Course Duration: Half-day or full-day (can also be delivered as a 3-part virtual workshop series) Target Audience: Professionals in non-technical roles (e.g. executive assistants, HR, marketing, project managers, operations staff, trainers, and admin support) who want to use generative AI to enhance their work—without needing coding skills. Course Objectives By the end of this course, participants will be able to: Understand what generative AI is and how it works in plain language. Identify use cases relevant to their role or industry. Use popular generative AI tools (like ChatGPT, Gemini, and Copilot) confidently. Write effective prompts to get better, more relevant results. Apply AI ethically and responsibly in the workplace. Course Outline Module 1: Demystifying Generative AI What is generative AI? (Plain language explanation) How AI models like ChatGPT, Copilot, and Gemini work Examples of what generative AI can (and can’t) do Myths, risks, and benefits of AI in non-tech roles Module 2: Everyday Use Cases for Professionals Time-saving applications: Drafting emails, reports, meeting summaries Creating checklists, plans, or SOPs Enhancing creativity: Brainstorming ideas for events, campaigns, or training Writing social media posts, newsletters, or job ads Organising information: Summarising documents Structuring spreadsheets or creating templates Supporting communication: Improving tone and clarity Translating or simplifying content Module 3: Prompting Essentials What is a “prompt” and why does it matter? How to write clear, specific, and effective prompts Prompting frameworks (e.g., “Role–Task–Goal” method) Live practice: transforming a vague prompt into a powerful one Troubleshooting: when AI gives poor answers and how to improve them Module 4: Hands-On Exploration Try-it-yourself exercises using ChatGPT or Gemini (guided) Real workplace examples and team challenges Create an AI-generated email, checklist, or idea list Optional: use industry-specific examples (e.g., HR, admin, events, comms) Module 5: Responsible AI Use at Work Understanding AI limitations and biases Protecting privacy and sensitive data When not to use AI Workplace policies and guidelines (customisable for your organisation) Ethical use: attribution, transparency, and human review Module 6: Getting Started in Your Role Tools overview: free vs paid options (ChatGPT, Microsoft Copilot, Gemini) Building your own AI toolkit Tips for staying up to date as tools evolve 30-day challenge: how to build AI into your daily workflow Delivery Style Highly interactive, practical, and low-jargon No coding or tech background required Hands-on demos, guided practice, and scenario-based activities Group discussion and peer learning Course Materials Provided Quick-start guide: Top 10 prompts for non-tech roles AI Prompt Library for your job type Do’s and Don’ts for ethical use of AI at work “AI in Action” workbook with examples and checklists Personal AI Action Plan Optional Add-ons Team-based AI hackathon (mini workplace challenge) Tailored follow-up webinar for Q&A and deeper use cases Co-branded playbook for organisational AI use Integration with digital transformation or innovation initiatives
Starting a small business can be a rewarding journey, but it requires careful planning and the right strategies to succeed. From creating a solid business plan to organizing finances and finding the right support, this guide will help you establish a foundation for a thriving business. For entrepreneurs in Calgary, key resources like reliable bookkeeping services can make a significant difference. Here’s how to start a small business and set it up for lasting success. Developing a business plan A clear, well-researched business plan serves as a roadmap for your business. It outlines your goals, target market, competitive advantage, and financial projections. This plan will also help attract investors or secure loans. To create an effective business plan: Define your mission and vision: Explain why your business exists and what you aim to achieve. Identify your target audience: Determine who your customers are and what problems your business will solve for them. Analyze competitors: Study your competitors to understand what they offer and find ways to differentiate your business. Set realistic financial projections: Estimate costs, revenue, and profits. This will give potential investors confidence in your business. Choosing a business structure Selecting the right business structure is essential, as it affects your taxes, liability, and daily operations. Common options include: Sole proprietorship: Simple to set up, with minimal paperwork, but offers no separation of personal and business liability. Partnership: Ideal for two or more owners, allowing shared responsibilities, but partners share liabilities. Corporation: Provides liability protection, but involves more paperwork and regulatory requirements. LLC (Limited Liability Company): Offers liability protection without the complexity of a corporation. Choose a structure that best suits your needs, and consult a legal professional to ensure compliance with Calgary’s business regulations. Securing funding Most small businesses require some level of funding to get started. Consider various financing options to find the best fit: Personal savings or family support: Often the first source of funding for many entrepreneurs. Business loans: Many banks offer small business loans with varying interest rates. Grants and government programs: Explore government grants and programs specifically designed to support small businesses in Calgary. Angel investors or venture capital: For businesses with high growth potential, attracting investors may be an option. Registering your business To operate legally, you’ll need to register your business. This process involves choosing a unique name, filing the necessary documents, and obtaining a business license in Calgary. You may also need specific permits depending on your industry. Completing these steps ensures that your business complies with all local regulations. Organizing your finances Managing finances effectively is crucial for any small business. Accurate bookkeeping keeps your business organized, tracks income and expenses, and prepares you for tax season. Many small businesses in Calgary choose to hire a bookkeeper in Calgary to handle these responsibilities, allowing owners to focus on growth. Working with one of the best bookkeeping services in Calgary can provide: Accurate financial records: Professional bookkeepers help maintain up-to-date records, which is essential for financial health. Compliance with tax laws: Calgary’s best bookkeeping services are familiar with local tax regulations, ensuring that you file correctly and on time. Insights for decision-making: With accurate records, you can make informed decisions on budgeting, spending, and investments. Creating a strong brand identity Building a brand that resonates with your target audience is essential. Your brand identity includes your business name, logo, colors, and messaging, as well as the experience you offer customers. Developing a consistent brand identity sets you apart from competitors and builds trust with customers. Here are some steps to create a strong brand identity: Design a logo and visual theme: Choose a professional logo, color scheme, and design elements that reflect your brand’s personality. Develop a unique brand voice: Whether it’s friendly, professional, or playful, keep your brand voice consistent in all communications. Focus on customer experience: Aim to provide exceptional service that keeps customers coming back and sharing their positive experiences. Building an online presence In today’s digital world, an online presence is crucial for reaching potential customers. Start by creating a professional website where customers can learn more about your products or services. Next, consider establishing a presence on social media platforms that suit your audience. Key components of a strong online presence include: User-friendly website: Make sure your website is easy to navigate, mobile-friendly, and includes essential information about your business. Social media profiles: Engage with customers and share updates on platforms like Facebook, Instagram, or LinkedIn. Google My Business: Setting up a Google My Business profile helps customers in Calgary find you more easily. Building a support network Running a small business can be challenging, and having a network of support is invaluable. Surround yourself with people who can provide advice, resources, and encouragement. Consider these ways to build a support network: Join local business associations: Groups like the Calgary Chamber of Commerce offer networking opportunities, resources, and workshops. Seek mentorship: Experienced business owners can offer guidance and insights that help you avoid common pitfalls. Hire professionals for specialized tasks: For financial and legal matters, work with professionals like accountants, lawyers, and bookkeepers. Tracking progress and making adjustments As your business grows, it’s essential to review your progress and adjust your strategies. Regularly assessing financial performance, customer feedback, and market trends can help you refine your approach and stay competitive. Working with one of the best bookkeeping services in Calgary can make tracking your financial performance much easier, giving you insight into profit margins, cash flow, and budgeting. Consider these strategies for tracking progress: Set measurable goals: Establish specific goals for growth, such as revenue targets or customer acquisition numbers. Analyze performance data: Use financial statements, sales reports, and customer feedback to assess performance. Stay flexible: Be willing to make changes to products, services, or marketing strategies if they aren’t meeting customer needs. Conclusion Starting a small business takes effort, planning, and ongoing management. By creating a solid business plan, organizing your finances, and developing a strong brand, you can set your business up for success. In Calgary, many new business owners choose to hire a bookkeeper in Calgary to ensure accurate financial management and stay compliant with local regulations. Taking advantage of the best bookkeeping services in Calgary can free up your time, allowing you to focus on growing your business and achieving long-term success. With dedication and the right strategies, your small business can thrive in today’s competitive market.
Supporting your team - a manager's guide Facilitated by Claire Warner Charity Culture, Wellbeing & Leadership Specialist Aimed at managers | heads of | directors working in fundraising and marcomms leadership roles in UK hospices Please only sign up for this session if you have line management responsibility - - - Managing a team of fundraisers isn’t just about hitting targets - it’s about keeping your people motivated, engaged, and well-supported. Hospice fundraising comes with unique pressures, and as a manager, you play a crucial role in helping your team navigate them. This practical, interactive workshop will help you: ✅ Recognise the early signs of stress and burnout in your team ✅ Create a culture of support, resilience, and psychological safety ✅ Implement strategies to balance high performance with team wellbeing With real-life examples, discussion, and actionable takeaways, you’ll leave with the tools and confidence to be a stronger, more effective leader for your fundraisers. - - - 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.
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.
Change and uncertainty - staying resilient in a shifting landscape Facilitated by Claire Warner Charity Culture, Wellbeing & Leadership Specialist Aimed at those working in fundraising and marcomms roles in UK hospices - - - Change is inevitable - but that doesn’t mean it’s easy. Whether it’s shifting targets, new team structures, or sector-wide challenges, hospice fundraisers are constantly navigating uncertainty. This interactive workshop will help you: ✅ Understand why change feels hard—and how to make it easier ✅ Identify what’s in your control (and let go of what’s not) ✅ Build resilience and confidence in uncertain times With practical strategies, group discussions, and real-world tools, you’ll leave feeling more in control, no matter what’s ahead. - - - 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.
Sharing & Networking - Corporate Fundraising Session aimed at corporate fundraisers. THIS SESSION WILL NOT BE RECORDED
Turning the dial - positive changes for the future Facilitated by Claire Warner Charity Culture, Wellbeing & Leadership Specialist Aimed at those working in fundraising and marcomms roles in UK hospices - - - You’ve made it through the toughest times—but what’s next? It’s time to shift gears and create positive, meaningful change in your work and wellbeing. This interactive workshop will help you: ✅ Move from survival mode to a proactive mindset ✅ Identify small, impactful changes that will make a big difference ✅ Build habits and strategies to sustain long-term success Using practical tools, real-world examples, and group discussions, you’ll leave with a clear plan to turn the dial and shape a brighter future for yourself and your fundraising role.
Annual General Meeting THE MEETING WILL BE RECORDED FOR NOTE TAKING PURPOSES ONLY
This course aims to increase and enhance delegates’ understanding of the various financial crime threats which impact upon the organisations, sectors and regions in which they operate and provide them with the tools to mitigate those threats. It assumes no prior knowledge of the subject but ensures through a high level of interactivity that delegates with any level of experience in the field will be able to share and receive the collective knowledge of the group.
KBM Training & Recruitment is a leading provider of ACCA Courses, Accounting courses, and Assistant Accountant. We provide ACCA, AAT qualification support, professional guidance, and exam preparation to help learners succeed in the accounting and finance course. We offer expert guidance in financial reporting, performance management, financial asset management systems, and international financial reporting standards, helping learners gain real-world expertise.