About this Event
You're not going to fail because of a bad product. You're going to fail because you don't know your numbers.
Most business owners are guessing. Guessing what they can afford. Guessing what's profitable. Guessing when they can hire. And guessing is the fastest way to stay stuck — or worse, go under.
This workshop changes that.
Impact Ops is bringing in CFO Jeff Jessen to break down the financial moves that separate businesses that scale from businesses that stall. No jargon. No boring spreadsheets. Just the real stuff — how to read your money, forecast with confidence, and actually drive profit instead of just hoping it shows up.
Financial Executive Jeff Jessen : Diverse experience in all aspects of building a business. He specializes in creating and executing strategies to deliver exponential growth to companies between $2m and $500m in revenue. He has extensive knowledge of working in a management company providing business advisory services for both family office settings and private equity funded environments.
Walk out knowing exactly where your business stands.
Part 1: Stop Guessing, Start Knowing You think cash in the door means you are winning. It does not. Jeff breaks down the difference between revenue and liability — why that deposit in your account might not actually be yours yet, and why not understanding this kills businesses quietly.
Part 2: Build the System Before You Build the Empire Chart of accounts. KPIs. A budget that actually means something. This is not about spreadsheets — it's about building the financial infrastructure that lets you stop chasing payments and start focusing on your product, your service, and your growth.
Part 3: The Real Stress Relief Isn't More Revenue It's understanding how you made the money and keeping more of it. Jeff walks through forecasting that actually works — so your investments are predictable, your decisions are confident, and you stop white-knuckling every month.
Part 4: Scale It or Sell It You want to grow? Great. You want to exit someday? Even better. But neither happens without financials that prove your business is worth what you think. Jeff shows you how clean books and smart forecasting add real, measurable value to your business.
Agenda
🕑: 01:00 PM
Welcome + The Reality Check
Info: Introduction to Impact Ops — who we are, why we built this, and why most business owners are flying blind with their finances (and don't even realize it).
🕑: 01:45 PM
Break
🕑: 02:00 PM
The Money You're Making vs. The Money You're Keeping
Info: Featuring: CFO Jeff Jessen.
Event Venue & Nearby Stays
Qinary HQ, 7373 East Doubletree Ranch Road, Scottsdale, United States
USD 0.00












