About this Event
The beginning of a new year is the best time to step back, see your business clearly, and fix what is slowing you down. You keep hearing that AI and data should be transforming your business, but no one explains how it actually fits your real work. Whether you lead an engineering firm, a law practice, or another professional organization, this workshop helps you start the year with clarity, structure, and a plan you can actually execute.
Most CEOs know their business should be running smoother, but it is hard to see where things are breaking down or why data is not supporting faster growth. Join this free, high-impact workshop designed for leaders who want clarity, efficiency, and better decision-making in the year ahead.
In this 3-hour session, you will:
✔ Map out your real business processes
✔ Uncover operational bottlenecks
✔ Learn how to use data to support clearer decisions
✔ Reduce overhead and team confusion
✔ Build an action plan you can implement immediately
Agenda includes:
• Process mapping exercises
• Hands-on workflow diagnostics
• Data clarity training
• Strategy development
• Networking happy hour
Who Should Attend:
CEOs, founders, COOs, and leaders of small to mid-sized businesses in Western PA, especially engineering firms, law practices, and professional service organizations.
Brian Boccardi, one of the hosts of our upcoming CEO Workshop, stands at the podium during a session focused on strengthening the data-to-revenue relationship. Join Brian and the team on February 18 at 2:00 PM for a practical, executive-level workshop designed to bring clarity and structure to business operations.
Proudly partnered with the Duquesne University SBDC to support small businesses in transforming data into real growth.
Agenda
🕑: 02:00 PM - 02:15 PM
Introductions
Info: Meet your hosts, set expectations, and understand the workshop’s purpose.
🕑: 02:15 PM - 02:30 PM
Overview and Goals
Info: Define what success looks like and outline the workshop objectives.
🕑: 02:30 PM - 03:00 PM
Exercise – Draw How You Make Toast
Info: A fun, hands-on activity to visualize complex processes and spark creativity.
🕑: 03:00 PM - 03:30 PM
Process and Data (3:00 PM – 3:30 PM)
Info: Explore how understanding your processes and using data effectively can streamline operations and boost growth.
🕑: 03:30 PM - 03:45 PM
Break
Info: Recharge and network with other attendees.
🕑: 03:45 PM - 04:30 PM
Exercise – Draw Your Process
Info: Map out your business processes to uncover inefficiencies and opportunities.
🕑: 04:30 PM - 05:00 PM
Takeaways
Info: Summarize insights, build a personalized action plan, and outline immediate next steps.
🕑: 05:00 PM - 06:00 PM
Networking Session / Happy Hour
Info: Unwind, connect with fellow business leaders, and continue the conversation over drinks.
Event Venue & Nearby Stays
Hotel Indigo Pittsburgh University-Oakland by IHG, 329 Technology Drive, Pittsburgh, United States
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