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Keynote Program Directory: Finance

19 programs

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Tony Bradshaw

Get Money Smart. Give Your Money a Purpose.

If you want to be good with money, learn how money REALLY works.

Give audiences practical financial education they may never have received. Tony Bradshaw explains how money really works—from mindset and cash flow to investing and wealth-building—so they can make, manage, and multiply money with purpose.

Ravi Gabis

The Secret Money Ladder

Create Financial Confidence

Financial stress affects confidence, focus, and decision-making. In *The Secret Money Ladder*, Ravi Gabis reveals the beliefs and habits that keep people financially stuck and shares practical strategies to build financial confidence, make better decisions, and create greater financial stability.

Christina Mehltretter, CPA

Her Next Chapter: Building Financial Confidence Through Life’s Transitions

Because Every Woman Deserves Financial Confidence for What Comes Next

Life transitions can change everything, including the way women think about money.Whether approaching retirement, navigating a career change, experiencing a shift in family circumstances, or simply realizing it’s time to take a more active role in their financial future, many successful women find themselves asking...

Susan Schoenfeld

FAMILY WEALTH: A HARD LOOK AT THE SOFT ISSUES

Family Wealth Keynote Speaker on the human side of wealth to strengthen governance, prepare rising generations, and build enduring family legacies.

Susan’s most requested topic!The human issues that keep UHNW families up at night: communication, stewardship, and preparing the next generation.Organizations that invite Susan to speak:Family Offices, Wealth Management Firms, Private Banks, RIAs and Trust Companies – client events and key employee retreats Family...

clark ingram

Recruiting Trap: Why You Can’t Hire Your Way Out of a Employee Turnover problem

Your new employees will leave for the same reasons the current employees are leaving

This program is a very important part of my book. It focuses on why you cannot recruit your way out of your employee turnover problems. The new people are being thrown into the same environment that is creating your turnover.END TURNOVER FOR GOOD - A...