My goal is to make finance personal for women without putting them to sleep.

Some of my favorite keynotes

  • Money After Graduation

    Designed for the young professional (who may still be in college!), this talk focuses on:

    • Building credit (and how not to end up six Discover statements deep inside a Neiman Marcus, like I did)

    • Balancing student loan debt payoff with building your first emergency fund

    • The basics of investing and getting your life started financially

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  • Personal Finance Fundamentals

    Designed for any group that wants to master the best practices of personal money management, this talk prioritizes:

    • Setting up a spending plan that enables you to build wealth

    • The basics of tax-advantaged investing

    • An introduction to investing in the stock market without needing to call an astrologer or your dad

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  • Journey to Financial Independence

    This talk is designed for groups who are interested in building serious wealth and may skew higher income. It teaches:

    • How to calculate your financial independence number

    • How to invest as efficiently as possible

    • Diversification, safe withdrawal rates, and other mega-nerd Subreddit concepts

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  • “People loved the granularity. They mentioned that other campus resources tend to be quite high-level and don't actually give tactical advice, so they loved things like the 4% rule and order of operations.”

    Juliette (Stanford) on the Journey to Financial Independence keynote

  • “Katie’s presentation stuck with them so much that they are still talking about it three years later.”

    Annie (TCU) on the Money After Graduation keynote

  • “I wish Katie’s presentation had been even longer — I was so interested and left feeling inspired.”

    Stacy (Southwest Airlines) after the Women’s Empowerment Luncheon

They’ve given me a microphone & an hour at…

Got something special in mind?

If you’ve got grand plans for your financial speaker and want to try something really different or bespoke, I’m always open to custom requests with collaborative partners who want to bring something truly unique to their business, club, or next slumber party. Stranger things have happened!