Workshops & Seminars
Find your true prosperity in a shared experience.
Photo by Emily Scott
Workshops & Seminars
There is something about the power of learning together that can create insights you may not have had doing individual work.
Emily Scott’s transparency, keen interest in people, financial acumen, and unique listening skills offers groups the benefit of tackling sensitive topics such as money, legacy planning, death and dying with a safe and trusting environment.
Group members learn more about themselves and their feelings about money, legacy, and philanthropy as Emily guides them through the Power of AND process.
To learn more, click here.
Session 1: What is Your Money Story
Our money stories are uniquely ours. In this interactive session, you will learn how our money stories are created and how your individual money story impacts every financial decision in your life.
Session 2: What is Your Money Story and how does it affect your relationships
Personally and professionally, our relationships are impacted by our individual money stories. In this interactive session, learn how our money mindsets can align or conflict with the people in our lives, and gain tools to develop healthier communications around money.
Session 3: The Alignment of Your Values, Your Vision, and Your Money
Understanding your personal money story and how it aligns with your values and goals can be transformational. In this interactive session, learn how the harmony of these areas in your life can lead to a life of peace of mind, clarity, and freedom.
Sample Multi-Day Workshop
Discover Your Money Mindset with Emily Scott
Our personal money story creates the foundation for so much of our lives, influencing our beliefs and the choices we make. Do you know yours? The stories we tell ourselves about money and what it means in our lives affect not only our financial health, but also the well-being of our relationships., mental health, and communication. Emily Scott will help you understand your money mindset and how to shape the narrative of your personal and professional financial life for greater success.
Testimonials
Clients
“I have worked with Emily Scott individually, with colleagues, and have recommended her to several others. Emily was extremely helpful, accommodating, supportive, and transformational in her advice. She has the perfect blend of expertise, experience, and empathy, which she employs to make anyone she is working with feel heard and seen. Her listening skills and ability to process the nuances of a situation are fine-tuned from years of experience. She often says, “vulnerability is a strength,” and she models that sentiment by her complete transparency. I highly recommend Emily for individuals, couples, and groups who want to open the conversation about the human side of money.”
- Krista L. Mitzel, Managing Partner The Mitzel Group, LLP
“Emily Scott led a workshop for members of the Women's President's Organization on "Your Money Story,” a workshop experience aimed at discovering your own story and how it influences personal and business decisions we make throughout our lives. Research shows the lack of confidence that many women have in discussing, managing and negotiating money. Emily presents the research so that it is accessible, enlightening and powerful. Her approach is a wonderful blend of personal transparency, financial acumen, and keen listening skills. Her unique perspective and personal stories create an environment in which the members were comfortable and secure in sharing and learning from their own stories. I recommend Emily AND her workshop to other organizations whose members might benefit from greater clarity and peace of mind around money and their financial decisions.”
- Juli Betwee, Managing Partner, Pivot Point Partner
“Emily Scott is an elegant speaker with a true command of her craft. She blends her passion for philanthropy and values-based planning with excellent practical advice for her audience. At our gathering, Emily led a skill building exercise for professional advisors in the community using “Go Wish” cards to allow for deep listening and sharing among the participants. The feedback was overwhelmingly positive. She is an excellent communicator and facilitator AND I highly recommend her for workshops that seek to transform one’s own experience and understanding of money, legacy and generosity.”
- Michael Crvarich, Vice President, Legacy & Principal Gifts, John Muir Health Foundation
“Emily Scott led a workshop for my local networking group in Santa Rosa on ‘Your money Story’ and it was life changing for many in attendance. She is passionate about detangling the complex issues and challenges of legacy planning, financial prioritization and philanthropic choices. She was able to create a very trusting space where people were comfortable talking about very personal and challenging scenarios in their lives.
It should also be remembered that Emily does not manage assets in any shape or form, so she can be totally objective as she leads the discussion. It gave the other attendees and me an entirely new perspective on wealth and the related emotions and concerns. I am sure for many it also gave them peace of mind.”
-Nigel Hartley, Business Advisor, Shirlaws Group
Attendees
“Likely to recommend: 10. The overall experience was amazing, but the real driver of the high score was Emily Scott’s workshop/groups on Your $ Story! Not only is she an empathetic and keen group leader who was able to foster deep intimacy and trust from the beginning with the group, but the material she shared has already felt transformative and I haven’t stopped thinking about it. As a therapist myself, I come to this assessment as not just a participant, but from a place of appreciation about how hard it is to accomplish so quickly as Emily did. I would absolutely return to Canyon Ranch and recommend others to as well for a weekend with the same focus! She is a true gem, and I can’t tell you how much I appreciate you introducing me to her and her way of thinking about $.”
My 3-day workshop with Emily at Canyon Ranch has been a game-changer. Emily models open-minded query, rigorous thinking, and generous understanding to create a safe space to explore values, motivations and habits around planning and spending. Her workshop offered me tools for healthy decision-making and already I’m having more real, fruitful conversations with my husband about our financial decisions going forward. I completely appreciate her warmth, professionalism and positive, proactive approach. Highly recommend!
“I really enjoyed Emily’s workshop. I found that it opened up some deep thoughts and reflections for me. I left feeling energized from the workshop and relaxed from the spa and good food. I took the materials home with the intention of working on them some more and I did. Where I would like to focus would be on Part Three, Take Action and Emily has offered to be available. Also, the Values and Principles and Feeling Around Money.
“Emily was excellent! She made connections in and out of the classroom. Her expertise in understand the emotional aspect of finance was insightful and helpful.”
“Emily was very insightful, super intelligent, supportive, probed gently, an excellent communicator, an expert in her topic, terrific personality for this work (lively, humorous, encouraging, thoughtful, gregarious, intuitive), and her insights, handouts, questions/answers, guidance, and suggestions were all extremely helpful and on-point. Emily has a uniquely fabulous positive energy. Thank you.”
“Excellent, very helpful. Emotional and supportive. Eye-opening and heartfelt.”
