Keynote
The thesis talk. Why AI rollouts fail, what readiness actually looks like, and what an operator sees that a vendor won't say.



Formats
The thesis talk. Why AI rollouts fail, what readiness actually looks like, and what an operator sees that a vendor won't say.
One workflow, end to end. How a real agency process goes from undocumented to automated, with the failure points shown.
The operator seat. Matthew brings deployment scars to conversations that otherwise run on vendor slides.
Attendees leave with prompts, guardrails, and a starting SOP. The Big I Illinois format: build something real in the room.
Why him
The Mississippi Insurance Alliance annual meeting, the Big I Illinois hands-on AI workshop, and a speaker session at IndieTech.
EffiZoom deployed inside real agencies, the PMIA Merger Bridge, the Southern Housing Dealer OS, and the audits and builds this site documents.
Forty-plus published, sourced articles on AI readiness across insurance, accounting, and advisory practices, all under Matthew's byline.
Matthew is co-founder and CEO of EffiWise, a Belmont, Mississippi technology firm that consults on AI readiness and holds a portfolio of vertical software. He spent fifteen years leading sales and operations in equipment sales and industrial distribution before software, which is why the talks land with people who run operations instead of people who run slide decks.

Fees are quoted on request and depend on format, travel, and whether your members keep the workshop material. Tell us the event, the audience, and the date, and you'll get a straight answer, including "we're not the right fit" when that's the truth.
Want to talk the event through first? Book 30 minutes with Matthew ↗
Want to read him first? Start with the flagship article or browse everything he's published.