A monthly, invitation-only Forum for partners and operations leads who are actually running AI inside their firm. Closed-door discussion. Real numbers. Real problems. No vendors in the room.
The Forum is for firms already running the OS and moving their scoreboards. If you haven't completed Performance Bootcamp, start there. Exceptions are rare and require a scoped intake call.
Slack groups and newsletters are everywhere. The gap is in-person, same-size, same-stage firm owners sharing real numbers and hard problems — under a signed confidentiality frame. Vistage for accounting, wired for AI operators.
Every member brings the same 9-metric scoreboard from Performance Bootcamp. The group reviews deltas, flags where you're lying to yourself, and compares playbooks against firms one stage ahead and one stage behind.
Each meeting has one partner in the hot seat for 90 minutes on their hardest open problem — a stalled CAS pipeline, a partner buyout, a compliance risk, a busy-season fire. The group gets paid (in dues and in reciprocity) to help.
Every quarter, each firm ships one playbook — a CAS package, a review-gate design, a client-ask agent, a partner dashboard. Shared under the Forum license. Everyone ships more than they could alone.
One full day, once a month, on a predictable Thursday. Online for ten months. In person for two (one summer, one winter). Same agenda. Same seats. No surprises.
Each member walks the room through their 9-metric scoreboard — deltas only, no narrative. The group flags outliers and surprises. 5 minutes per firm, round-robin.
One partner, 90 minutes, one hard problem. Prepared one-pager distributed the week before. Facilitated by the Forum chair — not a free-for-all.
Lunch is open table — clustered by whatever emerged in the morning. Busy-season concerns usually cluster one table, CAS growth another, staffing a third.
One firm ships the quarter's playbook — walkthrough, demo, Q&A. Every other member takes it home under the Forum license and commits to one implementation step by next meeting.
Each member states one thing they'll have done by next meeting. Written into the Forum log. Accountability the next month starts with reviewing whether that commitment landed.
One-minute close from each member — what they're taking home. Door closes at 5:00p. No after-meeting Slack except for playbook drops.
Composite sketches of typical members. Not real firms — representative of the shape the Forum seats.
Multi-service (bookkeeping, tax, light audit, growing CAS). Finished Performance with CAS MRR at $85K, realization at 89%. In the Forum to lock in operating rhythm before scaling to 25 people.
Runs the AI OS while the founding partner stays client-facing. In the Forum because the partner won't go — and needs peers at the operational level to compare routing rules, review-gate designs, and staff adoption.
CAS-led, tax overflow, no audit. In the Forum because the biggest risk is isolation — small firms get lapped by peer firms faster than they realize. Wants honest review of pricing and packaging.
The Forum only works if every seat is a peer on the same stage. These filters are strict on purpose.
What's said in the Forum stays in the Forum. Three rules, signed by every member, enforced by removal on first breach.
Only partners and ops leads actively running AI inside their firm. No software vendors, no consultants selling into the room, no investors observing. Members only.
Scoreboard figures, hot-seat details, compensation, client names — none of it leaves the session. External discussion uses anonymized deltas only. First breach is the last meeting.
Every quarterly playbook is shared under the Forum license — usable inside your firm, not resellable outside it. Members cite each other by firm only with prior written consent.
Seats are curated across markets so no two members compete directly. If a direct overlap emerges mid-year, both members get a choice on who stays — no passive conflict.
12 seats per cohort, max. Applications reviewed by the Forum chair. Next cohort opens quarterly.
Twelve firms. Twelve meetings. Same scoreboard. Closed door. The Forum is where firm AI operators stop being lonely at Level 6. Application-only. $8,999/year.
Apply to the Forum