Presentations & Training
SUPPORTING INDIVIDUALS
Presentations are focused to educate audiences about Daily Money Management, Organizing Estate Plans, or Downsizing. Participants will come away with guides and resources to make better decisions.
BUSINESS TRAINING
Organizational Efficiency in the workplace is critical for employee satisfaction, retention, and productivity. Trainings are interactive so team members can start using the efficiencies right away. With interactive, light-hearted training modules, you'll convey that you are invested in each team member as an individual and collectively as a group.
Let's talk about Efficiency and Organization. . .
Here are some suggestions for presentations I give regularly with gusto:
More than 60% of adults in the USA don’t have any plans for unexpected life changes. Talks discuss what documents are needed and a system to organize them: Will/Trust, DNR, POA, digital-POA, deeds, contracts, etc.
Managing email is a universal challenge that affects everyone. Your days are so much more enjoyable and productive when you have a system to manage email...rather than letting it manage you!
Do you feel like you are always busy but not productive? Learn about current time management systems and how to choose the one that best suits your style to optimize your calendar while making the most of every day.
The Search button is not your friend. If you can’t find it when you need it, what’s the point of saving it? Are you in compliance with current laws and regulations? Learn how to set up an efficient document management system and retention protocols.
“A fail to plan is planning to fail.” How to prepare for the unexpected situations, such as illness of key personnel or natural disasters. Or maybe you are planning to retire or sell the business in the next few years? This is where we discuss what documents and protocols you want in place when changes happen.
Is your workspace set up effectively so that you and your team is highly productive? By implementing good office organization, you increase productivity and reduce errors! Everybody wins.
Meet Your Efficiency Godmother
I am excited to talk with you about your presentation and training needs. DMM presentations are 30 to 50 minutes. Business training is either in person or virtually. Trainings are customized to your situation and culture.