Three strategic learning paths designed to build AI fluency, data storytelling, and cross-platform marketplace expertise — tailored to your team's real work.
Pricing
AI Intensive — $749 per person 4 week consecutive course - Minimum of 15 people
Data Storytelling — $749 per person 4 week consecutive course. Minimum of 15 people
Cross-Platform Marketplace — $6,000 per quarter Team rate, single quarterly deep-dive session. Priced for the whole team, not per seat - 4 quarter minimum.
Discovery
What I Heard
Five clear themes emerged from our conversations. These shaped every option below — and the right path likely blends elements from each.
AI Adoption Gap
AI is the most pressing need — the team isn't using Copilot, and the prior prompting class didn't stick.
Silo Breakout
The team needs cross-platform marketplace fluency to move beyond siloed thinking.
Audience-Tailored Messaging
Data storytelling must be calibrated to the audience — CFO vs. CMO vs. leadership requires different framing.
Real-World Application
Examples must come from the team's actual work — not generic, cookie-cutter exercises.
Cultural Barrier
AI is perceived as "cheating." That perception has to be addressed head-on, not ignored.
MODULE 1
AI Intensive
4-week consecutive course — Built around real team workflows, not generic prompting exercises. Each week builds on the last, with homework using actual deliverables between sessions.
1
Week 1
Foundations & Mindset
2
Week 2
Synthesis & Reporting
3
Week 3
Data Work with AI
4
Week 4
Advanced Application & Team Showcase
MODULE 1 — Curriculum Detail
AI Intensive: Week-by-Week
Week 1: Foundations & Mindset
What AI is actually good at (and not) for analyst work
Copilot 365 and Claude integration — getting set up
Addressing the "is this cheating?" question head-on
Building a personal AI workflow
Week 2: Synthesis & Reporting
Using AI to synthesize across multiple decks and reports
Drafting for senior executives — first pass to final
Quality-checking AI output: what to trust, what to verify
Week 3: Data Work with AI
Copilot in Excel for analyst tasks
Pattern recognition in larger datasets
When to push back on AI's first answer and probe deeper
Practical guardrails: what AI should never do unsupervised
Week 4: Advanced Application & Team Showcase
Building repeatable AI workflows for recurring work
Custom prompts and saved patterns for team deliverables
AI as a thought partner, not a replacement
Each team member presents one workflow they've built
MODULE 2
Data Storytelling
4-week consecutive course — Turning analysis into narrative that moves decisions. Built around audience-tailored messaging — the CFO/CMO/leadership distinction we discussed.
Week 1
From Data to Story
Finding the "so what" and building narrative structure
Week 2
Tailoring the Message
CFO vs. CMO vs. leadership — what each audience actually wants
Week 3
Visual Storytelling
Chart design, slide structure, and cutting noise
Week 4
Presentation Craft & Capstone
Live delivery, handling pushback, influencing decisions
Capstone: Each team member presents an actual deliverable to the group and receives structured feedback.
MODULE 2 — Curriculum Detail
Data Storytelling: Week-by-Week
1
From Data to Story
Why insights die in spreadsheets. Finding the "so what" in your analysis. Audience-first thinking — start with who's reading, not what you found.
2
Tailoring the Message
CFO vs. CMO vs. programming vs. leadership — what each audience actually wants. Translating analyst-speak into exec-speak. Practical exercise: same insight, three different audiences.
3
Visual Storytelling
Chart choice and design for impact. Slide structure that supports the story. Cutting noise — what to leave out is as important as what to include. Using AI as a drafting partner.
4
Presentation Craft & Capstone
Opening, middle, close — structuring the live delivery. Handling questions and pushback. Influencing decisions, not just reporting findings.
MODULE 3
Cross-Platform Marketplace Series
Quarterly deep dives — One topic per quarter, built around the marketplace fluency the team needs to break out of silos. Each session is a deep dive, not a current-events update.