This program is designed to give you the community and practical tools you need to reduce stress, bust burnout, and build lasting influence with your clients and colleagues.

The Wealth of Influence will help you navigate tricky client communications, empower team members, and maintain a clear, steady presence, even in the face of gender stereotypes, limited mentorship, or an overcomplicated, high-pressure environment. It’s built to help you spark new career possibilities by gaining the recognition, resonance, and results your hard work and knowledge deserve.

This isn’t a public speaking class. It’s a leadership communication program. It is a full-spectrum, neuro-informed deep dive into the behaviors, habits, and tools that shape how you’re perceived in high-stakes rooms.

You’ll learn to clear the behavioral, mental-emotional, physical, vocal, and vocabulary habits that may unintentionally signal you’re not ready for the biggest opportunities.

And you’ll do it while building a nationwide network of other high-achieving women in the financial industry, so you can grow alongside peers who understand your challenges and share your drive to lead with impact.

Most programs teach the what. This one builds the how into your bones.

Other leadership communication trainings might hand you a few good phrases, maybe a tip about how to "honor different communication styles" or "own the room." But they often assume that once you have learned the theory, you will automatically remember what you learned. Your body will just fall in line every time you speak.

This program flips that script.

We start with the body. And then we build thinking habits so that you don't need to remember what to say, you just know!

Because your nervous system is either working with you or hijacking your clarity when the pressure's on. You'll learn how to ground your voice, claim your physical space, and shift how others perceive you before you even say a word. Then we layer in message strategy, influence patterns, vocal tools, and personalized feedback until it feels natural.

This isn't a one-size-fits-all script. It's a toolkit of repeatable protocols for real-life conversations.

It is also fun and community-building. You'll laugh more than you expect. Because power doesn't have to feel performative. It can feel like ease, presence, and even play.

Clients tell me, "It's been two years, and I still use these tools every day." They've seen shifts not just in their boardrooms, but in their teams, their client meetings, their income, and their own self-trust.

What makes this program unique? It doesn't just teach you how to speak like a leader. It helps you become a better one.

And it sticks.

Yes—and no.

Wealth of Influence is new in the best ways: it’s the first time I’m offering this training designed exclusively for women in the financial services industry. It’s built with your world in mind—from seasonal demands, to the confidentiality of client relationships, to the double bind of being expected to be both competent and nurturing. You get the excitement and energy of being part of a first-of-its-kind program created just for you.

And at the same time, it’s not untested. This program draws on the proven frameworks and methods I’ve refined over years of running my Leadership Lift program and my small-group intensive, The Alchemy of Influence. Many financial professionals have already participated in those programs, achieved remarkable results, and asked for something tailored even more closely to the realities of this industry.

So, Wealth of Influence combines:

• The flexible, drop-in format of Leadership Lift,

• The deep-dive skills training of Alchemy of Influence, and

• A cadence and community built specifically for women in finance.

In other words, it’s the best of both worlds: the stability of proven results and the thrill of being among the very first to step into a brand-new, industry-focused experience.

Short answer: This program flexes with your needs and your schedule.

Long answer: It’s a rhythm, not a treadmill.

The program is designed to support your growth without overwhelming you. We know you’re juggling non-negotiable deadlines, client demands, life, and a calendar that often feels like a high-stakes game of Tetris. That’s why the experience is spaced and sequenced on purpose—and why the calendar is intentionally lighter during the months that are especially busy for financial professionals.

There are 12 core topics delivered as live, 90-minute virtual labs across the year. All sessions are recorded and available on replay, and many key topics are repeated live to give you another chance to attend in real time.

You’ll also have seven practice labs and extended Q&A sessions, where you can apply what you’re learning through group activities, paired exercises, case-study discussions, and deeper dialogue with your instructor, Mari.

In addition, there’s an in-person weekend conference in Denver, Colorado. This annual anchor event reinforces key concepts, deepens transformation through peer connection, and gives you the chance to practice your skills in a powerful, immersive setting.

And yes—life happens. If you miss a session or need to flex your schedule, we’ve got you. Replays are available, and support is continuous.

The goal isn’t to cram your calendar. It’s to give you consistent, sustainable support as you build habits that last.

No problem. We have your back.

Given your demanding schedule, we know it is not only possible you will need to miss a session, it is virtually guaranteed. That is why we’ve built the program with your demanding schedule in mind.

To keep things easy:

• Replays are available for all virtual meetings, so you can review the material at your convenience.

• Key concepts are revisited  throughout the pgrogram. We don't share core ideas once, we give you a chance to explore them many times, and in many contexts. (Which is always how the best learning happens.)

• You have practice opportutnies. This is not a glorified lecture series. During our regular learning sessions as well as our dedicated practice sessions you will have an opportunity to use what you are learning in games, activities and case study discussions. Even if you miss a session where we introduce a tool or technqiue, you will get multiple chances to learn about it again, and see it in action. 

• Select topics are offered more than once live, so you can join a session later if watching replays isn’t your preference.

Wealth of Influence is rigorous and information-rich, but also intentionally flexible. It’s designed to support you — not to add another obligation to your already full plate.

If you are a CPA, It is likely that you can.

Until the end of 2025, you can apply with NASBA for credits for this course as Noncompliant CPE credits.

And, we are in the process of being reviewed by NASBA to offer  Compliant CPE credits in 2026.

Each quarter, we will issue certificates of completion for all programs you have fully attended in the last 3 months. These certificates will have all the specific information you need in order to apply for CPE credits, based on the programs you attended.

Here is a preview of the relevant details:

Learning Objectives: 

Over the course of all programs offered in the membership, participants will achieve the following learning objectives. (For information on learning objectives related to a specific program or mondule, view the description for the specific program. Visible when you have logged into your membership.)

1. Demonstrate four physical strategies to regulate physiological and emotional responses under pressure in order to communicate financial information with composure.   
2. Apply neuroscience-based listening and mirroring techniques to establish and restore client trust during challenging or emotionally charged conversations.
3. Use the structured communication frameworks F.I.G. and B.O.M.B. to deliver complex or sensitive messages with clarity and professionalism.
4. Identify and implement the five core non-verbal trust cues that enhance credibility and executive presence.
5. Analyze verbal and nonverbal indicators of client anxiety and adapt communication accordingly.
6. Develop persuasive narratives and presentations that make technical concepts actionable and relatable.
7. Adapt communication approaches to effectively connect across generational and cultural differences.
8. Establish a weekly 3 minute Integrate and reflection practice to sustain long-term improvement in clarity, confidence, and influence.

Field of Study:

Communications and Marketing 18 CPEs available

Personal Development 3 CPEs available

Program Level:

Basic.

Suitable for motivated professionals at any career stage including seasoned professionals.

Prerequisites: 

None.

Recommended for professionals with client-facing or leadership responsibilities and is particularly relevant for those who are seeking promotion or interested in founding and managing their own firm.

Advance Preparation: 

None Required.

Delivery Method: 

Group Internet Based (Virtual Instructor-Led Training)

Recommended CPE Credits:

21.0 CPE hours  (For full attendance in all modules over the course of a one-year membership)

Communication & Marketing (18 CPEs,) Personal Dev. (3 CPEs) 

Program Knowledge Area: 

Communication & Marketing (18 CPEs) Personal Development. (3 CPEs)

Attendance Requirements: 

To receive CE credits, participants must attend the entire presentation and actively participate in polling activities and chat prompts.

Refund Policy and Complaint Policy:

For more information regarding refund, complaint and program cancellation policies, please visit https://www.more-impact-less-stress.com/woi-policy

Official NASBA sponsor statement: 

(Pending) Prism Impact is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

Not even close. In fact, if you've done those kinds of training before, this will likely feel like the missing link.

This isn't a basic skills course, a theory download, or a motivational pep talk. We will explore advanced skills and subtle but crucial nuances that many professionals are never taught. 

Wealth of Influence is about rewiring how you show up when it actually counts. When the stakes are high, your voice is shaky, the questions are tough, or the power dynamics are messy.

You'll learn how to work with your body first. You will discover how to shift your breathing, stance, and vocal tone so that your nervous system supports your message, instead of scrambling it.

And then we get into the strategic messaging frameworks. Clear, teachable protocols for what to say when the conversation gets hard, weird, or politically fraught.

And here's the kicker: the cohort experience means you're not doing this in a vacuum. You get to test, tweak, and practice with people who are also navigating prominent roles and tricky rooms and who understand the unique challenges inherent when communicating in the financial industry. That shared growth? It matters.

A past participant put it this way: "I thought I was here to get better at having a few

awkward conversations. Instead, I learned things about myself and my leadership. I didn't know that I use with my clients, with my peers, and even with my family every day."

Yes. And not in the “we’ll make space for you” way. In the “this program is designed with you in mind” way.

We don’t require you to “perform” presence. We show you how to access it on your own terms. That means honoring how your body works, how your brain processes, and how your voice feels when it’s actually aligned.

You’ll learn how to manage overstimulation, reframe performance anxiety, and build scripts that flex with your communication style instead of flattening it. And you’ll get tools to help you stay connected to your message even when your brain tries to take a detour.

And here's the magic: many introverted and neurodivergent folks find this program more energizing than draining. Because it's not about pretending to be someone you're not. It's about finally getting to be fully seen and heard as you are.

This isn't a mindset course; this is an alignment, language, messaging patterns, and muscle memory course.

We align you to your body, to your breath, and to messaging frameworks that connect, and then we will help you build it into your muscle memory.

Mindset work is lovely until your inner critic hijacks the microphone mid-presentation. That’s where body-first tools come in. You’ll learn exactly what to do when your hands go cold, your thoughts scatter, or you feel like you’re spiraling into doubt.

We’ll teach you how to reset. Not with generic affirmations, but with tested, real-world strategies. Like what to say to yourself (and others) when your brain goes blank. How to physically recover when someone throws you a curveball in a meeting. And how to train your voice to sound clear and calm even when your heart is pounding.

You’ll also learn message structures and decision tools to help you choose the right words when your instincts say “go silent” or “go scorched-earth.” We’ll show you how to pivot midstream, how to frame a message that meets the moment, and how to keep your communication focused and impactful, without sounding cold, canned, placating, or defensive.

It’s not about thinking your way into poise. It’s about practicing your way into it.

And yes, your mindset will shift. But it won’t be because you tried to willpower your way into confidence. It’ll be because you built it, one body-brain rep at a time.

Yes. In fact, meeting this need is one of the core values of the program.

Many women join this program because they’re navigating conversations that carry more than just content. The conversations carry power dynamics, identity pressures, cultural friction, and deep social complexity. We name that. We don’t gloss over it.

You’ll work with tools that help you respond clearly and confidently when a conversation veers into uncomfortable territory like microaggressions, misunderstandings, or tension caused by invisible norms.

We use frameworks like F.I.G. and G.R.A.C.E.–T.R.U.T.H.–H.E.L.P. to help you slow the moment down, reset the nervous system, and structure your response in a way that keeps connection possible, without sacrificing clarity or self-respect.

We also build a strong foundation in the three brain-based elements of trust and charisma, so you can dial your communication in the direction that your identity, and the room, actually needs. We practice impact, not just repeating what you've been taught to perform.

What makes this work different is how it lives in the body first, then the brain. You’ll learn to stay steady even when the room gets tense. Not by ignoring hard things, but by learning how to speak them with nuance, presence, and strategy.

This is a space where identity-informed communication isn’t an afterthought. We recognize that competency in this area is a core part of how we build influence, set boundaries, and shift culture with skill.

And you won’t be doing it alone. These topics come up often, and the cohort becomes a place where we learn through practice, feedback, and mutual respect. We may make some missteps along the way as we learn together, but we will bravely and kindly learn.

And, we will even have FUN doing it as we tap into the delight and inherent discovery that comes with difference when we treat it with respect and see it as the treasure it is.

Let’s talk about cost and value.

You’ve probably seen sales pages that stack a long list of “bonuses” with inflated price tags until the total is higher than a used car, and then promise you can get it all for only $97 if you act NOW!!!

I understand why those tactics work and the psychology behind them.

But let’s be honest: they make my skin crawl and they probably make you feel icky too.

That’s not this. I don’t want to manipulate you. I do want you to see what you’re getting, and why it’s a great deal.

Here’s what’s included in The Wealth of Influence and the real-world value of each element:

• 12 Live Growth Labs (with replays): $1,150 value
• 4 Growth Labs repeated live for scheduling flexibility
• 7 Extended Q&A Sessions: $525 value
• Digital Resource Library: $395 value
• 2 Complete Digital Courses: $150 value
• In-Person Conference (Denver, CO): $875 value
• Private Online Community: $130 value

Total value: $3,225

Your investment: $1,375

This isn’t a discount gimmick. It’s a conscious design choice. By building everything into one ongoing structure, I can deliver with more depth and consistency. My stress goes down, your results go up, and everyone wins.

Even better, before October 30th founding members can join the program at a $250 discount. (To encourage the right people to jump in early and start building a great community.)

So, if you join as a founding member before October 30th, your cost is only $1075 for an entire year of flexible, focused, Executive Presence training.

Why it’s worth it:

You’ll reclaim time, boost authority, and expand influence—without burning out or losing yourself. The impact adds up quickly: most participants report not only greater clarity and confidence, but also more energy.

When you stop ruminating on tricky conversations and start moving through them with poise, you free up capacity for meaningful work, change-making, and creativity.

If you’re ready to lead with more visibility, confidence, and traction in getting your ideas implemented, I encourage you to apply and join us in The Wealth of Influence.

And, Yes, your organization can absolutely pay. While you’re welcome to invest privately if you prefer, I encourage you to have your company cover it when appropriate. This is targeted professional development that directly supports your career growth and your firm's client success.

As a Founding Member, you get a discount, special attention, and a chance to help shape the vibe of our growing community.

The Founder Rate gives you a discount of $250 off the nomal price of a yearly membership. It is available for a limited time to those who join early.

This special pricing is designed to reward early adopters who are ready to step in and shape the inaugural experience.

As a Founding Member, you’ll receive all of the same benefits and support as future members, plus the satisfaction of knowing you were among the first to help shape Wealth of Influence into a lasting resource for women in financial services.

You will also receive a no-cost fifty-minute consulting and training session with Mari Geasair to explore your personal communication strengths, challenges and opportunities. ($185 value.)

After the Founder Rate deadline, the program will still be available, but at the standard membership price. The core program and benefits remain the same, but the early registration bonus will no longer apply.

If you’re considering joining, this is the best time to step in so you can secure the best value while helping build the very first cohort of Wealth of Influence.

You can click here for a downloadable pdf with the full schedule. (It opens in a new window.)

And here is the overview of dates and times:

The Virtual Learning Labs and the Q&A/Practice Sessions are held on Thursdays from 2:00 pm- 3:30 pm MST. ( 4:00 to 5:30 Eastern, 3:00-4:30 Central, and 1:00 to 2:30 Pacific- USA)  

To accommodate busy seasons in the Financial Industries and allow for maximum flexibility, the schedule varies month-to-month. In general, you can get great value from the membership by attending 2-3 times per month when you have the time and 0-1 times per month when your schedule is tight.

We have key topics repeated live, as well as frequent Q&A sessions to allow you to catch up if you have missed meetings. Additionally, some months have fewer overall meetings. All sessions are recorded, and you can watch replays at your leisure. There are also extensive supplemental resources. 

Our meeting dates for the Fall 2025-Fall 2026 cadence are as follows: 

October 30th  The Neuroscience of Presence

November 6th  The Neuroscience of Presence (Repeat) 

November 20th Money Conversations Under Pressure 

***December 4th Practice Lab & Extended Q&A

December 11th Influence Without Burnout 

December 18th Money Conversations & Influence w/o Burnout (Repeat)

January 15th  Replacing Self-Doubt and Releasing “Imposter Syndrome”

***January 22nd Practice Lab & Extended Q&A

***January 30th and 31st Annual Anchor

February 19th Establishing Authority Without Alienation

***March 5th Practice Lab & Extended Q&A

March 19th Building Trust Quickly in High-Stakes Conversations 

April 23rd Cultivating Presence in Virtual and Hybrid Settings 

***April 30th Practice Lab & Extended Q&A

May 14th  Establishing Authority Without Alienation (Repeat)

May 21st  Handling Microaggressions and Dismissiveness

***May 28th Practice Lab & Extended Q&A

***June11th Practice Lab & Extended Q&A

June 18th Leading Difficult Conversations with Professional Grace

June 25th Persuading Across Generations and Thinking Styles 

July 16th Navigating Client Anxiety and Conflict 

July 23rd Self-Care and High Resilience Under Stress Practice Lab & Extended Q&A

August 23rd Persuading Across Generations and Thinking Styles (Repeat)

September 17th Self-Care and High Resilience Under Stress (Repeat)

October 22nd 2026 Transforming Data into Action

As a reminder, you do not need to attend every Virtual Learning Lab or Practice Lab. There will be replays. 

In-Person Two-Day Anchor Event Conference in Denver Colorado on: January 30th and 31st

Course Update Policy – Prism Impact, Wealth of Influence

1. Purpose
Prism Impact is committed to delivering continuing professional education (CPE) programs that are accurate, up to date, and consistent with the latest standards of the accounting profession. This Course Update Policy ensures our training remains relevant, technically correct, and in compliance with NASBA/AICPA CPE Standards.

2. Frequency of Review

• All CPE courses will be reviewed at least annually by a qualified subject matter expert (SME).

3. Responsibility for Updates

• Program Director: Oversees the course update process, ensures compliance with CPE Standards.

• Subject Matter Experts: Review content for technical accuracy, currency, and alignment with current professional standards.

• Instructional Design Team: Implements updates in course materials, handouts, presentation slides, and participant resources.

4. Update Triggers
Updates will be initiated when:

• New or revised standards are issued by authoritative bodies (e.g., AICPA, FASB, GASB, PCAOB, IRS, SEC).

• Relevant legislation or regulatory changes affect CPA practice.

• Professional best practices or methodologies evolve.

• Participant feedback or instructor evaluations indicate a need for clarification or correction.

• Errors, inaccuracies, or outdated examples are identified in course materials.

5. Communication of Updates

• Participants registered for an upcoming session will receive advance notice of substantive changes to course content.

• If a material change occurs after registration but before the event, updated materials will be provided electronically at least 24 hours before the start of the program.

• For on-demand/self-study programs, updated versions will replace prior versions promptly, and participants will be notified if they are enrolled in a course affected by changes.

6. Version Control & Documentation

• Each course will maintain a version history log indicating last review date, updates made, and SME approval.

• Records of course review and updates will be retained for seven (7) years in compliance with NASBA/AICPA CPE Standards.

7. Commitment to Participants
Prism Impact strives to ensure that all learning activities provide current, accurate, and relevant knowledge so that CPAs can confidently apply what they learn to their professional practice.

Complaint Resolution Policy – Prism Impact- Wealth of Influence

1. Purpose
Prism Impact is committed to providing high-quality continuing professional education This Complaint Resolution Policy outlines the process for participants to raise concerns and ensures complaints are handled promptly, fairly, and consistently.

2. Scope
This policy applies to all participants enrolled in Prism Impact’s group online CPE programs, and group training programs. Complaints may include, but are not limited to:

• Program content, relevance, or accuracy

• Instructor performance or conduct

• Program delivery, technology, or learning environment

• CPE credit reporting and certificate issuance

• Administrative issues such as registration, fees, or accommodations

3. How to Submit a Complaint
Participants may submit complaints in writing through any of the following channels:

• Email: [email protected]

• Mail: 4109 E. 10th Ave. Unit 546, Denver CO 80220

To help us respond effectively, please include:

• Your full name and contact information

• The name and date of the program attended

• A detailed description of the issue

• Any supporting documentation, if applicable

4. Resolution Process

• Acknowledgment: Complaints will be acknowledged in writing within 5 business days of receipt.

• Review: Complaints will be reviewed by the Program Director or designated compliance officer.

• Investigation: If necessary, relevant instructors, staff, or third-party vendors will be consulted.

• Resolution: A written response will be provided within 30 calendar days, outlining the findings and actions taken.

5. Corrective Action
If a complaint identifies systemic issues, Prism Impact will implement corrective action, which may include adjustments to content, instructor feedback, administrative procedures, or participant support services.

6. Records
All complaints and their resolutions will be documented and retained for a minimum of seven (7) years. ( In compliance with NASBA/AICPA CPE Standards.)

7. External Review
If the complaint is not resolved to the participant’s satisfaction, the individual may contact the National Registry of CPE Sponsors at NASBA: (PENDING NASBA APPROVAL of Prism Impact to issue CPEs)

• NASBA, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417

• Website: www.nasba.org