Agenda

The real issues for solopreneurs usually don’t show up right away. They come from early decisions that didn’t seem like a big deal at the time, but compound later. In this session, Diane Kennedy, CPA and tax strategist, walks through the core financial foundations every solo business owner needs - from how to think about income, expenses, and structure, to the common mistakes that lead to missed deductions, cash flow stress, and unnecessary taxes. This is a practical, real-world session focused on what actually happens behind the scenes, and how to set things up now so you don’t have to fix it later.

Solopreneurs undersell themselves not because they lack expertise, but because they haven't found the story that makes that expertise stick. In this session, Renee guides attendees through building their personal narrative from the ground up — the through-line that connects who you are, what you do, and why the right clients choose you. You leave with a written positioning statement, ready to use.

Most solos know their LinkedIn visual game isn't working. Few know why. Wes will provide an AI critique tool that attendees can run on their own LinkedIn visuals in real time, share the framework behind what actually attracts conversations, and do live teardowns of real examples from the wild. This is a direct evolution of his Summit 1 session — moving from the 'Why' of expertise visualization to the 'How'.

Busy and productive are not the same thing. Attendees map their current week against a simple framework: what requires your judgment, what requires your time but not your thinking, and what shouldn't exist at all. You leave with a prioritized list of what to automate, delegate, or eliminate in the next 30 days and real instruction on how to execute.

The challenge in networking isn't meeting more people. It's activating the relationships you already have. Bailey Hancock shares her Overlap Method to help attendees identify aligned partners, build relationships rooted in reciprocity, and create real opportunities through connection. You leave with a simple framework for evaluating potential partners and making more intentional decisions about where to invest your time.