Workshops

Register Small business owners don’t have the luxury of standing still. You’re constantly making decisions with limited time, data, or support. This workshop is designed for entrepreneurs who want to stop spinning their wheels and start moving forward with purpose. Join global adversity expert, Dr. Paul Stoltz, and strategy coach, Kurt Friedmann to learn: How to clear mental clutter and focus on what moves the needle A repeatable process for making strong, confident decisions How to turn adversity into a growth advantage Practical tools to stay resilient in the face of challenges This is not theory—it’s real-world strategy for real-world business owners.

As the year comes to a close, it’s the perfect time for business owners to review their finances, get organized, and prepare for the year ahead — including new California employer requirements taking effect in 2026. Join us for a practical workshop designed to help you reflect on your business finances and identify the steps needed to build a strong financial future. Led by Chloe Feingold, Financial Advisor with Edward Jones, this session will walk you through key year-end planning essentials while helping you understand and prepare for these upcoming state requirements. The format will be interactive and informal, with the opportunity to ask Chloe questions throughout. During this session from 4-5PM, we’ll cover: Finance basics and best practices to strengthen your business’s finances in the new year How to create a simple financial plan that supports both business and personal goals Key updates for 2025–2026, including the SECURE 2.0 Act and California’s new retirement-plan requirements After the session, you will have a chance to network with other business owners from 5-5:30PM over small bites and beverages. About the Speaker: Chloe Feingold is a Financial Advisor with Edward Jones who helps business owners align everyday financial decisions with their long-term goals. She brings a practical, approachable style to […]

Tax filing season can feel overwhelming, but it doesn’t have to be. This practical workshop led by Peter Buss of KBF Advisory, is designed to help business owners understand what to expect as they head into tax season and how to prepare with confidence. Participants will gain an overview of key tax considerations for businesses, common pitfalls to avoid, and proactive steps that can help streamline the filing process. Whether you’re a first-time founder or a seasoned business owner, this session will help you ask the right questions, stay organized, and feel better prepared for conversations with your accountant or tax advisor. About the Speaker Peter K. Buss is CEO and Managing Director of KBF Advisory, serving public, private equity–owned, and venture-backed companies. He specializes in accounting for incoming taxes (ASC 740), purchase accounting, and oversees corporate tax compliance for public and private entities. Peter frequently acts as an outsourced tax department and liaison with audit firms, helping companies meet SEC and PCAOB independence requirements. His expertise also includes stock-based compensation, interim tax accounting, and uncertain tax positions. Peter joined KBF in 2004 after working at Ernst & Young in San Francisco. Instructions: This workshop is virtual and attendance is offered via Zoom. A […]