Uploaded by Cyril Erose D. Geres

Geres, Cyril Erose D.

Webinar Title
Resource Speaker
Foresightful Finance: The Basic of Financial
Ms. Theresa Igual, MDRT
How to begin your Journey in the World of
April 22, 2022 / 6:00pm-8:00pm
Short introduction of the topic
This webinar talks about of how are you going to manage your money
if you do not have money right now. When you are managing your money
you need to take control over personal finances and personal growth.
Knowing how to handle your money is what it means to be financial literate.
This entails learning how to manage your finances, including how to pay your
bills, borrow and save money wisely, and invest and prepare for retirement.
Start with the fundamentals of money management and work your way up to
becoming a wise spender by taking the initiative to self-educate and expand
your financial knowledge.
Takeaway on the Webinar
Create Streams of Income – it talks about of how you earned income
from the money that derived from paid in your work, business,
sidelines, etc.
2. Create your own Budget – the budget is essential component of
personal financial responsibility because they allow you to keep track
of your expenditures. It will help identify wasteful spending habits like
ordering takeout in a regular basis and purchasing expensive clothing.
It will also assist you in adapting quickly as your financial situation
changes, such as being in debt, and achieving your financial goals.
3. Settle your debts – Debt settlement is when you work out a deal
with a creditor to pay off your debt for less than you owe. Creditors
will usually settle debt that is past due. If you cease making payments
to pay off debt, your credit score will suffer as a result of the missing
4. Set clear money goals – you must establish a precise financial
goals. What are your goals? What is the time frame? What are the
stages to getting there? Once you determined what/s essential to
you, determines what’s feasible in the short, medium and long term,
strategy and a limited budget to attain it; begin saving and track your
5. Stick your budget and goals – To stick in your budget and goals you
must need to sleep on big purchases, if it’s not something you need,
don’t buy it. Never spend more than you have, if you can’t afford
something you want, put it off for the next week. If you want to go on
vacation, plan for it. Save regularly so it doesn’t throw off your
budget. This step will help you to maintain your budget and financial
Evidence: Pictures or e-certificate
Webinar Title
Resource Speaker
Money Management
Ms. Fatima Mercado
Plans for the Future
April 27, 2022 / 4:00pm-5:30pm
Financial Fairy
Short introduction of the topic
This webinar talks about what is money management. The Money
Management is budgeting, saving, investing, spending, or otherwise
controlling an individual’s or group’s capital usage is referred to as money
management. Money management is essential for achieving or sustaining
financial stability. Each of us has a unique connection with money. Some
people desire as much of it as possible and invest a lot of time and effort to
it. Others would rather live simply and with few resources. Most of us, I
believe, fall somewhere in the middle, seeking to live comfortably without
sacrificing our lives quality or balance. Whatever you want your money to
achieve for you, mastering the fundamentals of money management will
assist in achieving your goals.
Takeaway on the Webinar
You need to invest insurance for your future not just for you but in
your family rather. It includes the for your Health Plan, Retirement Plan,
Educational Plan and Estate Tax because investing ensures the
present and future financial security. It allows you to grow your wealth
at the same time generate inflation-beating returns.
A health insurance or plan for you and for your family is a specially
designed plan that covers medical expenses for you and for your
family. It provides full coverage against medical conditions that may
occur as a result of advanced age and result in high medical costs. It
gives a bigger sum covered as well as valuable features such as
annual health check-ups, cashless treatment, and more to help people
manage their medical costs properly.
3. A Retirement Plan ensures that money is available upon retirement
for day to day needs and for future health or wealth-related problems.
Allows a person to satisfy the needs of family members who may be
dependent on them long after they retire, whether for school, medical
bills, or other monthly obligations. Supports one’s hopes, wishes, and
aspirations, such as fantasy trips, capital investment in business
expansion, or simply preserving one’s existing lifestyle.
Education is a crucial to one’s future success. A college degree
provides a larger possibility for employment or even advancement in a
company, in addition to providing career opportunities and higher
opportunities and high earnings. School has become a fantastic
investment when considering one’s long-term financial security as the
expenses of education has risen over the years. Education insurance
policies are one way for parents to alleviate the financial strain of
paying for their children’s education. Always take time to learn about
the many schooling plans available so that you can select the coverage
that best suits your needs.
Making the proper preparations so that everything you own, or
“estate”, goes to the right people when you die is known as estate
planning. Land properties, vehicles, bank accounts, investments and
insurance, furniture, jewelry, and other valuables may all be included
in an estate. Because estate planning is a complicated and timeconsuming process, it is better to enlist the assistance of another
individual. A paid lawyer, a professional financial advisor, or a trusted
friend who can assist you with the planning, paperwork, and execution
of your will could be that person.
Evidence: Pictures or e-certificate
Webinar Title
Resource Speaker
Understanding the differences: Leading vs.
Mr. Rojel Rivera
Leading and Managing
June 11, 2022/ 1:40pm – 4:00pm
LPU MANILA – The business marketing and
operations management society
Short Introduction of the topic
This webinar talks about what is the differences between Leading and
Managing. Leading entails encouraging and influencing employees' behavior
in order to achieve organizational goals. Leading focuses on managing
people rather than tasks, such as individual employees, teams, and
organizations. Though managers can guide their teams by providing orders
and instructing them, successful leaders frequently connect with their people
by using interpersonal skills to encourage, inspire, and motivate them to
perform to their full potential. Managing having administrative control or
authority and it is process of guiding the development, maintenance, and
allocation of resources in order to achieve organizational goals is known as
management. Managers are the persons in charge of creating and
implementing this management process in their organizations. Management
is inherently dynamic, evolving to meet the organization's internal and
external demands and limits.
Takeaway on the webinar
1. You can manage by being credibly focused on the goals, but you
cannot lead without caring. – Mr. Rojel Rivera
A caring leader shows concern for those around them by
establishing an environment in which everyone feels respected,
supported, and appreciated, as well as challenged and heard. In
that way you can manage your people and you can achieve your
2. Management is a matter of skill, discipline, experience and
training – Mr. Rojel Rivera
Management skills are characteristics or qualities that an
executive should have in order to complete various jobs in an
organization. They include the ability to fulfill executive functions
in an organization while avoiding crises and resolving problems
quickly when they arise. Learning and practical experience as a
manager can help you develop management skills. The abilities
enable the manager to relate to their coworkers and know how
to deal effectively with their subordinates, allowing the
organization's activities to run smoothly.
3. Leadership is a state of heart. Because our actions affect not just
ourselves but also those who have agreed to follow our
leadership, a leader with heart leads with empathy and
accountability. A leader who leads from the heart recognizes that
who we are becoming on a daily basis is critical, and that "faking
it until you make it" never works. "Why you lead and how you
lead are both crucial," says John Maxwell. They define you, your
leadership, and, ultimately, your contribution." A leader who
leads from the heart is a leader who people will want to follow,
and leaders must ask themselves, "Do people want to follow
me?" " The solution is contingent on how you serve.
4. Managers try to solve problem. As a manager, problem solving
is critical because it aids the success of a business and its
personnel. Managers who can effectively overcome barriers can
boost their own productivity, improve their team's job happiness,
and foster creativity within their departments. When a team or
department performs successfully, the organization benefits and
everyone can keep and everyone can keep working without
5. Leaders take ownership of problems. Being a great leader
necessitates a plethora of positive traits, but none are as
outstanding and adaptable to one's principles as ownership.
Taking ownership nowadays entails more than being responsible
and accountable. Being resolute, overcoming difficulties,
removing oneself
from liability, and taking responsibility for one's actions are all
examples of ownership.
Evidence: Pictures or e-certificate
Webinar Title
Resource Speaker
Becoming a Badgetarian
Mr. Garett Maralit
Financial Literacy
June 17, 2022/ 10:30am – 10:45am
The Global Filipino Investors: Financial
Literacy Summit 2022
Short Introduction of the topic
This webinar talks about how to be wise and budget your money. A
budget is the name for this spending strategy. Making a spending plan allows
you to know ahead of time if you will have enough money to do the things
you need or want to do. Simply said, budgeting is the process of balancing
your expenses and income. You will have an issue if they do not balance
and you spend more than you earn. Many people are unaware that they
spend more than they earn and are accumulating debt year after year. If you
don't have enough money to do everything you want, use this planning
approach to prioritize your spending and put your money toward the things
that matter most to you.
Takeaway on the webinar
1. Spending Plan - A spending plan is a way for allocating your income
among the various wants and needs you have. Making a spending plan
ahead of time will help you manage your finances and decide where to
spend your money most effectively.
2. 50%/30%/20% Rule – 50% to your needs just the groceries, utilities,
food, transportation, allowance, etc. 30% to your wants this percent
include the things that give you a joy like your hobbies, travel, eating
out, gadgets, self-care, etc. 20% to your savings this percent must
some part of your income that not meant for spending today.This
Method you can successfully budget your money.
3. Test, Evaluate and Stick - This must need to try, Test yourself to have
a budget plan, after that evaluate if you think this is effective then stick
to your plan because if you stick in that plan you can be flexible, you
gain control over money and you make a room for things you value.
4. Set Compelling Financial Goals - Having a goal allows you to
concentrate your efforts on finding strategies to attain it. When
someone makes a decision to focus on reaching a certain goal (and,
even better, in a specific time frame), the subconscious mind sets to
work, generating ideas and formulating tactics for achieving the goal.
5. Budgeting is the first Financial Freedom – As a working students this
is really helpful to me because when you start to have a budget plan
you have a peace because there’s no more doubts about how much
do you spend tomorrow, in other day, in next week. Budget plan is a
method that we need to when it comes how we spend our money.
Evidence: Pictures or e-certificate
Webinar Title
Resource Speaker
Starting a Business With my friends
Yani Moya
Financial Literacy
June 18, 2022/ 9:45am – 10:15am
The Global Filipino Investors: Financial
Literacy Summit 2022
Short Introduction of the topic
This webinar talks about how to start a business with your friends. If you
and your friend are both aspiring entrepreneurs, you're undoubtedly used to
coming up with new company ideas. When you have a great company idea,
you'll want to take your entrepreneurial spirit out of your friend's living room
and into the boardroom. That could be an excellent choice. But keep in mind
that there's a proper method and a wrong way to start a business with a
friend. To be truthful, starting a company is never an easy task. And it occurs
to us that teaming up with your favorite person can alleviate some of that
tension, or at the very least make it more enjoyable. That is very likely the
case. However, starting a business with a friend affects your relationship.
You'll need to communicate with each other more professionally during
working hours than you would if you were just hanging out at home,
especially if you're co-leading a team of employees.
Takeaway on the webinar
1. Clarity of purpose, Roles and Goals - When you and your friends
are working together toward a similar objective, everyone knows
exactly what they need to know about the work that has to be done
to reach their goal. What are our objectives? What is our plan for
accomplishing that objective? What is our detailed strategy? What
exactly is my responsibility as a member of this team? Which parts
of the plan am I in charge of? Which decisions do I have authority
over? And, perhaps most critically and most overlooked, why are we
trying to reach this aim in the first place?
2. Values Matter - Your company's brand is more than just what you
sell. It's also about who you are as a company and how you conduct
yourself. Values are the underlying beliefs and principles that result
in consistent action. They define your identity more than any other
element. You probably have dozens of beliefs that guide your
actions and guide your life path. However, only a few of these are
essential to your company's identity. You can typically figure out
what they are because you share them with both your ideal clientele
and your workers.
3. Set boundaries and stay objective - Boundaries are necessary for
your business because they help you stay organized. Businesses
that operate without constraints are frequently victims of their own
4. Business is build on friendship - We're here to improve people's
lives. Better means looking after our employees, the communities in
which we operate, and our environment. Life and work should be
meaningful, enjoyable, and creative. It's not just about working in a
successful company; it's also about being able to make a difference.
yYour Business Innovation Team assists Virgin businesses in doing
just that. Assisting them in moving beyond the status quo. Instead,
encourage them to consider how they may revamp their business
model. The question we ask ourselves is: what is the most we can
get away with, not the least?
Evidence: Pictures or e-certificate
Webinar Title
Optimizing Income for future business venture
through Financial Planning
Resource Speaker
Karlo Biglang-Awa, RFP
Financial Literacy
June 18, 2022/ 11:30am- 12:00pm
The Global Filipino Investors: Financial
Literacy Summit 2022
Short Introduction of the topic
This webinars talks about how you optimize your income for your future
business. A company's ability to create maximum revenue while
incurring minimal costs is measured by profitability. Profit increases as
sales and/or costs drop in the most basic sense. In fact, however,
generating profitability is far from straightforward. Because sales and
costs are not always additive, focusing solely on boosting sales may
put you at danger if demand drops suddenly and unexpectedly. Cutting
expenses by using lower-quality materials may result in a loss of
Takeaway on the webinar
1. Financial Plan - A financial plan can help you assess whether a
business idea is viable and then keep you on track to financial
health as your company grows. It's made up of three financial
statements: cash flow statement, income statement, and balance
sheet, and it's an important aspect of an entire business plan.
2. Create a Strategic Plan - Strategic planning is the process by
which the leaders of an organization outline their vision for the
future and determine their goals and objectives. Establishing the
sequence in which those goals should be accomplished so that
the organization can achieve its stated vision is part of the
process. Businesses require direction and organizational
objectives to achieve. That form of direction can be seen in
strategic planning. A strategic strategy is essentially a road map
for achieving corporate objectives. There is no way to assess if
a company is on pace to meet its objectives without such
3. Create Financial Projections - Financial projections let you
determine when you could need finance and when it's optimal to
invest in capital. They assist you in keeping track of cash flow,
changing pricing, and altering manufacturing schedules.
Projections give lenders all the details they need to better
understand your business: how it generates revenue and where
it spends money.
4. Unique Value Proposition - Your unique value proposition is a
concise statement that explains the value of your offering, how
you meet your customers' demands, and how you stand out from
the competitors. On your landing page and in every marketing
effort, your unique value proposition should be visible.
5. Monetize your skill/passion - Finding ways to monetize your skills
is one of the most effective strategies to boost your revenue.
Knowing your skills will provide you with clarity and direction,
whether you want to start your own side business or make a
professional change. Everyone, including you, has something
special to contribute to the world. Your passions will stay hobbies
if you don't know how to make money with them.
Evidence: Pictures or e-certificate