Sixty minutes. One habit for the people and money you look after. Leave each workshop with a tool set up, in your own account and a workbook to keep, so you can use your tech in peace.
Every workshop hands you one key: who has access, whether your records will restore, and who is watching. We learn it together, set it up in your own accounts, and turn it into a habit your office keeps.
See what it does, then set it up in your own account with help on screen.
A simple monthly routine your team will actually keep.
Fewer surprises for the family, the board and the auditor.
Tech in peace
One true story, two current numbers, and three to five checks you do live in the workbook.
Twelve minutes of live Q&A. Bring the document the session names, like your last insurance application.
How offices keep the check green every month, and a free Risk Snapshot if you want yours checked.
Fifteen workshops, October to January. Each one stands on its own. Pick the role closest to yours, or join them all.
A simple payment verification routine, and a clear picture of who can reach your finance email and banking.
Key: who has accessThe questions your insurer asks at renewal, and the evidence folder that keeps every answer true all year.
Key: who is watchingMap where your financial records live, set retention rules, and confirm your backups will actually restore them.
Key: records that restoreThe five numbers to review each month so you can answer the family or the board with confidence.
Key: who is watchingA calm tabletop walk from day one to day seven: who decides, who calls whom, and how payroll still runs.
Key: records that restoreThe questions funders, partners and counterparties ask before they sign, and how to answer with proof.
Key: who has accessTurn audit prep from weeks of scrambling into a standing evidence folder that fills itself each month.
Key: who is watchingA quarterly access review your IT team can run and your examiner will accept. Every key accounted for.
Key: who has accessLine up your retention schedule, your backups and the notice clocks in one plan you can show.
Key: records that restoreA same-day checklist for email, shared passwords, apps and devices, so access ends when the role does.
Key: who has accessRank your critical systems, set realistic recovery times, and plan the manual workarounds your team can run.
Key: records that restoreList the vendors who hold a key to your systems, ask five plain questions, and keep an eye on them over time.
Key: who is watchingDecide what to watch, what to automate, and where a partner adds after-hours coverage without replacing you.
Key: who is watchingA quarterly restore test routine and a report your leadership and insurer will accept.
Key: records that restoreStandard user accounts, sign-in backed by MFA, FileVault, and offboarding that happens on its own. Jamf done right.
Key: who has accessRegistration opens soon. Check back for the Zoom link, or join the waitlist on the home page and we will send it to you.
Every workshop ends with the same offer. In thirty minutes we look at your own office across the three keys and hand you a one-page scorecard. No report to buy and nothing to install.
If you would rather keep the checks green every month than redo them, we will show you what that looks like. That part is up to you.
Pick one session. Leave with one habit set up and working.
Reserve your seat