One day in New York City with your fractional CFO + COO. Your annual plan, your Q1 priorities, your team structure and the numbers behind all of it, done by 5pm. And the whole city is lit up for the holidays around us.
Cash clarity. Operational control. A plan your team can run with in January.
Registration is open. Capped at 20 founders.
C-Suite School is the C-Suite Method in a single day: precision annual and quarterly planning with Kristin and Teresa by your side. We work shoulder-to-shoulder with female founders generating seven to eight figures, with full-time teams in growth and scaling mode. You bring your numbers and your team challenges. We build the plan with you, line by line, so you walk into January knowing exactly where you’re leading your team and how you’ll measure it.
If you’re ready to evolve your business from reactive to refined, from scattered to grounded, you’re in the right room. This year, that room is in New York. ✦
You didn’t build this business to manage spreadsheets, chase down team tasks, or feel trapped by systems of your own creation.
You built it to create freedom… and December 3 is where 2027 starts delivering on that promise.
Relief. Focus. Trust. Momentum. That moment on the walk to the tree when you realize, “The plan is done. My team knows where we’re going. I can actually enjoy the holidays.”
Thursday, December 3, New York City. Arrive at 9am. Leave at 5pm with your 2027 plan locked in. If you want to stay out under the lights, join us for skating at Bryant Park afterward.
We don’t believe in quick fixes. We believe in evolution. This is the C-Suite Method: we go to school together, get clear on the year, and set you up to run it quarter by quarter.
We start with your numbers and your operations as they are today: where the money goes, where the work gets stuck, and where the growth is hiding. By mid-morning you know your bottlenecks and your biggest opportunities for the year ahead.
Who do you have, who do you need, and who owns what? We map roles and accountability for Q1, identify your critical hires, and decide which leaders on your team you’re developing next. Then we break for lunch and a walk to the tree at Rockefeller Center. ✦
We set your 2027 targets and build the dashboard to track them. That covers revenue, profit, cash flow, and the KPIs your team reports on every week starting in January.
Plans fail in the handoff. We tie every Q1 priority to a process, an owner and a deadline. We also flag the workflows, SOPs and tools that need fixing before the new year.
We work through pricing, offers, partnerships, and the sales and marketing moves that hit your number. This is where your 1, 3 and 10-year vision becomes four quarters.
Last, we redesign your role: what you stop doing, what you delegate, and how you’ll lead your team kickoff in January. You leave with your CEO Operating System and your plan in hand. At 5pm we head to Bryant Park. Skates optional. ✦
Long gone are the days of waiting for money and dealing with upset vendors. Money in, money out. You get paid, your vendors get paid. Positive and proactive cashflow management of the business is a skill and we help you master it.
Deal flow, deal management and closing deals is the name of the game. We upgrade your deal structure and deal values. Our clients have gone from 18% sales close rate to 50% with complete transparency across all deals and an increase in revenue of 30%.
When you or a team member doesn’t move a key piece of the quarterly plan forward, the data speaks. You leave December 3 with the dashboard that holds everyone accountable every week. Not meeting sales call quota? Contracts stuck in negotiation? You’ll know about it.
Our client took ten days off on an international vacation and did not get a single phone call. We align the vision with process and procedure, close personnel gaps that are costing you money, and help you design your next 1, 3, 10-year business plan.
The proprietary tool we developed to keep your entire business in one place: your annual plan, your quarterly goals and the dashboard you run every week. We fill it in together on December 3, so you leave with 2027 mapped and Q1 ready to run.
Here are some of the ways our clients have seen an impact from the C-Suite Approach.
Annual Planning. Quarterly Goals. Monthly Check-ins. Business Metric Dashboard. Week at-a-glance. Performance Reviews. Meeting Notes. All in one place.
One day of school with your CFO + COO, with lunch and your Business Command Center included. You also get access to pop-up events and webinars, and eligibility for 1:1 coaching when things come up between quarters.
Join us in NYC“I felt like a zombie that had a decent idea for a company with no clear path forward and now I feel alive; building a purpose-driven organization with conviction.”
I have executed on forty-percent of my business plan, including: created a web site / online business presence and secured multiple funding options.
/ Jenni
“We've been able to take our team from 12 to 20 employees since we started working together and this is in part thanks to the services your team have brought to handle the increase in volume of work.”
/ Becca
With decades of combined experience in corporate finance, operations and working strategically with 8 figure companies, we bring the kind of executive partnership most founders don’t realize they can have — until they do.
One of us brings deep financial strategy and stewardship; the other, a powerful vision for operational excellence and community-building.
We sat at the real table. We’ve run departments, managed millions and led teams across industries. But more importantly, we know what it means to lead women-led businesses with heart, intelligence and soul.
We don’t just make your business more efficient. We make it more durable — so you can scale with sanity, not stress.
Yes. Many of our clients come to us with teams in place but no clear leadership structures, accountability or strategic planning process. December 3 is where you decide exactly what your team owns in Q1 and how you’ll hold them to it.
No, but this program is best suited for founders who have been in business for around 3-5+ years and who are in a phase of scaling with intent and commitment — not chasing growth blindly.
Very. We don’t drop templates and disappear. With 20 founders max, we’re at your table working your plan with you, not lecturing from the front of the room.
That’s exactly when we step in. One day out of the business in December saves you weeks of reacting in Q1. This isn’t extra noise. It’s relief.
Your 2026 numbers (P&L, cash position, AR/AP), your org chart, and the three things keeping you up at night. We’ll handle the rest.
Your full day with us, lunch, and your Business Command Center. Travel and lodging are booked on your own.
You kick off January with your team and run Q1 from your plan. Then we go back to school in March to plan Q2.
Some founders start with our free events and curated webinars, and move into C-Suite School when they're ready for the full quarterly planning.
This day was built for the founder you are now. The one who’s ready to stop reacting and start rising, with a plan her team can run without leaning on her for everything.
This isn’t a course. It’s a co-pilot.
Book your spot in NYC