Mastering Your 2025 Vision:

Build the CEO Dashboard That Drives Results

In Partnership with

December 18, 2024

Welcome to

Mastering Your 2025 Vision:

Build the CEO Dashboard That Drives Results

In this interactive and insightful workshop, you will learn to create a personalized CEO Dashboard that will empower you to track your goals, performance metrics, and financial health all in one place. This dashboard will serve as your business’s strategic compass throughout 2025, helping you stay ahead of emerging challenges and opportunities!

Wednesday, Dec 18th, 2024 at 1:00-2:15 PM ET

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FORBES RANKED TOP BUSINESS MONEY EXPERT & FINANCIAL STRATEGIST, FOUNDER & CEO OF FINANCE SAVVY CEO®, AND CREATOR OF YOUR PROFIT PLAYBOOK™

What to Expect

Insights into 2025 Trends & Challenges

Discover key trends impacting small businesses in 2025, from diversifying money-makers to those imperative aspects of your business.

Step-by-Step Guidance to Building Your CEO Dashboard

We will guide you through developing key gauges that should be on your CEO Dashboard. You'll leave with a comprehensive dashboard that aligns with your unique strategic goals.

Hands-On Exercises & Real-Life Examples

Participate in practical exercises that will help you define the metrics that matter most for your business. You’ll learn how to measure success, adjust strategies, and leverage your CEO Dashboard for optimal growth.

What You'll Gain

Clarity on Success Metrics

Discover the key performance indicators (KPIs) that matter for small business growth, and learn to track them with confidence.

Strategies for Holistic Strategic and Financial Health Tracking

Equip yourself with a dashboard that keeps you aligned with your strategic and financial goals and ensures a profitable path forward.

Ultimately, Build Your Own CEO Dashboard

Walk away with a powerful, personalized tool that empowers you to precisely monitor, adjust, and achieve your business goals.

Here are a few things I need from you to make this experience as impactful as possible:

Complete your pre-work

I will use these results to customize the content we will cover together.

Set your business goals

Come prepared with your 2025 business objectives in mind. This will help you personalize your CEO Dashboard during our session.

Show up live

Mark your calendar now! Plan to join us about 10 minutes early to get settled. This is your time to focus on building a better business.

Stay until the end

I promise every minute will be packed with actionable insights that can change how you run your business.

Start Here!

STEP 1

Prework

How Good Are You with Money as a CEO? Find Out in 5 minutes!

According to recent data, 40% of small business owners consider themselves financially illiterate.

How do you stack up?

See how you stack up to over 2,000+ small business owners!

Take this 5-minute quiz and find out!

BONUS: Based on your result, I will share with you a specific plan and intentional actions you can take to make sure you are properly positioned as a CEO to make confident and competent financial business decisions!

STEP 2

Download Workbook

Download this workbook, print it if you’d like, and bring it to our workshop! We’ll actively work to complete it live during our time together on December 18th.

Watch the Replay

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In the meantime, while you await the Workshop Checkout these resources

Check out our free resources to jumpstart your journey to becoming a Finance Savvy CEO®.

DOWNLOAD FOR FREE!

5 Weekly Financial Habits!

To Help you Create Financial Freedom and Make Boss Money Moves in your Business

DOWNLOAD NOW!

10 Things Investors Want to Know About Your Finances Before Investing in Your Business

DOWNLOAD NOW!

BUSINESS FINANCIAL RESOURCES

Resources for supporting running a financially stable, thriving business

Business Finance Calculators

Designed to assist you in analyzing, planning, and managing the financial aspects of a business.

USE IT NOW!

Resource Hub

To Help you Create Financial Freedom and Make Boss Money Moves in your Business

SEE RESOURCES WE LOVE TO USE

PODCAST + BLOG

Check out our most read and listened to blog posts and podcast episodes

Our Top Blog Posts

5 Proven Money Habits for Succeeding in Business

Mastering good money habits provides a solid foundation for any CEO Dashboard. This article covers financial practices that will support the metrics you track to measure financial health.

The Essential Role of Strategic Planning in Business Success

The Essential Role of Strategic Planning in Business Success Your CEO Dashboard is built on the strategic goals and objectives you set for your business. This resource will help you understand the importance of strategic planning, so your dashboard reflects your long-term vision.

3 Things Every Small Business Owner Should Be Investing In

Knowing where to invest in your business can drive key metrics for growth and efficiency. This article explains smart investment areas that can improve the data tracked in your CEO Dashboard.

Financial Statements for Small Businesses, Simplified

Understanding your financial statements is crucial for an effective CEO Dashboard. This guide simplifies financial statements, helping you track accurate data and make informed business decisions.

How to Determine Your Salary as a Small Business Owner

A CEO Dashboard can track cash flow to ensure there’s enough to pay yourself fairly. This article explores how to set your salary in alignment with your business’s financial health.

listen to our top podcast episodes

Tips for Pricing Your Products and Services

Pricing strategies directly impact revenue metrics on your CEO Dashboard. Learn effective pricing tactics that maximize profit and are easy to monitor on your dashboard.

Good Financial Hygiene Tips for Better Care

Maintaining financial hygiene keeps your business resilient. This episode provides best practices for financial stability, which are key elements you’ll want to track on your CEO Dashboard.

Are you looking for 1:1 support to help you make strategic financial decisions for your business ?

Simply start here: fill out the form, and we’ll be in contact!

LET'S GET STARTED

Need quick and easy to use financial templates to help you manage your finances?

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