Program Categories
Program Categories

Speaker Programs in Finance

FAMILY WEALTH: A HARD LOOK AT THE SOFT ISSUES
A motivational discussion of the soft issues of wealth, for families of wealth and the professionals who serve them -- or want to!
  

A motivational discussion of the so-called soft issues of the High-Net-Worth community and the concerns that keep them up at night, for families of wealth and the professionals who serve them -- or want to! Perfect for: -Families and Family Offices -Wealth managers and advisors -Insurance professionals -Financial planners -Estate planners -Other Trusted Advisors The audience will...

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Travels From: New York City, NY
Fee Range: $2,500 - $5,000

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How to Avoid Financial Stress
What Career Readiness Should Include
  

According to several surveys including a Forbes article outlining a 2017 survey by PricewaterhouseCoopers, PwC, 65% of millennials said they are stressed about their finances while on the job. This stress has been proven to affect one’s health, and the health of the company by causing absenteeism and loss of productivity. Colleges and universities due and excellent job in preparing their stu...

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Travels From: Los Angeles, CA
Fee Range: $2,500 - $5,000

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FINANCE (variety of programs available)
Customized Presentation for You and Your Attendees
  

Your next step is to schedule your brief 15 minute Discovery Call to brainstorm about your Finance presentation and your preference on how the content is delivered to your attendees. Schedule your call now! During your laser-focused call, Davy will gather the key information to understand your objectives, your organization, your people (attendees) along with your specific challenges and goals s...

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Travels From: Austin & San Antonio & Dallas & Houston, TX
Fee Range: $7,500 - $10,000

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When getting a "NO" is the right way to go...
P2P SALES - Success = How Can You Turn a No Into Yes!
Updated!
  

So, you're a salesman? Not something you dreamed about growing up or even aspired to in college. Probably not even on your list of most respected professions? More often, than not, sales is something you fell into, not necessarily by design but by default. It seemed like nothing was going right for you and you needed a something in your life ... like a paycheck. And, along came a sales job. But w...

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Travels From: Dallas, TX
Fee Range: Available Upon Request

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CFO ON CALL
BUSINESS COACH & ADVISER
  

FORMER CFO AVAILABLE ON CALL FOR BUSINESS COACHING & SPECIFIC PROJECTS TO HELP YOU SUCCEED, IMPROVE PROFITS & PRODUCTIVITY AREAS OF EXPERTISE: FINANCE & ACCOUNTING SYSTEMS, POLICIES & PROCEDURES FINANCE ORGANIZATION & MANAGEMENT COMPANY SPECIFIED TRAINING. REASONABLE NEGOTIATED RATE

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Travels From: Atlanta, GA
Fee Range: Open

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