THOUGHT LEADERSHIP FOR ORGANIZATIONS
Corporate Engagements
Barry brings his behavioral finance methodology directly to organizations — through tailored keynotes, workshops, and multi-session programs designed to shift how teams think, decide, and perform.
THE APPROACH
Every engagement is
custom-built.
No two organizations are alike, and Barry doesn't treat them as if they are. Every corporate engagement begins with a discovery process to understand your team's context, objectives, and the specific patterns that may be limiting performance or alignment.
From there, Barry designs a program — whether a single keynote or a multi-session series — that speaks directly to your people, your culture, and your goals. All content is original, all workbooks are custom, and all delivery is personal.
Custom curriculum built for your organization
Branded workbooks with pre and post-event content
Barry presents and facilitates all sessions personally
Available live, virtual, or hybrid
Optional team coaching add-on
Pre-event assessment and post-event follow-up included
ENGAGEMENT FORMATS
Built for how
your team works.
Choose the format that fits your organization — or combine formats for a more immersive experience.
LIVE · ON LOCATION
In-Person Keynote or Workshop
Barry travels to your location to deliver a keynote presentation or full-day workshop for your team. Ideal for conferences, offsites, annual meetings, and large group sessions. Includes custom workbook and post-event materials.
HYBRID
Hybrid Event
Designed for organizations with both in-person and remote participants. Barry facilitates a single cohesive experience across both audiences simultaneously — with content and interaction calibrated for each group.
VIRTUAL
Virtual Keynote or Session Series
A fully produced virtual engagement for distributed or remote teams. Maintains the energy and interactivity of an in-person experience through structured facilitation and live Q&A. No travel required.
GROUP + COACHING PACKAGE
Event + Team Coaching
A fully produced virtual engagement for distributed or remote teams. Maintains the energy and interactivity of an in-person experience through structured facilitation and live Q&A. No travel required.
HOW IT WORKS
From first conversation
to lasting impact.
Barry or his team meets with you to understand your organization, your audience, your objectives, and any specific themes or challenges you want to address.
Every corporate engagement follows a structured process designed to maximize relevance, preparation, and results.
01 DISCOVERY CALL
02 PRE-EVENT ASSESSMENT
Participants complete a pre-event assessment — often including the Money Personality Quiz — so Barry arrives with direct insight into your team's behavioral makeup.
03 CUSTOM CURRICULUM & WORKBOOK DESIGN
Barry's team builds a fully customized program and workbook — branded for your organization, calibrated to your audience, and tied directly to your stated goals.
Barry personally delivers the program — in person, virtually, or hybrid — with full facilitation, structured exercises, and live Q&A designed to move people, not just inform them.
04 LIVE DELIVERY
05 POST EVENT FOLLOW-UP
Every engagement includes post-event content — supplemental materials, follow-up resources, or a structured debrief — to extend the impact beyond the room.
Ready to work with Barry directly?
Whether you're exploring coaching, corporate options, or the virtual group, reach out and Barry's team will help you find the right fit.