The workshop
A keynote or in-depth workshop for CEOs and owners. They work through their numbers together and leave with three decisions made.
Why this workshop exists
You can do all the activity and still
miss it entirely.
But the numbers reach them late, looking backward, and too messy to bet on. So the biggest calls in the business get made on gut.
This workshop fixes that, with their own numbers in the room.
Three decisions, made in the room
Decision 1 · The Driver & Direction
Jay starts with the seats, not the people. Most owners find a seat nobody is sitting in, or one person sitting in three.
In the room
The room builds both lists out loud. They are not the same job, and most businesses only hired one of them.
The gap
Accounting and the controller report what happened. Somebody has to own what happens next. Jay calls the space between them the chasm.
Who is sitting in each of these seats right now?
Functions exist regardless of headcount. Write the name that truly owns each.
Then: where is it going?
With a driver in the seat, attendees name one goal with a number and a date beside it.
A name in the driver’s seat, and a clear view of which seats are empty.
Decision 2 · The Data
Useful data has to pass four tests. Members hold their books up to each one and work through what they find together.
Pick your quadrant
“We should probably think of ourselves as being in that lower-left ‘dumpster fire’ quadrant.”
Numbers they can trust, a one-page P&L they can read, and the cash they didn’t know they had.
The 5 balance sheet skeletons
Five findings you can look for tonight, without an accounting degree.
Find one tonight? Ask your controller tomorrow.
Worked live
Without a loan, new capital or selling assets, there are seven. Jay takes the room through the Seven Sources of Cash™ calculator live, and attendees run their own numbers.
Decision 3 · The Discipline
“Your finance meeting is on the calendar tomorrow morning. In two words, how do you feel walking in?”
Score your current meeting, 1–51 to 5
The fix
10 / 50
Ten minutes on the past. Fifty on the future.
The FIT Meeting™ agenda, a calendar that keeps finance a step ahead all year, and a rating at the end of every meeting so it keeps getting better.
Fair warning
Before the fix, Jay acts out exactly how not to run one.
An agenda and a calendar they can run next month, and a meeting their team stops dreading.
Before they leave
Every attendee scores the four D’s, then commits to one thing.
They write it in the workbook and take it home.
1–5.1 to 5. Where are you now?
Built for the room
Two formats
| Workshop | Keynote | |
|---|---|---|
| Length | 3 hours | 30–60 minutes |
| Best for | Peer groups and leadership teams | Conferences, retreats and breakouts |
| How it runs | Hands-on. Attendees work their own numbers with Jay. | The same message, built for a larger audience. |
| Attendees leave with | The 3 decisions made and the cash calculator worked on their own numbers | The 4 D’s and a clear first move |
| Materials | A printed workbook for every attendee, plus the interactive presentation | Interactive presentation only, no workbook |
| Fees | Depend on format, audience and location | Depend on format, audience and location |
of attendees recommend
the workshop.
“I can guarantee that every member has significant takeaways to act on this month.”
“He executes ‘fun with math’ and is determined to be a giver in our community. I recommend Jay 100%!”
For hosts
Planner questions
A hands-on session in which Jay Dotson shows CEOs and owners how to turn their monthly finance meeting into decisions. Attendees work through their own numbers in the room and leave with three decisions made.
CEOs and owners of growing companies: peer groups like C12, Vistage and Convene, conferences and retreats, and company leadership teams.
Three decisions made: who owns the financial health of the business, whether their numbers can be trusted and where cash is hiding, and how to run a monthly finance meeting that produces decisions. Every attendee takes home a printed workbook.
The workshop runs 3 hours. The keynote version runs 30 to 60 minutes for conferences, retreats and breakouts.
Jay Dotson has led it for C12, Vistage and Convene groups, The CFO Accelerator and private CEO peer groups.
Stop putting off profit.
Start driving it.Stop putting off profit. Start driving it.
