Workshops & Events
In addition to one-on-one consulting services, I offer specialized workshops and courses focused on financial topics essential for small business owners and entrepreneurs. These learning opportunities are designed to empower you with practical skills, knowledge, and tools that can help take your business to the next level.
Financial expertise in a supportive, accessible environment. Complex concepts made clear. Tailored to your business.
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Coffee & Clarity - A Numbers Roundtable
Join me for intimate morning gathering for female entrepreneurs ready to get clear on their business numbers and start 2026 with confidence!
We'll meet over coffee to have honest conversations about what's working in our businesses, what's challenging, and how to move forward with our financials with clarity.
What to expect:
You'll have space to reflect on your current business financial reality, both the wins and the challenges. We'll explore the money beliefs that are quietly influencing your decisions. And together, we'll look at the handful of numbers that matter most for where you are right now and map out where your revenue actually comes from.
Most importantly, you'll leave with your next meaningful step identified. Not an overwhelming to-do list, but the one action that will move you forward before year-end.
This is for you if:
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You're running a business but feel disconnected from your numbers
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You know you need to plan for 2026 but don't know where to start
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You want clarity on your numbers
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You'd benefit from connecting with other women facing similar challenges
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You're ready to approach your finances with more confidence
When: December 17, 9:00-10:30
Where: Gaumenfreuden Cafe, Seestrasse 147, Horgen
Investment: 45CHF (includes coffee and light breakfast)
Limited to 8 participants.
Come as you are. Bring your questions, your curiosity, and your willingness to be honest about where you're stuck. The learning happens in the conversation and community, not just the teaching!
Financial Freedom for Female Entrepreneurs -
An Online Workshop
Financial empowerment comes from seeing the full picture, but most entrepreneurs track their business numbers separately from their personal finances. The real power comes from understanding how they connect.
This high-value, practical 2-hour workshop is designed to help women see the “full picture” between business finances, personal finances and lifestyle planning, and create alignment between them.
Who This Is For:
Female entrepreneurs seeking greater confidence and alignment between work and life. Whether you're feeling stuck between reinvesting in your business and building personal wealth, struggling to determine fair compensation, or simply want to make more strategic decisions with full clarity, this workshop will give you the frameworks and tools to move forward.
Who We Are:
Tracy Germani - Independent Financial Consultant &
Founder, Clarity Financial Solutions
A corporate finance expert and former investment banker, I empower female entrepreneurs to transform financial uncertainty into clarity, confidence, and freedom through strategic financial advice. I specialize in financial planning & analysis (FP&A), and making financial concepts accessible and empowering, helping business owners understand what their numbers are really telling them. My approach focuses on clarity as a springboard for confident strategic decisions about growth, profitability, and sustainability.
Keren-Jo Thomas - Independent Financial Planner &
Founder, Financial Planning for Women
Based in Zug, I support expat women navigating Switzerland’s financial system with unbiased, commission-free guidance. With 30+ years in financial services and 15 years in business banking, I specialise in helping women understand the full picture — business finances, personal finances and lifestyle goals. My approach is holistic and practical, bringing clarity to complex international situations and helping women make confident decisions through life’s transitions.
What You'll Walk Away With:
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Clear understanding of the business metrics that matter most, including red flags to watch out for
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Tips for building financial security in Switzerland, including pensions, investments and insurance
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Practical tools for connecting business performance to personal financial decisions
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A quarterly review process to maintain ongoing clarity
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Confidence to make empowered choices about your business and your life
When: Wed. January 28, 9:00-11:00
Where: Online via Zoom
Investment: 75CHF (60chf with code Clarity15 through Dec. 31st)
Clarity affords both power and choice. When you know your numbers on both the business and personal side, you can finally answer the most important question: How do you choose to live your life?
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