How Tech Leaders Can Convey Value to Internal Stakeholders
In the relentless pursuit of driving an organization's technology vision and strategy, Chief...
How are Boards and Executive teams staying ahead of AI-driven disruption? In this post, we highlight core insights from our webinar featuring experts from Harbinger Group, i3 Talent LLC, and Change Management Specialists, LLC. Discover how leadership roles are shifting, which frameworks support balanced decision-making, and what it takes to embed a forward-thinking culture in the face of agentic AI.
Artificial Intelligence (AI) is transforming organizations at an unprecedented pace. For Boards and Executive leaders, AI’s disruptive potential is no longer an abstract concept—it’s a pressing strategic priority. In the third episode of the “Tech CXO Roundtable” webinar series—hosted by Marilyn Pearson Hendricks (MPH) of WorkTech Advisory—a panel of industry experts reveals how leaders can approach agentic AI to balance innovation, risk, and operational excellence. Speakers include Dr. Vikas Joshi (Founder & CEO, Harbinger Group), Dr. Steven Hunt (Founder, i3 Talent LLC), and Tim Juergensen (Founder & CEO, Change Management Specialists, LLC).
Whether you’re charged with shaping enterprise strategy or ensuring solid oversight at the Board level, the insights below offer practical and forward-thinking guidance. Read on for key takeaways, real-world quotes, and high-impact strategies your leadership team can implement.
We’re peeling back the onion on how Boards and Executives can navigate technological disruption while maintaining strategic alignment. Never in our world have we had as much change as we do today—and maybe it’s the least amount of change we’ll ever have again. The only way we know how to do this is to put our heads together.”
– Marilyn Pearson Hendricks (MPH)
Leading organizations recognize that Boards must assume a wider range of responsibilities in the AI era, from anticipating market upheavals to guiding ethical considerations. The panel underlined how AI has become a core component of corporate strategy rather than a peripheral tech concern.
When AI disruptions emerge, Boards can no longer limit themselves to standard risk management. Instead, they must proactively evaluate how AI intersects with long-term objectives and stakeholder expectations.
Below are suggested actions or initiatives to keep Board mandates relevant and effective in fast-changing market conditions.
“We found when we didn’t have a structured process for innovation, decisions became haphazard and lacked consistency. With intentional frameworks, Boards and Executive teams could weigh risks and benefits more effectively—creating a stable path to innovate and move forward.”
– Tim Juergensen
The panel revealed that truly effective innovation takes shape when bold initiatives meet rigorous scrutiny. A well-defined process that includes risk assessment and near-term operational needs ensures that visionary projects remain stable.
Mature organizations treat AI adoption like any other significant investment: it should be ambitious enough to create new value, yet measured enough to protect core operations.
Below are practical measures for how Boards and Executives can maintain agility and control in AI-heavy environments.
“We reduced nurse turnover from 38% to 8% in about eight months. The key wasn’t just cost-savings—it was patient satisfaction and valuing our staff. That focus on the employee experience drove better engagement and operational outcomes.”
– Tim Juergensen
The discussion emphasized that people remain the cornerstone of sustainable innovation. Even the most advanced AI programs fall short if employees don’t trust, understand, or see the benefits in them.
True AI-driven transformation isn’t strictly about cutting costs or automating tasks—it’s about enabling people to do better work, often in new ways.
Below are steps for maintaining a high-trust, people-focused environment amid sweeping technological changes.
“Boards and Executives have unique dispositions shaped by their roles. The friction between the two can actually be healthy—so long as it drives thoughtful decisions, especially in the face of rapid AI innovations.”
– Dr. Vikas Joshi
Today’s senior leaders must cultivate a balanced skill set—strategic foresight and operational awareness—to navigate AI’s ever-expanding influence. This includes understanding technical concepts enough to evaluate both hype and opportunity.
Siloed leadership—where Boards only check financials and Executives only run day-to-day operations—can cause missed chances or abrupt course corrections.
Here are action items for building the right capabilities across both Boards and C-suites.
“Fast, agile change management is crucial for adopting AI. In many cases, large-scale ‘launches’ are replaced by iterative rollouts and weekly check-ins—because the old annual survey or top-down approach is just too slow.”
– Audience Q&A / Paraphrased Summary
Panelists and participants alike emphasized that governance systems must keep pace with AI’s high velocity. Traditional timelines and annual planning cycles often lag behind the realities of AI-driven transformation.
Accelerated adoption doesn't mean compromising diligence. Instead, governance should evolve to handle multiple pilot projects, iterative learning, and real-time course corrections.
Summarized below are methods that boards and execs can employ for agile yet principled governance.
In an era where agentic AI can reshape entire business models overnight, leadership must move beyond check-the-box governance. Board and Executive teams now share a greater responsibility to spot opportunities, manage risks, and shape ethical, sustainable tech adoption strategies. By embracing a people-focused mindset, structured innovation frameworks, and continuous upskilling, organizations can confidently harness AI for both operational efficiency and transformative growth.
Q: Must Board members master AI technologies?
A: Deep expertise isn’t necessary, but familiarity with AI’s capabilities is key. Informed leadership fosters balanced oversight and strategic thinking.
Q: How can we balance cost reduction with employee morale?
A: Aim for both. AI that streamlines tasks can also free employees for higher-value work, thereby boosting engagement.
Q: What’s a recommended way to handle AI risks?
A: Embed AI considerations into your existing governance. Identify data security, compliance, or workforce concerns early, then update your risk register as needed.
Q: Is large-scale training always required for AI rollouts?
A: Not necessarily. Modular pilots or micro-training can be more effective than a massive, one-time program.
By taking these insights to heart, Board and Executive leaders can forge a more dynamic governance approach—one that meets evolving market demands while preserving the organization’s core values.
With a collective 100+ years of experience, WorkTech Advisory Inc. is the premier strategic advisory service supporting global HR and work technology organizations. We thrive on providing long-term, high-touch consultation to ambitious HR and work technology founders and their top executives. Our clients seek sustainable growth, risk reduction, and clarity on critical decisions that shape the growth performance and business value of their software business.
In the relentless pursuit of driving an organization's technology vision and strategy, Chief...