Retention
Financial stress is a top driver of turnover. Give people tools that lower it.
Corporate & nonprofit
Programs built for your organization.
Financial wellness, entrepreneurship and community programming for companies, nonprofits, credit unions and ministries.
Outcomes planners care about
Choose your audience.
Culture
Programming that builds belonging, confidence and connection across teams.
ERG impact
Ready-made sessions for employee resource groups and heritage months.
Popular for
- Employee financial wellness series
- ERG and heritage-month programming
- Leadership offsites and all-hands
- Supplier diversity and small-business programs
Community impact
Members leave with plans they can act on, not just inspiration.
Fundraising
A speaker who helps donors see the economic power of your mission.
Program depth
Workshops that plug directly into your existing classes and cohorts.
Popular for
- Member education for credit unions and CDFIs
- Small business center cohorts
- Ministry and congregation programs
- Galas, luncheons and donor events
Packages
Three ways to work together.
Every package is tailored. Fees depend on scope, length and location, and are shared in your proposal.
Keynote
One signature talk, tailored to your audience, with a pre-event planning call.
- 30 to 60 minutes
- Planning call
- Attendee worksheet
Keynote + Workshop
Inspire the room, then turn ideas into action in a hands-on session.
- Keynote
- 90-minute workshop
- Companion workbook
Series
A multi-session program for cohorts, employees or members over several weeks.
- 3 to 6 sessions
- Live or virtual
- Progress check-ins
Request a proposal
Tell us what success looks like.
Share a few details and Yo's team will send a tailored proposal within two business days.
Case studies are on the way and will be added as partners approve them.
FAQ
Questions, answered.
Do you work with nonprofits on limited budgets?
Yes. Tell us about your goals and budget range in the proposal form; Yo's team will suggest the best fit.
Can sessions be part of an employee benefits program?
Yes. The financial wellness series is designed to complement existing benefits and EAP resources.
Do you provide case studies?
Case studies are being written up with past partners and will be shared here as they are approved.
Let's build something around you.
Tell us about your event or your goals. Yo's team replies within one business day.