Training & Workshops
We offer both structured training programmes on scheduled dates and shorter, tailored sessions for individual businesses and finance teams.
Alongside our full-day instructor-led courses, we are increasingly asked to deliver focused 2-hour sessions over Zoom or Teams.
These can be recorded for internal use and tailored around the areas most relevant to your team, without requiring delegates to commit to a full day.
Short Courses: Choose an AI/Automation and Data topic
Duration: 2 Hours
Delivery: Online
Focused 2-hour online sessions, typically delivered over Zoom or Teams and tailored to your organisation, systems and use cases.
Choose from over 11 different AI topics
Connecting Claude to Excel
Duration: half day instructor-led course (scheduled dates available)
Delivery: In-person or in-company
Learn how to integrate Claude with Excel to streamline financial processes, automate repetitive tasks, and generate high-impact outputs such as board packs and data visualisations.
The Claude Masterclass: Claude for Digital Transformation, Claude Code and Claude Cowork
Duration: half day instructor-led course (scheduled dates available)
Delivery: In-person or in-company
A hands-on masterclass on using Claude to drive digital transformation—build real applications, automate workflows, and deploy autonomous agents across business functions.
In-house Training
As well as structured courses, we offer bespoke in-house workshops. Our in-house training is designed around you and your team.
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 hands-on
- We focus on practical takeaways that teams can apply immediately
The aim is to build confidence and clarity that lasts beyond the session itself.
We offer a help desk support via video call
We can support your team via a time-bank. This is a monthly package of time that you and your team can use to access support. This can be utilised through video calls, and any unutilised time can be used against training and AI automation development.
You can access our support packages here.
We help your team feel confident using new tools and processes, work flows, helping your entity run more smoothly.
- Decisions become clearer.
- Reporting becomes calmer.
- The organisation operates more effectively.
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.
