We don’t deliver content.
We build capability.
At Fintuition Advising, we believe growth happens when knowledge meets application. Led by a former college professor and higher ed administrator, our workshops and training programs are designed to upskill you and your teams. Our custom sessions combine decades of our academic insight, executive experience, and hands-on learning to deliver training that sticks. Whether you’re a small business owner, nonprofit leader, higher education institution, or corporate executive team, let us partner with you on training.
“Sure a zen garden can help you find peace. But a great workshop helps you achieve progress. ”
At Fintuition, we believe that knowledge is the most sustainable investment an organization can make. Our passion for teaching and upskilling stems from one simple truth: when people grow, and when teams align, organizations thrive.
How many advising firms are led by a former professor who has led a center for executive education and a university career center? Engaging learning styles are in our DNA…Michaele even makes tax compliance a memorable topic!
But again, we don’t just deliver content; we build capability. Whether it’s understanding how best to use AI tools, understanding relevant tax laws that impact your business, finding your authentic brand story, or engaging your Board in your mission, we can be your partner.
Why We’re Passionate About Upskilling and Collaboration
Michaele loves a good pun…ready to take flight?
Questions you may ask yourself…
Our Workshop Offerings
While there is no “typical” workshop at Fintuition, there are a few that we truly specialize in for our clients. These can range from a few hours over Zoom to a few months of in-person collaborative exercises at your organization, but most fall somewhere in-between!
AI Workshops:
Empower your organization with the tools to leverage artificial intelligence effectively. Learn prompt engineering, AI policy development, and hands-on applications for marketing, strategy, and operations.Branding Workshops:
Led by Dan, these interactive sessions help teams uncover their brand story, customer journey, and align staff around a unified narrative that drives engagement and results.Nonprofit Board Orientations:
Dan and Michaele have both served on nonprofit Boards, and our orientation sessions are designed to build a strong foundation of knowledge, governance, and collaboration.Tax & Accounting Workshops:
Stay ahead of the curve with Michaele’s engaging sessions covering the latest tax law updates, compliance changes, and financial planning insights for individuals, businesses, and nonprofits.
Ready to listen…
Everyone deserves to feel empowered with new skills, and Fintuition Advising is committed to helping you make that a reality.
