Actionable Workshops for Visionary Organizations

To truly shift our societal approach to “business as usual”, both businesses and organizations need to operate from an intersectional lens to address the distinct challenges faced by individuals within BIPOC, queer, and trans communities.

My action-oriented workshops address key topics framed within a pro-Black, pro-queer, and feminist perspective. These include:

  • Intergenerational wealth-building

  • Career advancement and navigation

  • Sustainable business growth

What’s different about Equip’s approach

Each workshop provides a supportive space for unguarded and candid dialogue, fostering discussions that center under-explored experiences. By combining intersectional pro-Black feminism with practical guidance, I aim to equip participants with the knowledge and tools needed to:

  • Forge paths toward intergenerational freedom

  • Undermine, disrupt and dismantle systemic barriers

  • Support mental and emotional well-being

  • Grow their employers into future-readiness

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A Sampling of Our Workshops

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    Retirement Workshops for the Self-Employed

    A collaboration with Robinhood and the U.S. Black Chambers of Commerce, we delivered numerous in-person workshops to Black business owners across the U.S.

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    Financial Literacy Q&A

    Hosted by 6 affinity groups within Instrument, we led a candid discussion of attendees top personal finance questions and concerns.

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    Future Thought Leaders Business Finance Session

    In collaboration with the Future Thought Leaders’ Program whose audience is predominantly women, femmes and non-binary impact leaders, we provided a candid private session to address their most pressing business finance challenges.

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    Financial Foundations Workshop

    With a custom curriculum, we lead a pro-Black personal finance workshop for the Center for Urban Families’ Responsible Fatherhood program.

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    Learning in Community

    Open to all community members, we led a judgment free workshop about the basics of managing money at the Waverly branch. Participants received a tool to create 1 goal and monitor progress for the next 30 days.

Let's plan your workshop

Testimonials

  • "Wow. The relief people had on their faces after getting your insights. THANK YOU. "

    —Femily, Future Thought Leader

  • "I think this was the perfect "in" for a lot of people. I had more than one person share that they grew up in a family with no solid financial understanding or foundation, and that your talk demystified things and made them feel like they had a starting point.

    —Riley Huston, Instrument

  • "When I need someone to run a financial education workshop, Kerrie's always top of mind and usually my first call. I’ve worked with Equip Advisory on multiple financial education workshops. Kerrie is an ideal collaborator — responsive, solutions-oriented, knowledgeable, empathetic, and committed to helping people to build things in the present that can support a better future for all."

    —Karen Goldfeder, External Affairs and Community, Senior Strategist 

  • "THANK YOU!!!! This was such a powerful conversation."

    — Shannon O’Malley, Shan& with TWIST Biosciences

  • “We received a lot of positive feedback from the workshop. One attendee mentioned that they really enjoyed that "the speaker focused on financial planning from a positive viewpoint to create momentum." Most of the attendees are interested in another workshop as well, especially with a focus on investing (like home-buying and creating generational wealth).”

    — Neelam Prasad, Branch Manager, Enoch Pratt Free Library - Waverly Branch

Get a workshop for your audience

Scheduling and Pricing

My equity-focused pricing model is designed to be accessible to businesses and organizations of all sizes. This offering subsidizes my services to individuals and families that need services but cannot afford market rate.

I work hard with clients to tailor content and structure to meet their budget.

I do not offer organizations free workshops or labor in exchange for exposure.

Let's plan your workshop

Let’s work together

Interested in working with Equip or simply learning more?

Share your info and we’ll be in touch.