LIVE PANEL FOR INTERNAL + EXTERNAL COACHES

Meet the AI-Powered Coaches

How experienced coaches are expanding their roles, creating new value and bringing AI into real client work.

OCTOBER 22, 2026

9 AM PT │Noon ET | VIRTUAL

MEET THE PANEL

Praveen Bachu
Agile Coach | Great Lakes Agile Consulting + Bank of America

Rob Ott, ACC, MBA
Executive Coach + Author | Former COO, Biotech

Karen R. Edwards
Executive Coach | Former VP, Global Strategy & Digital Transformation, Pepsi

Shannon Wallis
Executive Coach | Former Global Leadership Development, Microsoft

Samia Kornweibel, PCC
Executive Coach | CoachSource

WHAT YOU’LL HEAR

What does AI-powered coaching actually look like?

Five coaches. Five different paths.

  • Client Work: What has changed

  • AI + Coaching: How they’re bringing AI into engagements

  • New Opportunities: Where they’re creating more value

  • Lessons Learned: What worked and what didn’t

  • Where to Start: What they’d tell coaches today

How AI-Powered Coaches Are Expanding Their Role and Impact

Dr. Amy Centers

Executive Coach and AI-Enabled Leadership Strategist
Repositioned her career as an AI strategist.

Dr. Carol Parker Walsh

CEO, Executive Coach and Leadership Consultant
Uses AI to bring more value and extend coaching engagements

Lisa Jiménez

C-Suite Executive Coach, Consultant and Facilitator
Embedded within an organization to support $25 million in AI-enabled growth.

Daniel Lieberman

Executive Coach and Creator of Humanship™
Turned his proprietary method into AI agents for clients.

Case 01

AI-enabled onboarding workflow

The challenge

Staff spending repetitive time onboarding 200+ new hires a year. Copilot licenses sitting unused.

What changed

A coached workflow surfaced onboarding as the highest-impact use case. Prompt packs and an AI agent were built around how the work actually gets done.

Outcome

$134K / year

Net benefit, single use case. Onboarding time cut by 86%. 1,243% ROI.

Case 02

Execution & leadership conversations

The challenge

Leaders losing 1.5–2 hours per evaluation. Past-due reviews driving fines and pulling leaders away from coaching and developing their team.

What changed

Coaches sat with leaders, mapped the real workflow, and built Copilot prompt packs for evaluation drafting, competency language, and peer review synthesis.

Outcome

69% time cut

90 min → 28 min per evaluation. 14 overdue evals closed in just over an hour. $250K projected unit value.

Case 03

Coaching-supported AI adoption & ROI

The challenge

Enterprise Copilot licenses with low usage. Pressure to show ROI before licenses were revoked at 90 days.

What changed

A coached rollout: kickoff, AI maturity assessment, workshop, training, office hours. Real workflows, peer sharing, and a clear path to scalable agents.

Outcome

70%+ adoption

Active, real-world usage. Three high-impact agent use cases identified with documented path to scale.

WHAT OTHERS SAY ABOUT OUR APPROACH:

"The ability to measure, explain, and ensure consistent ROI made partnering with her an easy decision for our organization. Hearing prior case studies and successes showcased the depth and expertise she brought to our coaching initiative."

— SHANNON KEHL, CHIEF PEOPLE OFFICER

"Her expertise, clear perspectives, and commitment to our needs provided meaningful solutions and made working with her a pleasure. From the first conversation, it was evident she was dedicated to truly hearing our needs and concerns."

— DAVID BERRY, VP, PEOPLE & CULTURE

"Lisa is the industry expert at measuring the ROI of coaching, and she's our go-to for client projects. Her teaching makes ROI measurement easy to understand, promoting legitimacy, accountability, and professionalism within coaching."

— DR. BRIAN UNDERHILL, CEO COACHSOURCE

"Coaching's rapid growth demands accountability and effective evaluation methods. Lisa Ann Edwards’ ROI module at Columbia University equips coaches with the tools to embed assessment and measurement into impactful coaching engagements."

— DR. TERRENCE MALTBIA, ASSOCIATE PROFESSOR, COLUMBIA UNIVERSITY

MEET YOUR HOST

Lisa Ann Edwards

Microsoft Partner and AI Hackathon Winner, who works with enterprise and public-sector leaders to integrate AI into real leadership workflows with clear guardrails, measurable impact, and defensible decision-making.

Why Excelia

Excelia has spent the past three years preparing internal and external coaches for an AI-driven business world.

The AI-Powered Coach Certification has graduated 189 coaches, with participants from organizations including:

EY | Meta | Ford | Fidelity | Genentech | U.S. Navy and more

Excelia is a Microsoft Partner, and the certification provides 15 ICF Continuing Coach Education credits.

The series is hosted by Lisa Ann Edwards, Founder and CEO of Excelia, who helps organizations and coaches connect AI adoption, behavior change, performance and measurable business value.

This series is grounded in real client work, coach outcomes and organizational results.

The gap between prompting with AI and building capability organizations care about is widening.

Those who wait will keep using AI without real leverage.

Join us to build AI capability that actually pays off.

October 8, 15 & 22, 2026 | 9AM PT | Noon ET

Organizations We’ve Supported

Amazon

Google

BNY Mellon

Aramark

Bristol Myers Squibb

Geico

Pinterest

Boston Scientific

PayChex

box

DHL

Telus

The New York Times

Biocodex USA

Rice Doerr Institute for New Leaders

Bill & Melinda Gates Foundation

Nationwide

Twilio

A PROFESSIONAL AI SERIES BUILT FOR COACHES

This is not another introduction to AI tools.

Understand where coaching is going, how the role is expanding and where your expertise can create value next.

Market insight. A practical framework. Real examples.

October 8, 15 & 22, 2026 | 9AM PT | Noon ET

Aim high,