Fireside Chat with Claire Wasserman

​This is for anyone who has a great idea but maybe not the funds to make it happen. Key takeaways include:

• ​Identify targets - where to do your market research plus how much to charge
• ​How to create a compelling presentation
• ​The pitching process
• ​Crowdfunding do’s and don’ts including platforms, timelines, rewards to offer, and best outreach practices

​About Claire Wasserman:

Claire is a renowned coach, author, and speaker, recognized for founding Ladies Get Paid—a transformative educational platform, global community, and influential book dedicated to empowering women's professional and financial progress. With a personal history of money struggles, she became deeply intrigued by the impact of emotions on our financial decision-making process. This led to the pursuit of a Master's Certificate in Behavioral Finance & Financial Psychology, alongside producing and hosting John Hancock's highly acclaimed podcast, Friends Who Talk About Money. Claire takes great pride in collaborating with esteemed publisher Simon & Schuster on the release of their debut book, Ladies Get Paid, a testament to their commitment to advancing women's lives.

Register today.

With Amina AlTai, Holistic Leadership and Mindset Coach

Workshop Description:
In this hands-on workshop, we'll explore whether your mindset supports you or gets in the way of your money dreams. We'll look at the feminist history of money in the United States, historically excluded folks, and systemic oppression's impact on our ability to earn and direct our money. We'll discuss the idea of economic justice and how we can participate in that as individuals and as a system. We'll conclude with my three-part framework on shifting your money story.

​About Amina Altai:
Amina AITai (pronounced AH-MIN-UH) is a holistic leadership and mindset coach, proud immigrant and chronic illness advocate. A leading coach to notable leaders and impact-driven celebrities—Amina's mastery is in connecting us to our brilliance and teaching us to live and lead from it each day. As a woman of color of Iraqi descent, she often works with marginalized communities to help them realize possibilities in a way that honors their particular lived experiences. She's known for her work around Aligned Leadership and supporting clients in pivoting from Role Models to Whole Models (TM).

​Amina has partnered with progressive companies such as Deloitte, Y&R, Outdoor Voices, NYU and HUGE. She's an Entrepreneur Magazine expert-in-residence and also contributes to Thrive Global and mindbodygreen. Additionally, she's been featured in goop, Well+Good, The New York Times, Yahoo, NBC, and more.

With Peter Jackson, CSBC

Workshop Description:
Sponsored by Chase In Business. In this session we will cover various topics about business lending and strategies on how to become lendable. We will also address how to overcome some of the challenges when borrowing money to grow your business. Some of the topics we will explore are when does your business need to borrow, what financial data is important when applying for a loan, how to utilize a cash flow analysis and what are your credit options whether you are a start up or mature business. All attendees will receive an interactive workbook.

​About Peter Jackson, CSBC:
Vice President - Sr. Business Consultant for Chase in Riverside, California. I have over 5 years of experience at Chase and 18 years in financial services. I have over 18 years of experience as a Business Developer and Relationship Manager within diverse banking segments.