Our Workshops
Interactive, hands-on learning experiences led by industry experts. Find the perfect workshop to upskill your team and drive results.
3 workshops found

The Medalist Mindset Workshop
The Medalist Mindset Workshop is a high-impact experience designed to rebuild connection, foster resilience, and refocus teams during periods of transition. Drawing from Shannon Rowbury's career as a 3-time Olympian and the neuroscience of peak performance, each session blends storytelling, reflection, and interactive exercises. Available as a single session, a 3-part series, or a comprehensive 5-session program — each format is designed to meet your team where they are. Whether you're looking for a powerful one-time experience or an extended deep-dive, the workshop scales to deliver lasting transformation. Session 1: Reflection & Reconnection — Teams revisit their shared goals and explore the mindset shifts needed to navigate change. Through guided exercises and Shannon's personal journey, participants build self-awareness and reconnect with purpose. Session 2: Building Resilience Together — Focused on team bonding and resilience-building techniques. Participants learn frameworks for managing pressure, supporting teammates through setbacks, and turning obstacles into advantages. Session 3: Forward Momentum — The capstone experience. Teams create actionable commitments, practice accountability structures, and leave with a concrete plan for sustaining the medalist mindset beyond the workshop. Session 4 (5-Session Program): Leading Through Pressure — Advanced session on decision-making under stress, managing high-stakes moments, and developing leadership presence when it matters most. Session 5 (5-Session Program): Sustaining Excellence — The final session focuses on building systems for long-term peak performance, preventing burnout, and creating a culture of continuous improvement.

Shannon Rowbury
Facilitator

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
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We can tailor any workshop to your team's specific needs and goals. Contact us to discuss your requirements.
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