Practical Budget Workshops

Learn budget automation through hands-on practice sessions designed for real-world application and skill development

3-Month Series

Foundation Workshop

Master basic budget automation tools and develop sustainable financial tracking habits through guided practice sessions.

Advanced Track

Implementation Lab

Apply automation techniques to complex financial scenarios while building confidence in budget management systems.

Ongoing Support

Practice Groups

Regular practice sessions where participants work through real budget challenges with peer collaboration and expert guidance.

Workshop Structure & Learning Approach

Our workshops emphasize practical application over theory. Each session combines guided instruction with hands-on exercises, ensuring you develop real skills that work in everyday situations.

Small group sessions with personalized attention and individual feedback
Practice exercises using real budget scenarios and common financial challenges
Step-by-step guidance through automation software and budgeting tools
Take-home resources and practice materials for continued skill development
Follow-up support sessions to reinforce learning and address questions

Miranda Chen

Workshop Facilitator

CPA Australia

15 Years Experience

Workshop Schedule & Sessions

August 15, 2025 - 6:30 PM

Getting Started: Budget Basics Workshop

Introduction to budget automation concepts with hands-on practice using common household expenses. We'll work through setting up your first automated budget categories and tracking system.

Budget Setup Category Planning Tool Introduction

September 12, 2025 - 6:30 PM

Automation in Action: Implementation Workshop

Practice session focused on setting up automated transfers, bill payments, and savings allocations. Participants work with their own financial scenarios while receiving individual guidance.

Payment Automation Savings Setup System Testing

October 17, 2025 - 6:30 PM

Troubleshooting & Refinement Workshop

Problem-solving session where participants bring their real budget challenges. We'll work through common issues and refine automation systems based on practical experience.

Problem Solving System Optimization Peer Learning