What the session covered
A practical controls playbook for finance teams: readiness, review, traceability, and where AI-enabled workflows can help without removing accountability.
Speaking and executive AI training
Practical AI clarity for rooms that need judgment, not hype.
Keynotes, briefings, panels, and workshops for leaders who need to understand where AI belongs in the workflow, what needs governance, and how human review stays visible.
Sessions are scoped around the audience, format, decision context, and what the room should leave able to understand or do.
Past session
Earmark CPE: Cannabis Finance Controls Readiness and AI-Enabled Workflows
Thursday, July 23, 2026 · 12:00–1:00 p.m. Eastern · Live online · Hosted by Earmark
Who it was for
Finance, accounting, controls, and operator audiences working in or alongside regulated cannabis businesses.
Recording
Recording coming soon. The public link will be added here when it is available.
View all eventsIn the room
Practical AI that people can picture using.
The session should give people a language for real workflows, not just a list of tools to try later.
Briefing
Make AI adoption concrete
Workshop
Show the workflow layer
Trust
Anchor the room in judgment
Best fit
For executive, finance, operator, and professional-services audiences.
Leadership teams
Need a shared language for useful AI adoption, governance questions, and realistic next steps.
Finance and controls audiences
Need AI explained through accuracy, traceability, confidentiality, review, and defensible output.
Program and event leads
Need a practical speaker who can make AI concrete without turning the session into a tool demo.
Topics
What leaders need before AI becomes part of the workflow.
AI Adoption That Survives Real Operating Judgment
How teams separate useful workflow support from fragile AI experimentation.
From Prompting to Workflow
Why source context, examples, review rules, and ownership matter more than prompt tricks.
Governance Without Paralysis
How to keep human review, traceability, and decision rights visible without freezing adoption.
AI in Finance and Professional Services
Practical adoption for teams where accuracy, confidentiality, and defensibility matter.
Project Memory and Accountability Layers
How persistent AI project spaces improve team output by retaining context, standards, and review habits.
Formats
Choose the room, then shape the session around the decision.
Session outcomes
The audience should leave with useful judgment.
The goal is not to convince people AI is important. The goal is to make the next responsible step clearer.
Shared language
Clear distinctions between tool demos, repeatable workflows, governance, and human review.
Workflow lens
A way to identify where AI can support real work without removing ownership.
Governance questions
Better questions around source material, review, confidentiality, decision rights, and risk.
Next-step clarity
A practical first workflow or team habit to inspect after the session.
Speaker bio
AI operations judgment, CPA discipline, and hands-on systems work.
Alyssa Clarcq is a CPA, AI operations advisor, and founder who helps leaders move from experimenting with AI to operating workflows they can trust. Her work focuses on governance, process design, human review, and what it actually takes for AI to hold up inside real businesses.
Conservative proof signals
Current public proof, without inflated claims.
This page uses verified credentials and public artifacts only. Named speaking history, client outcomes, or anonymized engagement examples can be added later once they are approved for public use.
Licensed CPA
Finance, controls, and professional judgment lens applied to AI adoption.
Founder of Bricks Advisory
Founder-operator context from controls, SOX, finance workflows, and public-company readiness work.
Business Insider cited
Quoted in Business Insider coverage of practical AI tool adoption.
Active AI systems work
Practical workflow systems work across project memory, review layers, source context, and reusable instructions.
Next step
Send the audience, format, timing, and desired outcome.
Include whether you are planning a keynote, panel, workshop, executive briefing, or leadership session, and what you want people to leave able to understand or do.
Request speaking availabilityQuestions? alyssa.clarcq@bricksadvisory.com
Open the forwardable overview