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SOFA in Action: How We Run Your Workshop

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The short version


Hosting a SOFA workshop is simple: you pick a date and topic for your audience, and we handle the rest—program design, promotion materials, presenter, facilitation, and post-session resources. We’re a 501(c)(3) nonprofit that’s been delivering free financial education since 1993, and we’ve done it with organizations ranging from Disney and NASA to the FBI, Paychex, and Lockheed Martin. sofausa.org



How the process works (we do the heavy lifting)


1) Quick discovery (10–15 min). Tell us about your team, goals, and desired format (virtual or on-site). We recommend a starter topic like Getting Fiscally Fit for broad appeal, then add deeper dives for follow-ups.


2) We build the session. We tailor content from 25+ topics, align it with your culture, and assign a vetted presenter. As a nonprofit, we guarantee no selling—sessions are purely educational and can support ERISA 404(c) goals. We’re also a SHRM Recertification Provider with dedicated SHRM-aligned courses (separate from your general employee workshops). sofausa.org


3) We run promo & logistics. You’ll receive ready-to-send invitation copy, a flyer/graphic, calendar language, and a registration link if needed. We coordinate AV and run the room or virtual platform.


4) We deliver the workshop. Your presenter keeps it practical, jargon-free, and interactive—Q&A encouraged. Our team customizes examples to your workforce (industry, schedules, challenges) so it resonates.


5) We follow up. Attendees get takeaways and optional resources. You get feedback notes and ideas for a smart sequence of future topics.



Who we’ve worked with


Over three decades, SOFA has provided free financial literacy programming for thousands of employers and community groups—including Disney, NASA, FBI, Paychex, and Lockheed Martin, alongside libraries and schools nationwide. sofausa.org


You’ll also find testimonials tied to recognizable names such as QUALCOMM, Nokia Mobile Phones, Paychex, UC San Diego Housing, Dining & Hospitality, and the United States Mint at San Francisco—all describing strong engagement and easy collaboration. sofausa.org



What hosts say (in their words)

“From a programmer planner’s standpoint, you have been wonderful to work with, making my job easy.” — HR Specialist, QUALCOMM Inc. sofausa.org
“Well organized and quite compelling… many attendees requested additional classes.” — Training Manager, UC San Diego, HDH sofausa.org
“Engaging and easy to digest for a diverse audience… we’ve run four programs this past year.” — Pilot Recruiter, JSX Air sofausa.org
“Very informative presentations… at no cost and without selling a product or service.” — Employee Development Specialist, United States Mint at San Francisco sofausa.org
“A pleasure… informative and well received by those in attendance.” — Employee Services, Nokia Mobile Phones, Inc. sofausa.org

(Each quote above is excerpted from SOFA’s public testimonial pages.)



What you can expect on event day


  • A presenter matched to your audience. Our speakers are selected for expertise and teaching ability; sessions are designed to be fact-filled, relevant, and approachable. sofausa.org

  • No-sell, nonprofit format. Your team gets education, not a sales pitch. Vendor Directory

  • Practical tools. Attendees leave with frameworks, checklists, and clarity they can act on immediately.

  • Flexible delivery. Live virtual, on-site, single session, or a series—whatever fits your calendar best.



Why HR and leaders like working with us


  • Minimal lift for your team. We provide copy, graphics, calendar language, and reminders; you just hit send and reserve a space.

  • High relevance. Content is tuned to your workforce (career stage, financial interests, industry).

  • Clear guardrails. As a nonprofit, we’re transparent about the “no selling” standard and education-first approach. Vendor Directory

  • Credential options. Need SHRM credits for HR? We offer a menu of SHRM-eligible courses alongside your general employee sessions. sofausa.org



A typical starter sequence


  1. Getting Fiscally Fit (broad, high-engagement kickoff)

  2. You & Your Credit Scores or Investing Basics (based on interest)

  3. Retirement Readiness or Financial Blunders (behavioral focus)

  4. Open Enrollment & Benefits Maximization (timed to your benefits cycle)



Ready to host a session?


Send us your preferred date range, headcount, and format, and we’ll package the rest—agenda, presenter, promo, and logistics—so your team gets a high-value experience with almost no planning burden on your side.



Sources & further reading

  • SOFA homepage: nonprofit status, “no selling,” SHRM provider, and brand-name organizations we’ve served. sofausa.org

  • Company testimonials (QUALCOMM, Nokia, UC San Diego, U.S. Mint, Paychex, more). sofausa.org

  • “Absolutely no selling” positioning for workshops (SHRM vendor directory listing)

 
 
 

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