Our Workshops
Interactive, hands-on learning experiences led by industry experts. Find the perfect workshop to upskill your team and drive results.
2 workshops found
From Pilot to Production: How to Launch and Lead an AI Initiative
AI is easy to prototype but hard to productize. This workshop breaks down what it really takes to go from an isolated pilot to a fully adopted, ROI-driven AI initiative. Drawing from real-world startup and enterprise experience, this session covers how to choose the right initial projects, build organizational alignment, define success in business terms, and navigate the political and incentive challenges that often derail AI rollouts. It's a practical roadmap for professionals tasked with making AI real inside complex organizations. Key learning outcomes: • Identify and prioritize high-impact AI use cases aligned to business goals • Design pilot programs that de-risk innovation and support future scale • Define success metrics that resonate with both technical and business stakeholders • Create the incentive structures needed for sustained adoption and change management • Navigate internal politics, silos, and resistance to help AI projects gain traction
Zach Rattner
Facilitator
Get AI-Savvy: Career Strategies for Finance, Risk, and Compliance Leaders
AI is becoming a foundational part of how professionals create value, solve problems, and accelerate their careers. This workshop helps finance, audit, and compliance professionals build the mindset and skills needed to stay relevant and productive in an AI-driven workplace. Participants learn how to use AI tools to streamline documentation, enhance analytical workflows, and support trust-focused work such as SOC 2, risk reviews, and internal controls. The course also explores how to align personal growth with emerging AI capabilities for long-term career advancement. Key learning outcomes: • Identify how AI is transforming finance, audit, and compliance roles across industries • Design workflows that integrate AI tools to enhance speed, accuracy, and documentation quality • Apply AI to improve productivity in tasks such as reporting, controls testing, and policy review • Blend AI techniques and critical thinking to generate context-aware, trustworthy output • Create a personal plan to stay competitive by aligning career growth with AI capabilities
Zach Rattner
Facilitator
Need a Custom Workshop?
We can tailor any workshop to your team's specific needs and goals. Contact us to discuss your requirements.
Get in Touch