LIVE PLAYBOOK FOR INTERNAL + EXTERNAL COACHES
The AI-Powered Coach Playbook
From AI Adoption to Measurable Business Value
OCTOBER 15, 2026
9 AM PT │Noon ET | VIRTUAL
You can be an excellent coach, but it’s still not enough to protect your budget or business.
Organizations invest in solutions to business problems, not credentials. And right now, a massive amount of spending is directed at AI.
But organizations are struggling to turn AI investment into performance and measurable business value.
That creates a tremendous opportunity for internal and external coaches who can align their craft to strategic priorities and demonstrate impact, and build a compelling case for budget.
In this 60-minute Playbook, you’ll leave with:
The six-move Playbook — what it takes to turn AI adoption into measurable business value
Beyond AI tools and prompts — the capabilities coaches need to support AI transformation
Where coaching makes the difference — how to strengthen adoption, change behavior, and improve performance
How to make your work more valuable — connect coaching to strategic priorities that leaders and clients care about
How to prove your impact — demonstrate results and build a stronger case for funding or new engagements
Four AI-Powered Coach examples — see how coaches are expanding their roles and opportunities
Three real business-result cases — see measurable outcomes from coaching-supported AI transformation
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.
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
BNY Mellon
Aramark
Bristol Myers Squibb
Geico
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,
