DW
Dana Whitfield
Family track leadDana spent a decade teaching household money skills at community colleges in the Midwest. She leads the family kickoff and reset sessions with warmth and zero judgment.
Household plans Money talksPeople who plan for a living
Our hosts are educators and practitioners with years of hands-on planning experience — in households, on projects, and inside small businesses. They share what they have learned in plain English, and they stay for your questions.
THE CREW
Your hosts for the coming season
ML
Marcus Lee
Project track leadA project manager with fourteen years across agencies and tech companies, Marcus teaches estimation and tracking the way he wishes someone had taught him: simply.
Estimation VariancePR
Priya Raman
Business track leadPriya ran her own retail studio for nine years before becoming a small-business educator. She turns operating budgets and cash-flow calendars into 60-minute routines.
Operating budget Cash flowEM
Elise Moreau
Household habits educatorElise researches how households actually keep plans — not how they should on paper. She co-leads the sinking funds and money conversation sessions.
Behavior Seasonal spendingRC
Rob Castellanos
Project operations leadRob coordinates budgets for a regional nonprofit network. He teaches reporting and stakeholder communication to people who hate admin as much as he once did.
Reporting NonprofitsTA
Tom Alvarez
Curriculum & Q&A hostTom designs the session workbooks and hosts the open Q&A segments. If a question deserves a careful written answer, Tom is the one who writes it within two business days.
Workbooks Curriculum
OUR STANDING RULES
What every host promises before every session
- Plain language first. If a term needs jargon, they explain it before they use it.
- No product talk. Hosts do not sell tools, accounts, or services during sessions — ever.
- No personal advice. They teach general methods and always keep examples hypothetical or anonymized.
- Questions answered. Live when possible, in writing within two business days when not.
- Honest about limits. When a question leaves the educational lane — taxes, law, investing — hosts say so and point to the right professional.
Want to learn with one of these hosts?
Reserve a seat on the session schedule, or tell us which topic and host you would like to see more of — learner requests shape next season's lineup.
TRANSPARENCY
About our team
Budgiminar is operated by Budgiminar, Inc., a company registered in the State of Illinois with its office at Suite 210, 1776 N. Milwaukee Ave., Chicago, IL 60647. Our hosts are independent educators and employees who share a common curriculum. Biographies on this page are provided for background only and do not imply that any host is licensed to provide financial, investment, tax, or legal services. For questions about our team or a specific session, email [email protected].