Wallet, Wellness, + Wealth

Bringing The Dash Theory To Your Audience

Financial Wellness Workshops & Money Coaching For Organizations

Money can be intimate and intimidating — which is why organizations and event hosts bring The Dash Theory into their rooms, whether that's a conference stage in front of hundreds, a nonprofit community session, or a small-group workshop.

I partner with conferences, nonprofits, community organizations, and libraries to teach financial wellness and personal finance in a way that's practical, relatable, and actionable — from intimate small-group sessions to sessions with hundreds of registered attendees. From keynote stages to hands-on workshops, I meet audiences where they are and help them build a real roadmap through their own financial dash.

Why It Matters For Your Organization Or Event

A financially stressed or disengaged audience struggles to absorb anything else you're offering them that day. Bringing in a financial wellness session shows your members, attendees, or community that you're invested in their whole life — not just the topic on the agenda. Attendees leave with tools they can act on immediately, not just inspiration that fades after the event ends.

81% of attendees at a recent Patelco Credit Union member session described the presentation as informative, helpful, or something they could immediately apply.

"Nadia brings simplicity to a complex topic."
— Attendee, Patelco Credit Union Member Session

"The presenter shared a wealth of knowledge and reassured the participants that it's never too late to begin saving for retirement — which I found very encouraging and rare."
— Attendee, Patelco Credit Union Member Session

"I love the phrase 'opportunity fund.' It sounds hopeful."
— Attendee, Patelco Credit Union Member Session

Who I Work With

Conferences and industry events, nonprofits and community organizations (including libraries), and small-to-large group sessions — from intimate workshops to sessions with hundreds of registered attendees. Open to partnering with employee resource groups and corporate wellness programs as those opportunities develop.

Popular Talks + Workshops

  • Money SOPs: How To Build A Financial System That Simplifies Your Life
    Cut through the chaos and create a simple, personalized system to manage your money like a pro.
    Ideal for: conferences and small-group workshops

  • The Budget & Cash Flow Playbook: A Smarter Approach To Financial Wellness
    Learn how to create a budget that works for you and puts you in control of your cash flow.
    Ideal for: community and library audiences, conferences

  • From Layoff To Lift Off: Financial Resilience For Uncertain Times
    Practical tips to bounce back stronger and smarter after a layoff or during uncertain times.
    Ideal for: nonprofits and community organizations, conferences

  • Your Financial Playlist: Crafting The Sound Of Your Money
    A fun and relatable take on investing, budgeting, credit, and goal-setting—perfect for young adults and emerging professionals.
    Ideal for: conferences and young professional audiences

  • A Better Way To 401K
    Make the most of your workplace benefits with simple strategies to maximize your retirement plan.
    Ideal for: corporate and ERG audiences, working professionals at conferences

  • Overcoming Financial Barriers For Women + Money
    Address the unique financial challenges women face and discover actionable steps to build wealth, negotiate better, and take control of your financial future.
    Ideal for: community and nonprofit audiences, conferences

  • From Followers to Financial Freedom: Money Moves For Creators + Entrepreneurs
    Strategies for creators, entrepreneurs, and side-hustlers to turn audiences into income and build sustainable wealth.
    Ideal for: conferences, creator and entrepreneur audiences

  • Financial Anxiety: How To Shake The "Shoulds" Around Your Money
    Learn how to recognize, unpack, and replace harmful money narratives with healthier, more empowering practices.
    Ideal for: community and library audiences, nonprofits, conferences

Past Speaking Engagements

  • National Urban League Conference - Panelist, "Your Money, Your Legacy, and Your Future: A Fresh Path To Financial Empowerment"

  • Patelco Credit Union - Financial Wellness Facilitator - "Overcoming Financial Barriers: Women + Money", Part 1 - “Understanding Your Money Landscape”, Part 2 - “Putting Your Money To Work” (recap case study here)

  • Commonwealth + Public Invest - Financial Expert/ Keynote Speaker - "Financial Wellness + Investing" Financial Wellness Initiative Graduation

  • Angela Yee + Facebook Audio - Financial Expert- "Women and Investing"

  • Public Invest + Columbia Women's Business Society, Financial Expert - "Investing Basics"

  • General Assembly + Public Invest, Financial Expert- "More than Just Memes: Investing Trends"

  • Atrium's Carolinas College of Health Sciences, Panelist - “It Starts With Me: Cultivating the Beloved Community Mindset To Transform Unjust Systems”

  • LinkedIn, Panelist - “LinkedIn Content Accelerator” Graduation

  • Creatives Of Faith, Financial Wellness Facilitator - “The Wallet: Being + Business: A Financial Wellness Workshop For Creative Entrepreneurs”

Panel of five individuals seated at a table on stage, with one standing at a podium speaking into a microphone, during an event organized by the National Urban League in Houston.
Screenshot of a LinkedIn profile of Alfred Edmond Jr., a multi-media entrepreneur and professional, including his profile photo, name, titles, and a detailed summary of his recent professional activities, including working with Nadia and participating in a panel discussion.

National Urban League Conference Panel Discussion - “Your Money, Your Legacy, and Your Future: A Fresh Path To Financial Empowerment” (info, Substack)

More Than MeMes - General Assembly + Public Invest

“More than Just Memes: Investing Trends “ - General Assembly + Public Invest

Screenshot of a virtual video conference with four participants, two men and two women, each in separate frames.

Atrium’s Carolinas College of Health Science // “It Starts With Me: Cultivating the Beloved Community Mindset to Transform Unjust System”

Patelco Credit Union

Community Member Financial Wellness Education Workshops

A promotional graphic for Patelco Credit Union featuring events on women overcoming financial barriers and a 2024 tax update, with dates, times, and a cartoon illustration of a woman holding a laptop on a red background.

“Overcoming Financial Barriers: Women + Money”

Part 1: “Understanding Your Money Landscape: How To Make Confident Decisions”

Part 2: “Putting Your Money To Work: Investing, Planning, And Staying Steady

Want to see what happened in the “room”? I took everything from this session — the feedback, the frameworks, and what it means for organizations navigating financial stress right now — and wrote about it. Read the case study →

[Please provide 2-4 weeks between the speaker request and the actual event]

Open for in-person events (locally, domestically, and internationally) along with virtual.

View Media/Speaker Kit

To check out any of the previous press, partnerships, or speaking engagements I’ve done in the past, click here or watch below: