Finance & Accounting
- Variance narratives
- Report drafting
- Audit documentation
- Forecast commentary
AI Training for Enterprise Teams
Half-day to two-day workshops for Finance, Marketing, Operations, and Product. Your team learns by doing—not watching slides.
We teach teams to use ChatGPT, Claude, and Gemini through practice, not theory.
Every participant leaves with documented workflows, security protocols, and measurable time savings.
Training offerings
3 ways we can upskill your team
Executive AI Briefing
Executives & Board Members
What happens
Separate AI capabilities from vendor hype. Leave with prioritized use cases and a risk framework.
Key Outcomes
- Separate AI capabilities from hype
- Evaluate vendors without getting sold
- Identify 3-5 prioritized use cases
What happens
- Separate AI capabilities from hype
- Evaluate vendors without getting sold
- Identify 3-5 prioritized use cases
- Establish risk framework for decisions
You get
- Executive briefing deck
- Prioritized use case backlog
- Vendor evaluation checklist
- 2 weeks email follow-up
Team Bootcamp
Product, Finance, Ops, Marketing
What happens
Practice prompting, cross-model decision-making, and safe workflows on your actual tasks.
Key Outcomes
- Practice prompting for research & analysis
- Compare ChatGPT vs Claude vs Gemini
- Build repeatable workflows
What happens
- Practice prompting for research & analysis
- Compare ChatGPT vs Claude vs Gemini
- Build repeatable workflows
- Data privacy protocols (Finance focus)
You get
- Prompt playbook (30+ templates)
- Function-specific use case library
- ROI tracking worksheet
- 2 weeks Slack/email support
Custom Deep-Dive
Enterprise & Regulated Teams
What happens
Custom curriculum for your industry and compliance requirements. Hands-on labs using your workflows.
Key Outcomes
- Custom industry curriculum
- Hands-on labs with your workflows
- Tailored governance framework
What happens
- Custom industry curriculum
- Hands-on labs with your workflows
- Tailored governance framework
- 12-week implementation roadmap
You get
- Discovery session & Custom curriculum
- Prioritized use case backlog
- 30/60/90 day roadmap
- 4 weeks post-workshop support
WHO THIS IS FOR
Built for the teams doing the work
Marketing & Communications
- Content creation
- Campaign analysis
- Research synthesis
- Social management
Operations & Support
- Process docs
- Knowledge bases
- Workflow automation
- Templates
Product & Engineering
- Requirements
- Code review
- Technical writing
- Integration planning
THE METHODOLOGY
150+ hours of documented curriculum
We don't improvise workshops. Every session draws from a structured, five-tier curriculum developed from production experience and validated research.
Preview (Tiers 1-2):
- Model landscape: GPT-5, Claude Sonnet 4.5, Gemini 3.0
- CRISP prompting framework
- Security protocols and data handling
- ROI tracking methodology
- Cross-model decision matrix
- Function-specific applications
“Employees with 5+ hours of formal AI training are 12 percentage points more likely to become regular users.”— Upwork Research Institute, 2024
TierTimeWho it's forTypical outcome
Foundation4-6 hrsFirst-time users2-3 hrs/week saved
Practitioner12-16 hrsRegular users5-8 hrs/week saved
Power User20-30 hrsTeam leads10-15 hrs/week saved
Specialist40-60 hrsTechnical teamsProduction systems
Architect80+ hrsTransformation leadsOrg-wide change