Every fee below is published by Julia. Custom quote means Julia prices that session for your event.
Numbers Don’t Persuade. Stories Do: A CFO’s Guide to Financial Storytelling
Custom quote
Keynote·1 to 2 hours·In person or virtual
For CEOs and senior executives, executive peer groups, and next-generation leaders.
AI can build the analysis in minutes. It can’t make a CEO believe it. Julia draws on her years in the finance seat to show live before-and-after examples, then the room rewrites a data-heavy slide into a story and tests it on the person next to them.
A simple story structure for turning any variance, forecast, or budget ask into a recommendation leadership acts on.
An AI workflow that builds the analysis in minutes, so the hours go to the message, not the spreadsheet.
One data-heavy slide rebuilt into a decision slide, ready to use in their next leadership meeting.
Session details and terms
Promotion: Optional invitation, only if you agree. Corporate AI training for leadership teams: AI 101, the AI Agents Workshop, and the Strategic AI Working Session.: A closing slide with a QR code to my post-session survey and askjuliakozlov.com. One sentence noting that I bring these sessions in-house for teams. About one minute, after Q&A. Required purchases: None. Attendee follow-up: Only with attendees who choose to hear from Julia. Attendees who scan the QR code can take a short survey and choose whether to hear from me. I send one personal thank-you email with the session resources, only to those who opt in. I never ask the organizer for the attendee list.
AI Agents Workshop: Build Your First Agent, No Code Required
Custom quote
Workshop·1 to 2 hours·In person or virtual
For entrepreneurs and business owners, CEOs and senior executives, and executive peer groups.
Attendees build live agents in Claude alongside Julia, using finance and operations workflows like a P&L summary and a supplier quote comparison. No coding, no IT involvement. Everyone leaves with an agent they built and a map of where to use it next.
A working AI agent they built themselves in the session, ready to adapt to their own workflow.
A simple test for when a task needs a prompt, a skill, or a full agent.
A short list of their team’s highest-value use cases, scoped and ready to pilot.
Session details and terms
Promotion: Optional invitation, only if you agree. Corporate AI training: AI 101 and the Strategic AI Working Session.: A closing slide with a QR code to my post-session survey and askjuliakozlov.com. One sentence noting the next steps for teams who want to go further. About one minute, at the end. Required purchases: Each attendee needs a laptop and a paid Claude plan, set up before the session. Attendee follow-up: Only with attendees who choose to hear from Julia. Attendees who scan the QR code can take a short survey and choose whether to hear from me. I send one personal thank-you email with the session resources, only to those who opt in. I never ask the organizer for the attendee list.
Human Leadership in the Age of AI: Mastering the 4 Quotients
Custom quote
Keynote·1 to 2 hours·In person or virtual
For entrepreneurs and business owners, CEOs and senior executives, executive peer groups, next-generation leaders, and boards and nonprofit leaders.
AI is making information cheap and judgment expensive. Julia breaks leadership into four quotients using stories from the finance seat. Then the room scores itself on each one to find where it’s exposed.
A quick self-check across EQ, IQ, TQ, and AQ that shows which quotient they’re running low on.
One concrete move per quotient to put into practice the following week.
A clear line between what to automate and where human judgment stays in charge.
Session details and terms
Promotion: Optional invitation, only if you agree. Corporate AI training for leadership teams: AI 101, the AI Agents Workshop, and the Strategic AI Working Session: A closing slide with a QR code to my post-session survey and askjuliakozlov.com. One sentence noting that I bring these sessions in-house for teams. About one minute, after Q&A. Required purchases: None. Attendee follow-up: Only with attendees who choose to hear from Julia. A closing slide with a QR code to my post-session survey and askjuliakozlov.com. One sentence noting the next steps for teams who want to go further. About one minute, at the end.
About Julia
Julia Kozlov is a finance executive and AI strategy speaker who helps leaders turn complex numbers and emerging technology into clearer, faster decisions.
She runs finance for a multi-site healthcare organization that doubled revenue in five years. Her career spans healthcare, education, construction and entertainment, including Disney and Big Four audit at Deloitte. She has led transformations and found millions in savings. And she did it before AI.
Now she teaches AI from the operator’s chair. AI can build the analysis in minutes, but it cannot make a CEO believe it. That takes a story. Her financial storytelling session was among the top-rated at AICPA & CIMA ENGAGE, and she has spoken at the AICPA CFO Conference, CFO Leadership Council and World Finance Forum.
Anyone can present the numbers. Julia teaches finance leaders how to move the room.
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