI

Jeff McMillan

Founder & CEO, McMillanAI

Jeff McMillan is one of the most experienced AI leaders in financial services. As the former Head of Firmwide AI at Morgan Stanley, he led the development and deployment of AI across the entire enterprise — overseeing hundreds of GenAI use cases from concept to production.

Jeff is on faculty at Columbia Business School, where he teaches AI strategy to the next generation of business leaders. He founded McMillanAI to help organizations cut through the noise and build AI strategies that actually work.

  • Led enterprise AI transformation at Morgan Stanley
  • Columbia Business School faculty — AI Strategy
  • West Point graduate with Army background
  • Advisor to boards, CEOs, and PE/VC firms
Curriculum

35 Modules. Complete AI Fluency.

Three tiers of content — from core foundations through advanced topics and industry-specific editions, including a dedicated 7-module Financial Advisor Edition.

Tier 1 — Core Foundations Course 10 sessions • ~2.5 hours
▶

Welcome & Introduction

Meet your instructor, understand the program structure, and learn why AI fluency is the most critical leadership skill of this decade.

7:51
01

Introduction to AI & The Transformer Architecture

Build a rock-solid understanding of what AI actually is, how it evolved, and the transformer architecture that powers the current revolution.

Part 1: Intro to AI • 7:09 Part 2: Transformers • 4:00
11:09
02

GenAI Capabilities & The Art of Prompting

Understand what generative AI can actually do today, then master the skill of prompting — the new interface between humans and AI.

Part 1: GenAI Capabilities • 9:45 Part 2: Art of Prompting • 9:35
19:20
03

GenAI Strategy

Move from experimentation to execution. Build an AI strategy that aligns with business objectives and creates sustainable competitive advantage.

15:39
04

Agentic AI

The next frontier — AI systems that can plan, reason, and take autonomous action. Understand agentic architectures and what they mean for your organization.

14:24
05

AI Use Case Development

Learn how to identify, evaluate, and prioritize AI use cases that drive real business value — not just impressive demos.

7:32
06

Data Content Quality

AI is only as good as its data. Understand data quality, content pipelines, and the foundational infrastructure that determines AI success or failure.

20:25
07

Governing GenAI

Build the governance frameworks, policies, and oversight structures required to deploy AI responsibly at enterprise scale.

15:56
08

Business Transformation & Reskilling

AI changes how organizations operate and how people work. Lead the transformation in culture, skills, and operating models.

13:52
■

Bringing It All Together

Synthesize the full program into an actionable framework. Your AI journey starts now — this training only works if you take action.

5:25
Advanced Topics Library 10 modules • ~15 min each
Architecture & Technical
A1

Enterprise AI Architecture

How AI systems are built and integrated inside a large organization. Key architectural decisions every leader should understand before committing to a platform.

16:31
A2

AI & Privacy

What privacy means in an AI context — where data goes, how models are trained, and what regulators expect from organizations deploying AI with personal data.

27:53
A3

Evaluating AI Vendors

The questions every organization must ask before signing with an AI vendor. How to evaluate capability claims vs. marketing and spot red flags before they become problems.

25:10
A4

Vibe Coding & AI-Assisted Development

What vibe coding is and why it is changing software development. What non-technical leaders need to know to oversee AI-assisted development teams.

24:03
Leadership & Governance
L1

AI & the Board

What board members are responsible for when it comes to AI oversight. The five questions every board should be asking management — and the fiduciary dimensions of AI risk.

18:09
L2

AI for CEOs

The CEO’s five decisions that no one else in the organization can make. Why AI transformation fails when treated as a technology project — and how to lead it right.

19:32
L3

AI & Ethics in Practice

Moving from principles to policy — how organizations build ethical AI in practice. Covers bias, transparency, accountability, and building governance that holds up under scrutiny.

~15:00
A5

AI & Cybersecurity

What every leader needs to understand about the threats AI creates and the defenses it enables. Covers AI-enabled attacks, new attack surfaces, the insider threat redefined, and the minimum security posture every organization needs before deploying AI broadly.

~15:00
L4

Measuring AI ROI

How to build the business case, establish the right KPIs, and hold your organization accountable for capturing real value. Covers the baseline imperative, the cost/revenue/risk framework, attribution, time horizons, and the governance model that makes measurement stick.

~15:00
Industry & Role Editions 15 modules • ~15 min each
By Role — Function Tracks
R1

AI for Finance

How AI is changing financial planning, analysis, and reporting. CFO oversight responsibilities, model risk, and where AI creates real efficiency versus where human judgment remains essential.

14:24
R2

AI for Marketing

AI’s impact on content creation, personalization, and campaign management. How to use AI to generate customer insight at scale while maintaining brand integrity.

15:22
R3

AI for Administrative Professionals

How AI tools are reshaping scheduling, document management, and coordination. Practical use cases that save real time — without requiring a technical background.

15:10
R4

AI for Risk & Compliance

The risk and compliance implications of AI at enterprise scale. Model risk, algorithmic bias, and how to build a compliance posture that enables AI adoption rather than blocking it.

15:07
R5

AI for Auditors

How AI changes the audit landscape — both as a tool auditors use and as a subject of audit review. Covers AI-assisted audit techniques and evaluating AI systems for risk.

10:41
R6

AI for Lawyers

Legal implications, risk exposure, and opportunities for legal professionals. Contract analysis, due diligence, regulatory research — and what lawyers need to know about AI liability.

~15:00
R7

AI for HR

Talent strategy, workforce planning, and employee experience in an AI organization. How HR leaders should think about reskilling, hiring, and building a culture that embraces AI.

~15:00
R8

AI for Sales

How AI augments the sales process from prospecting to close. Pipeline management, forecast accuracy, personalization at scale — and where AI makes salespeople more effective, not replaceable.

~15:00

AI for Financial Advisors — Edition

7 modules built for wealth management and advisory professionals. Covers the full practice — from client management and prospecting through financial planning, investing, and practice analytics.

FA1

AI for Practice Management & Operations

How AI gives advisors more time with clients. Covers meeting prep, post-meeting summaries, email personalization at scale, and portfolio review generation — attacking the overhead that keeps advisors from the work only they can do.

~15:00
FA2

AI for Prospecting & Business Development

How to research prospects in minutes instead of hours, personalize outreach at scale with compliance embedded in the prompt, mine your existing book for referral opportunities, and manage a pipeline that doesn’t rely on memory.

~15:00
FA3

AI & Financial Planning Workflows

Using AI to surface planning gaps, optimize Social Security and retirement income sequencing, flag estate planning triggers, and run tax planning conversations — faster. AI generates the strategic framework; your planning software runs the numbers; you make the recommendation.

~15:00
FA4

AI for Investing

How to use AI as a research analyst, risk diagnostic, and client communication engine — without crossing the line into portfolio management. Covers research synthesis, manager due diligence, earnings transcript analysis, portfolio risk diagnostics, and market volatility communication.

~15:00
FA5

Making the Most of Your Firm’s AI Infrastructure

How to get dramatically more out of every platform your firm already pays for using the Export → Upload → Prompt workflow. Covers CRM optimization, portfolio analytics, financial planning software, firm research, and navigating compliance restrictions.

~15:00
FA6

AI for Practice Analytics & Business Optimization

How to use AI to understand your practice as a business. Covers book segmentation, revenue and profitability analysis, attrition risk scoring, growth pattern analysis, and capacity planning — all from a single quarterly spreadsheet.

~15:00
FA7

The AI-Native Advisory Practice

What the AI-native practice looks like, what’s changing in the profession, and what’s not. A 90-day implementation roadmap, prompt library structure, team adoption framework, and the closing argument for why the best advisors will use AI to become more human — not less.

~20:00
Enterprise Licensing
Training your entire organization?
The full program is available as an enterprise license — 50 to 100,000+ seats, self-paced, with role-specific companion modules for every function.
Program Guide & Pricing →
What You’ll Gain

Walk Away With Clarity,
Not Just Information

◆

Define AI with precision

From transformers to agentic AI — understand what’s real, what’s hype, and explain it to anyone in your organization.

◆

Master prompting as a skill

The interface between humans and AI is language. Learn to communicate with AI effectively and get dramatically better results.

◆

Build a GenAI strategy

Move from experimentation to a structured approach that aligns AI investments with business outcomes.

◆

Identify & prioritize use cases

Know where AI creates real value, how to evaluate opportunities, and how to build the business case.

◆

Govern AI responsibly

Deploy with confidence using proven governance frameworks covering risk, bias, transparency, and regulatory compliance.

◆

Lead transformation

Drive organizational change, reskill your workforce, and position your company to thrive in the AI era.

Upon Completion

Earn Your Certificate
in AI Leadership

Participants who complete the full program receive the Certificate in AI Leadership — McMillanAI, a credential that demonstrates executive-level AI fluency built on practitioner-led training.

Issued upon successful completion of all 8 core modules

Designed to share on LinkedIn, resumes, and professional profiles

Backed by curriculum developed at the highest levels of enterprise AI

McMillanAI
Certificate of Completion
This certifies that
[Your Name]
has successfully completed
Successfully Delivering AI Solutions
Certificate in AI Leadership — McMillanAI
Jeff McMillan
Founder, McMillanAI
M
AI
2026
Date of Completion
Enterprise Licensing

Deploy AI Fluency
Across Your Organization

35
Modules
8h+
Content
50+
Min. Seats
🏅
Certificate
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