Presentations, Workshops and Speaking Events

Step 1: What would you like your attendees to learn and have the skills to act on?
I offer a range of topics and presentation styles, from a quick chat on a podcast, to an all day workshop.
Topics include:
Personal Finances
- Why I start the budgeting process with a focus
- The 5 steps to create your household budget
- How you can cut out costs without giving up the things you love
- Why traditional budgeting doesn't work for most people (and what you can do instead)
- How you can teach your kids about managing money
- How to check your assets are working for you
Business Finances
- Why Making a Profit Matters
- The steps to get Profit First set up for your business
- Understanding Not For Profit finances and responsibilities
- How to make forecasting cashflow easy
- Xero Tips and Tricks for easy data entry
- Understanding your financial reports
Step 2: Determine Location
I travel between locations, so online is my preferred method of delivery.
However, I do travel - and am mostly based in Perth, Western Australia.
I love presenting in person, so am willing to travel where costs can be reimbursed.
What delivery method is suitable for your audience?
Step 3: Time required
Is it a 30 minute Lunch & Learn, or a full day workshop?
Do you need early morning or after hours?
I will create a presentation that suits your audience, based on the amount of time we have available.
Step 4: Budget
Do you have a budget for a speaking fee?
I am happy to do presentations where I am also able to showcase one of my paid programs.
Step 5: Organise a time to chat
Do you want to know more?
I would be happy to meet with you on zoom to work through some of the finer details, otherwise feel free to send me an email with your requirements.
jodi[@]intentionalmoney.com.au
Experience:
Here's some of my previous experiences:
WORKSHOP PRESENTER:
City of Karratha | Understanding Not For Profits |
City of Karratha | Budgeting 101 |
Shire of Newman | Understanding Not For Profits |
Karratha & Districts Chamber of Commerce & Industry | Profit First |
Karratha & Districts Chamber of Commerce & Industry | Xero Training |
Onslow Chamber of Commerce | Xero Training |
Onslow Chamber of Commerce | Online Finance Series: - xero basics, xero reporting, profit first |
St Lukes High School | Budgeting and Taxes (Yr 9) |
ONLINE WEBINARS:
Making Your Money Matter
NWA list of webinars
PODCAST GUEST:
Rural Bookkeeper Podcast | 5 steps to create your household budget |
The Nope Coach | How to say no when people ask you for money & How to do more of what you love |
Bounce out of Bed Podcast | Why you should Invest in Personal Development |
Same Same but Different | Money management |
The Level Up with Katie B podcast | Being a projector and mastering your trade - money management |