The Proven Plan: Strategic Year-End Planning Workshop
Date and Time
Monday Dec 8, 2025
9:30 AM - 4:30 PM CST
(Check-in & coffee begin at 9:30 AM | Hard start at 10:00 AM)
Fees/Admission
$149.00 all day (5 sessions)
(or you can do $50.00 per session)
Contact Information
Jacki Tobar
Send Email
Description
Before you roll into 2026, take one powerful day to organize your goals, streamline your systems, and solidify your strategy at The Proven Plan: Strategic Year-End Planning Workshop, hosted at Proven Suites in Downtown Wylie.
This interactive, one-day experience is built exclusively for business owners who want to finish the year strong and step into 2026 with focus, structure, and momentum.
You’ll gain actionable strategies across every area of business — leadership, finances, systems, tax strategy, and branding — all led by local experts dedicated to helping you grow.
What You’ll Learn
Clarify your 2026 business vision and goals
Align your finances and cash flow for growth
Simplify your systems and technology for efficiency
Prepare for smart tax planning and compliance
Refresh your brand message for your next level of success
You’ll leave with your Proven Plan Workbook, a clear 90-day action plan, and practical tools to strengthen your business heading into the new year.
Featured Experts
Sean Schoenmakers – ActionCOACH
Vision to Execution: Turning Goals Into Growth for 2026
Kristi Denham – Inspired Wealth Management
Financial Foundations for Growth
Terrance Bryant – Enovara
Smart Systems, Seamless Success
Fred Fernandez – Advanced Accounting & Consulting LLC
Smart Tax Planning & Compliance
Paula Mathews – Rivixx
Brand Clarity & Market Confidence
Agenda
9:30 – 10:00 AM | Check-In & Coffee
10:00 – 11:00 AM | Vision to Execution
11:10 – 12:10 PM | Financial Foundations for Growth
12:20 – 1:00 PM | Networking Lunch
1:00 – 2:00 PM | Smart Systems, Seamless Success
2:10 – 3:10 PM | Smart Tax Planning & Compliance
3:20 – 4:10 PM | Brand Clarity & Market Confidence
4:10 – 4:30 PM | The Proven Plan in Action
Additional Details
-
Catered lunch and refreshments included
-
Limited to 20 business owners for a collaborative, high-impact experience
Registration Information
Full-Day Experience: $149
Includes access to all sessions, lunch, workbook, and digital resources
Single Session: $50
Access to one session of your choice, including refreshments and materials
Contact Information
Organizer: Jacki Tobar
Email: booking@provensuites.com
Phone: (214) 766-6918
Website: www.ProvenSuites.com
Images
