Workshops
Empower your analysts, managers, and rising leaders to deliver clear insights, communicate with confidence, and lead with credibility.
Our workshops are designed for technical teams and high-performing professionals — giving them practical tools to influence decisions, navigate stakeholder demands, and drive results faster.
Whether you’re onboarding new talent, upskilling experienced staff, or strengthening leadership pipelines, these sessions can be tailored to your team’s level and goals.
tailored to your team
Some workshops follow a clear level-based path — building skills for analysts, new managers, and senior leaders. Others tackle universal challenges like clear communication and getting buy-in, designed for professionals at any level. All sessions can be customized in length, format, and examples to fit your team’s goals.
Level Up Your First Year – Analyst Bootcamp
Description: Equip early-career analysts and interns with the skills and confidence to thrive from day one — master professional communication, seek out opportunities, and speak up with clarity.
​
Audience: Interns, new graduates, and early-career analysts
Potential Formats: 4-part virtual workshop series (60–90 minutes each) or a full-day in-person intensive
​
Key Topics:
-
Professional communication (email, meetings)
-
Feedback and mentorship
-
Career ownership and stretch opportunities
-
Speaking with confidence early in your career
Leading at the Next Level – Influence, Alignment & Team Success
Description: Equip experienced managers, directors, and emerging executives to lead with greater influence, align cross-functional teams, and drive results even through uncertainty. This workshop builds practical strategies to motivate people, navigate complexity, and deliver impact where it matters most.
​
Audience: Experienced managers, directors, and emerging VPs
​
Available Formats: 3-part virtual senior leader workshop (2.5–3 hours each) or a 1-day or 1.5-day in-person leadership intensive
​
Key Topics:
-
Strategic influence and stakeholder alignment
-
Coaching and motivating teams
-
Leading through ambiguity and change
From Analyst to Advisor
Description: Help mid-level analysts shift from data delivery to trusted advisory — craft compelling insights, tell clear stories, and adapt confidently to stakeholder needs.
​
Audience: Mid-level analysts, senior associates, and individual contributors
​
Potential Formats: 3-part virtual workshop series (1.5–2 hours each) or a half-day in-person intensive
​
Key Topics:
-
Insight framing and avoiding data dumps
-
Storytelling with data
-
Tailoring messages for stakeholders and confident delivery
Getting to vFinal FasteR: Communicating Technical Work with Clarity
Description: Transform how your team shares technical work — from long, dense decks to clear, concise messages leaders trust. Hands-on practice with real slides and storytelling tips that speed up approvals.
​
Audience: Analysts, actuaries, technical teams, benefit teams and consultants at any level
​
Potential Formats: Virtual interactive workshop, in-person team training, or keynote session
​
Key Topics:
-
Structuring insights clearly
-
Visual slide makeovers
-
Story-first messaging
-
Strategies for faster buy-in
Leading for the First Time (Without Losing Your Mind)
Description: Becoming a new manager is one of the biggest (and often most stressful) career leaps. This practical, no-fluff workshop helps first-time managers shift from doing the work themselves to leading others with confidence. Learn how to set clear expectations, build trust, give feedback that motivates (not micromanages), and coach your team — without burning out or second-guessing every decision.
​
Audience: New people leaders and team leads
​
Potential Formats: 3-part virtual workshop series (2–2.5 hours each) or a full-day in-person workshop
​
Key Topics:
-
Setting expectations and building trust
-
Feedback that motivates (not just manages)
-
Coaching and communication habits of effective leaders
Practical Influence – Persuading Peers, Leaders & Stakeholders
Description: Give your team the tools to build trust and get buy-in at every level — without relying on formal authority. Participants learn how to frame ideas clearly, tailor messages to different audiences, and handle tough objections with confidence.
​
Audience: Professionals at all levels who need to influence decisions and drive action
​
Available Formats: Virtual masterclass, live workshop, or in-person team training
​
Key Topics:
-
Understanding what drives buy-in
-
Framing recommendations persuasively
-
Adapting messages for different stakeholders
-
Navigating resistance and building credibility
ready to elevate your team?
​
Let’s customize a workshop that meets your goals and fits your team’s schedule.
Contact us today to book a session or design a program that grows with your people.