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Secrets To A Complete Small Business Money Makeover

Networking and CFO 101 Training

Discover the Steps to Creating Healthy Finances in Your Small Business

Are you passionate about the brilliant idea behind your business, but not as passionate about managing your small business finances?  Do you find trying to make financial decisions about your business overwhelming?


Do You Wonder:

Why is it important to have a business bank account?  What are the financial documents that are crucial in small business?  How do I make financial decisions that protect my profit while supporting my progress?


Learn the Secrets to:

  • Setting up your finances, the right way
  • Handling your day-to-day accounting
  • Creating a business budget
  • Keeping your business cash flowing
  • Being credit ready to access the capital needed to grow your business
  • Learn the most


Networking starts at 9:30am, workshop begins promptly at 10am.


Vendor Tables Available - Call Laurie at 704-677-6667

Tickets Limited - Get Yours Today!

Investment: $35

Tuesday June 25, 2019

9:30am to 12:00pm 

16516 Silversword Drive, Charlotte

Get Your Ticket Now

Past Events

Light House Spiritual Center

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3 Hour Workshop

If it could talk, what would your money say about how you treat it?


What if changing the way you think about and use money could change your life—not someday, but now? What if you were able to do some healing, spiritual work around money that would create more freedom, abundance, joy, and flow in your life?

Executive Women of Lake Norman, Cornelius NC

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Featured Presenter, March 2018

3 Secrets to Creating an Abundance Mindset: Falling in Love with Your Money and Your Life

SHiFT Charlotte, Charlotte NC

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This was a great day!  Lots of happy faces, booze flowing and the event space was awesome. My booth was nicely positioned between the talented Gina Spriggs on one side and the lovely ladies of Zavia Handmade with their unique Aromatherapy jewerly on the other side.

AFCPE Symposium, San Diego CA

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Symposium, November 2017

Taking a break between sessions at the Association of Financial Counseling, Planning and Education Symposium.  My brain is so full of vital information, new innovative techniques and groundbreaking research that I really needed the hat to keep it all in!

FTA Conference , San Diego CA

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Featured Presenter, November 2017

Employing the Money S.E.T.T. Log to Discover and Diminish Financial Triggers, Financial Therapy Association Conference.

The Money SETT log is a great tool I created to assist clients in identifying and resolving the financial triggers that cause harmful financial behaviors.  It was received by conference attendees with  much positive feedback.

6 Figure Impact Live! Atlanta GA

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Workshop, November 2017

Fear is obstacle in many areas of life, blocking our progress forward.  Identifying our fears and working to move past them is what allows us to create happy and productive lives. What you can't see (because we missed a clear shot)?  A fire that is engulfing my personal list of fears.   The act of BURNING is so  therapeutic, lol!