Speaking & Workshops

Engaging, practical financial education your audience will actually enjoy.

Finance doesn't have to be confusing or intimidating — and it definitely doesn't have to be boring. Whether you're hosting a conference, staff training, leadership retreat, or community workshop, I bring approachable, energizing financial education that leaves people feeling empowered instead of overwhelmed.

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Download My Speaker Kit

My goal is simple:

Make financial clarity accessible, relatable, and usable — right away.

I teach the way I wish someone had taught me: with real examples, practical frameworks, a calm and supportive pace, and just enough humor to keep people leaning in.

Signature Talks

"The Accidental CFO: How to Lead a Nonprofit Through Its Numbers" For nonprofit EDs, founders, and program leaders who landed in the finance seat without a finance background. Walks audiences through the financial questions they're most afraid to ask out loud — and the frameworks that make those questions easier to answer.

"Your Board's New Favorite Financial Report" For nonprofit leaders who want to build board-ready financial storytelling that drives decisions — not just compliance. Covers what to include, what to cut, and how to present numbers that actually help your board help you.

"Money, Mission, and the Ask" For development teams and EDs preparing to fundraise. How to talk about your financials with funders in a way that builds trust, answers the real questions behind the questions, and strengthens your case for support.

"Finance for the Next Generation" High-energy, interactive sessions for youth programs, schools, emerging professionals, and entrepreneurship cohorts. Makes money feel approachable instead of scary — and gives young people frameworks they can actually use.

Custom Workshops & Trainings Don't see exactly what you need? I'll build a session designed around your audience, your mission, and your goals.

Speaking Formats

Every event is different, and I offer flexible delivery options to fit your needs:

  • Keynotes — 45 to 60 minutes

  • Breakout sessions — 30 to 60 minutes

  • Interactive workshops — 90 minutes to 3 hours

  • Half-day and full-day trainings

  • Board and leadership retreats

  • Virtual, hybrid, or in-person

Why Audiences Love These Sessions

Clear, relatable explanations

  • Real examples from real nonprofits and small businesses

  • A calm, supportive teaching style

  • Simple frameworks people can use the next day

  • Engaging delivery that makes finance feel approachable

  • Tailored to your audience's experience level and goals

My role isn't just to teach — it's to make people feel capable.

My sessions aren't lectures — they're conversations.

I've had the privilege of speaking to everyone from college students exploring accounting careers to seasoned nonprofit executives navigating audit season. What I've learned across every room is this: people don't struggle with finance because they're not smart enough — they struggle because no one has ever explained it in a way that actually made sense for their world. That's what I show up to change. Whether it's a keynote for 500 or a roundtable for 10, I bring the same thing every time: clarity, warmth, and content people can actually use before they leave the room.

Where I've been invited to speak

  • AICPA Women's Global Leadership Conference — 2025 (In-Person) "Sisterhood in Accounting: Unlocking Your Network for Career Success" Women in accounting — invited back for the 2026 Virtual Encore

  • AICPA Women's Global Leadership Summit — 2026 (Virtual) "Sisterhood in Accounting: Unlocking Your Network for Career Success" — Encore presentation

  • BILL Nonprofit Money & Mission — 2026 (Virtual) "Planning Without Perfect Information: Budgeting and Forecasting for Uncertain Times" Audience: nonprofit finance leaders

  • BILL Nonprofit Money & Mission — 2025 (Virtual) "Real Stories of Financial Transformation: Nonprofit Success with Automation" Audience: nonprofit finance leaders

  • AICPA ENGAGE+ — 2024 (Virtual) "Speaking Up and Speaking Out: How to Be Taken Seriously No Matter Your Age or Experience Level"

  • AICPA & CIMA ALSW — 2024 (In-Person) "Unlocking Potential by Exploring Diverse Career Paths in Accounting and Finance" Audience: accounting students

  • Upcoming BILL — May 6, 2026 (Virtual) "From Promises to Proof: New Findings on the Power of AI in Finance" Audience: finance professionals

Perfect For

  • Nonprofit conferences

  • Staff training days

  • Board retreats

  • Small business events

  • Entrepreneurship programs

  • Youth education organizations

  • Women’s groups

  • Professional associations

  • Leadership development cohorts

If your audience needs financial clarity, I can help deliver it.

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 Financial Confidence to Your Event

Tell me about your audience and goals. I'll recommend the right session or build something custom for you.

Bring me to your event

"Want to share details with your team first?" → Download My Speaker Kit (PDF)

FAQ: Speaking & Workshops

  • Yes. Every session is tailored to your audience, goals, and event style.

  • Yes — virtual, hybrid, and in-person events are all available.

  • I work with nonprofits, small businesses, schools, grant-funded programs, leadership groups, and professional associations.

  • Sessions range from 45-minute keynotes to half-day workshops. Longer trainings are available upon request.

  • Yes. Travel fees may apply depending on location.

  • Click “Bring me to your event” to share your event details. I’ll follow up with options and customized pricing.