We started hosting these sessions because clients kept asking the same smart questions about AI budgeting. Rather than explaining individually, we figured—why not bring everyone together? These aren't sales pitches. Just straightforward conversations about what actually works when you're trying to make sense of your business finances with modern tools.
We keep groups small on purpose—around 30 people max. It's easier to have actual discussions that way instead of just broadcasting slides at you.
Open Now
Most forecasting falls apart because it's based on hope more than data. We'll walk through how AI patterns spot the trends you miss manually—and what that actually looks like in practice. Bring your questions about seasonal variations, unexpected expenses, or why your predictions never match reality.
Reserve Your Spot
Open Now
Static budgets made sense when business was predictable. Now? Not so much. We'll show you how smart systems adjust to real conditions instead of pretending January's plan still makes sense in August. Plus—how to spot when a variance is a problem versus just noise.
Join This Session
Open Now
Your numbers tell stories if you know how to listen. We'll cover pattern recognition, early warning signs, and what the algorithm notices that your accountant might miss. This one gets technical but stays practical—no PhD required.
Register HereThese recordings are available to anyone interested. We kept the chat questions in because that's often where the best insights come from.
This session covered the real reason most expense systems break down—hint, it's not laziness. We went through automation strategies, common pitfalls with receipt management, and how to actually categorize things consistently. The Q&A section got into some interesting territory about handling client reimbursements.
Watch Recording
Margins are weird—sometimes the products you think are profitable aren't, and vice versa. We walked through how to dig into actual profitability by project, service, or product line. Plenty of live examples from attendees who shared their own confusion. Turned into a good troubleshooting session.
Access Now
Most businesses plan for one future—the one where everything goes roughly as hoped. We covered how to model multiple scenarios without creating analysis paralysis. What if revenue drops 20%? What if your biggest client leaves? How do you prepare without panicking? Good stuff here.
View SessionLook—there are plenty of financial webinars out there. Most are thinly disguised product demos or incredibly generic advice you could Google in five minutes. We're going for something different here.
Our team includes people who've spent years helping businesses untangle their finances. These sessions give us a chance to share what we've learned across dozens of industries and hundreds of situations. And honestly? We learn from the questions you ask too.