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Workshops that change how you see business.

I design and lead engaging live learning experiences that centre our shared humanity in business.

Whether I’m teaching a room full of financial planners or a group of entrepreneurs, I bring a compassionate and empowering approach to the parts of business people find most prescriptive or shame-filled, such as marketing and money.

See Available Workshops

  • “Kate has a very compelling way of communicating and her message is powerful — my favourite speaker of the entire event so far.”

    — 2023 FP Canada Financial Planning Conference attendee, Ethics & Professional Responsibility Session

All my workshops get at ‘the thing under the thing’.

We go beyond surface-level problems or hot-button topics—such as disruptive money behaviours, AI anxiety, or marketing avoidance—to explore and rework our relationship to what’s driving it: shame, outdated assumptions, or conventional advice that doesn’t fit.

This is what creates actual change in how we experience our day-to-day work.

AVAILABLE WORKSHOPS

Financial Shame and the Money Behaviours that Keep us Stuck

A trauma-aware professional development workshop for financial planners.

Shame is often at the root of the most frustrating behaviour we experience with clients.

Financial shame can affect anyone, regardless of income or socioeconomic status. It's the result of living within systems that shape our relationship to security and self-worth.

This practical, trauma-aware training gives planners tools to recognize shame-driven money patterns and respond in ways that reduce shame, build trust, encourage action, and support financial resilience.

Great for planners working with vulnerable populations, those navigating frustrating client behaviour across income levels, or those simply wanting to deepen their relationship skills.

Can be adapted for other regulated professionals or entrepreneurial groups.

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Leading Change: Choosing Your Role in the Age of AI

A workshop or cohort-based learning experience on self-leadership for expertise-based professionals.

If advice can be found instantly, for free, what is your role as an expert?

This workshop doesn't try to resolve the tension of "should you use AI or not" or “will AI replace me”—instead, it asks something more actionable: what work should remain hard, and what does that reveal about the value you bring?

This workshop gives participants space to explore and redefine their role with clients, alongside actionable tools and frameworks to build trust, position themselves effectively, and lead themselves and their clients through change.

Great for regulated professionals and teams feeling uncertain about how AI is changing their value, or those who need to reconnect with their sense of agency and purpose in work.

Participants will leave empowered and focused on what they can control—their leadership.

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Marketing as a Practice & How to Like Sales

An interactive workshop series designed to reframe your relationship with marketing and sales. Book separately or together.

We repeatedly do what we reliably enjoy.

What if marketing and sales were two of those things?

This is not another workshop on tactics. It addresses the fundamental relationship we have to these areas of work—ones that can surface questions of shame, visibility, and worth. By examining the assumptions that underpin these crucial activities, participants are left with a fresh, empowering view of marketing and sales, alongside practical frameworks to design an approach that truly fits them.

For teams, this is foundational work that will make other specialized sales training and coaching more effective.

For events and organizations, this workshop is a breath of fresh air in a sea of prescriptive business advice.

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I bring clarity and care to complex topics.

When I design a workshop or training, I'm asking:

  • Am I creating the conditions for learning?

  • Can people put this into practice tomorrow?

  • Am I encouraging the best in people?

I speak with clarity and genuine curiosity, offering my expertise while encouraging the wisdom of the room. Every workshop is tailored to your audience, ensuring it meets people where they are and results in memorable, actionable takeaways.

WHAT PEOPLE ARE SAYING

“I thoroughly enjoyed the presentation and was extremely impressed not only with the material itself, but also with the thoughtful, engaging, and compassionate manner in which you presented it.

Your approach to trauma-informed practice was both insightful and highly impactful.”

— Workshop Attendee, Financial Shame and the Money Behaviours that Keep us Stuck

It starts with a conversation.

Hire me to lead a memorable learning experience for your business, organization, or event.

Tell me a bit about what you're looking for, and I'll follow up shortly.

I'm based in Hamilton, Ontario, and work with clients across Canada and beyond. Workshops are offered remotely via Zoom, with select availability for in-person workshops and speaking engagements.