Session: The Boardroom Reality Check for AI
1. Why Most AI Programs Don’t Scale
Key insight: AI fails after pilots, not before.
• Tools ≠ intelligence
• Data volume ≠ decision clarity
• Accuracy ≠ business confidence
2. Risk Is the Missing Link Between AI and ROI
Reframe risk from “cost center” to early-signal intelligence layer.
• Lagging metrics vs leading risk signals
• Why regulated industries expose AI weaknesses faster
• Risk visibility = speed, confidence, and capital efficiency
3. Lessons From Building AI Where Failure Is Expensive
What works in regulated environments:
• Domain grounding beats generic intelligence
• Noise reduction matters more than model size
• Explainability is a leadership requirement
• Human judgment must stay in the loop
4. What Every CEO Should Demand From AI
A concise executive checklist:
1. Can I explain this decision to my board?
2. Do I know what data was excluded?
3. Where does human override live?
4. What risk does this reduce—early?
5. What happens when the model is wrong?
Executive Workshop
Title: The AI Reality Check
Format: Small-group or table exercise. No tech. No laptops. High engagement.
Exercise:
Each group maps one AI initiative in their org against 5 dimensions:
• Risk visibility
• Trust & explainability
• Human judgment
• Workflow integration
• Measurable ROI
Outcome:
Executives leave with one immediate course correction they can act on.
Bio
Sri Ramaswamy is the Founder & CEO of Charlee.ai, a patented risk-intelligence platform that turns claims language into actionable signals. With 22+ years across insurance, analytics, and AI, she pioneered Charlee’s Claims Graph RAG and pre-trained language models trained on 60M+ claims to predict litigation, improve reserves, and surface fraud and subrogation opportunities. ARM-certified with decades in tech, Sri converts unstructured insurance data into measurable outcomes for claims, underwriting, and adjacent industries. A frequent speaker and mentor, she advances practical, ethical AI that delivers operational value at scale. Sri is also on the NSBA Leadership Council and Small Business Technology Council leadership board.