UPCOMING EVENTS

YWCA Young Women and Money Conference Speaker
Berkeley, CA


Past Events


Interview with Discover | Modern Money Blog: How to Stick to a Budget

University of San Francisco | Financial Wellness Workshop for Graduating Seniors

Interview with Signia Venture Partners | AI in Wealth Management

Pereira O’Dell | Budgeting Workshop

Financial Wellness Workshop | How to Parent Financially Literate Young Adults
Private Home in San Francisco

Interview with The Skimm | Retail Therapy

Interview with Will Rogers Motion Picture Pioneers Foundation

Rise Up For You | The Money Mindset: How to Make the Shift

Financial Therapy Association | The Self-Reflective Financial Therapist: Working with Couples and Working on Self

Expert Interview with Master Facilitator Gibrán Rivera | The Art of Accountability

Interview with Bailey Frumen at Mindrise | Taking Responsibility for your Finances

Expert Interview with Marriage and Family Therapist Valerie Tate | Couples Money Love

Expert Interview with Mother, Teacher and Activist Shannon Byrne | Superhero Women

Expert Interview with CEO Jenny Abbott | Meticulous Bookkeeping

Expert Interview with Master of East West Psychology Rain Stickney | 5-Minute Meditations

Expert Interview with Chaplain Amanda Coggin | Aging, Death + Money

Expert Interview with Certified Financial Planner Vanessa Jilot | ABC’s of ESG’s

San Francisco Public Library | Money Mindset Workshop Part 4: Credit Card and Debt Management, Tax Planning and Financial Support Team

Expert Interview with Women’s Earning Institute Founder, Mikelann Valterra | Earning

San Francisco Public Library | Money Mindset Workshop Part 3: Client Relationships, Marketing and Networking

Expert Interview with Financial Psychologist Dr. Brad Klontz | Happiness and Conscious Spending

San Francisco Public Library | Money Mindset Workshop Part 2: Four Solutions to a Shortfall, Rate/Price Setting and Three Levels of Savings

Expert Interview with Life Stylist Janine Aurichio | Self-Acceptance

San Francisco Public Library | Money Mindset Workshop Part 1: Values Clarification, Goals and Business Financial Plans

Expert Interview with Spiritual Life Coach Donna Otmani | Soul-Centered Money

University of California, Berkeley | How College Students Can Begin Saving and Investing
Berkeley, CA

Expert Interview with Barbara Stanny-Huson | Wealth Building

Interview with Money Geek | How to Save on Car and Home Insurance

Interview with Imagine Money | Money Affirmations

San Francisco Public Library | How to Budget and Save for Your Future
San Francisco, CA

UC Berkeley | Financial Literacy and Economic Justice Conference Speaker
Berkeley, CA

San Francisco Public Library | How to Budget and Save for Your Future
San Francisco, CA

Iterable | Three Levels of Savings for Emotional and Financial Security
San Francisco, CA

University of California, Berkeley | Financial Wellness Commission Speaker
Berkeley, CA

University of San Francisco | Entrepreneurship During a Crisis
San Francisco, CA

University of California, Berkeley | Post-Graduation Finances
Berkeley, CA

Kansas State University | Research on Perceptions of Four Types of Financial Advisors
Manhattan, KS

Trinity College | Work, Life and Money After College
Hartford, CT

Trinity College | Savings, Sudden Money and Spending Plans
San Francisco, CA

Financial Therapy Association | Three Levels of Savings 
San Diego, CA

Macy’s | Money Coach in Residence
San Francisco

Tishman Speyer | Money Coach in Residence
San Francisco

WeWork | Mindful Money Resolutions
New York, NY

WeWork | Conscious Holidays
New York, NY

We Work | Money Mindset
Oakland, CA

Ethos | Mindfulness, Women and Money
San Francisco, CA

HelpShift | Personal Finance Workshop
San Francisco, CA

Hilton Hotel | Custom Personal Finance Workshop for a Three Generation Family
Berkeley, CA

Squarespace Interview | Financial Wellness

Embarcadero Realty Services | Financial Wellness Workshop

Belmont, CA

Bayside Marin | Financial Recovery and its Effect on Work, Families and Relationships
San Rafael, CA

Villa Maria Del Mar | Money + Spirituality for Women 
Santa Cruz, CA

In Good Company | Business Finance 101: How to Be Savvy and Relax More About Money
New York, NY

Introduction to Financial Psychology

Financial Communication and Client Interviewing

Applied Behavioral Finance

Personal Financial Psychology

Psychology of Family Finances

Financial Therapy Association | Trauma Informed Financial Therapy

Financial Therapy Association | Positive Psychology: Theory and Practice in Financial Therapy

Financial Therapy Association | Revealing Family Financial Stories Using Genograms

Brouwer & Janachowski Interview | Wealth Management

Visa Interview | Entrepreneurship and the Merchant Experience

Wired Interview | Money and Couples

Ready for Zero Interview | From Broadway to Business & Back: One Man’s Journey to Debt Freedom & Career Fulfillment

Credible Interview | Financial Wellness

Bungalo Interview | How to Build Wealth and Budget When Buying a Home

Poshmark Interview | Financial Wellness

Clara Interview | Credit Scores and Home Ownership

Stock Trading Weekly Interview | Personal Finance Trends Reshaping Investment Landscape

Opp Loans Interview | Financial Literacy

Modern Rebel Interview | Cultivating a Healthy Relationship with Money

Lacey Michelle Photography Interview | Financial Empowerment for Brides

Zeta Interview | Personal Finance for Couples

DimeSpring |  Four Stages of Wealth

DimeSpring | Taxpayer Anxiety Disorder

DimeSpring | 10 Things I’ve Learned About Managing Money

DimeSpring | Five Reasons People Overspend

DimeSpring | How to Merge Money in a Relationship

DimeSpring | Transform Your Thoughts on Christmas Spending

DimeSpring | Tending to Your Garden of Money