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OVERVIEW

Trelease Communications offers training presentations on AI-integrated business writing, oral presentation, leadership, team dynamics and positivity in the workforce. Founder Fran Trelease speaks to colleges, universities, state agencies and corporate EAP programs. She also created *The Write Right Method*, an affordable online course that helps recent graduates and new employees strengthen their business writing skills for job readiness.

PROGRAMS

Programs are tailored to the needs of each audience—whether developing practical communication skills for new hires, enhancing collaboration for established teams, or guiding leaders to adapt in a changing workplace. Every presentation emphasizes clarity, confidence and connection, with strategies participants can apply right away.

A BLENDED APPROACH

Beyond live training, Trelease Communications offers on-demand learning and follow-up resources to ensure lasting impact. This blended approach helps organizations see measurable improvements in communication, productivity and workplace engagement.

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We Are Agentic is a people-first AI transformation agency. We help leadership teams develop an AI plan and then bring it to life through training, workflow mapping and the development of custom AI agents.

We partner with you throughout, because our goal is to make you self-sufficient rather than dependent on us. We work cross-industry, with clients ranging from PR and recruitment agencies to legal firms, private equity companies, hospitality groups and multinational retailers. What sets us apart is that we take you the whole way, from zero AI knowledge to becoming an AI-first company.

CCL Academy is a specialist compliance training provider supporting Compliance, HR & L&D teams across the financial services industry in ensuring all staff understand and adhere to regulatory requirements.

Firm-Wide Training

Through practical, sector-specific learning, CCL Academy's 360 approach provides tailored, flexible, and effective training for the whole firm. This includes awareness-focused courses for front-office staff, advanced regulatory updates and skills training for Compliance staff, and high-level briefings for Boards and Senior Management.

Comprehensive Courses

Training is delivered through a variety of mediums, including eLearning, live in-house courses, public courses, CPD programmes, and on-demand training, ensuring teams can access the right learning at the right time.

Financial Services Focused

Banking, Wealth & Asset Management, Brokerage, and Insurance — whether a start-up or an established enterprise, CCL Academy's focus is on delivering case study-led compliance training with practical, real-life scenarios and challenges that financial services firms often face.

Outstanding Experience

Courses are designed using proven adult learning principles, are practical in approach, and focus on the key learning points, providing an engaging and impactful learning experience for participants at all levels.

Expert Trainers

With over 30 years of helping firms stay informed, confident, and prepared for regulatory change and emerging risks, CCL Academy's trainers are industry specialists with strong training backgrounds, delivering actionable knowledge.

Our work is designed for companies experiencing communication breakdowns, cross functional friction, weak follow through, or inconsistent leadership habits that are affecting performance.

How are we different? We stay with your team for 90 days after training to help the learning become behaviour, keep alignment visible, and support people through the real situations where change is most likely to break down.

Rather than delivering generic training, we focus on practical solutions that improve leadership clarity, strengthen manager effectiveness, and support better execution across teams.

A signature offering is the Execution Friction Sprint for Managers, a focused intervention designed to help organizations quickly identify leadership and communication gaps, strengthen manager habits, and create a practical roadmap for improved follow through and alignment.

Areas of focus: Leadership communication, manager effectiveness, cross cultural leadership, team alignment, organizational change, executive communication, decision making, and leadership clarity.

PlayWork specializes in the psychology of play and next-gen solutions for advanced leadership , organizational development, engagemnet and meaningful work experience.

In a world where 70% of employees are disengaged, our innovative methodology and tools transform the work itself, making it more engaging, meaningful, and valuable for everyone. This enables every company to achieve its strategic goals.

We specialize in:

Solving complex challenges

We approach problems in surprising ways, unlocking fresh perspectives and actionable solutions. Teams learn to move past stuck points quickly and transform ambiguity into clarity.

Developing leadership, fostering a growth mindset, and improving performance

Leaders gain practical tools to embrace uncertainty, make clearer decisions, and inspire trust. We embed growth-mindset habits that translate directly into higher performance and team confidence.

Boosting retention, engagement and employee development

Instead of relying on perks, we cultivate deep engagement by giving people ownership, meaning, and autonomy in their work. That shift reduces turnover while accelerating skill growth and career development.

Increasing agility and adapting to rapid changes

With us, change stops feeling like disruption and starts feeling like play. Teams become more flexible, faster to pivot, and more confident in navigating shifting markets.

Reducing stress and burnout, building resilience

We deliver rapid-recovery tools, that help employees bounce back stronger. The result: healthier teams, lower attrition risk, and a culture of sustainable performance.

Fostering innovation and practical creativity

We empower tangible creativity by turning “what if?” into everyday practice. Teams consistently generate bold, workable ideas that translate into measurable business impact.

Cultivating strategic decision-making

We simplifiy complex decisions with lightweight rituals that balance intuition and analysis. This clarity accelerates execution and minimizes costly delays.

Improving interpersonal communication

By creating safe, judgment-free spaces for dialogue, we build trust and authenticity. Communication becomes more open, constructive, and aligned with shared goals.

Accelerating team collaboration

We turn collaboration into a dynamic, engaging process where everyone contributes. Teams align faster, cut down on meeting fatigue, and execute with greater cohesion.

Nurturing organizational culture

Culture shifts when behaviors shift. We help install everyday practices that reinforce values, build belonging, and make the culture real—not just words on the wall.

We work with leaders, managers, teams, organizational development & HR professionals, and innovation teams - All looking for out of the box solutions, future proof tools and creating meaningful changes in short periods of time, while enjoying the process.

Our diverse client base includes large corporations, government offices, academia, startups and more.

Rachel Lyons Learning provides highly engaging, interactive soft skills training, delivered by facilitators with a wealth of experience working with the employees and leaders of blue chip companies.

We are led by Rachel Lyons who has 19 years experience providing training to top financial services firms and organisations including the London Stock Exchange, HSBC, Barclays, RBS, Credit Suisse, Goldman Sachs, JP Morgan, Morgan Stanley, Schroders, Deutsche Bank and CitiGroup.

Our uplifting and insightful training enables participants to reach their full potential by honing a range of personal development skills. We work with a wide range of learners, from new graduates navigating the workplace for the first time, to leaders who are seeking to drive change and build effective teams.

Delivered in person or online, our courses can be included as part of training programs for an intake of graduates or provided as stand alone sessions.

Strategy Dynamics provides ONLINE, SELF-PACED COURSES ON STRATEGY AND "DIGITAL-TWIN" BUSINESS MODELS - time-based models that mimic the elements, structure and quantified behaviour of any business, function, initiative or issue. The models (and the approach to strategy) are based on rigorous yet practical principles of how real-world systems work. They are highly visual, so teams can see how their plan or issue may play out over time under varying scenarios and strategies.

For LEADERS the online courses show how to USE digital-twin models to evaluate, test and continually manage any plan, whether that plan concerns simply fixing a limited operational issue, the strategic plan for the entire organisation, or any scale of issue between these extremes. The STRATEGY courses reflect those rigorous foundations, while avoiding the technical details.

For ANALYSTS, CONSULTANTS, ACCOUNTANTS, courses explain how to BUILD digital-twin models. The process is neither technical or complex. Building digital-twin models is easier, faster, less error-prone and capable of much greater scope than a spreadsheet alternatives. And their visual layout and natural-language elements make them more intuitive, and capable of being built in real time with executive teams.

THE COURSES range from short (1-2 hours) classes on how digital-twin models apply or can be built for specific topics or functions up to the equivalent of whole-semester degree classes. Strategy Dynamics principles, methods and models are used by large corporations such as Microsoft, Coca-Cola, Toyota Motors, as well as by thousands of small to medium enterprises and start-ups.

AI training is everywhere right now. Firms are spending huge sums on Copilot, prompt engineering, workflow automation and AI productivity programmes.

The problem is that too much of it is being bought in a rush.

A course title sounds right. A provider sounds credible. A demo looks impressive. Everyone leaves knowing a few prompts. Then, three weeks later, behaviour has barely changed.

Alumno Consulting helps financial services firms avoid that trap.

We design and deliver AI training that is practical, engaging, industry-specific and focused on long-term behaviour change. The objective is not simply to teach people what Copilot, ChatGPT or other AI tools can do. The objective is to help them use those tools confidently, safely and repeatedly in the real work they do every day.

That means learning AI in context: financial markets, banking, asset management, risk, regulation, Excel, presentations, client work, research, analysis, meetings and workflow redesign.

With over 30 years of financial services training experience, 80,000+ delegates trained, and experience with 9 of the 10 largest investment banks, we understand both sides of the problem: the technology and the people who need to use it.

Our sessions are interactive, energetic and memorable because that is how learning sticks. AI training should not be generic, passive or forgettable. It should change what people do when they get back to their desks.

If your firm is investing in AI capability, make sure the money turns into changed behaviour, better workflows and measurable confidence, not just another course people attended.

The Brand Champion Bootcamp is an on-demand, CPD Certified professional development programme for anyone looking to build presentation skills, virtual presentation skills, public speaking confidence and effective communication skills.

Whether you're presenting to customers, leading meetings, delivering virtual presentations, speaking at events, contributing to webinars or podcasts, handling media interviews or representing your organisation in any high-profile situation, the Brand Champion Bootcamp provides practical communication frameworks that help you prepare with greater clarity, confidence and credibility.

Developed by communication specialist Rebecca Jabbar, the programme combines more than twenty-eight years of experience with structured learning, guided workbooks, practical communication frameworks and personal coaching. Unlike traditional communication training delivered on a single day, the Brand Champion Bootcamp becomes an on-demand professional development resource that learners can return to whenever an important communication opportunity arises.

The Brand Champion Bootcamp is designed for subject matter experts, technical specialists, managers, senior leaders, founders, customer-facing professionals and anyone whose role increasingly involves communicating with colleagues, customers, stakeholders, partners or the media.

Key areas of development include:

• Presentation skills

• Virtual presentation skills

• Public speaking

• Confident presenting

• Storytelling for professionals

• Effective communication skills

• Professional communication and influence

• Executive communication

• Media interviews and spokesperson skills

• Webinar and podcast communication

• Message development and delivery

• Handling questions with confidence

Unlike many communication courses that focus solely on delivery, the Brand Champion Bootcamp helps professionals organise their thinking, develop memorable messages and prepare more effectively before they speak. Learners build practical frameworks they can revisit before presentations, customer meetings, leadership updates, webinars, podcasts, media interviews and other communication opportunities throughout the year.

The Brand Champion Bootcamp helps organisations:

• Build presentation skills consistently across teams.

• Develop confident presenters for in-person and virtual presentations.

• Strengthen public speaking and professional communication skills.

• Help subject matter experts communicate complex ideas more clearly.

• Support colleagues who represent the organisation externally.

• Reinforce learning long after traditional workshops have finished.

• Provide scalable communication and professional development.

• Reduce communication risk through better preparation and practical communication frameworks.

The Brand Champion Bootcamp combines practical communication skills training with the flexibility of on-demand learning, helping professionals prepare with greater clarity, confidence and credibility whenever communication matters most.

In the age of AI, information is a commodity; human connection is the true differentiator.

But how do we ensure that our conversations actually make the difference—and are not the reason behind our failures? How do we access continuous, comprehensive feedback so we no longer move forward blindly and can turn our blind spots into a strategic advantage? This becomes even more critical when bandwidth is limited and managers simply don’t have the time to analyze every interaction.

Luminous helps organizations transform their leaders from information sharers into trusted facilitators—whether externally with clients or internally with teams. Our platform delivers seamless, comprehensive feedback rooted in data-driven behavioural insights and powered by real-time AI coaching. So that, from now on, every conversation truly counts. Matthieu Cousi, CEO & Co-founder, Luminous

How we can support you:

• AI-Driven Conversational Intelligence

Luminous integrates seamlessly with your existing tools (Read.ai, Fireflies, Otter, etc.) to turn raw transcriptions into actionable coaching. By analyzing 100% of your interactions, we uncover the blind spots and behavioral patterns that manual reviews miss. Through a 20+ metric dashboard and personalized AI coaching, you can pinpoint the exact drivers of your conversational success and systematically level up your communication. Core Applications Sales: Master prospect discovery and client retention. Leadership: Improve team alignment and staff engagement. Hiring: Conduct more objective and insightful candidate interviews.

• Expert AI Coaching (24/7)

Access on-demand, AI-powered Sales and Leadership coaches embedding world-class frameworks to ensure effective, authentic, and confidential sessions. Gain instant, situational guidance and self-awareness to navigate complex negotiations or team dynamics, providing you with expert advice exactly when it matters most. On the job.

• AI Productivity Agents

Streamline your workflow with agents designed for high-performance output. From automated meeting prep and intelligent notes to a Storytelling Builder and Personality Profiling, these tools handle the cognitive heavy lifting so you can focus on the human connection.

• AI Learning & Development programs

Accelerate growth with specialized L&D programs. Choose from "on-the-shelf" modules or tailored paths organized by soft-skill frameworks, designed to turn conversational theory into lasting behavioral habits.

• AI Transformation & Scaling: From Ideation to Impact

Bridge the gap between AI curiosity and enterprise-wide impact with our proprietary transformation methodology. Moving you seamlessly from Ideation to PoC and global Scaling, we deploy a multi-stakeholder, multi-tactical approach centered on four strategic quadrants: we ignite the drive for evolution (Make me want to change), provide the blueprint for execution (Show me how), remove friction by integrating into existing workflows (Make it easier than the status quo), and ensure psychological and data security (Make it safe). This comprehensive framework replaces the "status quo" with a high-performance culture where AI-driven behavioral change is both seamless and sustainable.

• The Luminous Circle Community

Join an elite ecosystem of professionals. Our community hub offers open or private peer-to-peer networking, real-time chat, and regular "acculturation" content—keeping you at the forefront of business and leadership trends and communication best practices.

Square Mile Global Consulting is a London-headquartered financial training and consulting company with expertise in IFRS and IPSAS Financial Reporting Standards, and Sustainability Reporting. We equip finance and non-finance professionals with the knowledge and practical skills needed to implement and analyse new accounting standards, navigate complex financial reporting and disclosure requirements in an evolving global landscape.

Our expert-led courses, delivered both virtually and in-person, have supported professionals across the UK, Europe, North America, Middle East, Africa and South East Asia. We are proud to have worked with a diverse range of organizations, tailoring our delivery to suit different sectors, experience levels, and learning needs.

Some of the organizations we have worked with: Asian Infrastructure Investment Bank (AIIB), Barclays Bank, Cairn Energy, Central Bank of Nigeria, Council of Europe, Citibank, ENI, Ernst & Young, European University Institute (EUI), Financial Services Commission Anguilla, Fitch Ratings, Ghana National Petroleum Corporation (GNPC), HaysMac, HSBC, ICAEW, IMF, Kreston Global, Lloyds Bank, OECD, Saudi Aramco, Union Bank of India (UK) and WorldPay.

Our core training portfolio includes IFRS, IPSAS and Sustainability Reporting programs, all of which can be customized in content and duration to meet your specific requirements.

International Financial Reporting Standards (IFRS)

1) IFRS Refresher with ESG Reporting (including IFRS S1 and S2)

2) IFRS Updates

3) IFRS 9 Financial Instruments

4) IFRS 9 Derivatives and Hedge Accounting

5) IFRS 15 Revenue from Contracts with Customers

6) IFRS 16 Leases

7) IFRS 17 Insurance Contracts

8) IFRS 18 Presentation and Disclosure in Financial Statements

9) IFRS for Banks and Financial Institutions

10) IFRS for Oil and Gas Companies

International Public Sector Accounting Standards (IPSAS)

1) IPSAS Refresher and Update

2) IPSAS Update (including IPSASB's SRS 1 Climate-related Disclosures)

3) IPSAS 43 Leases

4) IPSAS 45 Property, Plant and Equipment

5) IPSAS 46 Fair Value Measurement

6) IPSAS 47 Revenue and IPSAS 48 Transfer Expenses

7) IPSAS 41 Financial Instruments and IPSAS 30 Disclosures

8) IPSAS 33 First-time Adoption of Accruals Basis IPSAS

Sustainability/ESG Reporting

1) IFRS Sustainability Disclosure Standards (ISSB Standards - IFRS S1 and S2)

2) Mandatory EU requirements: EU Taxonomy and European Sustainability Reporting Standards (ESRS)

3) Overview of Sustainability/ESG Reporting Developments

4) Topic Specific Sustainability Reporting Course (e.g., biodiversity, pollution, workforce etc.)

5) IPSASB's Sustainability Reporting Standard (IPSASB SRS 1)

At Square Mile Global Consulting, we focus on interactive, outcome-driven learning. We will discuss your requirements to ensure the course is aligned with participant goals. Our sessions combine clear presentation of core concepts, interactive group discussions, excel-based financial illustrations, real-world case studies, regular summaries and mini-case exercises to reinforce learning.

Get in touch with Saket on saket@smglobal.co.uk to discuss how we can support your team's development.

The Negotiation Initiative focuses on enhancing negotiation skills through cultural intelligence, emphasizing the ability to navigate intellectual, emotional, and cultural differences. Their unique selling point is the integration of cross-cultural intellect with traditional negotiation training, providing pragmatic, data-reinforced frameworks. They offer short, focused training programs designed to improve strategic relationships and leadership skills in a global context.