Engage People in a Pivot with Financial Success!

The Business Windfall is an event-like workshop (via Zoom). Participants gain 25 key financial levers then use 5 jobs of innovators to blitz an innovation. The method is based on insights from 200 financial pros and largest-ever study​ of award-winning pivots.

​The schedule includes sessions on zoom or one morning to two days live, based on your needs. People bond, priorities progress, and results rise. Finally, leaders reward valuable wins and may offer certification.

What Participants Gain

• Rapid results improving a top work priority
• A reward for achieving a beneficial win
• A tool to quickly engage team members
• Expertise in doing five jobs of innovators
• Team bonding and culture of cooperation
• Networking with an engaging group

Attendees to Invite

Sales Prospects​

Getting prospects face to face is difficult. A breakfast and learn with Mark is like a "discovery on steroids," a way to bond with clients. The first step is to schedule! Invite the following:
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- Prospects weary of pitches
- Clients who should be growing
- Former clients you need back
- Key clients you want to keep

Accounting Teams

At one blitz, the CFO of a major Subway chain changed how he leads and just one team of an international accounting firm saved hundreds of thousands integrating A/R systems better. Invite:
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- Accountants improve advising
- Finance teams improve process
- Internal CPAs gain CPE
- Clients & staff collaborate

All Operational Teams

GE to NBA teams use innovation blitzes. Mark's sessions with top brands doubled sales, saved hundreds of thousands, simplified process, raised service, and created millions in profit for:

- Leaders to improve coaching
- Marketing to doubled revenue
- Ops to optimize labor
- Purchasing to improve COGS

The ​Process that Creates Wins

1. We'll identifying a work priority.
2. Take it through five jobs of innovators.
3. Gain breakthrough ideas with others.
4. Achieve wins and exceptionalize results.
5. Attack a new priority (see e-guide).

Pick a date and a venue and let's start!