Expert · In-person training

Data & Governance

Use your own data with confidence. We turn privacy, retention, access and policy into practical guardrails your team will actually follow, plus a straightforward AI policy you can adopt the same week.

  • 2 hoursduration
  • Up to 8group size
  • Our Officelocation
  • Confident with AIprerequisites
Overview

Use your own data with confidence, not crossed fingers.

The moment your team started using AI, your data started going somewhere. Client details in a prompt, a contract pasted in for summarising, sensitive numbers dropped into a chatbot, usually with the best intentions and no rules at all. For most businesses the “AI policy” is a vague hope that everyone’s being sensible.

This session replaces hope with practical guardrails. We work through privacy, retention, access and approval in plain language, what’s safe to share, what isn’t, and how to tell the difference, then turn it into a straightforward AI policy your team will actually follow. You leave with a usable document, not legalese, you can adopt the same week.

Who it’s for: Owners, managers and anyone responsible for how a team uses AI safely, especially in firms handling client or sensitive data. Comfortable with everyday AI use (our intermediate courses, or equivalent). No legal background needed.

What you’ll leave with

Walk out able to…

A real policy and the confidence to enforce it. Here’s what you’ll leave with.

  • Know what’s safe to share

    Draw a clear line between information that’s fine for AI tools and information that never belongs in one.

  • Handle privacy and retention

    Understand where your data goes, how long it’s kept, and how to keep client information protected.

  • Set access and approval

    Decide who can use which tools for what, with sensible sign-off for the higher-risk stuff.

  • Write an AI policy that sticks

    Leave with a plain-language policy your team will actually read, understand and follow.

  • Choose tools on the right terms

    Read the settings and data terms that matter, so you pick tools that respect your obligations.

  • Stay compliant as you grow

    Put simple review habits in place so your guardrails keep pace as your AI use expands.

Tod Ward, AI Expert AI Expert
Your instructor

Tod Ward

Tod has spent 15+ years making technology make sense for small businesses, long before any of it was branded “AI”. He’s the one in the room translating the hype into plain English and practical next steps.

He runs every session personally, with real examples from businesses like yours, trades, clinics, firms and shops right here in the Kawarthas. Expect straight talk, a few laughs, and zero condescension.

  • 15+ years translating tech for local business
  • Leads every session personally
  • Hundreds of owners trained, one-to-one and in teams
  • Based in the Kawarthas, works with businesses like yours
Three ways to attend

Bring it to your team, join an open session, or book us to speak.

Most popular

Book a private team session

Run Data & Governance just for your team, on a date that suits you. Same room, same questions, examples pulled straight from how your business works.

  • Our Office
  • Up to 8
  • Tailored to your tools and trade
Book an in-person meeting
Open session

Join the next open date

Not a whole team? We run an open Data & Governance session in the Kawarthas as soon as 16 local owners put their hand up.

9 of 16 interested

Just 7 more to lock a date.

Enough interest, a date is being set. Register to claim a spot.

No commitment, we’ll email you the moment a date is set.
Speaking

Have us speak at your event

Hosting an event, conference or team day? Enquire about getting one of our AI experts to speak. We turn what AI really means for local business into a plain-English talk, pitched to your audience.

  • Keynotes, workshops or panels
  • Any audience, any size
  • Plain English, zero jargon
Request a speaker
Ready when you are

Let your team use AI, safely.

Book Data & Governance as a private session for your team, or register your interest in the next open date. Leave with a practical AI policy you can put in place straight away.

Book an in-person team meeting