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Learning.
Clarity. Inspiration.

We deliver workshops and speaking engagements to make finance, accounting and impact planning concepts more fun and accessible for entrepreneurs, changemakers, and work teams.

Learning. Clarity. Inspiration.

We deliver workshops and speaking engagements to make finance, accounting and impact planning concepts more fun and accessible for entrepreneurs, changemakers, and work teams.

Featured workshop series for entrepreneurs and changemakers

Whether you are an incubator, an education institution, a corporation, or a non-profit, a subject matter expert can bring enormous value to your organization’s learning and growth objectives. Our signature topics for interactive learning include:

Early-stage entrepreneurs

  • Introduction to accounting and tax
  • Introduction to budgeting
  • Introduction to social enterprise
  • Creating funding strategies
  • Canada Revenue Agency and you

Growing businesses and social enterprises

  • Getting ready to scale
  • Financial strategies for sustainable growth
  • KPIs for balancing purpose and profit
  • Refining accounting processes

Non-profit organizations and charities

  • Finance for non-profit boards
  • Financial management for non-profit teams

Looking for something more customized? We do curriculum design, facilitation guides and coaching. We can manage the whole process including design, delivery and training. We cater to a variety of audiences, event styles and experience levels according to your needs.

Zahra Qureshi, workshop facilitator

Meet Zahra, our Workshop Facilitator

Zahra Qureshi, a Chartered Professional Accountant (CPA, CMA), is a trailblazer in the finance and social enterprise space, and an entrepreneur herself.  She is the Founder of Optinum Professional Corporation, an innovative service provider for changemakers, and the Founder and Executive Director of Social Venture Circuit, a not-for-profit  community of mission-driven enterprises committed to social, cultural and environmental impact. She is the co-facilitator of Start with Impact, a unique 6-week program to empower businesses as social enterprises.

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

Testimonials

Our workshops support

Past speaking engagements include

How to get started?

Interested in booking an educational workshop or series for your community?

Get in touch with our team to book an event.

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.