Elevate your skills with workshops
Tackle today’s most pressing challenges with hands-on workshops.
Shop upcoming workshops
We understand the complexities and nuances of the financial services world. That’s why our workshops go beyond traditional learning, offering immersive, hands-on sessions built to solve real-world challenges. Whether you’re a compliance leader, HR manager, or executive, you’ll leave equipped to turn learning into action.
What makes our workshops different?
We don’t believe in passive learning. Our workshops are intentionally limited to small groups to encourage meaningful interactions. With breakout sessions, discussions and hands-on activities, you’ll gain insights to apply immediately in your role.
Expert guidance
Learn directly from top-tier professionals with years of experience.
Collaborative problem-solving
Work alongside industry peers in group exercises and breakout rooms.
Real-world application
Tackle practical scenarios that mirror today’s challenges.
Practical takeaways
Tools & strategies to improve compliance, performance & decision-making.
Immediate impact
Our workshops are designed to be actionable from day one.
Targeted expertise
Our comprehensive curriculum covers topics specific to your role and challenges.
What to expect
- Live 1.5-2+ hour events with Q/A
- Small-group format (limited to 50 participants)
- Interactive breakout rooms for collaboration
- Comprehensive resources and slide decks
- Covered topics: IRA, appraisal, leadership, fraud, AI and more
Join a community of industry leaders
When you participate in our workshops, you’re joining a network of like-minded professionals invested in driving innovation and excellence in the industry. Share ideas, gain fresh perspectives, and build lasting connections.
Request info
Go beyond traditional learning
Register for an upcoming workshop or an OnDemand recordings of past workshops to fit your learning needs.
Interested in a workshop for your team?
Unleash your team’s potential with hands-on, interactive training from top-tier experts.
Complete the form to be contacted by our team.