Overview A comprehensive and practical 3 days workshop on pricing, using and managing structured interest rate derivatives. What used to be called exotic interest rate derivatives are now commonplace and an essential part of the financial marketplace either as legacy transactions or embedded in new structures. This intensive course is for anyone who wishes to be able to use, price, manage, market or evaluate standard interest rate derivatives such as Constant Maturity Swaps, Range Accruals and Quantos. We also look in detail at such important products as CMS spread-linked structures and volatility/variance swaps, always from a pragmatic practitioner’s perspective. Who the course is for This course is designed for anyone who wishes to be able to price, use, market, manage or evaluate interest rate derivatives. Interest-rate sales / traders / structurers / quants IT Bank Treasury ALM Central Bank and Government Treasury Funding managers Insurance Investment managers Fixed Income portfolio managers IPV professionals Course Content To learn more about the day by day course content please click here To learn more about schedule, pricing & delivery options, book a meeting with a course specialist now
Overview Interest Rate Options are an essential part of the derivatives marketplace. This 3-Day programme will equip you to use, price, manage and evaluate interest rate options and related instruments. The course starts with a detailed review of option theory, from a practitioner’s viewpoint. Then we cover the key products in the rates world (caps/floors, swaptions, Bermudans) and their applications, plus the related products (such as CMS) that contain significant ’hidden’ optionality. We finish with a detailed look at the volatility surface in rates, and how we model vol dynamics (including a detailed examination of SABR). The programme includes extensive practical exercises using Excel spreadsheets for valuation and risk-management, which participants can take away for immediate implementation Who the course is for This course is designed for anyone who wishes to be able to price, use, market, manage or evaluate interest rate derivatives. Interest-rate sales / traders / structurers / quants IT Bank Treasury ALM Central Bank and Government Treasury Funding managers Insurance Investment managers Fixed Income portfolio managers Course Content To learn more about the day by day course content please click here To learn more about schedule, pricing & delivery options, book a meeting with a course specialist now
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Our Advanced Customer Service Training equips professionals with the essential skills to provide exceptional service in high-pressure and diverse environments. This course covers key areas like effective communication, conflict resolution, empathy, and the integration of diversity and inclusion. Participants will learn how to anticipate customer needs, manage expectations, and deliver consistent service excellence. By the end of the course, learners will be prepared to enhance customer satisfaction and foster lasting relationships, ensuring every interaction is impactful and effective.
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Resilience, stress and boundaries - essential skills for fundraisers Facilitated by Claire Warner Charity Culture, Wellbeing & Leadership Specialist Aimed at those working in fundraising and marcomms roles in UK hospices - - - Fundraising is tough. It’s emotionally demanding, fast-paced, and often unpredictable. To keep going, you need more than passion—you need resilience, stress management, and strong boundaries to protect your wellbeing. Join us for this interactive, practical workshop. You’ll learn: ✅ How to build resilience and stay steady under pressure ✅ The signs of stress and quick strategies to manage it ✅ How to set and maintain boundaries to prevent burnout This session isn’t just theory - we’ll share real-life tools, group discussions, and practical exercises to help you navigate the challenges of your role with confidence. - - - Claire Warner (she/her) is a Charity Culture, Wellbeing & Leadership Specialist. Before developing this specialism, Claire had 19 years working in the charity sector, including 10 years in Director / Senior Leader roles. But it was a period of significant unwellbeing (breast cancer) that led Claire to the career change. And it was in conducting a large piece of research into sector wellbeing, that Claire recognised this significant gap in provision and went on to create Lift. In 2020, Claire won the Best Digital Leader Award at the Social CEO Awards for her wellbeing work during the pandemic. In 2021, she curated the first Charity Workplace Wellbeing Summit and was named as one of Charity Times Magazine’s 20 Pandemic Pioneers. Claire lives in rural Lancashire with her husband, their two daughters, Rowan the dog and horses Maddie and Bernie.
Course Overview This practical, one-day course is designed to equip participants with the essential skills, tools and confidence to effectively facilitate discussions, meetings, and workshops. Whether you're guiding a team brainstorming session, leading a stakeholder workshop, or managing a complex meeting, strong facilitation skills can dramatically improve outcomes and engagement. Participants will learn how to plan and structure sessions, manage group dynamics, keep discussions on track, and handle challenging behaviours—all while creating a collaborative and inclusive environment. The course combines theory with hands-on activities, group discussions, and real-world scenarios to build practical, transferable skills. Who Should Attend This course is ideal for: Project managers Team leaders and supervisors Business analysts Community engagement officers Policy officers Trainers and consultants Anyone responsible for leading meetings or workshops No prior facilitation experience is necessary. Learning Outcomes By the end of the course, participants will be able to: Understand the role and mindset of an effective facilitator Plan and design structured facilitation sessions Use a range of facilitation tools and techniques to encourage participation Manage group dynamics, including difficult participants and off-topic conversations Apply active listening, summarising and questioning techniques Create safe, inclusive and engaging environments for diverse groups Maintain neutrality and guide discussions to achieve desired outcomes Course Content 1. Introduction to Facilitation What is facilitation? Key differences between facilitation, presentation and training The mindset of an effective facilitator 2. Planning for Success Clarifying session purpose and outcomes Structuring the session: openings, transitions, closings Selecting the right tools and approaches for your audience 3. Core Facilitation Techniques Questioning strategies (open, probing, clarifying) Active listening and reflection Encouraging balanced participation Visual facilitation basics (whiteboards, templates, sticky notes) 4. Managing Group Dynamics Reading the room and adapting your approach Handling dominant or disengaged participants Dealing with conflict or resistance constructively Techniques for decision-making and consensus-building 5. Practice and Feedback Facilitated role-plays and group exercises Constructive peer and trainer feedback Personal action planning Delivery Method This course is delivered in a highly interactive, face-to-face or virtual format. It includes a blend of short presentations, group work, facilitated discussions and hands-on activities to embed learning. Inclusions Comprehensive participant workbook and toolkit Facilitator guides and templates Certificate of completion Optional post-course coaching (available on request)
Course Duration: Full-day program (or two half-day modules), with options for virtual delivery or leadership retreats Target Audience: Mid to senior-level leaders, team managers, project leads, or high-potential employees who are responsible for leading through disruption, complexity, or organisational transformation. Course Objectives By the end of this course, participants will be able to: Understand the principles of adaptive leadership and why it's essential in unpredictable environments. Recognise the difference between technical and adaptive challenges. Build the mindset and behaviours needed to lead with resilience and flexibility. Engage and empower teams in the face of uncertainty and resistance. Apply practical tools to lead through change, conflict, and complexity. Course Outline Module 1: Understanding Adaptive Leadership What is adaptive leadership? Origins (Harvard Kennedy School, Ronald Heifetz model) How adaptive leadership differs from traditional leadership The link between complexity, uncertainty, and the need for adaptability Module 2: The Nature of Change and Challenge Technical vs adaptive challenges Why some problems can’t be solved with expertise alone Common leadership traps during crisis or disruption Adaptive work: reframing problems and shifting mindsets Module 3: The Core Principles of Adaptive Leadership Get on the balcony – seeing the bigger picture Regulate distress – maintaining productive tension Maintain disciplined attention – keeping teams focused Give the work back – empowering others to lead Protect voices of leadership from below – enabling diverse input Module 4: Leading Yourself Through Uncertainty Developing personal resilience and emotional agility Navigating ambiguity, setbacks, and pressure Identifying your leadership default style under stress Reflection: What kind of leader does your team need now? Module 5: Engaging Others in Times of Uncertainty Building trust and psychological safety during turbulence Managing resistance to change with curiosity and empathy Tools for courageous conversations and adaptive dialogue Creating shared purpose and distributed leadership in teams Module 6: Adaptive Tools and Techniques Scenario planning and sensemaking Stakeholder mapping in dynamic environments Using inquiry over advocacy Holding space for experimentation and learning Leading with both confidence and humility Module 7: Action Planning and Application Identify one adaptive challenge in your role/team Map your adaptive leadership response Peer coaching conversations Build a 30-day Adaptive Leadership Plan Delivery Style Workshop-style, highly interactive Case studies, breakout discussions, and guided self-reflection Scenario-based practice and small group exercises Option to include pre-work, post-session coaching or check-ins Course Materials Provided Adaptive Leadership workbook Reflection tools and leader self-assessment Conversation guide for adaptive challenges Change resistance diagnostic Personal Leadership Development Plan template Optional Add-ons Executive coaching package 360 feedback or team diagnostic on adaptive capacity Integration with change management or innovation programs Customisation for specific industries (e.g., public sector, healthcare, education, finance)