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DEFINING SUCCESS WORKSHOP

PHOENIX | APRIL 19-21

In this three day workshop, we'll save you more than 300 hours and over $100k.

Seriously.

And there are four of us who will help you with that. You'll learn from an MBA, a certified coach, two CPAs, two CEPAs, and an attorney, who have collectively sold over $100 million in revenue ranging from small businesses to Fortune 500 companies with nearly 100 years of industry experience, 40 years of which have been dedicated to entrepreneurship.

Join us for the Defining Success Workshop Series so we can help you fast track your business and teach you all the tips and tricks we've learned along the way. You almost can't afford not to...

We’ll give you the practical tools to help you take your business from here to there, wherever "there" is for you.

But optimizing your business is not the only reason to join us for this workshop. Just as valuable is the chance to spend three days networking with and learning from other women small business owners.

Our program includes group dinners and networking events in the evening, along with breakfast, lunch, and other networking breaks sprinkled throughout our days.

After these three days together, you will walk away with the following:

  • Understanding of your personal finances + how to reduce your taxable income.
  • List of what should be delegated.
  • Definition of your goals for the next 90 days, 12-18 months, and long-term future.
  • A roadmap to achieve those goals.
  • Clarity on your business mission, vision, values, and goals.
  • Specific and detailed understanding of your target audience, their challenges, and their aspirations.
  • A laundry list of business development partners and advocates.
  • A clear menu of services complete with healthy profit margins.
  • 12-18 months of financial projections (which can help with getting funding).
  • Marketing messaging for your business.
  • Sales strategy so you don't have to sell alone.
  • Tax strategy so you can keep more of what you make.
  • Accounting understanding so you aren't getting screwed over by anyone you hire.

AGENDA APRIL 19-21, 2023
Phoenix, AZ

DAY 1: APRIL 19

OWNER SUCCESS

8:30 - 9:00am: Breakfast
9:00 - 9:30am: Introductions
9:30 - 9:45am: D+A of Success Introduction
9:45 - 11:15pm: Why + Who
11:15-11:30pm: Break
11:30pm - 1:00pm: What
1:00 - 1:45pm: Lunch
1:30pm - 3:00pm: How
3:00 - 3:20pm: Break
3:20 - 3:50pm: Values
3:50 - 4:20pm: State of Being
4:20pm - 4:30pm: Review of Owner Side
4:30pm - 4:45pm: Homework: Think About Service Offerings
4:45pm - 5:00pm: Tonight + Tomorrow Announcements
6:00pm - 9:00pm: Group Dinner + Social (Optional)

DAY 2: APRIL 20

BUSINESS STRATEGY

6:30 - 7:15am: Yoga (Optional)
8:00 - 8:30am: Breakfast
8:30 - 8:50am: Introductions + Day Two Overview
8:50 - 9:55am: Why + Who
9:55 - 10:10am: Break
10:10 - 11:00am: What
11:00-11:15am: Break
11:15 - 12:45pm: How
12:45 - 1:30pm: Lunch
1:30 - 2:30pm: Values
2:30 - 2:45pm: Break
2:45 - 3:45pm: TruSPEX + Unique Positioning
3:45 - 4:00pm: Break
4:00 - 5:30pm: Building a Sales Process That Doesn’t Rely on You or Hiring a Salesperson (Lisa)
5:30 - 5:45pm: Review of Business Side
5:45 - 6:00pm: Homework: Draft Financials + Expenses
6:00 - 6:15pm: Tonight + Tomorrow Announcements
6:30 - 9:00pm: Group Dinner + Social (Optional)

DAY 3: APRIL 21

FINANCIALS + PLANNING

6:30 - 7:15pm: Yoga (Optional)
8:00 - 8:30am: Breakfast
8:30 - 8:50am: Introductions + Final Day Overview
8:50 - 9:50am: Understanding Financial Basics (Nesha)
9:50 - 10am: Break
10:00 - 12:00pm: Tax Strategies for Small Businesses (Dawn)
12:00 - 1:00pm: Financial Projections (Kiley, Nesha, Dawn)
1:00 - 1:45pm: Lunch (Ask questions)
1:45 - 3:15pm: Business Roadmap
3:15 - 3:30pm: Break
3:30 - 4:30pm: Action Plan
4:30 - 5:30pm: Wrap + Follow-ups

WORKSHOP PRICING

  • Timing
    • Until February 28
    • Starting March 1
  • Pricing
    • $2,495
    • $2,995
Timing Pricing
Until February 28 $2,495
Starting March 1 $2,995

The Workshop price includes 3 days of activities, breakfasts, lunches, snacks, and all materials.

 

MEET YOUR SPEAKERS 

ABOUT KILEY PETERS

Kiley Peters is the founder of RAYNE IX. She is a serial entrepreneur, executive coach, and small business consultant. Having personally counseled hundreds of small businesses on operations, business development, digital marketing, and consumer behavior analysis over the last 17 years Kiley is incredibly passionate about serving small business owners.

 

ABOUT NESHA PAI

Nesha Pai is the founder of Pai CPA, PLLC in Charlotte, NC. She graduated Magna Cum Laude from NC State University and has held her CPA license since 1996, after passing her first attempt at the exam as a senior. She began her career and cultivated her passion for helping businesses within the world-renowned accounting firm Arthur Andersen, and later within multiple, privately held Fortune 500 companies. She realized she had a strong pull towards the small business and entrepreneurial sector.

ABOUT DAWN HRYSHKO

Dawn Hryshko has over 30 years of experience providing tax and consulting services to publicly traded, privately held, and family-owned businesses. She has extensive experience and a passion for real estate ventures, which became her specialty. Dawn founded her boutique consulting firm in 2006. She partners with clients on sophisticated financial strategies and personalized growth and advisory services.

ABOUT LISA PROEBER

Lisa Proeber is an innovative sales leader and business development strategist who is determined to change the mindset that sales is a dirty word. With almost 20 years under her belt shattering sales goals for companies ranging from small family businesses to giant S&P 500 corporations, she knows what it takes to increase revenue.