Session 1 (4 hours): Professional AI Risks: ID, Track, Minimize risks with practical tools round-up  

1. Success and Failure Cases from Secure Facilities and Beyond 

• The Organize-Expert-Learn method that successful companies use in AI  

• Teamwork! Prompt Engineering

• Numerical vs. text vs. context risks and their antidotes 

• Compliance, regs, laws, security, and ethics 

• Introduction to coding in Python, HTML, Databases

2. Identify, track and minimize risks 

• AI Risk Index approach (participants complete the guided diagnostic)
• Teamwork!  Practical methods to simultaneously prevent and identify error risk in AI solutions including: linked references, confidence scores, RAG checks, data trail, accountable path, chain of reasoning, prompt cleansing 

3. AI for Risk Identification & Management with Live Demos (Aha Moments) 

• Demo: AI-assisted risk mining from:
  o Requirements
  o Emails
  o Meeting notes
  o Stakeholder sentiment
• Building AI-supported risk registers
• AI dashboards that identify trends before they escalate
• How to ensure risk governance remains human-driven (human-in-the-loop) 

4. Practical Takeaways 

Participants leave with:
• The AI-assisted risk tools and Organize-Expert-Learn method 

• Case studies of real successes and failures in large finance corporations
• 7 Tools to simultaneously prevent and identify risk in AI workflows
• Demonstrations 

Session 2 (4 hours): Hands-On! Automation, Scripts Level I, and Risk 

Deep Tools Training + Productivity Workflows + First Automations 

1. Microsoft Copilot, GPT/Claude, and Text-Based AI Tools 

• Copilot scope of abilities and what’s coming in the future
• Success cases in document wrangling
• Teamwork! Transform raw documents, meetings, and chats into useful outputs 

2. Scripts Level I and Risk Mitigation 

• Integrating AI into Outlook, Teams, Word, Excel 

• Crafting scripts in Powershell (folders), Excel (VBA), and Outlook (VBA) 

• Demo: scripts run to automate tasks within apps (table cleanup, making charts) 

• Words of caution and guardrails 

3. Power Automate, and AI Builder for Workflows 

• Ecosystem of 30,000+ existing automations and how to apply in your workflow
• Online vs. offline automations
• Teamwork! Creating your own automation 

• AI builder to craft AI recognition into workflows 

4. Data Thinking Orchestration – Coordinating tools into a well-functioning system 

• Structuring data into database format for ease of AI use 

• Examples of linking unrelated software 
• Following the data workflow
• Teamwork! Tracing your data flow 

Practical Takeaways 

• Useful, ready-to-use scripts in Excel, Outlook, and Powershell
• Automation library 
• Confidence and skills to create your own AI-integrated automations 

Session 3 (4 hours): Agentic Tools, Scripts Level II, and Risk Containment 

Using agents responsibly, powerful Python-in-Excel methods, and script combos 

Agents – Crafting useful agents for you 

• Demo: Creating your first agent start to finish, step-by-step checklist 

• Automated document creation (SOWs, briefs, meeting summaries)
• Workflow streamlining notes 
• Teamwork! Ideas for simple agents (task intake, daily project summaries) 

2. Scripts Level II and Risk Containment 

• Integrating AI into Outlook, Slack, Word, Excel – next steps on the horizon 

• Crafting advanced scripts in Powershell (folders), Excel (VBA), and Outlook (VBA) 

• Demo: Python in Excel for powerful recognition, data visualization. Limits.  

• Heed these corporate stories of risks!  

3. Revisiting AI for Risk Identification & Management with Live Demos (Aha Moments) 

• Demo: AI-assisted risk mining from:
  o Requirements
  o Emails
  o Meeting notes
  o Stakeholder sentiment
• Building AI-supported risk registers
• AI dashboards that identify trends before they escalate
• How to ensure risk governance remains human-driven (human-in-the-loop) 

Practical Takeaways 

• A risk mining script/prompt set
• A PM AI Value Matrix (how to pick the right AI tool)
• Practical scripts ready for use in Excel, Powershell, outlook
• A decision flow for AI-supported PM tasks 

Session 4 (4 hours): AI Governance, Compliance, Security & Scaling 

The maturity layer: safe, compliant, and sustainable adoption 

Legal & Compliance Landscape  

• What we need to know about:
  o Data privacy
  o Contractual obligations
  o Government/regulatory AI requirements
  o Vendor risk & procurement considerations 

2. Group Work 

• Each participant designs an AI-powered roadmap for their project or team
• Teamwork! Peer review with a HITL risk lens 

3. AI Security 

• Data leakage risks and how PMs inadvertently trigger them
• Enterprise vs. consumer AI safeguards
• Safe data-handling behaviors for PMs
• Counter-AI considerations (deepfakes, misinformation, spoofing) 

4. Ethics & Human-in-the-Loop Design 

• Bias detection & mitigation
• Maintaining team trust when using AI
• Ensuring transparency & traceability
• When to intentionally NOT use AI 

5. Using AI for Continuous Improvement 

• Building feedback loops
• Using AI to detect process inefficiencies
• AI for retrospective analysis
• Lessons from Fortune 500 AI wins & failures
• Live Q&A with examples 

Practical Takeaways 

• A PM AI Governance Quick Guide
• An AI risk assessment worksheet
• A safe adoption policy draft for their team
• A HITL operating model for PM tasks