Cover Image for Lunch & Learn: Boost Your Financial Confidence as a Business Owner
Cover Image for Lunch & Learn: Boost Your Financial Confidence as a Business Owner
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Presented by
Sky Oro Events
We connect individuals and build networks through high vibe and intentional events in Bozeman and beyond.

Lunch & Learn: Boost Your Financial Confidence as a Business Owner

Registration
Past Event
Welcome! To join the event, please register below.
About Event

Sky Oro Members Only Event

Facilitated by: Business Coach & Trainer Karen Lum and QuickBooks Educator & Consultant Sam Hallburn 

Event Description: 

You’re passionate about your business—and the impact it makes. But to grow a sustainable, profitable company, passion alone isn’t enough. Financial confidence is key.

Join Business Coach & Trainer Karen Lum and QuickBooks Educator & Consultant Sam Hallburn for a 90-minute Lunch & Learn designed to help you get smarter with your money—without the jargon or overwhelm.

In this engaging and practical session, you’ll discover:

  • Key questions to assess your financial savvy

  • The top 4 financial "trap doors" to avoid as a small business owner

Whether you’re numbers-averse or ready to sharpen your skills, Karen and Sam bring clarity, humor, and real-world insight to a topic that’s too important to ignore.

Walk away with tips you can use right away—and the confidence to make smarter financial decisions.

This Lunch & Learn is for you if…

  • You’re a small business owner, solopreneur, or self-employed professional

  • You love what you do—but the financial side of your business feels overwhelming or unclear

  • You’ve been telling yourself, “I really need to get a better handle on my finances”

  • You’re just getting started, in growth mode, or ready to level up your money skills

  • Spreadsheets make your head spin, and you want practical guidance without the jargon

  • You’re craving clarity, confidence, and simple tools you can use right away

After participating in this Lunch & Learn, you will feel confidently be able to: 

📈 Identify and evaluate your current level of financial knowledge using key diagnostic questions tailored for small business owners.

📈 Recognize and avoid the top four common financial pitfalls ("trap doors") that hinder small business growth and sustainability.

📈 Apply practical strategies shared during the session to improve day-to-day financial decision-making with greater clarity and confidence.

Location
Sky Oro
107 E Oak St Suite 1A, Bozeman, MT 59715, USA
Avatar for Sky Oro Events
Presented by
Sky Oro Events
We connect individuals and build networks through high vibe and intentional events in Bozeman and beyond.