A practical workshop offer for teams whose recurring work has to be fast, consistent, and defensible — integrated advice practices, enterprise functions, and consultancy practices alike.
This is not generic AI literacy. It is workflow training for teams that need better output, clearer verification, and stronger consistency across functions.
Sessions anchor on recurring work — RoAs, SoAs, engagement letters, file notes, and lender submissions for advice firms; memos, review packs, and audit workpapers for enterprise functions; synthesis, proposals, and client deliverables for consultancies.
The module architecture stays consistent while depth and examples shift for the people actually doing the work.
Delivery maps to ASIC, CA ANZ or CPA, and MFAA or FBAA where the advice regime applies — and to internal L&D, risk, and audit expectations for enterprise and consultancy teams.
The same offer stretches across firms, functions, and practices — each with its own cohort mix and governance shape.
Advisers, paraplanners, accountants, debt and credit advisers, and support staff each practice the workflow that matters most in their day-to-day — RoAs, SoAs, engagement letters, lender submissions, file notes. Mapped to ASIC, CA ANZ or CPA, MFAA or FBAA, and internal L&D in one training investment.
Legal, risk, audit, finance, procurement, and operations teams practicing the recurring work that has to clear internal governance — memos, policy drafts, review packs, reporting. Evidence pack aligns to internal L&D, risk, and audit expectations.
Analysts, delivery teams, and pursuit teams who need AI output that holds up in front of clients and through internal QA. Anchors on proposals, synthesis, deliverable drafting, and review-ready output. This is training for your own delivery teams — the partner option on the home page covers senior AI support inside live pursuits.
The session is designed to produce assets the team can keep using after the workshop ends, not just a better understanding of the tools.
Each cohort redesigns one live workflow with AI and validates it against a realistic scenario using the firm's own templates.
Reusable projects, gems, or skills are built around house style and internal templates so the capability stays with the firm, function, or practice.
Review checkpoints, confidentiality screens, and record-keeping expectations are made explicit so speed does not come at the expense of control.
Learning outcomes, attendance records, structured reflection, and participant evidence — mapped to CPD regimes, internal L&D, or QA standards depending on the cohort.
The right shape depends on which cohorts need the most leverage first, how your team already reviews work, and where CPD, internal L&D, or governance requirements are likely to matter. A short assessment lets the workshop plan reflect the firm, function, or practice you actually run.
