Live training & workshops

Sam-led workshops for teams already running

In-person or virtual sessions, shaped to your firm's tools and workflows. Your team leaves with skills they apply on Monday, not a generic certificate.

Book a 30-min call See workshop formats

Half-day to multi-day. Cohort or bespoke. Auckland, NZ-wide, AU, or virtual.

Why firms book a workshop

Most teams have learned AI from the wrong room

Generic webinars and big-name training don't change how your team works on Monday. A workshop shaped to your firm does.

Generic AI training does not stick

Watch a recorded course on prompting. Nobody on your team applies it to a single piece of firm work. The skill has nowhere to land.

Your team is split into two camps

Half of your team is already using AI on personal accounts. The other half has not touched it. A workshop has to land for both rooms in one go.

Compliance and risk are non-negotiable

Client data is sensitive. A workshop that does not bake in policy, governance, and red lines is one your firm can not run.

A day off the floor has to pay back

Pulling the whole team off real work for a day costs real money. The workshop needs to leave them faster the next week, not just smarter.

Your tools are what they are

Your team works in your CRM, your accounting system, your doc tools. Training that ignores them, or that demands a different stack, dies on contact with Monday.

You want the room running, not entertained

Conference-style talks feel good for an hour and change nothing. A workshop has to put hands on keyboards and ship something real before everyone leaves.

Workshop formats

Pick the shape that fits your team

Every format is shaped around your firm's tools, your data, and the work your team actually does day-to-day.

Format A

Half-day team workshop

Three to four hours, your team in one room or one Zoom. The fast way to bring everyone up to a shared baseline. Includes a working session against real firm work.

3-4 hoursIn-person or virtual5-30 attendees
Format B

Full-day intensive

A deeper day. Morning is fundamentals and the firm-specific use cases. Afternoon is hands-on, building two or three sanctioned workflows your team will keep using.

1 dayIn-person preferred10-25 attendees
Format C

Multi-day cohort program

Two to five sessions spaced over a few weeks. Better when your team needs the gap between sessions to apply the work, surface real questions, and come back sharper.

2-5 sessionsIn-person or virtual10-40 attendees
Format D

Bespoke executive briefing

A sharper version of the workshop for partners, leadership, and decision-makers. Strategic implications, governance posture, what to bet on, what to defer. Two to three hours.

2-3 hoursIn-person preferred3-12 attendees

Topics we cover

The curriculum, shaped per firm

We mix and match these threads into the workshop your team needs. Topic-agnostic within professional and financial services work.

Practical prompting

How to actually get useful output from the major models. Patterns, frameworks, and traps. Run against your firm's real templates and tasks.

Use cases for your role

Drafting, review, summarisation, research, intake, reporting. Tailored to lawyers, advisers, accountants, or whoever is in the room.

Firm-grade governance

A sensible AI use policy for a firm your size. Client data, IP, audit trails, and the conversations to have with regulators and clients.

Workflow automation

Where to use Zapier, n8n, and Power Automate. How to spot the next workflow worth automating after the workshop ends.

Power BI and reporting

Decade-deep BI experience baked in. From clean dashboards to AI-assisted analysis, shaped for partner and client reporting.

Tool landscape, opinionated

Which tools to actually adopt, which to ignore, and how to evaluate the next one without burning a quarter on a pilot.

How a workshop runs

Built around your team, not a slide deck

Every workshop follows the same four-phase shape. The content is bespoke; the rigour around delivery is not.

01

Discovery

A 30-min call with Sam. We learn the firm, the team, the tools, and the outcome you want from the workshop. We confirm format, dates, and audience.

02

Shape the curriculum

Sam builds the curriculum around your firm's actual work. We share a written agenda with worked examples drawn from your sector before the workshop runs.

03

Deliver

Sam delivers the workshop directly. Hands-on, paced for a working room, and grounded in your firm's tools. Nobody leaves the session without having shipped something.

04

Handover

You leave with recordings, slides, the working examples we built in the room, and a short follow-up note covering the next workflows worth picking up.

Worked example

What a recent workshop looked like

Mid-sized accounting firm, two half-day virtual sessions

From "we banned ChatGPT" to a working firm-wide AI playbook

The partners had banned ChatGPT after a junior pasted a client file into it. Six months later, the team was using AI anyway, just quietly and on personal accounts. The partners wanted to fix that without dropping a 40-page policy on the team.

Two half-day virtual sessions ran across one week. By the end, every person on the team had used a sanctioned tool against a real piece of firm work, knew the rules, and had a written one-page AI playbook the partners trusted. Sanctioned use went up, risk went down, and three workflow ideas came out of the room that turned into the firm's next build.

FAQ

Common questions

How big can the room be?

Workshops run best between 5 and 30 attendees. Anything bigger turns into a talk, which we can do as the executive briefing format. For very large firms we run cohorts in waves so every person gets hands-on time.

Do you run in-person or virtual?

Both. In-person works best for hands-on workshops in Auckland, NZ-wide, and AU. Virtual is great for split teams, remote offices, or executive briefings. We confirm the format on the discovery call.

Can you tailor it to lawyers, accountants, or advisers specifically?

Yes. Every workshop is shaped to the room. We use your templates, your client work types, and your compliance language. The worked examples come from your sector.

How much do workshops cost?

Scoped per engagement. Cost depends on format, team size, location, and curriculum depth. We confirm a number on the discovery call once we know the shape.

Can a workshop turn into a build?

Often. A workshop surfaces the two or three workflows your team is actually ready to automate. From there we can scope a custom build or move into an Omni Command Centre engagement if you want the whole operating layer managed.

Who delivers the workshop?

Sam delivers every workshop directly. No subcontracted trainers. The depth in the room is what teams book this for.

Live training & workshops

Want your team genuinely fluent, not just informed?

Book a 30-min call with Sam. Tell us who is in the room and what you want them to walk out doing. We will scope the workshop on the call.

Book a 30-min call