Scaling Leader™

Scale yourself and your organization by joining the Scaling Leader group business coaching and leadership development program

Scale yourself and your organization by joining the Scaling Leader group business coaching and leadership development program

Scaling Leader™

Scale yourself and your organization by joining the Scaling Leader group business coaching and leadership development program

Scale yourself and your organization by joining the Scaling Leader group business coaching and leadership development program

Scaling Demands Something Different from You and Your Organization

You want to drive predictable growth, but you’re currently stuck in a cycle of demands and reactivity.

Your next phase of growth requires something different than what you’ve been doing, but you aren’t sure what that is or where to start. What if you could resolve the issues that keep you stuck running your company instead of leading it?

Scaling Demands Something Different from You and Your Organization

You want to drive predictable growth, but you’re currently stuck in a cycle of demands and reactivity.

Your next phase of growth requires something different than what you’ve been doing, but you aren’t sure what that is or where to start. What if you could resolve the issues that keep you stuck running your company instead of leading it?

Lead Your Organization to the Next Level with Scaling Leader

Scaling Leader is a group business coaching and leadership development program helping busy, driven business owners and nonprofit leaders systematically scale themselves and their organizations.

We offer a proven roadmap with the strategies, tools, and support you need to go from a frustrated operator to a confident leader driving predictable growth.

This multi-year program offers a proven curriculum, a practical system for execution, and a like-minded community to support you through your entire scaling journey.

Book a 15-minute Call

What Does Scaling Leader Include?

Get annual access to the following program features:

In-Person
Workshops

Attend quarterly workshops, two to three days in length, to unplug and focus on the future of your organization.

Virtual Team
Trainings

Gather your team for virtual trainings to automate professional development for your people.

Simple ScaleUp
System™ Access

Put tools within Forge’s proprietary business intelligence and leadership framework to work in your role as a leader and within your organization.

Onsite Networking Opportunities

Find community and build relationships with fellow business owners and leaders at each workshop.

An Interactive
Online Platform

Get ongoing access to resources and communicate with other Scaling Leader members.

Beautiful, Upscale, Distraction-Free Environments

Work, think, plan, and rest in beautiful, inspiring settings when you attend in-person workshops.

Flexible Attendee
Options

Take advantage of à-la-carte workshop registrations and multi-attendee discounts to easily add other leaders from your team.

White-Glove
Service

Receive assistance with hotel reservations, annual renewals, and more from a program concierge.

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Book a 15-minute Call

Grow Your Business Predictably by Focusing on 4 Key Competencies

Scaling Leader is a three-year curriculum for your scaling journey that can be started at any time.

Through quarterly, in-person workshops for you and rotating virtual trainings for your team, you’ll develop the four essential competencies you need for growth. Each quarter emphasizes one or more of the competencies.

Maximize Profit

Financial Intelligence

Startups focus on making money, but they often overlook how to keep and maximize it. Financial intelligence focuses on following the money in your organization to unlock the story of your business. That story is often a mystery, and cracking the code will tell you everything you need to know about other areas of your business.

Organize People

Leadership Intelligence

Once you follow the money in Financial Intelligence, you quickly realize it’s connected to people and your organizational structure. Leadership Intelligence brings clarity and organization to your leadership team so you can make strategic decisions that drive the business forward.

Mobilize Plans

Productivity Intelligence

With effective leadership in place, it’s time to establish processes to get the right things done. Productivity Intelligence introduces tools you can implement to drive efficiency and ensure your highest-leverage work gets done.

Optimize Performance

Human Intelligence

Last, but not least, people are your organization’s most valuable asset. Human Intelligence taps into the power of putting the right people in the right roles to leverage their strengths, cultivate an engaged team, and scale your organization faster.

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Book a 15-minute Call

Attend Workshops and Team Trainings Developed to Support Leaders and Teams

FOR LEADERS

Quarterly In-Person Workshops

Join us and fellow business owners and leaders for quarterly in-person workshops.

Upcoming Workshops

Build Predictable Growth: Align Your Team & Financial Plan to Achieve Your Goals
December 3–4, 2024 Nashville, TN

Break Free: Build a Business That Grows Without You
March 4–5, 2025 Nashville, TN

Calm the Chaos: Sustain Systems & Drive Innovation
June 3–4, 2025 Nashville, TN

Recalibrate Your Vision: Narrow Your Focus & Plan Your Year
August 26–28, 2025, Location TBD

Follow the Money: Identify Opportunities, Pinpoint Issues, & Avoid Surprises
December 2–3, 2025 Nashville, TN

FOR LEADERS

Quarterly In-Person
Workshops

Join us and fellow business owners and leaders for four in-person workshops each year.

Build Predictable Growth: Align Your Team & Financial Plan to Achieve Your Goals
December 3–4, 2024    Nashville, TN

Break Free: Build a Business That Grows Without You
March 4–5, 2025 Nashville, TN

Calm the Chaos: Sustain Systems & Drive Innovation
June 3–4, 2025 Nashville, TN

Recalibrate Your Vision: Narrow Your Focus & Plan Your Year
August 26–28, 2025, Location TBD

Follow the Money: Identify Opportunities, Pinpoint Issues, & Avoid Surprises
December 2–3, 2025 Nashville, TN

FOR TEAMS

Bi-Annual Virtual Team Trainings

Gather your team for a virtual day of learning, insights, and actionable takeaways.

Upcoming team Events

Play to Your Strengths: Do More of What You Do Best
Using CliftonStrengths, Enneagram, and Kolbe
January 14, 2025

Automate Your Productivity: Achieve Your Most Important Priorities
Using the Full Focus System
July 2025 (Exact date coming soon)

FOR TEAMS

Bi-Annual Virtual Team Trainings

Gather your team for a virtual day of learning, insights, and actionable takeaways twice a year.

Play to Your Strengths: Do More of What You Do Best
Using CliftonStrengths, Enneagram, and Kolbe
January 14, 2025

Automate Your Productivity: Achieve Your Most Important Priorities
Using the Full Focus System
July 2025 (exact date coming soon)

JOIN NOW
Book a 15-minute Call
JOIN NOW
Book a 15-minute Call

Choose Your Scaling Leader Package

Annual Pass

Quarterly In-Person
Workshops for Leaders

Investment Total
$12,500/yr ($1,042/mo.)
– For 1 registration to all in-person leader workshops
– Automatically renews with year 1 price lock for duration of program membership

Annual Savings
$2,550
compared to à la carte

Annual Pass +

Quarterly In-Person
Workshops for Leaders

Virtual Trainings for Teams

Investment Total
$15,700/yr ($1,309/mo.)
– For 1 registration to all in-person leader workshops
– Plus 8 registrations to virtual team trainings to be used across any of the 4 team trainings
– Automatically renews with year 1 price lock for duration of program membership

Annual Savings
$3,350
compared to à la carte

À La Carte Options

In-person Workshops for Leaders
2-Day Workshops: $3,350
3-Day Workshops: $5,000
1 registration for each event

Virtual Training for Teams
$500 per seat

Shift from Operator to Leader and Grow Your Organization with Confidence

1

Book a
Discovery Call

Fill out the request form to schedule a call with a Forge leader.

2

Select Your
Path Forward

Get personalized service options designed to address your needs.

3

Unlock Faster
Business Growth

Gain insights and support to help you achieve your goals.

1

Join
Scaling Leader

Sign up for the program to find the support you deserve on your scaling journey.

2

Put our Proven
System to Work

Access the tools in quarterly leader workshops and virtual team trainings.

3

Scale Yourself and
Your Organization

Transform your role as a leader and unlock your organization’s next level of growth.

JOIN NOW
Book a 15-minute Call

1

Join
Scaling Leader

Sign up for the program to find the support you deserve on your scaling journey.

2

Put our Proven
System to Work

Access the tools in quarterly leader workshops and virtual team trainings.

3

Scale Yourself and Your Organization

Transform your role as a leader and unlock your organization’s next level of growth.

1

Book a
Discovery Call

Fill out the request form to schedule a call with a Forge leader.

2

Select Your
Path Forward

Get personalized service options designed to address your needs.

3

Unlock Faster
Business Growth

Gain insights and support to help you achieve your goals.

JOIN NOW
Book a 15-minute Call

1

Book a Discovery Call

Fill out the request form to schedule a call with a Forge leader.

2

Select Your Path Forward

Get personalized service options designed to address your needs.

3

Unlock Faster Business Growth

Gain insights and support to help you achieve your goals.

1

Join
Scaling Leader

Sign up for the program to find the support you deserve on your scaling journey.

2

Put our Proven System
to Work

Access the tools in quarterly leader workshops and virtual team trainings.

3

Scale Yourself and Your Organization

Transform your role as a leader and unlock your organization’s next level of growth.

Hear from Past Attendees

“What I love best about Scaling Leader is you don’t leave with a bunch of content to go home and apply. We spend lots of time using the tools. We’re not leaving with an empty notebook and a plan to do something in the future. We actually get things done here before we leave.”

David Limiero

President & Founder of Edens View Coaching and Consulting

“I’ve always been the one to grind and hustle, and I had a very successful business, which was also my downfall because I didn’t have systems. I grew a business, but I didn’t scale a business. And so, coming here, I learned how to expand and be intentional about my vision. I am 100% clear on what I need to do and how I need to do it.”

Dr. Sheri Riley

Founder and President of Exponential Living

“I’ve been part of other coaching groups before, and I’m impressed with the program, style, and format and with having two days versus a single day. I walked away with an action plan, knowing what I would do instead of just waiting until I got back and then putting the binder on my desk and not looking at it again.”

Scott Fredericksen

CEO & Chief Pilot at Colorado Aerial Imaging

“You think you know enough about yourself to be a good leader, but Scaling Leader helped me learn much more. It will make such a big difference and help me as a leader and personally in my day-to-day life.”

Staci Humiston

Executive Director at Reach for Your Potential

“What I love best about Scaling Leader is you don’t leave with a bunch of content to go home and apply. We spend lots of time using the tools. We’re not leaving with an empty notebook and a plan to do something in the future. We actually get things done here before we leave.”

David Limiero

President & Founder of Edens View Coaching and Consulting

 

“I’ve always been the one to grind and hustle, and I had a very successful business, which was also my downfall because I didn’t have systems. I grew a business, but I didn’t scale a business. And so, coming here, I learned how to expand and be intentional about my vision. I am 100% clear on what I need to do and how I need to do it.”

Dr. Sheri Riley

Founder and President of Exponential Living

“I’ve been part of other coaching groups before, and I’m impressed with the program, style, and format and with having two days versus a single day. I walked away with an action plan, knowing what I would do instead of just waiting until I got back and then putting the binder on my desk and not looking at it again.”

Scott Fredericksen

CEO & Chief Pilot at Colorado Aerial Imaging

“You think you know enough about yourself to be a good leader, but Scaling Leader helped me learn much more. It will make such a big difference and help me as a leader and personally in my day-to-day life.”

Staci Humiston

Executive Director at Reach for Your Potential

Join a Coaching Program Backed by a Proven System

After conducting countless experiments, leading hundreds of client engagements, and investing more than $1M in consultants, coaches, and training with top leaders in business, management, and financial services, we discovered and implemented a set of principles, frameworks, playbooks, and tools that accelerated our organization’s growth and unlocked its potential.

We’ve refined our approach, and it’s now known as the Simple ScaleUp System™.

Today, we serve more than 300 client groups, representing nearly 900 entities and their owners across the United States. And we use the Simple ScaleUp System to help our clients grow their organizations.

You can also access the same proven system through Scaling Leader™ to scale yourself and your organization.

JOIN NOW
Book a 15-minute Call

Meet Your Facilitators

Courtney De Ronde

Courtney is the CEO of Forge Financial & Management Consulting. She is also the creator of the Simple ScaleUp System.

Courtney helps business and nonprofit leaders use a proven system to take charge of their personal and organizational development so they can fulfill their purpose and lead their organizations to do the same.

With 20+ years as a CPA and 15 years as a business leader, Courtney has firsthand experience running, scaling, advising, and serving small businesses. Today, she shares that knowledge as a speaker and consultant with her team at Forge.

Kevin B. Jennings

Kevin B. Jennings is a business coach and personal brand strategist. He helps ambitious creatives and leaders get unstuck with the credibility, clarity, and courage they need to turn their ideas into income and impact.

He is also the CEO of Junction 32, which offers marketing services and products to help small businesses grow their brands and increase revenue so they can impact people.

For more than a decade, Kevin has worked with high-profile leaders, best-selling authors, and successful small business owners, including Tony Robbins, Dave Ramsey, and Michael Hyatt

Want to Connect with Like-Minded Business Owners and Leaders?

Take advantage of in-person and online opportunities to build community and network with other growth-focused business owners and leaders.

  • Private online community

  • Virtual Q&A sessions with presenters between workshops

  • Breakout groups

  • Group breakfasts, lunches, and cocktail hours

  • Intentional dinner groups

Book a 15-minute Call

ARE YOU A BUSINESS COACH?

Up-Level Your Coaching Practice with Scaling Leader

Scaling Leader is designed to be business coach-friendly.

You can integrate and implement our curriculum within your pre-existing coaching relationships with options to incorporate our tools and framework into your business and attend quarterly workshops with clients.

In-person workshops offer an ideal rhythm of in-person training with time to support clients in group breakouts and the ability to scale a group coaching offering in your coaching practice.

Schedule an Intro Call

ARE YOU A BUSINESS COACH?

Up-Level Your Coaching Practice with Scaling Leader

Scaling Leader is designed to be business coach-friendly.

You can integrate and implement our curriculum within your pre-existing coaching relationships with options to incorporate our tools and framework into your business and attend quarterly workshops with clients.

In-person workshops offer an ideal rhythm of in-person training with time to support clients in group breakouts and the ability to scale a group coaching offering in your coaching practice.

Schedule an Intro Call

FAQS

Find Answers to Your Questions About Scaling Leader

The workshops are co-facilitated by Courtney De Ronde and Kevin B. Jennings.

Courtney is the CEO of Forge Financial & Management Consulting and the creator of the Simple ScaleUp System—the business intelligence and leadership framework behind the Scaling Leader program. With 20+ years as a CPA and 15 years as a business leader, Courtney has firsthand experience running, scaling, advising, and serving small businesses. Today, she shares that knowledge as a speaker and consultant with her team at Forge.

Kevin B. Jennings is a business coach and personal brand strategist. He is also the CEO of Junction 32, which offers marketing services and products to help small businesses grow their brands and increase revenue so they can impact people. For more than a decade, Kevin has worked with high-profile leaders, best-selling authors, and successful small business owners, including Tony Robbins, Dave Ramsey, and Michael Hyatt.

Yes, you can start an Annual Pass with any workshop.

While the program spans a three-year curriculum cycle, each workshop is designed to be self-contained, providing tools to solve significant challenges in your business.

Therefore, the workshop content is not sequential or chronological. Instead, each quarterly workshop emphasizes one or more of the four competencies necessary for leading a scaling business and offers tools that, when implemented over three years, will fully equip your organization for its scaling journey.

If you’re considering attending three workshops, we recommend purchasing an Annual Pass, particularly if you plan to attend the Q3 strategic planning workshop.

The registration fees for three à-la-carte workshops are $11,700, including the strategic planning workshop. Comparatively, the Annual Pass for all four workshops is $12,500.

To maximize the value of your Annual Pass investment, we recommend delegating attendance to one of your team leaders for the quarter(s) you’re unable to attend. This approach allows the Scaling Leader program to support the leadership development of your team.

And, if an Annual Pass isn’t right for you now, we invite you to purchase individual workshops à la carte.

After completing the three-year program, there are three ways to continue leveraging the Scaling Leader program:

  1. Enroll senior leaders
    Delegate some of their leadership development by enrolling senior leaders on your team in the program. This will deepen their understanding of the toolkit you’ve gained through the program and help them foster a community of peers outside of the organization.
  2. Continue attending Q3 strategic planning workshops
    Make attending the Q3 annual strategic planning workshops part of your organization’s yearly rhythm and routine to strengthen and maintain the habits you’ve learned in the program that support scaling.
  3. Add (or renew) your Annual Team Pass
    Maintain or renew your Annual Team Pass to involve your entire team in the scaling journey. Specific scaling tools are more effective when used by the whole team, particularly within productivity and personnel. Our rotating virtual team trainings offer a shared operating system, maximizing your team’s time, energy, strengths, personalities, and instincts. By maintaining the Team Pass, new team members can be brought up to speed during two virtual training events each year, accessible from anywhere.

Incorporating leaders from your team into the Scaling Leader program accelerates your ability to implement and integrate workshop learnings.

We understand the frustration that surfaces when enthusiasm from conferences or workshops wanes due to difficulties in sharing and adopting new ideas or strategies across the organization.

Here are two effective ways to involve your leaders and expedite progress:

  1. Enroll your right-hand person in the program with you on the Annual Pass.
    Invite key leaders, such as your COO, integrator, or senior leader, to join the program alongside you to access the same knowledge and tools so you can activate your plan together and eliminate the need for post-workshop debriefs.
  2. Utilize à-la-carte options to have leaders attend specific workshops throughout the year.
    Opt for à-la-carte registrations to allow specific leaders to attend workshops tailored to their responsibilities or development needs. This option is beneficial when:
  • A workshop directly addresses an initiative or area of development within a leader’s responsibilities
  • You’re transitioning responsibilities to leaders
  • You’ve identified an issue or development area affecting multiple leaders
  • You want to delegate some of the development and training for your team

In just two days, we can equip your leadership team with a unified approach and toolkit they can use moving forward.

What would stronger leaders make possible for you and your organization?

The Scaling Leader program helps driven owners and leaders of businesses and nonprofits seeking to scale their operations and leadership capabilities strategically.

As a result, Scaling Leader is a great fit for:

  • Business owners who want to set their organization up to run without them
  • Executive directors who want to elevate operational excellence and the culture of their organization
  • Members of the C-suite or an organization’s leadership team who want to level up their business or people leadership skills
  • Entrepreneurs who desire to be leaders to support their growth
  • Emerging executives you are developing for advancement within your organization

Scaling Leader is a three-year program offering an intentional curriculum for your scaling journey.

While the workshop tools work well together and strengthen each other, we’ve designed each workshop to stand alone so every attendee can get value from any workshop at any time, regardless of their prior experiences with Forge or Scaling Leader.

Each toolkit is similar to possessing a smartphone, tablet, or laptop. You use each device for different functions at different times, but ideally, they integrate essential overlapping functions, such as email and calendar management. Similarly, Scaling Leader equips you with an integrated toolkit for your scaling journey. However, you’ll still experience a positive difference if you have even one of the tools.

Click here for a breakdown of the Scaling Leader package options and costs, which will help you understand the best option for you.

With leaders joining us from across the country, we find value in getting away from your day-to-day responsibilities and disconnecting to do deep work.

Three of the four quarterly workshops each year will be held at The Harpeth Hotel in Franklin, TN, with rotating locations for three-day strategic planning workshops in Q3. The 2024 strategic planning workshop will be held at the Westin Riverfront Resort & Spa in Avon, CO.

No, hotel costs are not included in your Scaling Leader pass rate. However, we do offer room blocks with discounted rates for in-person workshops and will facilitate booking your room(s) for you.

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Get a Proven System and Support to Guide You on Your Scaling Journey

Book a 15-minute Call