AI and technology training for financial services

AI Strategy and Oversight for Executives

A half-day session for the board and executive team on where AI creates and destroys value, what the organisation is accountable for, and what to ask for in reporting.

Addresses: Confidence & Skills, Culture & Support, Responsible Use

Director / Head of, Executive / C-Suite

Digital Change Without the Theatre

A half-day for the executive team that owns a change portfolio. Fewer initiatives, honest sequencing, and permission to stop things - the unglamorous decisions that decide whether digital investment lands.

Addresses: Culture & Support, Confidence & Skills

Director / Head of, Executive / C-Suite

Sponsoring an AI Literacy Programme

For the executive or manager who has to commission workforce AI training and answer for it later. Covers scoping measures to role and risk, and what records to insist on.

Addresses: Culture & Support, Confidence & Skills

Manager, Director / Head of, Executive / C-Suite

AI Governance and Oversight for Managers

The oversight duties that sit with line management: approving use cases, handling incidents, and keeping a record of what the team does with AI.

Addresses: Responsible Use, Culture & Support

Manager, Director / Head of

Measuring AI Adoption and Value

Licence counts and login stats say nothing about whether work has changed. This course builds a measurement approach you can defend: a baseline, a small set of honest metrics, and a report your leadership will trust.

Addresses: Culture & Support, Tools & Access

Manager, Director / Head of

Running a Rollout That Sticks

Most technology failures are adoption failures. This is about the twelve weeks after go-live: who champions it, what you measure, and how to tell early that it is not landing.

Addresses: Culture & Support, Daily Practice

Team Lead, Manager, Director / Head of

AI for Analysis and Reporting

Using AI to interrogate data and draft the report, without outsourcing the judgement. Built for the people who produce the numbers others rely on: analysts, finance, operations reporting.

Addresses: Tools & Access, Daily Practice

Individual Contributor, Team Lead

AI for Customer-Facing Teams

For service, sales and support teams using AI with a customer on the other end. Faster replies and better preparation, with clear lines on what a customer must never get from a machine unchecked.

Addresses: Daily Practice, Responsible Use

Individual Contributor, Team Lead, Manager

Automating the Work Nobody Wants

The recurring, manual, low-judgement tasks that quietly consume a working week. Participants map one, automate it during the session, and leave with it running.

Addresses: Tools & Access, Daily Practice

Individual Contributor, Team Lead

Building AI Assistants for Your Team

Beyond chat: building a named assistant that knows your team's documents, follows your team's rules, and does one job well. Participants build a working assistant on their own material during the course.

Addresses: Tools & Access, Daily Practice

Individual Contributor, Team Lead, Manager

Data You Can Actually Use

Why the report is wrong, and what to do about it. Covers the unglamorous work that decides whether anything downstream - dashboards, automation, AI - can be trusted.

Addresses: Tools & Access, Daily Practice

Individual Contributor, Team Lead

Everyday Security for Busy Teams

The security habits that survive a busy week, updated for a world where the phishing email is written by a machine and sounds exactly like your supplier. No fear, no jargon - just what to do and when.

Addresses: Responsible Use, Confidence & Skills

Individual Contributor, Team Lead, Manager

From Spreadsheets to Systems

Somewhere in your team a spreadsheet has quietly become the system: everyone depends on it, one person understands it, nothing backs it up. This course is about recognising that moment and moving on from it deliberately.

Addresses: Tools & Access, Daily Practice

Individual Contributor, Team Lead, Manager

Responsible AI Use at Work

Covers the judgement calls staff face daily: what data may go into a tool, when a human must review, and how to record what was done. Delivered against your organisation's own AI policy.

Addresses: Responsible Use

Individual Contributor, Team Lead, Manager, Director / Head of, Executive / C-Suite

AI in the Executive Workflow

Senior leaders working on their own material rather than talking about AI in the abstract: board papers, briefing notes, analysis of a long document, and the tools that make it repeatable.

Addresses: Daily Practice, Tools & Access

Director / Head of, Executive / C-Suite

HR Technology Investment & Value

Challenge an HR technology business case using realistic costs, operational dependencies and evidence that employee services are improving.

Director / Head of, Executive / C-Suite

HR Transformation Strategy & Roadmap

Shape a practical HR transformation roadmap around employee experience, operating capability and measurable value rather than a list of tools.

Director / Head of, Executive / C-Suite

Leading People Change in an AI Workplace

Lead the people side of AI adoption with clear communication, participation and support as tasks, skills and working practices change.

Director / Head of, Executive / C-Suite

Responsible AI Governance for HR Leaders

Establish practical oversight of HR AI use: ownership, evidence, access boundaries and review of consequential decisions by qualified people.

Director / Head of, Executive / C-Suite

Employee Listening with AI

Use AI to organise fictional employee feedback into useful themes without losing nuance or presenting generated interpretations as facts.

Manager, Team Lead

HRIS Selection & Connected People Systems

Define what your HR systems must do, evaluate them through practical scenarios and plan reliable data handovers between services.

Manager, Team Lead

Leading an AI-Ready Team

For the managers who decide whether adoption sticks. Focuses on setting expectations, removing blockers, and building the team habits that survive after the training ends.

Addresses: Culture & Support, Daily Practice

Team Lead, Manager, Director / Head of

Learning Operations & AI-Enabled Development

Connect learning needs, course design, delivery and evidence so development programmes support a measurable change in work.

Manager, Team Lead

People Analytics for Better HR Decisions

Turn a people question into a defensible analysis using synthetic data, consistent metrics and a clear explanation of uncertainty.

Manager, Team Lead

Redesigning HR Services with AI Agents

Design a bounded HR agent that can progress work, use approved records and return reviewable outputs, with clear permissions and recovery steps.

Manager, Team Lead

Running an AI Champions Network

Champions programmes fail politely: volunteers are named, nothing changes. This is for the manager who owns the network - choosing the right people, giving them time and permission, and keeping it alive after month two.

Addresses: Culture & Support, Daily Practice

Team Lead, Manager, Director / Head of

Skills Mapping & Technology-Enabled Workforce Planning

Build a practical view of skills and future work, using AI to support exploration while keeping skill claims grounded in evidence.

Manager, Team Lead

AI for Everyday HR

Use AI to draft, organise and improve everyday HR work while checking accuracy and keeping sensitive employee information protected.

Individual Contributor, Team Lead

AI Foundations for Every Role

A facilitated introduction for staff who have little or no structured experience with AI tools. Participants leave having used AI on their own real work, with a clear view of what these systems can and cannot do.

Addresses: Confidence & Skills, Daily Practice

Individual Contributor, Team Lead

AI Tooling and Integration Clinic

A short clinic for teams whose tools are in place but underused or disconnected. Run against your organisation's actual toolset rather than a generic demo stack.

Addresses: Tools & Access

Individual Contributor, Team Lead, Manager

AI-Assisted Recruitment Operations

Improve recruitment coordination, role briefs and candidate communications with AI, while keeping selection decisions with accountable people.

Individual Contributor, Team Lead

Digital Onboarding & Employee Journeys

Create an onboarding experience that connects HR, managers and IT, using technology to make responsibilities and the next step clear.

Individual Contributor, Team Lead

Embedding AI in Daily Workflows

Moves participants from ad hoc use to repeatable practice. Each participant maps one of their own recurring workflows and rebuilds it with AI in the loop.

Addresses: Daily Practice, Tools & Access

Individual Contributor, Team Lead

Getting Value From the Tools You Already Own

Most organisations have more unused capability sitting inside licences they already pay for than in anything they are about to buy. This is a working audit of what you have, what it can do, and what to switch on first.

Addresses: Tools & Access

Individual Contributor, Team Lead, Manager

HR Data Quality & Connected Records

Make people data usable before adding AI. Practise checking fictional HR records, defining ownership and fixing the causes of poor data.

Individual Contributor, Team Lead

HR Knowledge & Employee Self-Service

Prepare a trustworthy HR knowledge base and design an assistant that answers from approved sources and hands sensitive questions to a person.

Individual Contributor, Team Lead

People Operations Workflow Automation

Turn a repetitive people-service request into a clear workflow with ownership, approvals and a reliable handover when automation cannot help.

Individual Contributor, Team Lead

Prompting and Output Verification

A working session on getting reliable results and, more importantly, on checking them. Built around the verification habits that separate occasional AI users from dependable ones.

Addresses: Confidence & Skills, Responsible Use

Individual Contributor, Team Lead, Manager