Financial Literacy Workshops
Looking for an energetic and compelling speaker for your upcoming conference, meeting, or event?
Here’s My Commitment to You:
I will give you my very best effort to make your event a success and help you reach the objectives you’ve set. Your success is how I measure my success.
On this page, you’ll find details about what I have to offer and what you can expect. Please click on the links below for more information.
- What to Expect (Speaker Video)
- About Todd
Or click here to schedule a speaker for your class, group or club.
What You Can (and Should) Expect from Me as a Speaker
- Prompt, professional replies to your online inquiries and your phone calls and email messages.
- A personal phone consultation with me and/or a member of my team prior to your event, in order to put together the best program for your audience.
- A customized presentation prepared and delivered (typically 60 minutes in length but available between 15 and 90 minutes) with energy and professionalism in order to achieve the objectives you’ve identified for your event.
- A customized online page on my blog for your event and your attendees that includes my presentation materials and links to relevant books, articles, and other resources I’ve put together or produced.
- A telephone debriefing after the event with myself or one of my team members, to address follow up requests and to ensure your event expectations were met.
As an Accredited Credit Counselor and author of Everyday Money for Everyday People, I have a decade of experience speaking as a personal finance expert for large and small groups. I have facilitated nearly 900 presentations, classes and workshops for thousands of participants, been interviewed for television shows, newspaper columns and magazine articles, and have served in financial literacy leadership positions across the country.
Since 2004, I’ve served as Director of Education for the National Financial Education Center at Debt Reduction Services Inc, a nationwide nonprofit credit counseling agency. As Author of Everyday Money for Everyday People (2014), I also develop educational programs and produce materials that teach personal financial skills and responsibilities. I currently serve as president-elect of the Idaho Jump$tart Coalition, chair of the Ethics Committee for the Association for Financial Counseling and Planning Education, and as a member of the Council for Certification of the American Association of Family and Consumer Sciences. I am also a member of the program coordinating committees of several affordable housing authorities.
Whether speaking to large groups (such as to 600 women at the Smart Women Smart Money conference in Boise, ID in 2012 and 2014) the general session of annual conferences (such as to 250 members of the Association for Financial Counseling and Planning Education in Jacksonville, FL in 2011) or school classrooms and small business employee training meetings, I take great satisfaction and professional pride in inspiring others to make financial changes for the better in their lives. I have published articles and booklets addressing topics ranging from marriage and money to raising financially smart children, from recovering from bankruptcy to controlling holiday spending.
I also served in 2009 as a volunteer Spanish and French language interpreter at the Special Olympics 2009 World Winter Games in Boise, in 2008 as an evaluator of the Pre-Professional Certification Test for the American Association of Family and Consumer Sciences and have served frequently as a financial education awards judge for various conferences and associations. In 2007, I helped to draft the course standards for Idaho’s Mathematics of Personal Finance high school course. An eagle scout myself, I have also served in multiple adult leadership positions in scouting.
Here’s a sampling of the possible presentation topics. Remember, if you don’t find what you are looking for, we’d be happy to customize your workshop content, just ask!
- Everyday Money for Everyday People
Great for the general audience, from teens to seniors, beginners to the rest of the 60% of Americans living paycheck-to-paycheck (or worse). This presentation addresses Values, Generosity, Expense Planning, Credit, Debt and Savings. By the way, HOW do you move your household budget from Friend to Frenemy? And WHY does good credit still matter, even if you’re not buying a new home anytime soon.
- Everyday Money for Everyday Zombies
Like our Everyday Money for Everyday People presentation, but for Zombies. Get it? Financial Zombies, like the rest of the undead, wander about seeking only to consume, without apparent reason or rationale, and are never satisfied. But is it possible to bring one back from the financial undead? There is always hope!
- Credit and the Interest Insomniac
Credit is one of the least understood topics related to personal finance, yet still one on which we tend to fixate as a society. This enlightening presentation reduces this complex topic to a single word while also providing details of what to look for on your credit report and what the most influential factors are of a credit score.
- Project DEBT-o-nation
This surprisingly enjoyable and insightful workshop provides practical, “how to” advice and tips for dealing with current debt and for identifying signs of impending financial challenges in just about any motivation and feel empowered to take (back) control of your finances by envisioning a practical and achievable debt free existence without complicated theories and forced lifestyle changes.
- From Financial Crisis to Financial Stability: Dealing with Unemployment
Unemployment, along with impossibly high medical bills and divorce, tops the list of household financial crises. While these situations are extraordinarily challenging, all hope is not lost. Learn what you can do before, during and after unemployment to improve your chances of short- and long-term financial recovery.
- Fighting for Our Financial Lives: Surviving Medical Bills
Whether they result from accidents, short-term illnesses, or chronic conditions, medical bills from hospitals, doctors, and service providers can seem like a blow to us when we’re already down. Learn your options, with or without insurance, for minimizing the frustration and for maximizing your long-term financial recovery.
- For Richer or for Poorer… but Hopefully for Richer: Newlywed Finances
Money is the single most common subject of arguments in marriage and can quickly end the honeymoon even for newlyweds. Forget the crystal punch bowls and the matching dish towels, give your newlyweds the gift of a lifetime of financial teamwork and cohesion by sending them to this class
- Spending by Color
This fun and insightful workshop begins with a brief 30-question self-evaluation of each our own spending personalities (yes, most of us have a multiple spending personalities, and that’s okay).
Together we’ll identify six major spending tendencies and motivations to which we may be susceptible. Each is assigned a color and discussed in depth. There’s not necessarily one color to which we should aspire over another. Rather, each color is a part of us throughout our lives. However, some colors do present greater enticements for overspending than do others.
- Roadmap to Financial Stability
The foundation of our legacy series of personal finance seminars, this workshop employs a new, fun and practical approach to everybody’s least favorite financial topic: Budgeting.• Why don’t most people know what their annual net income is and why is this so critical?
• Why are $1,000 house or rent payments easier to make than a $800 car repair bill?
• What key step is missing from virtually every single household budget that fails?
• What are 5 myths that non-budgeters use to justify their lack of attention to their finances, and what are the realities that debunk these myths?
• What are 8 small and seemingly inoffensive expenses that tend to add up to what we can “Dollar Dumps?”
• How can two otherwise rational adults (spouses) sit down together and discuss finances without coming to verbal blows?
See more presentations and access our webinars here.
What Others Are Saying
“Very personable, knowledgeable and easy to work with.”
— Public Library, April 2015
“Kept participants engaged and interested! Very effective exercise.”
— Nonprofit, September 2015
“Fabulous, fun, informative & necessary as usual.”
— Middle School, January 2016
“Come back again!”
— National Guard Base, February 2016
“This material was good and planted a great seed.”
— Nonprofit, June 2016
“Todd does a wonderful job making the lessons interactive and engaging.”
— Elementary School, May 2017
“Attendees reported really beneficial information.”
— Nonprofit, May 2017
Discuss a Presentation:
Or click here to schedule a speaker for your class, group or club.