Executive and Leadership Development in AI
The next 5 years (approx 3 hours)
- AI's current and future impact on jobs (5-year horizon)
- AI in 2029: Predictions and projections
- What jobs are going to be left?
- White-collar recession, blue-collar boom
- Impacts on land values and interest rates
- How to restructure your business accordingly
How to be a good buyer of AI solutions (approx 3 hours)
- Strategic decision-making for technology -- the two types of strategy that make sense
- Finding commodity vendors vs finding startup partners
- What is everybody already doing, and what is safe to rely on?
- Evaluating and working with AI vendors: Warning signs of under-delivery and over-promising
- AI governance frameworks
Investment primer (approx 2 hours)
- Who are the main players and what is their exposure?
- What does the AI supply chain look like?
- Deglobalisation risks vs AGI potentials
- What does the Chinese mainland supply chain look like?
- How far behind are China/Japan/Europe/others?
For questions or inquiries, please email [email protected].
Professional Services: Tax and Accounting
Practical AI for Tax and Accounting
A hands-on, full-day program focused on practical AI workflows for tax and accounting professionals. Participants learn to safely use agentic tools to automate repetitive tasks, collate and organise client information, stay on top of deadlines and correspondence, and accelerate research and drafting without risking client data.
Key Outcomes:
- Choose the right AI model and tooling for each task (reasoning vs non-reasoning)
- Design agentic workflows with appropriate human-in-the-loop patterns for sensitive steps
- Create self-learning tools for new legislation and rulings with citations and shareable outputs (audio/overviews/games)
- Prompt AI effectively while maintaining security and privacy constraints
Topics Covered (14 modules)
- Foundation: AI landscape and specializations, privacy and data security (consumer vs team/enterprise versions), when to use AI vs plugins
- Model Selection: Understanding reasoning vs non-reasoning models and which to use for different tasks
- Data Analysis: How AI processes spreadsheets, data visualization, plotting trends and extrapolations
- Personalisation: Configuring AI assistants with your role, knowledge, and professional needs
- Career Development: Mapping career paths and upskilling plans with AI assistance
- Deep Research: Using advanced research tools for legislative analysis and tax law updates
- Multi-Format Inputs: Working with documents, images, and voice inputs; extracting data from various formats including poor-quality scans
- Agentic Automation: Automating web-based applications (e.g., QuickBooks, Xero) with appropriate safeguards
- Security: Understanding and defending against prompt injection attacks
- Client Monitoring: Setting up automated searches and alerts for client news and industry updates
- Business Strategy: Using AI for strategic thinking, idea generation, and rating
- Marketing: Creating professional content (LinkedIn, articles, podcasts) from client work and insights
- Communication: Tailoring explanations for different audiences (clients, boards, colleagues)
- Learning Tools: Creating interactive web-based games and podcasts for complex tax topics
Sample Exercises
- Australian Tax Residency Stress Test ("183 Isn't Everything")
- Extracting private equity valuations from document sets for SMSFs
- Analyzing thin-cap changes using fixed ratio tests
- Retrieving GST payment transactions from demo accounting systems
- Converting tax updates into shareable formats (LinkedIn posts, podcasts, mini-games)
- Creating Division 7A deemed dividends learning game (HTML/CSS/JavaScript)
Technical Requirements:
- ChatGPT Teams version or higher ($30/person/month - not included in course fee)
- Laptop with stable internet connection
- Access to Zoom (for remote delivery)
- Second monitor highly recommended for following demonstrations
- No client data used - all exercises use demo environments (Xero, QuickBooks sandboxes)
Note: Demonstrations may include ATO-mail automation and ASIC corporate admin tooling (high-level illustrations only). We use demo organisations only. Sensitive fields are handled via human takeover. We do not automate myGovID/ATO logins.
For questions or inquiries, please email [email protected].
Software Developer Upskilling in AI
Use Claude Code Effectively
A hands-on workshop focused on effective Claude Code usage for software engineering in both greenfield and brownfield contexts. Participants learn context discipline, structured development workflows, and advanced techniques including parallel debugging via worktrees.
Key Topics Covered (8 modules)
- Foundation: Context management (Complete, Relevant, Right, and Tight), abundance and autonomy principles, security considerations
- Greenfield Development: Git integration, permissions, /sandbox mode, project memory, planning mode, test-driven development
- Context Awareness: CLAUDE.md project instructions, coding standards, monitoring context usage
- Complex Projects: 8-step development workflow (Rules → Spec → Research → Types → Database → POC → Backend → Frontend), interactive specification writing, data model visualization
- Code Quality: Anti-hallucination with linters, post-edit hooks, automated code review, GitHub integration
- Skills & Subagents: Plugin marketplaces, specialized review subagents, custom slash commands
- Brownfield Development: Documentation compression (4x context reduction), specialized sub-agents, parallel worktrees for multiple approaches
- Advanced Workflows: Test automation, headless mode, git worktrees for parallel debugging
What Participants Will Leave With
- Working knowledge of Claude Code's full capability spectrum
- Hands-on experience with 18+ exercises across greenfield and brownfield contexts
- Templates for CLAUDE.md, hooks, skills, subagents, and custom commands
- Strategies for working with legacy codebases 10x their context window
- Documentation-driven development workflow
- PDF of all slides and access to example repositories
- 2 weeks of email support for follow-up questions
Technical Requirements
- Claude Code installed and configured (Anthropic API, AWS Bedrock, or other supported providers)
- Git experience: clone, add, commit, pull, push
- GitHub CLI (gh) recommended for PR automation
- Optional: Access to organizational codebases for brownfield exercises
Languages supported: Java, Python, Node.js, Golang, Rust, C/C++, and other popular languages
For questions or inquiries, please email [email protected].
Organisational AI Enablement
Prompt Engineering
- Treat AI as a thinking partner; better prompts yield better outcomes
- Abundance and context as core prompting principles
- How large language models learn: RLHF, AI feedback, and fairness
- Getting models to reason: chain-of-thought, reasoning models, deep research
- Hands-on practice across OpenAI, Claude, DeepSeek, Kimi, and Gemini
- Working with documents, images, and other file formats
- Meta-prompting and expert personas for stronger analysis
- Using custom instructions to challenge confirmation bias
- Recognising prompt injection and other security risks
- Emerging tools, agentic workflows, and the future of work
For questions or inquiries, please email [email protected].