GenAI for Professionals

How to Accelerate Professional Work with Generative AI

A live, hands-on workshop for executives, managers, investors, and professional services teams, delivered by a practitioner & investment professional with fifteen years’ experience.

⏱ 3-hour course 💻 Virtual (anywhere) or in-person (in Sydney)
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The Problem We Solve

Generative AI software and large language models (LLMs) such as ChatGPT, Anthropic’s Claude, Google’s Gemini, and Microsoft’s Copilot are powerful tools that can save time, make a team more productive, or extend its capabilities. But they also have real limitations and can make mistakes.

This workshop covers how and when to use LLMs for non-technical professionals such as executives, managers, investors, and professional services. It is tech-agnostic so these principles work with any tool. As a live, interactive event, you’ll get the chance to bring problems from your work, discuss how to solve them, and troubleshoot issues together.

What You’ll Learn

You will not need any previous experience with LLMs. At the end of the course, you should:

  • Know when to use LLMs and when not to use them.
  • Understand how to write effective prompts using a simple framework.
  • Understand how to prompt the LLM to do the following:

Time Saver

Convert unstructured information into organised formats.

Assessor

Evaluate documents against criteria or a reference.

Coach

Learn new concepts or skills in an interactive way.

Pattern-Joiner

Identify trends or connections across many documents.

Research Assistant

Search for many new sources and quickly summarise information.

  • Leave with prompts you can use in your work and a handout containing reference materials.

Format

This is a live, 3-hour course (virtual or in-person in Sydney, Australia). It can be delivered on your team’s LLM of choice and with examples tailored to your organisation’s needs.

Your Facilitator

I approach this from the perspective of a practitioner and subject matter expert. With fifteen years in financial markets, combining listed markets (A-REIT) research, deal execution in private equity, and independent consulting, I understand professional workflows and what separates an effective process from busywork. This lets me understand when and how to incorporate LLMs into processes to make them more efficient.

— Peter Sahui, CFA

Register Your Interest

Tell us about your team and we’ll be in touch to discuss how we can tailor the workshop to your needs.




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