Q4 Annual Planning Workshop
About this Event
The fourth quarter has a way of arriving fast. Before you know it, you’re closing out the year while already thinking about what comes next.
This workshop is your opportunity to get out of the day-to-day, take an intentional look at your business, and turn your priorities into a focused, actionable plan.
Join Taja M. Graham, Founder of OpsIQ, and Jen Olin Lafontaine, PMP, Fractional COO and Founder of JOL Consulting, for a hands-on planning session designed for small business owners and leaders who want to finish 2026 with clarity and enter 2027 with momentum.
This isn’t a seminar where you sit and take notes. Come prepared to work on your business.
What You’ll Walk Away With
A Q4 Roadmap
Identify and prioritize the goals that matter most for the remainder of the year, with a clear plan for turning those priorities into action.
Operational Clarity
Take a closer look at the processes, priorities, and accountability needed to execute more consistently and keep your team moving in the same direction.
A Stronger Foundation for 2027
Use what you uncover during the session to make smarter decisions about where your business needs to focus next.
Peer Connection
Work alongside other growth-minded business owners and leaders who are navigating many of the same challenges, with opportunities to exchange ideas, experiences, and perspective.
Event Details
Tuesday, September 29, 2026
9:00 AM – 11:00 AM
Doors open at 8:45 AM
Pinnacle Financial Partners – SouthPark
5980 Fairview Road
Charlotte, NC 28210
Investment: $75
We intentionally keep these workshops focused and interactive, so seating is limited.
If you’re ready to stop carrying your priorities around in your head and walk away with a clearer plan for finishing the year strong, reserve your seat and join us September 29.
Where is it happening?
Event Location & Nearby Stays:
USD 81.88
