The most effective training professionals are not only skilled at training design and delivery, but are also strong internal consultants who partner with business stakeholders to facilitate a deep understanding of the organization’s challenges and goals. Together, they build and implement solutions that drive business results.

This highly interactive half-day master class will equip you with tools and tactics for managing the consulting process in your organization. By emphasizing the strategic competencies defined in the Training Manager Competency Model™, this course will prepare you for your role in partnering with internal clients.


In this master class, you will learn how to:

  • Define each step of the consulting process
  • Engage with internal and external stakeholders to:
    • Identify relevant issues
    • Define clear roles
    • Communicate solutions and potential obstacles
    • Negotiate solutions and success measures
    • Provide and receive feedback in ways that enhance the relationship



Laura has over twenty years’ experience as a manager and director for retail and wholesale financial services organizations, including as director of training and development for Schwab Capital Markets. Prior to leading the training organization, she held roles as diverse as director of customer service Initiatives and manager of correspondent execution services, both for Schwab Capital Markets, and vice president and branch manager of a Boston-area retail brokerage office for Charles Schwab.

Learn how Training Industry’s master classes can help you earn recertification credits for leading HR and training certifications.