Speaking & Workshops

Bring Me to Your Event

Finance doesn’t have to be boring—and my speaking engagements prove it.

I’m passionate about making finance feel approachable, engaging, and even fun. Whether you’re leading a nonprofit team, hosting a conference, or training small business owners, I design talks and workshops that simplify financial concepts and leave participants feeling confident instead of overwhelmed.

My style is conversational, relatable, and sometimes a little quirky (yes, I’ve been known to crack jokes about spreadsheets). The goal is always the same: to empower your audience with practical tools and insights they can actually use.

What I Deliver

  • Engaging presentations that keep audiences hooked

  • Clear, jargon-free explanations of financial concepts

  • Interactive workshops with exercises and discussions

  • Custom content tailored to your industry and goals

  • A supportive environment where no question is too small

By the end of a session, participants walk away with clarity, confidence, and a fresh perspective on money management. 

Speaking & Workshop Packages:

  • Perfect for conferences, summits, or organizational meetings.

    What’s included:

    • 45–60 minute keynote or shorter presentation

    • Topics customized to your audience (e.g., nonprofit finance, cash flow, budgeting without stress)

    • Slides and handouts provided for attendees

    • Optional Q&A session

    Ideal if you want to inspire and inform your audience with a powerful, approachable financial message.

  • For teams or groups ready to dig deeper and practice applying concepts.

    What’s included:

    • 3–4 hour interactive session with hands-on activities

    • Budgeting exercises, financial statement interpretation, and/or cash flow planning

    • Group discussions and breakout activities

    • Follow-up resources and tools for participants

    Great for organizations looking to boost their team’s financial literacy in a practical, memorable way.

  • The ultimate immersive experience for groups that want a comprehensive training program.

    What’s included:

    • 6–8 hours of instruction, activities, and discussions

    • Coverage of multiple topics in depth (customized to your needs)

    • Case studies and real-world scenarios participants can relate to

    • Extended Q&A time and one-on-one support during the day

    • Breaks built in to keep participants energized and engaged

    Best for conferences, leadership teams, or organizations that want deep, transformative learning in a single day.

All sessions are tailored to your audience’s experience level and goals. Before the event, I’ll collaborate with you to design the right approach and ensure participants walk away with actionable insights.

Let’s bring approachable, impactful financial education to your audience.

👉 Book a Workshop Discovery Call