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 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 make sense to both technical and business stakeholders • Create the incentive structures needed for sustained adoption and change management • Navigate internal politics and resistance across silos to help AI projects gain traction
Zach Rattner
Facilitator
Get AI-Savvy: Career Strategies for Finance & Compliance
AI is becoming a foundational part of how professionals create value and accelerate their careers. This workshop helps finance professionals, including audit and compliance teams, 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 and analytical workflows and to support trust-focused work such as SOC 2, risk reviews, internal controls, and policy review. The course also explores how to match personal growth to emerging AI capabilities for long-term career advancement. Key learning outcomes: • Identify how AI is transforming finance roles, including audit and compliance, across industries • Design workflows that integrate AI tools to enhance accuracy and speed across documentation work • Apply AI to improve productivity in tasks such as reporting, controls testing, policy review, and risk reviews • 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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