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In-Person Weekend - TheOwnerConsultant

In-Person Weekend

In-Person Weekend

sat02mar8:00 amsat9:00 pmIn-Person WeekendNumbers, Legal, & Insurance - Day 1 (Key Person Welcome)

Time

March 2, 2024 8:00 am - 9:00 pm CST(GMT-06:00)

Location

Westin Hotel, Room Location TBA

Other Events

Schedule

    • March 2, 2024
    • 7:00 AM Breakfast7:00 AM- 7:45 AM

      A hot buffet breakfast will be served in the lobby/foyer outside our meeting room.

    • 8:00 AM Welcome to Numbers & Law Weekend8:00 AM- 8:15 AM

      This will probably be the most intense weekend fo the year. As boring, redundant, and scary, numbers can be, I will do my best to make it something you will understand, look forward to, and appreciate with excitement when we are done. These will be two long days with a working dinner. Thus, dinner is on me. Additionally, I have a little surprise to end your evening on a high note!


      The first rule of management: "Keep It Visible!"

      Speakers: Larry Heuvelman, CR, CGR, Big50
    • 8:15 AM The Psychology of Numbers: Understanding Your Business8:15 AM- 9:45 AM
      How we are usually taught is not the easiest way, maybe there is something better!
      Speakers: Larry Heuvelman, CR, CGR, Big50
    • 9:45 AM Break9:45 AM- 10:00 AM
    • 10:00 AM Pull out our numbers, lets take a look!10:00 AM- 11:45 AM
      It's all confidential, lets compare (if you choose), learn, and analyze. 
      Speakers: Larry Heuvelman, CR, CGR, Big50
    • 11:45 AM Lunch11:45 AM- 12:45 PM
    • 12:45 AM Guest Speaker (Accountant) - Part 112:45 AM- 2:30 PM

      Accounting and Write-Offs - Business Planning for Growth

    • 2:30 PM Break2:30 PM- 2:45 PM
    • 2:45 PM Guest Speaker (Accountant) - Part 22:45 PM- 4:30 PM

      Business and Life Planning - Beyond the numbers

    • 4:30 PM Late Afternoon Extended Break4:30 PM- 6:00 PM
    • 6:00 PM Dinner on Larry - Transportation Provided6:00 PM- 6:45 PM
      We are going to an off-site for our working dinner. 
    • 6:45 PM Accountant/Attorney Fireside Chat: Separating and protecting your assets6:45 PM- 9:00 PM

      Our accountant and attorney will discuss separating and protecting your assets - the wealthy don't own anything!

      The advantages of (multiple) LLC's owning assets, separating high liabilities, and other strategies.
      Speakers: Larry Heuvelman, CR, CGR, Big50
    • 9:00 PM Evening Antics By Larry9:00 PM- 9:30 PM-ish
      Entertainment and Transportation back to the Westin.

Notes

Bring your laptop and your numbers-3 years is best (you are not obligated to share anything.) Excel file will be provided. Bring your business plan (always have it with you)
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