SageCreek’s March 10 executive briefing at Pelion Venture Partners will outline a workflow-centered framework for measurable AI ROI, featuring a real client case study and executive discussion on operational implementation.
Draper, Utah – February 17, 2026
SageCreek continues its executive AI briefing series on March 10 with a focused, working session on one question: What actually changes inside the organization to produce measurable AI returns?
Previous briefings in the series have been hosted at Pelion Venture Partners and supported by Utah Valley University’s Smith College of Engineering and Technology. They have explored generative agents, system design, and the behavioral dynamics that determine whether AI initiatives scale or stall. A recurring theme has emerged: ROI does not come from tools alone. It comes from workflow redesign, governance, and operational alignment.
This March session moves from principle to execution.
The Focus: Workflow-Centered AI ROI
Rather than discussing architecture at a conceptual level, this briefing walks leaders through a practical audit process to identify the 3–5 workflows where AI can produce measurable impact such as time saved, output increased, and capacity unlocked.
The session (4th in the series) addresses a common failure pattern: organizations invest in licenses, training, and strategy decks, yet daily work remains unchanged. AI becomes an add-on rather than an operational capability.
Attendees will leave with:
The featured speaker is Connor McLeod, VP of Product & Technology, SageCreek. McLeod previously served as VP of Product, Client Intelligence at JPMorgan Chase and was a W19 founder in the Y Combinator. He has led AI workflow transformation initiatives across marketing, sales, technology, analyst, product, and operations teams.
In this session, he will present SageCreek’s workflow audit methodology and share a real client engagement that quantifies the operational changes achieved.
A guest executive speaker (to be announced) will also break down how their organization is realizing 10+ hours per week per employee through structured AI integration. This TBD speaker will detail the systems and management decisions that made those gains sustainable.
Format
Two 15-minute presentations followed by Q&A and structured executive discussion. The series is intentionally capped to encourage substantive dialogue rather than passive listening. This is not a vendor pitch.
Who Should Attend
C-suite leaders, VPs, and operators who own a team, a growth target, and an AI budget—and want clarity on whether their AI investments are driving measurable performance improvement.
SageCreek’s monthly briefings typically draw 25–30 senior leaders from Utah’s technology and higher education sectors. Attendance for this session is limited to 50.
SageCreek AI Executive Briefing - What actually changes inside the organization to produce measurable AI returns?
Tuesday, March 10 | 11:30 AM – 1:00 PM MST
Pelion Venture Partners (5th Floor), Draper, UT
Lunch provided | Limited to 50 attendees
Register here.
