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