KEYNOTE SPEAKER · CPA · STORYTELLER
Book Stefanie to speak
A CPA who takes the stage — turning financial complexity into clarity, confidence, and impact for audiences across Canada & the US.
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4.7/5 | 95%
Speaker rating | Extremely Satisfied
"Audiences leave informed, energized, and ready to take action on their money"
From national associations to corporate finance teams to women's empowerment events, Stefanie blends deep CPA expertise with real, relatable storytelling, whether that's a founder rethinking their systems or a room full of women rewriting their financial future.
The 5-I's Framework for Value Creation
A proprietary, adaptable methodology for turning teams into strategic advisors. Drawn from Stefanie's book, the 5-I's Framework flexes across industries and business units — from sales leadership to finance to operations — giving any team a repeatable way to create real, recognized value.
Built to be tailored: the same framework, adapted to your industry, your team, and your goals.
Sales Leadership · Finance & Operations · Tech & Startups · Women's Leadership · Personal Finance · …and tailored to yours
"
Stefanie's session equipped our sales organization to speak the language of the CFO's office. The impact was immediate — the very next day our team applied her framework to move the needle on 8 prospects we'd been chasing. If you want your team to stop selling features and start acting like strategic advisors, Stefanie is the one to bring in.
Tipalti
Sales Leadership Training
Built for real rooms.
Beyond the framework, here are the talks I'm most often booked to deliver — each adaptable to your audience.
Canadian Tax Tips for Founders & Small Business Owners
Practical, plain-language tax strategy that helps founders keep more of what they earn and walk into tax season with confidence.
Founders · Small business · Finance teams"
Her sessions for our masterclasses were truly outstanding — she explains complex topics with clarity and enthusiasm. Stefanie's expertise in Canadian taxes shines through. I highly recommend her.
Director of Brand, TurboTax Canada
4.7/5 · 95% extremely satisfied
Your presentation at our inaugural Women's event exceeded our stretch goal — 69 attendees, with 95% of members extremely satisfied.
CPA Ontario
Financial Empowerment for Women
An honest, energizing session that turns financial anxiety into confidence — built for women ready to own their money story.
Women's events · Associations · CommunityLove & Money
The conversation couples avoid: how to talk about money, align on goals, and build wealth as a team — without the friction.
General audiences · Community · Member eventsWhat the room walks away with
- A simple framework for money conversations that don't end in conflict
- How to align on shared goals while respecting different money styles
- Practical first steps to build wealth as a partnership
"
Your message resonated with the community and with our team.
Ingram Micro · Trust X Alliance
Financial systems session for founders
Financial Systems & Automation
How founders and finance leaders replace messy manual processes with systems that scale — and that investors trust.
Founders · Tech leaders · Finance teamsFrom Stay-at-Home Mom to Trusted Expert
A candid career-pivot keynote on reinvention, resilience, and building an expert brand from the ground up.
Keynotes · Women's events · Career & leadershipWhat the room walks away with
- Permission and a roadmap to reinvent at any stage
- How to turn lived experience into recognized expertise
- The mindset shifts behind building a personal brand from zero
Seen & Heard
Formats to fit your event.
Keynote
Workshop
Hands-on, interactive sessions your team applies immediately.
Panel
Moderated conversation or expert panel contribution.
Virtual
Webinars, masterclasses, and online events — anywhere.
Check availability.
Tell me about your event and what you'd love your audience to walk away with. I'll be in touch personally.
Quick to hear back. Most inquiries get a reply within 1–2 business days.
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Tell me about your event
Let's give your audience something to remember.
Keynotes, workshops, and the 5-I's Framework — tailored to your room.
