The Entrepreneurial Exchange

From Cutting-Edge Strategies to Practical Applications

Experience the transformative power of this mastermind and workshop as we empower you to achieve entrepreneurial success! This series combines a masterclass offering actionable insights that will propel your business forward with a hands-on workshop where we dive into your unique challenges and opportunities!

Structure for Sessions

Masterclass with Questions (30 mins)
Workshop the Application to Your Business (20 mins)
Recap with Action Steps and Call to Action (10 Mins)

2025 Topic Schedule

JANUARY

Scale Smarter: Unlock the Blueprint to Maximise Business Value and Thrive

Your unique business strategy should be a captured in a useful document that outlines how to increase the value of the business!

BENEFITS: We help you creatively focus on “how” to increase value, which leads to more income, more wealth, more capital and more free cashflow to reinvest in the business.
PROBLEM: The three resources of time, money and staff are scarce for owners of SMB businesses, and misallocation of these key resources can prevent growth, scale, and exit.
SOLUTION: A strategy template and resource guide can help you understand how to allocate time, money, and staff in order to make your business more valuable.

Join Joanne Brooks as she uncovers how to develop a useful strategic plan for the growth and scale of your business!

FEBRUARY

Specialization: Becoming a Category of One

“Specialization” refers to a the market position of your business that clearly distinguishes it from its competitors.

BENEFITS: Being the best in a well-defined niche often results in superior profitability, growth, and scale.
PROBLEM: Without clearly defining your specialization, you are unable to compete for clients that are well-suited to your specific services, win more business and accelerate your growth.
SOLUTION: Defining your unique positioning statement can lead to clarifying the your business’ overarching strategy, making smarter hiring decisions, defining your ideal client and more

Come listen and learn from Liz Luckett as she helps you become a category of one!

MARCH

Driving Sales and Revenue to Grow and Scale Your Business

In this session, we're going to talk about how to create a a repeatable sales process to win new business - based on how clients purchase your specific type of product or service.

BENEFIT: Sales success increases, win ratio improves and sale forecasts are more accurate because sales people follow a defined sales process that everyone in the company is trained on to uncover new opportunities and win more business.
PROBLEM: Many businesses don’t have defined sales process that identifies their ideal client, what problems they solve for their clients, or how their clients make buying decisions, and therefore these firms don’t have a reliable sales funnel and they can’t estimate the probability of closing the deal.
SOLUTION: A client journey map is focused on identifying the ideal client for a business, what problems they solve for their clients, or how their clients make buying decisions, in order to help the firm uncover opportunities and win more business

Come join us as Marie Torossian helps you drive sales to grow and scale your business!

APRIL

The Ripple Effect: Turning Challenges into Solutions

In business, every benefit often creates new challenges. Join us for this dynamic session, where you'll explore a proven three-step process that helps you assess, analyze, and decide if the benefit is worth the challenge.

BENEFIT: Gain a clear, actionable three-step process to evaluate if a benefit to your business is worth the challenge it brings—empowering you to make more informed decisions.
PROBLEM: Understand how unchecked trade-offs, such as market expansion, efficiency, and profitability, can bring unexpected obstacles that hinder your growth and business success.
SOLUTION: Learn to apply the Ripple Effect Framework by assessing, analyzing, and taking action on these challenges while walking through three practical examples that directly relate to your business.

Join Amanda Bar as she applies this framework to three real-world examples, giving you the tools to navigate these trade-offs effectively and make strategic decisions.

MAY

Systems and Governance: Amplifying Operational and Project Excellence

In this session, we'll consider governance as an opportunity to effectively communicate so the outcomes of those investments are fully understood and valued.

BENEFIT: Shift from Chaos to Order by understanding the 3 key layers to governance, their roles, and how they work together, you'll be able to ensure each part is aligned with, and support, your vision and growth plans.
PROBLEM: Without proper direction an organisation risks tension, conflict, and chaos. These lead to misaligned expectations, unnecessary bureacracy, increased costs, delays, and disappointing results impact internal operations and client relationships.
SOLUTION: Govern for Success by bringing 3 often over-looked areas necessary for amplifying excellence and impact into sharp focus: People and Culture, Systems and Processes, and Leadership and Management.

Join Deanne Earle as she discusses systems and governance. Like the different sections of an orchestra, each layer of internal governance has a unique focus; from establishing governance practices to guiding development and ensuring alignment. Together, they create a structure and system that needs to be in synch to support the organisations strategic direction, growth, and success. This is particularly necessary when considering technology and digital transformation investments.

JUNE

Value Maximized: Pricing, Retaining, and Engaging for Success

Pricing Power: Strategies for pricing that enhance value and profit.
Customer Liftoff: Maximizing customer lifetime value with stickiness.
Employee Enchantment: Boosting business value through engaged teams.

JULY

Unlock the Power of Collaboration for Extraordinary Success

This mastermind is designed to equip women in leadership with the tools and strategies to unlock their next level of success through collaboration.

BENEFIT: A Proven Framework for Effective Collaboration. Learn how to identify the right partners, create mutual value, and set clear expectations to ensure successful outcomes. Discover practical tools for building trust and alignment, setting your partnerships up for success from the start.
PROBLEM: Collaborative Leadership Skills: Lead with empathy, authenticity, and influence to inspire and empower others. Understand how to foster innovation and create environments where collective success thrives.
SOLUTION: Actionable Strategies to Maximize Results: Transform your network into a collaborative powerhouse by leveraging diverse expertise, fostering accountability, and turning connections into measurable outcomes.

Collaboration is the ultimate catalyst for growth, and Joanne Brooks knows it firsthand. With over 20 years of entrepreneurial success, 17 companies launched, and a wealth of experience navigating both triumphs and setbacks, Joanne understands the art of meaningful partnerships.

AUGUST

Pathways to Independence: Building a Business That Works for You

This session offers a dynamic platform to explore strategies and share insights on designing a business that aligns with your vision for freedom and fulfillment.

BENEFIT: Discover actionable pathways to reduce dependency on your involvement, prioritize what you enjoy, or prepare for a strategic and successful exit.
PROBLEM: Many business owners find themselves trapped in daily operations or unclear about the steps needed to create true independence.
SOLUTION: Engage in interactive discussions to identify your ideal path to independence, uncover barriers, and explore strategies for delegation, optimization, and long-term planning.

Every business owner dreams of independence—whether that means working less, focusing on what you love, or preparing for a smooth exit. In this session, Amanda Bar will help you create a pathway to independence!

SEPTEMBER

Systems over Symptoms: How Systems Over Symptoms Drive Scalable Success

Scaling a business is one of the most rewarding yet challenging endeavors for any entrepreneur. As companies grow, so do the complexities—customer demands increase, operations become strained, and teams struggle to keep pace.

BENEFIT: Sustainable growth, efficiency, and long-term success.
PROBLEM: Addressing symptoms keeps businesses stuck in survival mode.
SOLUTION: Build and rely on systems to achieve scalable, predictable, and sustainable business growth.

Liz Luckett knows that many business owners find themselves stuck in a cycle of firefighting, addressing surface-level issues like missed deadlines, high turnover, or customer complaints. These are symptoms of deeper inefficiencies, and treating them with quick fixes only delays the inevitable: stagnation or burnout. Joins us to learn how to drive scalable success!

OCTOBER

Strategic Marketing: Unlocking Growth and Scaling Opportunities

Marketing is considered a repeatable process to generate leads, convert those leads into opportunities and then opportunities into clients while also generating additional projects through existing clients.

BENEFIT: A strategic marketing approach helps you grow and scale your firm through strategic, effective marketing to both existing clients, as well as new prospective clients, limiting leakage and wasted expense.
PROBLEM: To grow and scale any business, you must be able to market the your products and services in an effective manner, focused on clear objectives, measures of success, and milestones.
SOLUTION: The biggest opportunity is growing the number and value of projects with existing clients and through client referrals to new prospective clients, which is far more valuable than mass market, brand-focused activities

Join us as Marie Torossian helps you to build a marketing strategy to grow and scale your firm - effectively and efficiently!

NOVEMBER

The Internal Lens: Taking Stock to Leap Forward

While external strategies like sales, marketing, and customer relationships fuel growth, internal misalignment can act as a silent anchor holding a business back. This session will challenge participants to pause, audit, and reset their internal operations to ensure they’re fully supporting their strategic goals.

BENEFIT: Participants leave with actionable insights to diagnose and address internal inefficiencies
PROBLEM: Misaligned resources create inefficiencies and hidden costs, eroding growth potential.
SOLUTION: Proactively realign and reset for a roadmap that will maximize operational excellence and project ROI

Join us as Deanne Earle helps you evaluate and realign internal investments, projects, and resources so they’re primed to support growth, scalability, and even exit strategies.

DECEMBER

Exit Ready: Preparing Your Business for a Lucrative Farewell

Exit Readiness: Assessing your business's readiness for an exit.
Buyer Magnetism: Attracting the perfect buyer for your business.
Legacy Beyond: Ensuring your business legacy endures, and you're ready for your third act.

Your Facilitators

Amanda Bar, Joanne Brooks, Deanne Earle, Liz Luckett and Marie Torossian

Want more information?

We help members accelerate their success by defining their vision, growing their leadership, expanding their influence and leaving a lasting legacy.

It’s up to you to take the first step!