Pre-Meeting Questionnaire

About You

Who am I talking to?

Your name *

Your title or role *

Organization *

Email *

Phone Optional

Your Context

What is the conversation actually about?

A few sentences here lets Andrea bring the right materials to the first call.

What is the most pressing AI governance question on your desk right now? *

Two to four sentences. Whatever is genuinely top of mind, in your own words.

What is currently top of mind on AI governance for your organization? Optional, multi-select

Upcoming regulatory deadline Board or audit committee request Recent incident or near-miss Customer or contract requirement Strategic planning or budget cycle Exploring the landscape Something else

Where is your organization on AI governance today? *

Just exploring Working group, no formal program Formal program in build Mature program Not sure yet

Your Organization

A bit about the company.

Industry *

Company size *

Geographic scope *

Primary jurisdictions Optional

Where you primarily operate or serve customers (e.g., US, EU, UK, Canada, APAC).

Is your organization a regulated entity? *

Yes No Unsure

Which regulatory bodies oversee your organization?

For example: SEC, OCC, CFPB, FTC, FDIC, HHS or OCR, State AGs, EU DPAs, sector regulators.

AI Landscape

Your AI footprint today.

A few quick reads on what is in production. Deeper questions are optional.

Are your AI applications customer-facing, internal, or both? *

Customer-facing only Internal only Both Not yet using AI

In-house, vendor, or both? *

AI systems in production *

Types of AI in use or planned Optional, multi-select

AI access to PII? Optional

AI access to sensitive personal info? Optional

Health, biometric, financial account, geolocation, minors, etc.

Engagement

What kind of help are you looking for?

No commitment. Soft signals are useful for the first call.

Are you exploring a specific engagement type? *

Discovery sprint Full governance buildout Fractional executive Ongoing advisory Workshop or board session Just exploring

How did you hear about EMG? *

Anything else helpful for Andrea to know? Optional

Confidentiality. All information shared in this form and any subsequent conversation is held in confidence and used solely to evaluate the engagement. Nothing is shared with third parties.

Not legal advice. Submitting this form and any subsequent discovery conversation do not establish an attorney-client relationship and do not constitute legal advice.

Response timing. Andrea reads every inquiry personally and gets back to you as quickly as possible.

A short questionnaire,then a real conversation.

Who am I talking to?

What is the conversation actually about?

A bit about the company.

Your AI footprint today.

What kind of help are you looking for?

A short questionnaire,
then a real conversation.