Create Your Business Strategy Playbook
Ready to create your business strategy playbook? This workshop is designed to help you align your books, finances, and vision for a cohesive strategy that drives growth. Led by industry experts, you’ll learn actionable insights to strengthen your financial foundation, approach business decisions like a CFO, and set strategic goals to achieve long-term success.
This workshop features insights from Backyard Bookkeepers, specialists in small to mid-sized business bookkeeping and financial reporting, and Ampleo, experts in fractional CFO services who help businesses make data-driven financial decisions. Venture Anyway will lead a session on goal setting and strategic planning, equipping you with tools to focus on the big picture while executing daily priorities.
What you'll learn:
Books:
Understanding your business books is key to making informed decisions. In this session, learn how to keep your books accurate, identify potential red flags, and ensure your financial records are ready to support growth and scalability. Backyard Bookkeepers will break down bookkeeping basics and best practices for small-to-midsized businesses.
Finances:
Financial strategy isn’t just about numbers; it’s about understanding the bigger picture. Ampleo will share how to approach cash flow, budgeting, and forecasting with the mindset of a CFO. Gain insights into financial metrics that matter most and how to use them to guide your business toward sustainable growth.
Vision:
A strong vision paired with actionable goals drives long-term success. This session, led by Dale Majors, founder of Venture Anyway, will explore effective goal-setting techniques and strategic planning methods. Dale will provide tools and frameworks to help you stay focused on the big picture while executing daily tasks, ensuring your efforts align with your overarching business strategy.
Enjoy a light breakfast, lunch, and a free day pass to work in a collaborative coworking space—an inspiring atmosphere to connect and grow with other entrepreneurs.
This workshop is free to Venture Anyway Track Members, Backyard Bookkeeper clients, and Ampleo clients. It is also open to the public for $149 and is geared toward business owners, entrepreneurs, and executives.
Agenda
8:30 AM – Light Breakfast & Networking
9:00 AM – Welcome & Introduction
9:20 AM – Financial Reporting & Bookkeeping Essentials by Backyard Bookkeepers
10:00 AM – Networking Break
10:15 AM – Bookkeeping Breakout
11:15 AM – Networking Break
11:30 AM – CFO Presentation
12:00 PM – Lunch
1:00 PM – Goal Setting & Strategic Planning with Dale Majors part 1.
1:35 PM – Special Skill - Presentation
1:50 PM – Networking Break
2:05 PM – Mapping out your personal strategic plan, goal setting part 2.
2:50 PM – Closing Remarks
Builder Studios is a coworking space and available free-of-charge all day for all attendees.