Sophia Wealth Academy Program

8:30 – 9:00

Registration

9:00 – 9:15

Opening Remarks
Welcome and introduction with Tracy Theemes, Host of Sophia Wealth Academy and Amanda Sayfy, Executive Director of Dress for Success.

9:15 – 10:00

She Speaks: The Empowered Investor
Speaker: Tracy Theemes
Financial knowledge is the foundation of empowerment. Then, we have to communicate our decisions and needs to partners, children, parents, employers and colleagues. And that’s when things get interesting!

10:00 – 11:00

Effective Communication: An Overview (Part 1)
Taught by: Donna Soules & Dr. Saghar Shahidi-Birjandian
Learn the foundations of effective communication using the skills of active listening, curious inquiry, and assertiveness in action.

11:00 – 11:15

Break

11:15 – 12:30

Empowered Communication: The Practice (Part 2)
Taught by: Donna Soules & Dr. Saghar Shahidi-Birjandian
Continue the journey from theory to practice. Using role play and structured rehearsal, you will apply what you have learned.

12:30 – 1:30

Lunch* and Ask-A-Thon
Is there a financial issue you need help with? Our team of experts will help answer your personal financial queries. Our volunteers include: Financial planners, investment advisors, an insurance specialist, life coach, an accountant, credit specialist, realtor and a mortgage broker.

1:30 – 3:00

Courageous Conversations (Part 3)
Taught by: Donna Soules & Dr. Saghar Shahidi-Birjandian
“Courage doesn’t mean you don’t get afraid. Courage means you don’t let fear diminish your power.” What do we do when things go off track? Learn about the conflict continuum and effective resolution strategies.

3:00 – 3:15

Break

3:15 – 4:00

Moving Forward (Part 4)
Taught by: Donna Soules & Dr. Saghar Shahidi-Birjandian

4:00 – 4:30

The Financially Empowered Woman is a Confident Communicator
Speaker: Tracy Theemes

4:30 – 5:00

Goodbyes & Wind-Up
Tracy Theemes, Donna Soules, and Dr. Saghar Shahidi-Birjandian
The world needs you.