Join Your Name from Your Firm, Andrew Caldwell from Gavline Consulting, and Mike Chirveno from ClearVision Consulting for a one-day, game-changing workshop. Get tools and resources to prepare your organization for a stellar 2026.

Why You're Invited

You work with Your Name because he/she’s an expert in accounting and tax. He/She’s inviting you to meet with experts in other essential disciplines that must be mastered to build an organization that’s healthy and ready for 2X, 5X, or 10X growth. But better than just talking about these disciplines, you’ll be equipped with tools and resources you can take back to your organization and implement to make 2026 your best year yet.

Who Should Attend

The boss for sure, but we’ve designed and priced the workshop so the entire leadership team can participate and plan together for an amazing 2026.

What You Will Learn

  • Financial Fitness – 45 minutes for you to communicate key financial concepts to your clients.
  • People as a Competitive Advantage – Hiring, retention, development, culture, benefits, and HR solutions (HRIS, PEOs).
  • Designing a Repeatable Sales Process – Move from ad hoc selling to a structured, repeatable process. Covers sales stages (prospecting → qualifying → presenting → closing → follow-up), CRM basics, and lead conversion tracking.
  • Procurement and Supply Chain Resilience – Strategies for negotiating with vendors, diversifying suppliers, joining group purchasing programs, and using tech to monitor supply risks.
  • Building the Growth Engine – Value creation, messaging, website audit, multi-channel communication, onboarding, retention, and lifetime customer value.
  • From Overload to Automation – Freeing the boss’ time, combat “Chief Everything Officer” burnout with policies, processes, and automation.
  • Taking It Back to the Office – Creating an action plan across the disciplines.

Time and Place

Time: Day of Week, Date, 8:30 am to 4:30 pm

Place: Meeting Facility

Investment

One Day of Your Time – 8 hours dedicated to working “on” your organization instead of working “in” your organization.

Strategic Intent – The determination to critically examine the current state of your organization and the will to make a deliberate change.

Cost – $???/1 attendee, $???/each additional attendee

One Last Thought

When you look at the agenda, it looks like a drink from a fire hose – and it is. We know your time is valuable so we’ve constructed this workshop to cover lots of ground in a short time. We’ll help you make quick evaluations for a discipline. If that discipline needs shoring up in your organization, your take-home materials will give you the information you need to start the transformation.