The Summit

9:00 AM - Why Fractional CFO Services?

9:30 AM - Selling CFO Coaching: The Whiteboard meeting

10:30 AM - Overview of the First 90 Days

10:45 AM - Break

11:00 AM - Grow4Ways Workshop

12:30 PM - Lunch

1:30 PM - Activation Session

3:00 PM - Break

3:15 PM - Client Testimonial

4:00 PM - Debrief: What we learned

4:30 PM - Group Happy Hour

9:00 AM - Thoughts, debrief, day 1 questions

9:30 AM - Financial Systems Analysis, Why, How and What

10:30 AM - Break

10:45 AM - Cascading Metrics

12:00 PM - Lunch

1:00 PM - Initial Dashboard & first session

2:30 PM - Break

2:45 PM - Client testimonial

3:00 PM - Debrief: What we learned

9:00 AM - Thoughts, debrief, day 2 questions

9:30 AM - 90-day check-in meeting, Why, How and What

10:00 AM - Moving into the monthly rhythm

10:30 AM - Break

10:45 AM - How to use Reach Reporting, AI and Q&A

12:00 PM - Lunch

1:00 PM - Forecasting revenue, net income, cash headroom: teaching clients

1:45 PM - Coaching Mastery

2:45 PM - Client testimonial

3:30 PM – Debrief: What we learned

4:30 PM - New Riff Distillery Tour and Happy Hour

9:00 AM - Thoughts, debrief, day 3 questions

9:30 AM - Identifying & avoiding scope creep

10:00 AM - Potential upsells and what they look like

10:30 AM - Online Playbook tutorial

10:45 AM - Break

11:00 AM - Identifying your niche

12:00 PM - Lunch

1:00 PM - How does this fit with your existing business (CPA firms) or How do you get started? (Contractors breakout session)

2:00 PM - Making this your own: Different approaches

3:00 PM - Essential tech stack

3:15 PM – Debrief: What happens next, what we learned, commitments to action

3:45 PM - Wrap up and closing