Bobbi Rebell wrote “How to be a Financial Grownup: Proven Advice from High Achievers on How to Live Your Dreams and Have Financial Freedom" to raise awareness about the urgent need to promote financial literacy. In addition to speaking about personal finance, Bobbi is also a popular conference host and moderator. 

 

To book Bobbi to conduct a workshop, deliver a keynote, host or moderate a panel at your event please email:

Adam Kirschner at adam@alktalent.com

Please cc info@financialgrownup.com

Talking Financial Grownup with  CNBC's Jon Najarian, Artivest CEO James Waldinger & CNBC's Joe Terranova at the APEX HighTower conference in San Francisco

Talking Financial Grownup with  CNBC's Jon Najarian, Artivest CEO James Waldinger & CNBC's Joe Terranova at the APEX HighTower conference in San Francisco

workshops: 

 

THE #FOMO WORKSHOP

Just because you like latte’s and avocado toast, doesn’t mean you can’t have financial freedom. For students, Bobbi will discuss what you can do before graduation, and after, to balance having a life with meeting money goals.  It’s not just about student debt, savings and investing, and career choices. Learn how investing in your health can boost your finances, strategies to deal with FOMO and pressure from friends to spend money, and even how to afford the clothing you may need once you get that first job, and more.

 

HOW TO BE THE CFO OF YOUR FAMILY

Money is messy and someone has to tidy up. Learn the basics of household financial management and how to clean up when things go off track. We’ll focus prioritizing and streamlining family finances, as well as choosing the right tools and apps to get you there. We’ll also talk about the best ways to encourage financial honesty in a relationship, and strategies to decide the best way to handle joint financial decisions- including when you don’t agree. 

THE "F" WORD WORKSHOP

Fun Financial Fix-me ups. This is all about easy. Tips and tricks to stretch you buying power and optimize your money game plan. We go over simple things you can do IMMEDIATELY that will put more money in your wallet, find new ways to save without feeling a pinch. Money making ideas that won't crush your life, plus the best apps to make the most of what you have.  Smiles and a few giggles guaranteed. 

 

THE FINANCIAL WELLNESS WORKSHOP

Money is stressful- especially when you ignore it. So many of us don't know where we stand or what we should be doing. This workshop focuses on the basics, along with financial wellness tips to keep us focused and engaged.  Bobbi goes through a checklist of financial priorities to get a benchmark of where you are and help you map out where you want to go. 

 

THE +1 WORKSHOP: WHEN BABY MAKES A NEW COST CENTER

Kids are priceless but can do a lot of damage to our bank accounts. Parents-to-be and new parents need a roadmap to make sure they have a plan. We'll talk about what insurance you may need, making a will, starting to save for college, and have tips on saving money along the way. 

 

 

Bobbi Rebell with Spaghetti Project Founder Erica Keswin and Zuckerberg Media CEO Randi Zuckerberg. Photo by Alphonse Telymonde

Bobbi Rebell with Spaghetti Project Founder Erica Keswin and Zuckerberg Media CEO Randi Zuckerberg. Photo by Alphonse Telymonde

Hosting CO-OP FS/TMG Leadership Summit in Seattle

Hosting CO-OP FS/TMG Leadership Summit in Seattle


Testimonials:

"Bobbi's workshops are one-of-kind multimedia experiences that makes learning the basics of money management super fun.  While the room was packed- every window sill and inch of space to stand or sit taken, Bobbi had the audience totally engaged and made everyone feel like she was there for them. She mixes video clips and photos to show real life examples of money decisions from famous role models, just like in her book, and makes the celebrities relatable so we can all learn from them. She had everyone smiling, laughing- and learning- the whole time. "

-Morra Aarons-Mele, founder, digital agency Women Online  and author,  Hiding in the Bathroom: An Introvert's Roadmap to Getting Out There (When You'd Rather Stay Home)

THINK17 NYC Panel

“Bobbi was the host for a full day of our THINK Conference in New York, and did a terrific job in familiarizing herself with different business models, interviewing keynote speakers, staying on message and charming the audience. We’ve already invited her to host another event for us!”

Joe Franklin , VP, Experiential Marketing and Engagement, CO-OP Financial Services

 

Bobbi spoke at our office to our entire staff. Her presentation was both entertaining, thought provoking, and inspirational. Her easy to follow approach mixed in with humor really made the time fly. It was the perfect accompaniment to her book. Everyone, regardless of age or current financial status was able to walk away with something to do and something to learn more about!

-Brian Murray, Likeable Media

 

"Bobbi led a workshop for college women at Her Campus's Her Conference. Her relatable presentation made the often-intimidating topic of being a financial grownup relatable, approachable and fun to learn about for our attendees. We received such great feedback!"

- Cara Chiaramonte, Manager, Community Development at Her Campus Media.

You did an amazing job last night! We’ve heard great feedback from our members, and I know they will love the book as much as I did. Also, typically at J.P. Morgan events people don’t stay for the book signing portion, so based on the long line of individuals waiting to meet you I consider that a huge success. 

-Harry Stone, J.P. Morgan Chase

"In addition to giving an inspiring keynote on the importance of “financial wellness”, Bobbi took the time to connect with our event attendees and personalize her talk based on these conversations. Her ability to hone in on key pain points from the audience made her presentation one of the most talked about of the event."

- Kristin Luck, Founder, Women in Research

“Bobbi did an exquisite job moderating the panel at the recent Women Rainmaking:  Solutions for Success.  She created the perfect casual atmosphere that felt like the panelists were having a chat with the audience members as if they were old friends.  Bobbi teased out key points from one panelist and used them nicely to transition the follow-up question to another panelist.”

-Natalie Runyon, Thomson Reuters

"Bobbi – thank you for your beautiful orchestration of our panel.  One person at cocktails asked me if we were all old friends?  I laughed and said yes we all will be but the truth is we met at 5:15 pm.  This is evidence of your wonderful moderation."

-Sophia Yen, KPMG

"Bobbi Rebell was an engaging and effective speaker for A Better Balance. She was able to effectively spotlight the key issues facing working women, especially mothers juggling work and family, and involve our audience in a lively discussion. Our event was a big hit. "

-Dina Bakst, A Better Balance

Bobbi served as a keynote speaker at The Young Women's Leadership School of Brooklyn for their signature program, Cool Women, Hot/STEM Jobs.  
As an expert in her field of journalism, she helped students in the 7th and 8th grade learn about and understand the importance of knowing how to manage a wide variety of software and coding programs and shared tips on how to become tech savvy.  She shared her process for releasing a story to the media, which included editing, interviewing, and working with a team.  
Bobbi also went on to host students in her workplace to give them real world access and experience to a day in the life of Reuters employees. 

 -Yahaira Gil Maestro, Young Women's Leadership Network  

Bobbi Rebell with NextGen Board.jpg

Video

Conference host clip

 

Financial Journalist reel

#FOMO workshop