“Excellent - very informative seminar. Practical... down to earth presentation.”
Topics Offered
Financial freedom can often seem like a passing dream, but in fact can become a real foundation for your next steps to a secure future. That’s why I’ve been able to have conversations with thousands of people across the country to help them plan for their tomorrow, using Biblical principles and vetted guidelines to help others on their personal journeys to creating healthy money habits. I’ve created tailored sessions that are adjusted for your specific needs and financial goals - whether you’re looking to start saving money for a new addition to your family, or a church leader preparing for a new building project, I’d love to connect with you and share what I’ve learned from my 30+ years of experience.
My goal isn’t to create an impersonal conference for you and your team where one just hopes to find a small topic that they can relate with. Rather, I want to give you the opportunity to ask questions along the way, take notes, and use these talks as interactive sessions that you can achieve practical guidance from! I’ve shared many of the same decisions that you may be facing as a parent, pastor, or CFO, so I hope that together, we can make your dream become a secure reality.
Church Finances
“How can we build our revenue?”
Whether you’re a treasurer, Senior pastor, or member, you probably recognize the importance of your local church. I know I do - I’ve been all three! Being able to serve your community can create additional challenges for your budget when it comes to funding ministries, creating initiatives, operating food banks, or any other ministry. Being able to pay off debt in order to create revenue can open your church to possibilities that may not have seemed possible before.
Small Businesses
”How do I create a business plan?”
If you’re one of the 630,000 small businesses that opened this year, you’ve probably heard that about the unfortunate figure that 600,000 will likely shutter by the end of said year. One of those biggest factors is how their business plan was implemented. Are the manufacturing and shipping cost correctly calculated? Were enough resources allocated for marketing research and spending? Can growing a business too quickly be detrimental to its health (and your sanity)? Let’s not only answer these questions, but create tangible action steps to make sure your great idea becomes a thriving company.
Family Planning
”why DO I NEED A WILL?”
Is a will the same as a trust? How much insurance would I need in the case of an unfortunate event? Do I need to consider estate planning? I know, these questions can be hard to even think about - no one likes to imagine harm or death befalling themselves. But, I believe in the Biblical principal that we should make sure that our families are taken care of and provide for as much as possible, even if something has happened to us. Family planning is about making sure your legacy is in the best shape that it can be.
Personal Budget Management
”How Can I get out of debt?”
Have you ever wondered this question out loud? If you have, don’t feel alone - this is by far the most popular question I get! Getting your personal finances under control can seem like trying to scale Mt. Everest with a pack of floss… but it doesn’t have to be! There’s ways to balance your budget, get out of debt, provide a Christian education for our children, and more - all with intentional planning and routines. Together, we can create a purposeful strategy to give you a journey that leads to the financial freedom God wants for you.
Workshop Seminars Topics
Financial Literacy & Life Management Seminars
These seminars topics have been consistently recommended as the most effective, popular and widely selected series for teaching basic biblical concepts and principles of financial literacy, personal money management, and stewardship.
Whose Money Is It If It’s Not Mine? (This seminar presents concepts of stewardship principles of God’s ownership in the context of Tithe and Offerings and supporting the church programs and systems financially)
How to Manage the End of The Month? (This seminar presents the concepts of budgeting in the context of identifying and reconciling one’s income and expenses)
Understanding Insurances and Investments (This seminar presents the concepts of insurance in the scope of protection why certain types of insurance is necessary. Also, the topic of Investments are discussed in a financial and non-financial context and how investment influence lifestyle and contributes to an individual’s net worth)
Why Not be Free? (This seminar presents strategies on how to manage financial stress and get out of debt)
Who Will You Trust After You’re Gone? (This seminar presents the basic concepts of estate planning and the importance and necessity of having a Will and/or Trust)
Additional Financial Literacy Seminars
Transformational Stewardship: Conceptualization and Strategic Approaches
Marriage and Money: Understanding the Source and Impact of Financial Infidelity
Financial Wellness: How to Overcome Financial Hardship and Live Peacefully
How To Make Christian Education Affordable: Paying for Private School Tuition
Leadership & Management Seminars
Church Officers Leadership Development: Teaching People How to Be a Leader
Trust Work from A Conference Treasurer’s Perspective
Critical Perspectives: The Local Church Treasurer
The Role of “Self” Management and Leadership
Strategies for Developing Effective Teams
Staffing For Results
Building a Great Treasury Team: Insights From Business, Corporate and Government Practices
HOW CAN I BECOME DEBT FREE?
Let’s plan the next steps to get you to financial freedom.