Are Financial Blind Spots the Real Reason Your Business Is Stuck?

Great businesses need leaders who execute, not just owners who work hard.

Monique Renee opens the day with a talk on leadership, execution, and accountability — the discipline that turns a plan into results.

Walk away thinking differently about your role — not simply as the owner of your business, but as the leader who’s accountable and takes full ownership for where it goes next.

Don’t wait until tax season to think about taxes.

Maria Lopez will walk through proactive strategies business owners should be considering before December 31 — the kind of planning that happens before your return is filed, not during it.

If your CPA only files your annual return and nothing else, you’re likely leaving money on the table. Learn how tax strategy becomes part of your ongoing business and financial plan — not a once-a-year exercise.

Protect What You’re Building.

A panel of experienced attorneys tackles the legal issues that catch growing businesses off guard — misclassifying employees as independent contractors, falling behind on I-9 compliance, and leaving trademarks and intellectual property unprotected.

These are the risks that turn into audits, fines, and lawsuits when they go unnoticed. This conversation helps you catch them before they become expensive problems.

Knowing what to do is not enough.

The day closes by bringing everything together — the financial strategies, the legal safeguards, the leadership insight — into a plan you can actually execute.

You’ll leave with a personal workbook: your key takeaways, the goals you’re committing to, and the accountability plan that turns today’s ideas into next year’s results.

Then, join fellow business owners at a networking reception to close out the day.