Agents in Operations: Supervision, Review, and What Goes in the File

When AI does part of the work, the work still has your name on it. The season closer is about operating agents like staff: who supervises them, what review their output gets before a client sees it, and what belongs in the file so you can reconstruct who did what.
In 45 minutes:

• Treating agent output as a preparer's draft, never as evidence
• Review controls for generated spreadsheets, memos, and PDFs (the failure modes are not the ones you expect)
• Supervision rules by role: who may use which tools, on which work, with whose sign-off
• A 2027 operating plan: three workstreams, owners, and dates, written before the holidays

Then open discussion, and a toast to the group's first quarter. Bring your biggest 2027 question.