Business Ops Forge

Speaking & workshops

Fix the handoffs before buying another tool.

Practical sessions for business owners, trade groups, schools, local government, and professional associations. Find where work gets stuck, decide what to improve, and use technology where it actually helps.

Built around what your audience can do next.

01 / Featured talk

Securing AI for Business: A Practical Guide to Governance and Risk

Business owners, operations leaders, professional groups, and public-sector teams

A plain-language introduction to AI governance and business risk. Participants learn to set rules for approved tools and data, control who can access what, keep human review where it matters, and prepare for mistakes or exposure. This is practical education, not a security audit or guarantee of protection.

Attendees leave with

  • A starter AI-use policy and decision checklist
  • Questions to ask about data access and vendor terms
  • Where human review, incident response, and escalation belong

02 / Featured talk

Where is work getting stuck? Map the workflow first

Business-owner groups, SBDC programs, and business classes

A hands-on way to trace a recurring process from first request to finished work, find the slow handoffs, and decide whether the fix is clearer ownership, a process change, an integration, or AI.

Attendees leave with

  • A simple workflow map
  • A way to separate process problems from software problems
  • A first improvement to test with the team

03 / Featured talk

Keep, connect, or rebuild? A guide to legacy business systems

Established businesses, economic development groups, and technology leaders

A decision framework for evaluating disconnected or aging systems. The session helps teams distinguish a configuration problem from an integration gap or a process that deserves a larger redesign.

Attendees leave with

  • A system inventory exercise
  • Signals that an integration is enough
  • A safe way to scope a larger redesign

04 / Featured talk

Reliable operations when work crosses teams

Healthcare, education, public service, and other high-trust teams

A practical look at how intake, documentation, routing, and follow-up handoffs break down—and how to make responsibilities and exception paths easier for staff to follow.

Attendees leave with

  • A handoff review exercise
  • Ways to make ownership visible
  • A short improvement plan that keeps staff judgment in the loop

From a short talk to a working session.

Sessions can be tailored for owners, students, educators, county and city teams, or technical audiences. Share the group, time available, and what you want attendees to be able to decide or do afterward.

Keynote or featured talk

20–45 minutes with audience questions; adapted to the event’s audience and level of technical detail.

Interactive workshop

45–90 minutes. Participants map a real workflow and identify useful controls and next steps.

Panel or roundtable

A practical operator perspective on AI adoption, security, software, and responsible process change.

School or staff professional learning

An age-appropriate or staff-focused session on using AI thoughtfully, evaluating outputs, protecting information, and keeping people accountable.

Technology experience, grounded in the work.

Jay Guidry, Chief Technical Officer

Jay Guidry

Chief Technical Officer

Jay Guidry helps service businesses turn recurring intake, follow-up, routing, reporting, and handoff problems into practical operating workflows.

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Tara Shaffer, Chief Executive Officer

Tara Shaffer

Chief Executive Officer

Tara Shaffer brings 20+ years of healthcare operations experience to workflow design, process improvement, and high-trust service delivery.

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Tell us who you serve and what they need to take back to work.

Ask about availability