Your Funding Plan Is Broken: Fiscal Strategies for Real AI Impact

Your Funding Plan Is Broken: Fiscal Strategies for Real AI Impact

description: Learn why most agencies and professional service firms fail to turn AI investments into bottom-line growth—it’s not the tool, it’s how you fund and deploy it. Jon Morris shares his journey of scaling Rise Interactive from $10K to $40M+ revenue, revealing how data-driven benchmarks and focused R&D funding powered innovation. Discover actionable frameworks for setting AI budgets, tracking KPIs using the “CPR score,” and structuring dedicated teams for efficient ROI. Get practical strategies for change management, sprint cycles, and overcoming resistance to drive sustained, profitable AI transformation.

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About The Speaker

Jon Morris

Jon Morris

Founder & CEO, Fiscal Advocate

Jon Morris, founder of Ramsay Innovations and Fiscal Advocate, scaled Rise Interactive to $40M+ by pioneering R&D funding for AI and digital innovation. He guides agencies to maximize profit, set clear benchmarks, and drive impact with dedicated sprint-driven teams.

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Michael Bernzweig

Michael Bernzweig

Founder, Software Oasis

Michael Bernzweig is a SaaS industry connector and the founder of Software Oasis, leading collaboration and partnership initiatives for B2B tech. He is passionate about building professional communities.

Michael Bernzweig

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