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Finance & impact measurement concepts made accessible

Whether you are an incubator, an education institution, a corporation, or a non-profit, having a subject matter expert speak, teach or facilitate for specialized topics can bring enormous value to your organization’s learning and growth objectives.

Finance & impact measurement concepts made accessible

Whether you are an incubator, an education institution, a corporation, or a non-profit, having a subject matter expert speak, teach or facilitate for specialized topics can bring enormous value to your organization’s learning and growth objectives.

Learning. Clarity. Inspiration.

We cover a range of topics to make finance, accounting and impact planning concepts more fun and accessible for entrepreneurs, changemakers, and work teams. From workshops to curriculum design and facilitation, we can manage the whole process and cater to a variety of audiences, event styles and experience levels according to your needs. Our signature topics include:

Finance and accounting

  • Accounting and Finance 101 for Entrepreneurs
  • Creating Financial Projections for Business Plans
  • Using Budgeting and KPIs for Success
  • Preparing for Fundraising & Investment

Social impact

  • Introduction to Social Enterprise
  • Sustainable Operating Models for Social and Environmental Change
  • Creating Your Impact Blueprint
  • Powerful Impact Reporting for Your Stakeholders

Zahra Qureshi | CPA, CMA

Zahra Qureshi, CPA, CMA, is a trailblazer in the finance and sustainability space.  She is the Founder of Optinum Professional Corporation, an innovative service provider for changemakers, the Founder of Social Venture Circuit, a not-for-profit organization and learning community of mission-driven enterprises committed to social, cultural and environmental impact and a community leader in social enterprise for Startup Canada. For the last two years, she has led the design and education for a national social enterprise conference hosted by Social Venture Circuit, serving over 150 participants.

As a speaker and facilitator, Zahra shares her vision to transform how small businesses build robust, sustainable and purpose-driven operations and financial resilience.  Her portfolio includes managing complex financial reporting structures, planning and budgeting that has empowered strategic decision making and successfully raising needed funds.

Past speaking engagements include

How to get started?

Choose from our signature topics or get in touch to discuss custom curriculum design and facilitation to suit your community and programs.

Interested in extra support?

We can also provide insight for business leaders in your community through engagements as a mentor, coach or fractional executive.

Resources to help you manage your financial health and sustainable impact.

Break down success and sustainability for your operations into relevant and measurable indicators. Then, learn how to take charge and stay on target.