Hello everyone,
I recently passed a milestone I never imagined when I published my first article in February: 100 articles on Generative and Agentic AI. To celebrate, I've refreshed my Articles Index, a single place to find every article I've published so far. It now covers 102 articles across 17 domains.
In this index, you will find the domains and the articles inside each domain listed from oldest to newest, so you can follow how each topic builds on the one before it. Click any title to open the full article.
Whether you're just getting started or building AI into your organization, I hope it helps you learn faster and go deeper.
I am deeply grateful to everyone who encouraged me to write these articles, and to everyone who liked them, commented on them and shared thoughtful insights along the way. Your perspectives helped me learn, reflect and expand my own knowledge, which made this journey far more meaningful.
Sharing knowledge is the fastest way to learn, and the best way to give back.
The Essentials
Start here if you are new to the field: the core ideas behind Generative and Agentic AI, the ecosystem, the forces shaping it, and where it is already changing the financial industry.
1. From Generative to Agentic AI: Guide to Understanding Modern AI Systems (February 13, 2026)
2. How Enterprises Optimize Generative AI for Real-World Impact (February 15, 2026)
3. The AI Ecosystem in 2026: Infrastructure, Foundation Models, Frameworks & Applications Explained (February 20, 2026)
4. External Forces Shaping the AI Ecosystem (February 22, 2026)
5. Applications of Generative and Agentic AI in the Financial Industry (February 24, 2026)
Every expert was once a beginner who decided the basics were worth mastering.
Agentic AI: From Fundamentals to the Future
What agents are, how they are built and how they work together: the three categories of agents, autonomous design patterns, multi-agent systems, memory, orchestration and tools.
1. Agentic AI - From Fundamentals to the Future (February 26, 2026)
2. The Three Categories of AI Agents (Workflow, Open-Ended & Autonomous) (February 28, 2026)
3. Workflow Agents - Architecture & Design Patterns (February 28, 2026)
4. Open-Ended Agents - Architecture & Design Patterns (March 1, 2026)
5. Autonomous Agents Design Patterns - Part 1 (March 5, 2026)
6. Autonomous Agents Design Patterns - Part 2 (March 7, 2026)
7. Multi-Agent Systems (MAS): Harmony in AI (March 9, 2026)
8. AI Memory Systems (March 12, 2026)
9. Mastering Orchestration Patterns in Agentic AI (March 28, 2026)
10. Tools Usage & Chaining in Agentic AI (April 23, 2026)
11. Agentic AI Tool Design (May 17, 2026)
An agent is only as good as the architecture you give it to think, remember and act.
Agentic AI Ecosystems Architecture
Taking agents from a demo to an enterprise platform: performance and scaling, AgentOps, MCP, observability and evaluation.
1. Enterprise Performance & Scaling for Agentic Systems - Part 1 (March 2, 2026)
2. Enterprise Performance & Scaling for Agentic Systems - Part 2 (March 3, 2026)
3. AgentOps: The Emerging Discipline for Managing Agentic AI Systems (May 21, 2026)
4. How MCP is Changing the Architecture of Enterprise AI (June 16, 2026)
5. Observability and Evaluation: Proving an Agent Actually Works (October 13, 2026)
A pilot proves an idea. Architecture proves it can survive production.
AI Controls and Guardrails
How to design the governance layer around agentic systems, build trust through guardrails, and decide who validates the orchestrator.
1. Agentic AI Controls: Designing the Governance Layer for Agentic Systems (March 15, 2026)
2. Agentic AI Guardrails Part 1: The Architecture of Trust (March 24, 2026)
3. Agentic AI Guardrails - Part 2: Risk Management, Compliance, Accountability, and Human-AI Collaboration (March 26, 2026)
4. Who Validates the Orchestrator Agent? (July 14, 2026)
Guardrails are not the brakes on AI adoption. They are the reason you can drive faster.
Managing AI Projects and People
The human side of AI delivery: skills, project management, implementation playbooks and the role of the AI transformation educator.
1. Training & Skill Development to Preserve Human Agency & Control in Agentic AI (March 17, 2026)
2. Managing Agentic AI Projects: From Business Requirements Analysis to Implementation (March 19, 2026)
3. The Enterprise Playbook for Agentic AI Implementation - Best Practices (March 31, 2026)
4. The Most Underrated Role in Enterprise AI: The AI Transformation Educator and Leader (October 6, 2026)
Technology starts the transformation. People finish it.
The AI Strategist Series
A six-part journey from the mindset of an AI strategist to use case selection, data readiness and the people behind AI.
1. The Mindset of an AI Strategist | Article 1 of the AI Strategist Series (April 2, 2026)
2. Understanding the AI Landscape | Article 2 of the AI Strategist Series (April 7, 2026)
3. Use Case Identification & Strategic Alignment | Article 3 of the AI Strategist Series (April 9, 2026)
4. Use Case Prioritization | Article 4 of the AI Strategist Series (April 14, 2026)
5. Data Strategy & AI Readiness | Article 5 of the AI Strategist Series (April 16, 2026)
6. The People Behind AI | Article 6 of the AI Strategist Series (April 19, 2026)
Strategy is deciding what AI should do for your business, and just as importantly, what it should not.
Retrieval-Augmented Generation Series
Ten articles that take RAG from the fundamentals to chunking, optimization, evaluation, agentic RAG, fine-tuning and governance.
1. Retrieval-Augmented Generation (RAG) Part 1 (April 25, 2026)
2. Retrieval-Augmented Generation (RAG) Part 2: Enterprise Implementation, Governance, & Evaluation Framework (April 28, 2026)
3. Retrieval-Augmented Generation Part 3: Advanced Techniques and Applications (May 2, 2026)
4. RAG Mastery Series, Part 4: Chunking and Document Loading, the Quiet Levers of RAG Quality (May 30, 2026)
5. RAG Mastery Series, Part 5: RAG Performance Optimization (June 2, 2026)
6. RAG Mastery Series, Part 6: Evaluating RAG Systems, How to Separate Demos from Production (June 4, 2026)
7. RAG Mastery Series, Part 7: Beyond Vanilla RAG, Advanced RAG Techniques (June 6, 2026)
8. RAG Mastery Series, Part 8: Agentic RAG (June 9, 2026)
9. RAG Mastery Series, Part 9: RAG, Fine Tuning, and RAFT (June 11, 2026)
10. RAG Mastery Series, Part 10: RAG Governance and Implementation Roadmap (June 13, 2026)
RAG is easy to demo and hard to master. The difference lives in the details.
Model Risk Management and AI Regulations
How model risk management is adapting to Generative and Agentic AI, from monitoring and maturity to SR 26-2.
1. Model Risk Management (MRM) for Generative & Agentic AI - Part 1 (May 6, 2026)
2. MRM Series - Part 2: Adapting MRM Practices for the AI Era (May 9, 2026)
3. MRM Series - Part 3: From Monitoring to Maturity (May 12, 2026)
4. SR 26-2: The Evolution of Model Risk Management Beyond SR 11-7 (May 19, 2026)
Regulation does not slow good AI down. It asks us to prove that it is good.
Agentic AI Ecosystems: Design Patterns
Ten reusable design patterns for agents, from goal-driven and budgeted autonomy to supervisor-worker and hierarchical task networks.
1. Agentic Design Pattern 1: Goal / Objectives & Key Results (OKR) - Driven Agents (June 18, 2026)
2. Agentic Design Pattern 2: Governed Autonomy (3 Lines of Defense Style) (June 20, 2026)
3. Agentic Design Pattern 3: Budgeted Autonomy (Cost / Time / Tool Limits) Budgeted Design Pattern (June 23, 2026)
4. Agentic Design Pattern 4: Autonomous Monitoring & Remediation Agent (June 25, 2026)
5. Agentic Design Pattern 5: Learning Feedback Loop Agents (June 27, 2026)
6. Agentic Design Pattern 6: The Supervisor-Worker (June 30, 2026)
7. Agentic Design Pattern 7: Scheduler/Event-Driven Agent (July 2, 2026)
8. Agentic Design Pattern 8: World-Model / Belief-State Agent (July 4, 2026)
9. Agentic Design Pattern 9: Task Queue + State Machine Agent (July 7, 2026)
10. Agentic Design Pattern 10: Hierarchical Task Network (HTN) Agent (July 9, 2026)
Design patterns turn hard-won lessons into repeatable designs.
The Critical Role of Data in Generative and Agentic AI
Why data is the strategy: readiness for RAG, data created by agents, lineage and provenance, measurement, ownership and cost.
1. Data Is the Strategy (July 21, 2026)
2. Data Readiness for RAG (July 25, 2026)
3. Agents Do Not Just Read Data. They Create It. (July 28, 2026)
4. Data Lineage and Provenance in AI Systems (July 31, 2026)
5. You Cannot Govern What You Cannot Measure (August 1, 2026)
6. Who Owns the Data, and Who Pays for It? (August 2, 2026)
Models come and go. Your data is the advantage that stays.
Risk Management in Generative and Agentic AI: The Three Lines of Defense
A complete risk management operating model for AI: the three lines of defense, third-party risk, control failures, privacy and security, decision rights, standing up an AI risk program, and the risk taxonomy.
1. AI Risk Management - The First Line of Defense (August 4, 2026)
2. The Second Line of Defense, Part 1: Building the Mandate (August 5, 2026)
3. The Second Line of Defense, Part 2: Inventory and Risk Tiering (August 6, 2026)
4. The Second Line, Part 3: Effective Challenge, Conditional Approval, and Escalation (August 8, 2026)
5. The Second Line of Defense, Part 4: Measurement, Monitoring, and Control Operating Effectiveness (August 9, 2026)
6. The Second Line of Defense, Part 5: Governed Autonomy, Building the Three Lines into the Architecture (August 11, 2026)
7. The Third Line of Defense in AI Risk Management (August 13, 2026)
8. Third-Party AI Risk: Governing What You Do Not Control (August 15, 2026)
9. When Controls Fail: Risk Assessment, Issues, Remediation, Acceptance, and Appetite (August 18, 2026)
10. AI Privacy, Security, and the Regulatory Map (August 20, 2026)
11. Decision Rights and Governance Forums: Making the Operating Model Real (August 25, 2026)
12. From Framework to Function: Standing Up an AI Risk Program (September 2, 2026)
13. The Risk Taxonomy for Generative and Agentic AI Governance (October 3, 2026)
Good risk management does not say no to AI. It says yes, safely.
Context Engineering
Why the information you put around the model now matters more than the wording of the prompt.
1. Context Engineering for Reliable Generative and Agentic AI - Part 1 (October 5, 2026)
2. Context Engineering: The Discipline That Replaced Prompt Engineering (October 7, 2026)
A model can only be as smart as the context you give it.
Harness Engineering
Governing and engineering the system around the model so AI agents behave reliably.
1. Harness Engineering: Governing the System Around the Model (October 8, 2026)
2. Harness Engineering for Reliable AI Agents (October 11, 2026)
The model is the engine. The harness is what keeps it on the road.
Applications of AI in Financial Institutions
Generative and Agentic AI at work in deals and client relationships: the M&A deal team, the virtual data room, junior analysts, client tear sheets, capital raising and buyer discovery.
1. The New Members of the M&A Deal Team: Generative AI, Agentic AI & Human-AI Collaboration (October 14, 2026)
2. Agents in the Virtual Data Room: Due Diligence at Machine Speed (October 17, 2026)
3. The Junior Analyst Problem: Building Senior Judgment When AI Does the Entry-Level Work (October 20, 2026)
4. From CRM to Client Meeting: AI Tear Sheets and the Relationship Edge (October 22, 2026)
5. Matching Capital to Companies: AI in Capital Raising, and Why the Final Call Stays Human (October 29, 2026)
6. Finding the Buyer Nobody Thought Of: How AI Agents Are Changing Buyer Discovery (October 30, 2026)
AI can do the heavy lifting. Human judgment still makes the final call.
Prompt Engineering
Back to the basics and beyond: prompting fundamentals, the 12 prompt types and five prompt frameworks any LLM will understand.
1. Going Back to the Basics: Prompting 101 (October 19, 2026)
2. Beyond the Basics: The 12 Prompt Types (October 21, 2026)
3. From Basics to Blueprints: Five Prompt Frameworks Any LLM Model Will Understand (October 23, 2026)
A clear prompt is a clear thought, written down.
Training the AI Trainer Series
How a train-the-trainer model drives AI adoption: choosing trainers, building an AI Trainer Academy, and deploying, supporting and measuring your trainers.
1. Who Trains the Trainers? The Hidden Engine of AI Adoption (October 24, 2026)
2. Inside the AI Trainer Academy: What Your Trainers Must Know and How They Must Teach (October 25, 2026)
3. From Classroom to Culture: How to Deploy, Support and Measure Your AI Trainers (October 26, 2026)
AI adoption does not scale through tools. It scales through trainers.
Agent Identity, Access and Security
Treating AI agents like the newest members of the workforce: identity and access management, least-privilege permissions, permission models, and the five-part Governing AI Agents as Code series on identity, policy, configuration and infrastructure as code, brought together in one pipeline.
1. Your Newest Employee Has No Badge: Identity and Access Management for AI Agents (October 27, 2026)
2. Agent Permissions Are Not User Permissions: Designing the Least-Privilege Agent (October 28, 2026)
3. Admin vs. User: Designing a Permission Model That Scales Across a Whole Organization (October 31, 2026)
4. Identity as Code: Governing AI Agents the Way We Govern Software (November 2, 2026)
5. Policy as Code: Turning the Rules for AI Agents into Controls That Run Every Time (November 3, 2026)
6. Configuration as Code: Governing the Prompts, Models and Settings Behind Every AI Agent (November 4, 2026)
7. Infrastructure as Code for AI: Building Agents a Room They Cannot Leave (November 5, 2026)
8. Governing AI Agents as Code: One Pipeline from Pull Request to Production (November 6, 2026)
If an agent can act, it needs an identity, and every identity needs limits.
Conclusion
Publishing these articles has been an exciting learning journey, and the conversations around them have made it even more valuable. I am grateful to everyone who read, commented, challenged ideas, shared insights and helped shape the discussion around Generative and Agentic AI.
This collection is not the end of the journey. I will keep publishing new articles, frameworks and practical perspectives on how AI is transforming organizations in every industry, and I will keep this index updated as the collection grows. Stay tuned, more is coming.
The best way to keep up with AI is to keep learning, one article at a time.
Explore more: Start Here · Topics · Archive · About