Get Your Leadership Team AI-Ready
We help executive teams understand AI, evaluate vendors, and build a strategy that fits their operations — then stay to help implement it.
16 C-suite executives trained
at $1B+ organizations
AI is moving fast.
Cutting through the noise takes work.
Vendor overload
Every vendor is pitching AI. None of them can explain what it means for your business.
Board pressure
Your board is asking about AI strategy. You don't have a clear answer yet.
Risk of missteps
Moving too fast on AI creates risk. Moving too slow on AI does too.
How BCU, a $1B credit union, went from
AI-uncertain to board-ready
“We went from reacting to AI vendor pitches to having clear plans to realize value with AI. Nelson's team trained our executives, then stayed to build the AI tools we actually needed.”
Jim Kozack
COO, BCU Financial
~$1B AUM, ~95 staff, Ontario
Ongoing coaching and implementation across 7 C-suite executives
AI policy, vendor evaluation, CX automation, and financial reporting & data analytics with AI
7
C-Suite Executives
$1B
AUM
Ongoing
Engagement
“We now use the tools Nelson and his team built in our day-to-day operations. The training gave our team a common language around AI, and the implementation gave us real results.”
How We Work With You
Four levels of engagement. Training, advisory, hands-on builds, or full implementation. You choose how deep you want to go on AI.
Live with Nelson. A retained relationship for executive teams navigating AI in real time. Bring your challenges, get clear answers, and build momentum.
- ·Direct access to Nelson between sessions
- ·Live sessions adapted to your pace and priorities
- ·Real-time guidance on vendor selection and AI policy
- ·Stay current as tools evolve without starting over
- ·Tailored to financial services, multi-location operators, and mid-sized organizations
Nelson Lee
Founder, The General Consulting Company
Engineer turned advisor. I built AI systems at Shopify used by millions of merchants, then started helping C-suite executive teams apply the same thinking to their own operations.
I teach what I've deployed, not what I've read about.
Experience
- ·AI Engineer at Shopify
- ·8VC Fellow, San Francisco
- ·Computer Engineering, University of Toronto (double minor in Artificial Intelligence and Business)
From First Call to AI-Ready
Book a Call
Free 15-minute call to understand your business and where you're starting from when it comes to AI.
We Build Your Plan
Based on your needs, we recommend Coaching, Essentials, Operator, or Deep Build.
Work Begins
Live sessions with Nelson. Hands-on, tailored to your industry and operations.
Ongoing Support
We stay available for coaching, vendor evaluation, or custom AI implementation.
Latest from the Blog
What Mid-Sized Financial Institutions Get Wrong About AI Adoption
Most mid-sized financial institutions aren't behind on AI because they're ignoring it. They're behind because they're approaching it the wrong way. Here are the five most common mistakes we've seen at The GCC.
How Credit Unions Can Use AI in the Contact Centre Without Losing the Member Relationship
The member relationship isn't being threatened by AI. It's being eroded by hold times, stretched agents, and unresolved calls. Here's where AI belongs in the contact centre and where it doesn't based on our experience at The GCC.
Three Core Tenets Every AI Policy Needs
Most executives know they need to move on AI, they just don't have a policy in place. Here are three principles to start with when building your organization's first AI policy.