ESSENTIAL BUSINESS INSIGHT SUMMIT
Real Experts. Real Strategies. Real Momentum.
Every speaker delivers practical, actionable insight you can use immediately, in business, finance, and life.
CHOOSE YOUR ACCESS
✦ ALL ACCESS PASS $197
Business strategy. Tax protection. Financial positioning. Investing. Marketing. Bookkeeping. Networking. Accountability.
If you want the full picture, how to earn, protect, grow, and execute, this is it.
Best value. Complete access.
✦Business Pass $147
Run your business smarter. Protect it better. Grow it intentionally.
This path focuses on operational strength and strategic protection.
Includes trainings on:
• Handling IRS and state tax curveballs
• Avoiding fraudulent tax strategies
• Essential bookkeeping systems
• Marketing missteps that cost you growth
• Structuring income to work with underwriters
• Revenue-level money moves every owner should understand
For business owners who want clarity, structure, and confidence in how their company operates.
✦Money Pass $147
Protect your money. Position it wisely. Build real wealth.
This path focuses on financial clarity and long-term positioning.
Includes trainings on:
• Tax strategy and IRS protection
• Smart underwriting positioning
• Avoiding fraudulent tax strategies
• Creating a financial plan with the right advisors
• Revenue wealth strategies
• Practical money moves to stop living paycheck to paycheck
• Investing fundamentals
For individuals and owners who want to make smarter financial decisions and stop guessing.
✦Personal Growth Pass $97
Build the habits and clarity that create lasting success.
This path focuses on the internal drivers behind business and financial progress.
Includes:
• Accountability that breaks the cycle of going in circles
• Practical money moves to stop living paycheck to paycheck
• Creating a financial plan with the right advisors
For those who want stronger follow-through, better financial habits, and more confident long-term decisions.
FEATURED TRAININGS
Morgan Q. Anderson, EA
How to Deal with Curveballs Thrown at You by the IRS or State Tax Agencies
Stoy Hall, CFP
From Revenue to Wealth: Money Moves Every Owner Needs
5 No-BS Money Moves to Stop Living Paycheck to Paycheck
Jenevieve Lenz, MBA
Having a Financial Plan & the Right Advisors Changes Everything
Financial Planning for the Life You Actually Want
David Lewis, CPA
Top 5 Ways to Stop a Fradualent Tax Strategy
Sean Knudsen
Networking That Actually Works: From One-Night Stands to Lifelong Partnerships
Dan Mullen, CPA, CVA
How to Look Rich to Underwriters and Poor to the IRS
Lori Denham
From Chaos to Clarity: Essential Bookkeeping Practices for Busy Entrepreneur
Curtis Swenson
Without Accountability, I Feel Like I’m Going in Circles
Morgan Q. Anderson, EA
How to Deal with Curveballs Thrown at You by the IRS or State Tax Agencies
Chris Badulescu
Your Business Engine Check: 5 Monthly Accounting Tips