December 2–3, 2025

IN-PERSON WORKSHOP

Follow the Money:
Identify Opportunities, Pinpoint Issues, & Avoid Surprises

Join us for a two-day Scaling Leader™ workshop in Nashville, TN

Money Tells the Story of Your Business – Are You Tuned In?

As a leader, operating without clear and timely financial insights exposes you to blind spots that threaten your profit, scalability, and growth.

You make decisions based on instinct or incomplete data, only to discover costly surprises—unforeseen cash flow issues, missed growth opportunities, or hidden financial risks.

Tired of feeling like you’re playing a guessing game?

The key is to turn your financial data into actionable insights to fuel smarter decisions, greater stability, and sustainable success.

December 2–3, 2025

IN-PERSON WORKSHOP

Follow the Money: Identify Opportunities, Pinpoint Issues, & Avoid Surprises

Join us for a two-day Scaling Leader™ workshop in Nashville, TN

Join us for a two-day Scaling Leader™ workshop in Nashville, TN

Money Tells the Story of Your Business – Are You Tuned In?

 As a leader, operating without clear and timely financial insights exposes you to blind spots that threaten your profit, scalability, and growth.

You make decisions based on instinct or incomplete data, only to discover costly surprises—unforeseen cash flow issues, missed growth opportunities, or hidden financial risks.

Tired of feeling like you’re playing a guessing game?

The key is to turn your financial data into actionable insights to fuel smarter decisions, greater stability, and sustainable success.

 

Get the Insights You Need to
Grow and Scale Your Business

Get the Insights You Need to Grow and Scale Your Business

Avoid Surprises

Create processes and resources to monitor your financial performance.

Identify
Opportunities

Unlock the power of your financial data to make more strategic decisions.

Pinpoint
Issues

Use data insights to address potential challenges across your business.

Avoid
Surprises

Create processes and resources to monitor your financial performance.

Identify Opportunities

Unlock the power of your financial data to make more strategic decisions.

Pinpoint Issues

Use data insights to address potential challenges across your business.

Attend This Scaling Leader Workshop to Maximize Your Financial Data

By prioritizing accurate financial information, your company can decode the insights hidden within your data, driving scalability, profitability, and long-term success.

When you develop processes and resources for leveraging your financial data, you’ll gain the necessary insights to make better, more informed business decisions.

In this workshop, we’ll walk you through regularly monitoring your financial performance through simplified reports and monthly projections updates. Our proactive approach will ensure you’re prepared to handle any financial challenge.

We’ll equip you to:

  • Monitor and review monthly financial performance with simplified reports

  • Update forecasts monthly through the end of the year

  • Measure and monitor current indicators of future performance with a weekly dashboard and rolling cash flow projection

Attend This Scaling Leader Workshop to Maximize Your Financial Data

By prioritizing accurate financial information, your company can decode the insights hidden within your data, driving scalability, profitability, and long-term success.

When you develop processes and resources for leveraging your financial data, you’ll gain the necessary insights to make better, more informed business decisions.

In this workshop, we’ll walk you through regularly monitoring your financial performance through simplified reports and monthly projections updates. Our proactive approach will ensure you’re prepared to handle any financial challenge.

We’ll equip you to:

  • Monitor and review monthly financial performance with simplified reports

  • Update forecasts monthly through the end of the year

  • Measure and monitor current indicators of future performance with a weekly dashboard and rolling cash flow projection

Is This Right For Me?

This workshop is an ideal fit for you if you want to:

  • Improve your financial literacy and decision-making skills
  • Gain clarity on cash flow, profitability, and growth opportunities
  • Receive accurate, timely financial information to guide your strategic decisions
  • Refine financial systems to support scaling while maintaining your financial health
  • Align your operations with long-term goals
  • Strengthen financial accountability among your stakeholders
  • Maintain sustainability by tracking cash flow and budgets
  • Make data-driven decisions to optimize your funding and program delivery

Is This Right For Me?

This workshop is an ideal fit for you if you want to:

  • Improve your financial literacy and decision-making skills

  • Gain clarity on cash flow, profitability, and growth opportunities

  • Receive accurate, timely financial information to guide your strategic decisions

  • Refine financial systems to support scaling while maintaining your financial health

  • Align your operations with long-term goals

  • Strengthen financial accountability among your stakeholders

  • Maintain sustainability by tracking cash flow and budgets

  • Make data-driven decisions to optimize your funding and program delivery

What Is My Investment?

A LA Carte

Investment Total

$6,700

Per Person

What Is My Investment?

A LA Carte

Investment Total

$6,700

Per Person

December 2–3, 2025

Join Us to Learn How to Use Your
Financial Reports to Guide Your Decisions

December 2–3, 2025

Join Us to Learn How to Use Your Financial Reports to Guide Your Decisions

1

Book a
Discovery Call

Secure your seat by registering for yourself or yourself and your leadership team.

2

Attend the
Workshop

Join us for two days of learning, insights, and actionable takeaways.

3

Harness the Power of
Your Financial Data

Gain the insights you need to make more strategic business decisions.

1

Register Now

Secure your seat by registering for yourself or yourself and your leadership team

2

Attend the Workshop

Join us for two days of learning, insights, and actionable takeaways

3

Harness the Power of Your Financial Data

Gain the insights you need to make more strategic business decisions.

1

Register
Now

Secure your seat by registering for yourself or yourself and your leadership team

2

Attend the
Workshop

Join us for two days of learning, insights, and actionable takeaways

3

Harness the Power of Your Financial Data

Gain the insights you need to make more strategic business decisions.

1

Register
Now

Secure your seat by registering for yourself or yourself and your leadership team.

2

Attend the
Workshop

Join us for two days of learning, insights, and actionable takeaways.

3

Harness the Power of
Your Financial Data

Gain the insights you need to make more strategic business decisions.

Hear from Scaling Leaders

“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 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

“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

“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

“I know where I want my business to go. Scaling Leader is teaching me how to get there so I can scale and take my company to the next level.”

Ann Brennan

Owner of No BS Marketing

“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 & 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

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.

ARE YOU A BUSINESS COACH?

Level Up Your Coaching Practice With Scaling Leader

The Scaling Leader program and this workshop are 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. This workshop offers an ideal rhythm of in-person training with time to support clients in group breakouts.

ARE YOU A BUSINESS COACH?

Level Up Your Coaching Practice With Scaling Leader

The Scaling Leader program and this workshop are 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. This workshop offers an ideal rhythm of in-person training with time to support clients in group breakouts.

FAQS

Find Answers to Your Questions About This Scaling Leader Workshop

This Scaling Leader workshop is designed to help driven owners and leaders of businesses and nonprofits seeking to scale their operations and leadership capabilities strategically.

As a result, it’s 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

On both days of the workshop, you’ll join us from 9 a.m. to 4:30 p.m. CT. There will be a break for lunch, as well as morning and afternoon breaks with lunch and snacks provided.

This workshop is held at The Harpeth Hotel in Franklin, Tennessee, right outside of Nashville. The venue is located in the heart of historic Franklin.

You will need to bring your financial information from the current year.

At Forge, we find value in getting away from day-to-day responsibilities and disconnecting to do deep work, and we think you will, too! The Harpeth was voted the best Hilton in the country this past year. Also, we find Nashville an ideal location that’s easy for people to get to from most locations.

No, the hotel cost is not included in the cost of this workshop. However, we do offer room blocks with discounted rates and will facilitate booking your room(s) for you.

During the workshop, you will receive a comprehensive financial reporting toolkit including:

  • Financial Forecast
  • Profit and Loss Statement
  • Balance Sheet
  • CEO/Board Report
  • Liquidity Report
  • Rolling Cash Flow Projection

This toolkit will teach you how to:

  • Understand your financial position at a glance
  • Anticipate challenges and identify opportunities through forecasting
  • Align financial insights with strategic goals for better decision-making
  • Communicate key financial metrics effectively to your team and stakeholders

This Scaling Leader workshop will be 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.

Go Beyond This Workshop to Scale Yourself and Your Organization

Your leadership needs to evolve at the rate of your organization, but it can only grow as fast as you can lead.

With the Scaling Leader group business coaching and leadership development program, you can find the tools and support to scale yourself and your organization.

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 and automate professional development for your people.

Go Beyond This Workshop to Scale Yourself and Your Organization

Your leadership needs to evolve at the rate of your organization, but it can only grow as fast as you can lead.

With the Scaling Leader group business coaching and leadership development program, you can find the tools and support to scale yourself and your organization.

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 and automate professional development for your people.

Use This E-book to Tap Into the Power of the Simple ScaleUp System

We realize that it’s more difficult for you to grow your business and achieve your goals without the right insights, people, or processes.

Instead of just exposing those problems, we want to help you solve them.

The Simple ScaleUp System business intelligence and leadership framework helps you navigate the winding roads of scaling your organization. By putting this system to work, you can grow your organization without burnout, giving up your dreams, sacrificing your family, living in fear, or doubting yourself at every turn.

Download the free e-book to transform yourself and your organization so you can grow with confidence and control instead of chaos and confusion.

ARE YOU READY?

Let’s Leverage Your Financial Data to Make More Strategic Decisions