The Reunion

9:00 AM - Welcome & Orientation

9:10 AM - Planning the First 90 days

9:20 AM - Grow 4 Ways Workshop

10:10 AM - Activation Session

11:00 AM - Break

11:15 AM - Cascading Metrics

12:05 PM - Lunch

12:55 PM - Annual Plan

1:45 PM - Initial Dashboard

2:35 PM - Break

2:45 PM - Monthly Meeting

3:35 PM - The Financial Systems Analysis (FSA)

4:25 PM - Q&A: Open Forum & Debrief

4:45 PM - Cocktails and Conversation

9:00 AM - Selling Fractional CFO Services

10:00 AM - 90 Day Check In

10:45 AM - Break

11:00 AM - The “Why” Behind Each Step

11:30 PM - Essential Tech Stack

11:50 PM - Reach Reporting

12:40 PM - Lunch

1:30 PM - Forecasting

1:55 PM - Business by Design

2:10 PM - AI Best Practices

2:35 PM - Break

2:45 PM - Coaching: Shifting from Answer Giver to Co-Creating

4:15 PM - Break

4:30 PM - Take Back Your Time

4:40 PM - Q&A: Synthesis & Reflections

Evening - Group Dinner

9:00 AM - Why and How: Revisiting whiteboard annually

9:45 AM - Fresh Monthly Meetings

10:05 AM - Contract Modifications

10:25 AM - Break

10:40 AM - Out of the Box Beginning

11:10 AM - Branding it as Your Own

11:40 AM - Why and How: Accounts ReDesign

12:00 PM - When Clients Don’t Act

12:20 PM - Lunch

1:10 PM - Masterclass: Knowing, Not Knowing, and Inner Knowing, Meghan Clark

2:40 PM - Break

2:55 PM - AI Best Practices

3:30 PM - The Three Freedoms

4:00 PM – Open Forum & Closing Synthesis

4:30 PM - Champagne Celebration