FORMAT | Presentation or Workshop



OVERVIEW | Most Canadian business owners willingly accept modest net profits, the majority operating with a bottom line of less than two percent. Planning for Profit shows you how to become a best-in-sector performer, working towards a 10 to 20 percent net profit margin.



LEARNING OUTCOMES | Using a “bottom-up” process, Taunya creates a shift in your financial mindset and provides you with skills and motivation to achieve your new business goals. During this three-hour presentation, you’ll learn how to:


  • Establish and calculate your net profit margin goal.

  • Use a bottom-up approach to achieve the desired net profit margin.

  • Develop an industry-based, weighted pricing formula to ensure the desired gross profit margin.



TOOLS INCLUDED | Performance Scorecard Template [Excel], Weighted Pricing Strategy Template [Excel], Personal Budget Template [Excel], Cashflow Forecast Template [Excel], copious amounts of bubble gum, colour markers and Post-Its.



Presentation: 3 hours - $2,900 CAD

Workshop: 6 hours - $5,000 CAD


Rates are effective as of January 1, 2018 and are exclusive of travel and applicable taxes.  A 50% deposit is required at the time of booking and the balance will be due at the conclusion of the Keynote or Workshop.



One of a small and distinguished group of specialists emerging in the field of behavioural finance, Taunya is applauded for her innovative and refreshingly pragmatic approach to inspiring money mastery among Canadian entrepreneurs.

Combined with three decades of entrepreneurship experience, she possesses the unique ability to embolden and equip entrepreneurs with insight, understanding and actionable change strategies to mould their financial futures with purpose and intention. 

She is the architect of the Cashflow Canvas™ and Money Mastery Matrix™, creator of Nail the Numbers, Champs of Change, and founding partner of Epifany Financial Group; five initiatives dedicated to financial empowerment. Taunya’s insights on the topics of entrepreneurship and finance have been featured in the National Post, Globe and Mail, Financial Post, Profit and Venture Magazine, as well as CBC Radio, CTV and Global Television.

Through her extensive community involvement with organizations and initiatives such as Global Entrepreneurship Week, Queen’s Entrepreneurs’ Challenge, Schulich’s Rise Case Competition, SHAD International, Futurpreneur, and First Nations University’s Aboriginal Youth Entrepreneurship Challenge, Taunya remains committed to fostering a strong and robust Canadian entrepreneurial ecosystem.




For more information, or to book me for your upcoming speaking engagement, drop me an email or call me at 1.888.564.5559.

Do you have a question for me? Drop me a line. Or if you prefer, call me at 1.888.564.5559.