Investment Portfolio Briefing
A concise opening view of how leaders can separate strategic AI bets from noisy experiments and unfunded wishes.
Friday 04 Dec 2026 | 1:00 PM-2:30 PM Central
AI Budgeting and Investment Priorities
Cohort: Operations and FinanceNine executives compare how AI work earns budget, survives prioritization, and moves from experimentation into a disciplined 2027 investment portfolio.
90Minutes from 1:00 PM to 2:30 PM Central
08Moderated budgeting questions
09Executives in the room
01Invite path into the cohort
Operating format
A working room for leaders deciding where AI deserves capital and attention.
The session helps executives compare AI ambition against budget discipline, operational capacity, risk tolerance, and value evidence before 2027 planning locks in.
Budget Tradeoff Exchange
Moderated prompts compare funding models, evidence thresholds, operating constraints, and what should stop.
2027 Priority Signal
Qualified participants identify the investment questions that should shape briefs, sponsors, and summit programming.
The room
Where AI ambition meets budget reality.
The discussion asks which AI initiatives deserve capital, which need sharper evidence, which should be paused, and how leaders can make funding choices without starving the work that matters.
- Audience
- CEOs, CFOs, CIOs, COOs, strategy leaders, transformation leaders, and AI program owners deciding 2027 investment priorities.
- Access
- Invitation-only, capped at nine executive participants for a moderated exchange rather than broadcast attendance.
- Outcome
- A sharper AI investment agenda and clearer signal for 2027 summit programming.
Featured lineup
Featured guests, authors, and partners for this conversation.
When a featured registration includes an approved bio photo, it appears here from the live registration profile for this event.
Moderated questions
The budgeting questions that decide whether AI work earns real commitment.
Each question is designed to expose how leaders prioritize scarce capital, talent, time, and executive attention.
What AI work deserves funding in 2027?
Which use cases, platforms, data foundations, governance capabilities, and workforce initiatives belong in the funded portfolio?
What evidence should unlock more investment?
What proof of value, adoption, risk reduction, customer impact, or productivity gain should move an initiative from pilot to scale?
What should be paused or killed?
Which AI efforts are consuming attention without enough strategic value, readiness, or operating support?
Who owns the investment decision?
Should AI funding be controlled by business units, finance, technology, operations, strategy, or an executive portfolio council?
How should leaders budget for hidden costs?
How do training, governance, security, data quality, integration, legal review, and change management show up in the real investment case?
What should be funded centrally?
Which platforms, standards, reusable capabilities, and risk controls should be shared across the organization?
How do we avoid underfunding the operating model?
What happens when organizations fund tools but not process redesign, managers, governance, measurement, and support?
What investment story belongs in the boardroom?
How should executives explain AI portfolio choices, tradeoffs, risk, and expected value to boards and senior stakeholders?
Run of show
A direct path from executive signal to practical next steps.
The session compresses briefing, peer exchange, and relationship qualification into one focused executive room.
Portfolio baseline
The moderator frames the AI investment decisions leaders need to make before 2027 budgets harden.
Budget discipline
Each leader compares funding models, proof thresholds, portfolio tradeoffs, and stop/start decisions.
Priority signal
Participants identify the investment questions that should shape future briefs and summit programming.
Invitation only
For executives ready to fund AI like an operating capability.
Access is curated by the MOJO AI Summits team. The December 4 room is intentionally small so leaders can speak plainly about funding, evidence, tradeoffs, and what deserves commitment.