Let’s talk →Practical financial education
Financial Workshops
Engaging, decision-focused learning that makes financial concepts useful to entrepreneurs and business owners.
Discuss this service →The opportunity
Make the learning useful beyond the session.
I deliver financial workshops that connect the numbers to the choices participants actually face. Sessions use clear explanations, relevant examples, structured activities, and practical tools so participants can move from understanding a concept to applying it in their own business.
SBDCs, colleges, economic-development organizations, entrepreneur programs, associations, and other organizations serving business owners.
What it can include
A complete, practical engagement.
- 01
An established workshop selected from my training library
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Audience-appropriate examples, exercises, and discussion prompts
- 03
Participant worksheets or practical decision tools when appropriate
- 04
Virtual, in-person, hybrid, single-session, or multi-session delivery
How I approach it
- 01
Clarify the audience, goals, timing, and program context
- 02
Select or adapt content around the desired outcomes
- 03
Deliver an interactive, application-focused session
- 04
Capture feedback and identify useful follow-on learning
Could this support your organization?
Let’s discuss it →