Climbing Higher: Executive AI Governance & Guardrails

Artificial intelligence is already operating inside most organizations, whether leaders authorized it or not. Tools are being adopted informally, decisions are being influenced, and risk is quietly accumulating.

This Climbing Higher virtual session is designed for executives who want clarity and control before AI governance becomes a liability.

Featuring Chris Daigle, Founder of ChiefAIOfficer.com and a trusted advisor to senior leaders and boards, this session focuses on executive-level AI governance. The conversation centers on how leaders establish ownership, guardrails, and accountability for AI use without slowing the business.

This is not an introductory or tool-focused session. It is a practical, leadership-level discussion for executives who recognize AI is already present in their organization and are ready to govern it intentionally.

Objectives

  • Understand how AI is already being used inside organizations, often without executive visibility
  • Recognize the leadership risks associated with unmanaged AI adoption, including data exposure, decision integrity, and reputational impact
  • Clarify the executive role in setting ownership, decision rights, and guardrails for AI use
  • Learn what effective AI governance looks like without slowing innovation or execution
  • Leave with practical insight to guide immediate, leadership-level action inside their organization

Why Attend

  • AI governance is now a leadership responsibility, not a future consideration
  • Most organizations already have AI in use without clear ownership or guardrails
  • Waiting to act increases risk, inconsistency, and downstream cleanup
  • This session provides clarity without hype, tools, or technical complexity
  • You will leave better equipped to lead with confidence, control, and accountability

Register today!

Waukesha County Biz Alliance – Business Growth Workshop

We’re excited to share that Kelly Renz, CEO of inVantage, will be the featured speaker at the Business Growth Workshop hosted by the Waukesha County Business Alliance on Tuesday, November 18, 2025, from 7:45 – 9:30 a.m.

This 90-minute workshop, Ready to Thrive When Others Stall?, is designed for leaders who want to take proactive steps to strengthen their businesses when facing disruption or uncertainty.

What You’ll Gain from This Workshop

Participants will:

  • Complete an assessment of seven key dimensions of business readiness.
  • Identify strengths and pinpoint critical gaps that could hinder resilience.
  • Hear how other business leaders are addressing similar challenges.
  • Walk away with actionable strategies to build agility, focus, and team confidence.

Kelly will guide attendees through a structured framework to evaluate business readiness and resilience, ensuring leaders leave with practical steps they can implement right away.

Event Details

  • Date: Tuesday, November 18, 2025
  • Time: 7:45 – 9:30 a.m. (Registration begins at 7:45 a.m., workshop starts at 8:00 a.m.)
  • Location: Waukesha County Business Alliance, Chortek Conference Room, 2717 N Grandview Blvd., Suite 300, Waukesha, WI 53188
  • Fee: $25 for members (non-members, please contact the Alliance)

Register Today

Seats are limited. To learn more and register, visit the Waukesha County Business Alliance event page or call the Alliance at (262) 542-4249.

At inVantage, we believe that resilience and readiness are essential for long-term growth. We’re proud to see Kelly bring her experience and insights to this important conversation for business leaders across our community.

inVantage Ascend Accelerator Program Next Cohort Starting Fall 2024

You have a vision for your business and your life. That vision deserves to be supported by the best growth acceleration tools available. You also need to be surrounded by other ambitious leaders you can learn with and learn from. Lastly, you need a Guide who has been where you are to help you master the tools, processes, and environment for you to accelerate your vision.

The inVantage Ascend Accelerator Program (IAAP) is designed for ambitious leaders to support and expedite the growth, development, and excellence of their small-yet-ascending entrepreneurial companies. We recognized there is a “sweet spot” for ascending businesses, that during the scaling process could benefit greatly by utilizing some fundamentals of a business operating system and tools but are not quite at the size or readiness for a full program.

This virtual program provides resources, mentorship, and structured sessions to help businesses scale rapidly and achieve specific milestones. The program is facilitated using a “spaced learning” approach to help you better retain and implement the information learned, while refining the use of it in your own business.
This is a virtual cohort model with other business leaders (up to ten per group). More than one member of a company may join a cohort.

Over the course of 18 months, you will master fundamental business operating tools that include setting a compelling vision, key scaling concepts and tools, performance plans and forecasting, and financial management practices, all with the goal to build a strong, financially healthy, and personally rewarding business.

For more information or to register for an upcoming inVantage Ascend Accelerator Program, please submit the interest form on our Ascend Accelerator Program webpage or contact Kelly Renz at krenz@invantageteam.com.

Welcome Erica Roberts to the inVantage Team!

We are thrilled to announce that our inVantage team is growing! Erica Roberts has started as our new inVantage Operating Partner-2IC and Certified Pinnacle Business Guide.

Erica has never been comfortable with ‘staying in her lane’, and her drive to align talent to strategy has had her walking in lockstep with owners, CEOs, and Presidents as they look to grow their businesses. She has been known to have a sixth sense for understanding organizational health and building accountability practices to achieve results. She knows first-hand the speed that can be achieved with organizational alignment and clarity of purpose. 

Her 25+ year career in executive leadership in human capital and industrial operations has allowed Erica to lead in various environments. From manufacturing and distribution to financial services, her innate determination for better results has driven Erica’s passion for aligning a business’s value to talent, leadership, execution, and financial strength. In organizations with 2x to 5x growth, Erica has led acquisitions, business consolidations, systems implementations, and significant capital expansions, where each business need deepened her learnings and leadership. She knows the stresses and challenges of business and all the competing demands. Often the coach, she has focused on helping leaders worldwide improve their business units. 

Erica became a Certified Pinnacle Business Guide because she enjoys working with executives to get more of what they want from their businesses. As a former client, she knows the organizational success that can be achieved from implementing the Pinnacle principles. 

Now a Guide on this journey, Erica looks forward to working with clients to provide the foundation, tools, and teaching for leadership teams to reach the Pinnacle of their unique mountain. After all, the best leaders didn’t fall on top of their mountain – it was a climb!

Please join us in welcoming Erica to the team!

To read Erica’s full bio, please visit our “About” page.

inVantage Sponsors TEMPO Milwaukee’s 2024 Economic Outlook Event

On Thursday, January 25th, inVantage sponsored TEMPO Milwaukee’s 2024 Economic Outlook event featuring the Vice President of Investments at Catholic Financial Life, Sara J. Walker, CFA.

inVantage was proud to host two tables for our clients to have exclusive access to the sold out event.

Sara Walker’s presentation guided the audience through past and present economic trends, and interpreted the 2024 economic projections. It was insightful and a good reminder to always look for the balance in everything.

B2E Solutions Team Members Celebrate Their 30th Anniversary While Increasing Their Emotional Intelligence (EQ) with inVantage

Last Friday we were honored to present at B2E Solution’s 30th anniversary celebration where team members from all locations came together for a day of celebration, learning and team building. We presented on the topic of emotional intelligence (EQ) and guided the team through exercises to increase their self-awareness and self-management skills.

This team was so FUN!

They are a group of people who are not only passionate about client service but are also incredibly dedicated to their own personal growth. We applaud the authenticity and vulnerability that they showed each other throughout the day. This team rocked it!

inVantage Launches Six Mastermind Groups in 2024

inVantage has officially launched our 2024 Mastermind Groups and are taking registrations! These carefully cultivated peer groups are comprised of leadership team members looking to level-up with other high-performing, growth mindset people. 

Mastermind Groups are peer groups facilitated by Certified inVantage Business Guides to foster and encourage sharing among leaders of different companies.

In 2024, we will offer six Mastermind Groups – hosted in person at the inVantage session room in Hartland, WI:

  • 2 CEO/President cohorts (six members each)
  • 2 Women in Business cohorts (8 members each)
  • 1 HR Executive cohort (8 members)
  • 1 Executive Level cohort (8 members)

Each Mastermind Group will meet for three hours once a month for nine months of the year (no sessions July, August, and December). There are additional events throughout the year including educational webinars and networking for all participants.

Now is the time to reserve your spot as they fill up quickly! 

Please contact Kelly Renz (krenz@invatageteam.com) or Anna Cottrill (acottrill@invantageteam.com) to reserve your spot or get more information.

inVantage Mastermind Groups

Select the button below to download inVantage’s 2024 Mastermind Groups digital brochure.

2024 Mastermind Groups

Metro Milwaukee SHRM’s HR Executive Insights Panel featuring Kelly Renz

Metro Milwaukee SHRM is not only the largest HR association in the Milwaukee area, but also one of the largest SHRM-affiliated chapters in the country. They serve their members through “professional education, communications, networking, outreach, and more”. MM SHRM offers countless events for their members to attend to grow professionally and expand their network.

On April 18th MM SHRM hosted their HR Executive Insights Panel featuring Kelly Renz. She shared lessons from her 25+ years working in the industry to educate attendees on what it means to grow and thrive in today’s HR environment.