Workshop Presenter


Cause Areas


It's flexible! We'll work with your schedule.


1655 Grant StreetSTE #1300Concord, CA 94520


Are you a talented public speaker? Have you had experience with financial services?

Do you enjoy teaching others how to manage their fiscal wellness?

BALANCE is seeking an elite group of volunteers to facilitate our many financial wellness workshops in the San Francisco Bay Area!

If you...

Love helping people learn to succeed and want to be a part of the success,

Wish to grow professionally and serve your local nonprofit community,

...Then consider volunteering with BALANCE and become our newest Financial Workshop Presenters!

For more information, visit



Helping. Counseling. Transforming.

As the nation’s non-profit financial coach for more than 45 years, we’ve been helping people achieve fiscal peace of mind.

This is our story

We began our commitment to promoting financial wellness starting back in 1969 originally as the Consumer Credit Counseling Service of San Francisco (CCCSSF). Since then for more than 45 years, we’ve dedicated ourselves to providing money management education and assistance to local consumers. Since then, we’ve grown nationally through various partnerships with the financial services industry, government agencies, local charters, and corporations.

Today, we are known as BALANCE and continue our commitment to educate, inform, and empower our clients to take control of their financial lives.


Volunteer must have prior experience with public speaking, presenting or educating. This volunteer must be able to present sometimes complicated information in a simplified, concise and clearly communicated way. Must be organized, trustworthy and have exceptional punctuality. Preferred skills include bilingual, experience conducting PowerPoint presentations, previous money management, financial advising, or financial consultation experience.


  • Financial Planning
  • Budgeting
  • Financial Service Assistance
  • Real Estate & Leasing
  • Group Facilitation
  • Professional Development

Good Match For

People 55+

Requirements & Commitment

  • Driver's License Needed
  • Background Check
  • Must be at least 18
  • Orientation or Training
  • Workshops do vary but typically are about an hour
  • Workshops are conducted at small non-profits and credit unions throughout the bay area!

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