Training & Workshops
Practical, problem-focused workshops to help teams build confidence in data, AI and automation. Each session is designed to address real business challenges, not deliver generic training.
Our Training Offers
Our workshops focus on specific challenges we see repeatedly in growing businesses, from low confidence in data to uncertainty around automation and AI.
You can book individual sessions or combine workshops into a tailored programme, depending on where your organisation needs the most support.
Half-Day
£695
Full Day
£995
Data, AI and Automation for Finance Leaders (Foundation)
Designed for finance leaders seeking a clear, practical understanding of how data, AI and automation are being applied across the finance function today.
This workshop focuses on building confidence, clarifying terminology and understanding where these tools genuinely support better decision-making.
Data, AI and Automation for Finance Leaders (Advanced)
For teams ready to move beyond experimentation. This session explores how to scale AI and automation responsibly across finance processes, improving efficiency, consistency and insight.
Ideal where foundations exist but adoption and impact need strengthening.
Intelligent Forecasting: Dynamic Finance Models with AI
Helps finance teams move away from static forecasting towards dynamic, scenario-based models.
Participants explore how AI can support forecasting, improve responsiveness to change and enhance professional judgement rather than replace it.
Process Intelligence: Automation and AI for Advantage
Focused on understanding how work actually flows through the organisation, this workshop helps identify inefficiencies and automation opportunities within core processes.
The goal is scalable, resilient processes that support growth without adding risk.
Trust by Design: GDPR, Cyber Security and AI
Explores how to design AI-enabled workflows with privacy, security and compliance built in from the start.
Ideal for organisations balancing innovation with regulatory responsibility.
Revenue Intelligence: Sales, Pricing and Competitive Insight
Focuses on using data and AI to gain clearer insight into sales performance, pricing decisions and competitive position.
Helps teams move from fragmented revenue data to actionable commercial insight.
How It Works
Our workshops are designed to be practical, relevant and grounded in how your business actually operates.
Each engagement follows a simple structure to ensure the time invested delivers value:
- We take time to understand your context, systems and challenges before delivery
- Content is tailored to your level of maturity and the people in the room
- Sessions are interactive and discussion-led, not lecture-based
- We focus on practical takeaways that teams can apply immediately
The aim is to build confidence and clarity that lasts beyond the session itself.
Everything works better when people feel confident
When teams understand the data they’re working with, trust the insight they see and feel confident using new tools and processes, work flows more smoothly.
- Decisions become clearer.
- Reporting becomes calmer.
- Change feels more manageable.
If you’re not sure which workshop is right or want to explore how training fits into the wider picture, there are a couple of good next steps.
No obligation. No hard sell. Just a clearer view of what might help.
