Expert financial workshops
for your whole team.
We offer financial education workshops for HR and People teams: covering everyday financial literacy, or stock options, RSUs, and IPO preparation. You pick the topic — or we build something custom. We deliver.
A benefit your employees will remember.
Financial stress costs companies real money in lost productivity and turnover. Our workshops cover financial literacy and equity compensation — choose a topic, mix and match, or let us customize. All sessions are led by credentialed advisors built around real client experience.
Real advisors, not generic content
Your team hears from credentialed CFPs and financial planners who work with real clients every day. The advice is practical, specific, and honest.
Interactive, not a lecture
We structure sessions as part workshop, part open Q&A. Employees leave with answers to questions they have actually been thinking about.
Fiduciary, always
We take a fiduciary oath. We are here to give your team genuinely good information, not to sell them products or upsell them into anything.
In-person or virtual
We can come to your office in the NYC area, or run a polished Zoom session for distributed or hybrid teams of any size.
Pick a topic — or we'll customize it for you.
Every team is different. Choose from our two most popular topics, mix and match, or let us build something tailored to your benefits package, equity structure, or specific moment — like an upcoming IPO.
Financial Literacy Foundations
Built for early-career employees and anyone who wants to get their financial life in order. Covers the fundamentals that make the biggest long-term difference.
Stock Options, IPO Prep & Equity Compensation
Built for companies that offer equity, are approaching a liquidity event, or have employees sitting on RSUs and options they don't fully understand.
See what equity education looks like in practice.
This webinar on how to prepare for an IPO gives you a real sense of how we teach equity topics. Same depth and clarity — without the jargon.
Expert workshops, delivered by credentialed advisors.
Every BKFi Academy session is led by a CFP® or CPA who works with real clients every day. You're not getting a corporate training deck — you're getting genuine financial expertise.
AJ Ayers
AJ co-founded BKFi and built BKFi Academy into a leading employer financial education platform. A nationally recognized equity compensation expert, she co-hosts The Liquidity Event podcast and has helped thousands of tech employees understand and maximize their equity.
John Owens
John brings over a decade of expertise in equity compensation, retirement planning, and tax strategy. He leads BKFi's planning strategy and chairs the Investment Committee — and yes, he opened his first Roth IRA in high school to optimize his FAFSA.
Tiffini Parker
Tiffini is a CPA with a Master of Science in Taxation and 10+ years serving high-net-worth clients at Deloitte, PwC, and Gresham Partners. She specializes in tax compliance, planning, and consulting for individuals, trusts, and estates.
Shane Mason
Shane started his career in Big Four accounting before co-founding Brooklyn Fi with AJ. He built the firm into a nationally recognized practice known for its technical depth and human-first advice, with a focus on tech professionals and creatives.
Share the BKFi Academy overview with your team.
We put together a concise overview of our workshop topics, pricing, and team. Download it to share with your HR leadership, People team, or whoever approves the budget.
Download the Overview Deck PowerPoint · 8 slides · Topics, pricing & team bios"AJ's presentations are always informative and fun. She has the ability to make it an incredibly helpful educational experience for those of us who thought we knew the rules."— Michael, Fox 40s LLC
Every topic, same simple pricing.
Pick the topic that fits your team, then choose how you want it delivered.
Virtual Workshop
A focused, interactive session delivered over Zoom. Works for any team size and any location. Available for any topic.
In-Person Workshop
Any topic, delivered in person. More time for conversation, more energy in the room. We come to you.
Custom Session
Want something built specifically for your company? We can combine topics, tailor content to your benefits package, or design something entirely new. Great for pre-IPO all-hands sessions.
Booking is simple.
From first contact to finished workshop, most engagements come together in a week or two. Here is how it works.
Reach out
Email us or fill out the form below. Tell us your team size, preferred format (Zoom or in-person), and any topics you want to prioritize.
Pick your format
Standard presentation? We can book it immediately. Want something custom? We schedule a short discovery call to scope it out.
Confirm the date
We are flexible on timing. Most sessions can be scheduled within two to three weeks, or further out if you are planning ahead.
Your team learns
We show up, run an engaging session, take questions, and leave your team with real information they can put to work.
Let's build a session for your team.
Tell us which topic fits your team, your preferred format, and your timeline. We'll take it from there. Sessions book up — the earlier you reach out the better.
Email Us to Get Started Standard sessions start at $500. No obligation to discuss. We'll respond within one business day.