November 3rd and 4th, 2025 | Phoenix, Arizona

I am so excited to start in-person workshops for CEOs & business owners and it cannot start soon enough. This has been in the making for nearly six years and we are finally ready to go! This is a part of our 10-year mission to positively impact 1,000 business owners over this decade.

Of note, we have been doing workshops for the past six years, just on an individual client basis. However, to reach our impact goal, we are launching the 40 Strategy Growth Workshop to reach multiple owners. They will experience the benefits, but at a fraction of the cost than on an individual basis. 

This is not a public event, it's a curated experience for qualified leaders only.

Why Attend?

This workshop is for business leaders who want to do more than survive uncertain times—they want to thrive. Here’s just a part of what is included:

• A 2026 Strategic Growth Plan

• Growth-Drive Analysis to Increase Business Value

• Strategies to apply the 2025 New Tax Bill deductions and tax credits to your business

• An AI expert to simplify integration into your business

• Wealth strategies to maximize personal and business cash flow

• A financial scorecard every business owner should be using

• Sales & Marketing strategies for 2026

• Designing one quarterly Strategy Sprint

• Tips on outsourcing and offshore solutions to lower operational costs

• Learn from Multiple Experts: Group and Individual Basis

• StrengthsFinder/Gallup individual report

  
  

Limited Seats Available 

This is a limited-attendance workshop to foster real conversations and practical planning. You’ll have scheduled time to meet one-on-one with experts in:

• Business strategy

• Tax and financial planning

• AI and technology

• Operations and cost control

• Marketing and sales

• Why In-Person Matters

  
  

In-Person Benefits 

We’ve done the virtual thing. But this time, we’re doing it differently, for three important reasons:

1. Focused Attention: In-person sessions cut distractions. You absorb more and apply faster.

2. Real Access: You’ll get face-to-face time with speakers and experts. That connection changes everything.

3. Actual Output: You won’t leave with just ideas. You’ll leave with a clear, customized plan to execute in 2026.

This isn't a theory. It’s execution.

Who Should Apply?

This workshop is designed for:

• Business owners and CEOs of small to mid-sized companies

• Companies with $400K–$40M in annual revenue

• Leaders looking to build wealth, reduce costs, and drive growth for 2026

Apply to attend, this event is not open to the public. The 40 Strategy workshop attendees must be approved to ensure the best possible experience for everyone. 

Interested in connecting with experts and high achievers like yourself?

Reply or email kyle.pfeiffer@40accounting.com

Save the date! November 2-4 in, or around, Scottsdale, Arizona. 

I’m excited to announce that we will be hosting our first group workshop to accelerate business owner growth, maximize cash flow, and to create purpose.

Our goal? To help business owners thrive, even in these turbulent times.

Why You Should Attend 

Here are the benefits of being at the workshop:

• We will review the 2025 tax bill and how to apply these deductions and credits to your business

• All attendees receive one corporate tax return for 2025 (included with the admission fee)

• Work with an AI expert to learn how to simply apply AI to your business today

• Wealth strategies to maximize cash flow for business owners

  
  

A Team of Experts 

Experts will be on-hand for you to meet in person. You can schedule times with them to discuss your specific challenges. 

There will be a limited number of participants, to create valuable connections.

Marketing strategies that you need to start using in 2026

Outsourcing or offshore to reduce your operational expenses

A financial scorecard that every client business owner should use

A 2026 strategic plan with a three-year time rising

Drafting one quarterly Sprint to accelerate your strategic initiative

The last time I hosted a conference was in April 2019 in Portland, Oregon, Oregon. It was the Cascade strategy conference we had people represented from many states and country throughout the world and it was an awesome event.

The plan was to continue doing these in the future and then I left Cascade and Covid head which turned to virtual

Why we’re doing this conference in person rather than virtually it’s because of two key reasons

Number one I want the participants to be fully engaged that is pretty clear that virtual training has value from an aspect of less cost, but the other part of the cost is you’re not picking up the materials and information that number

Number two you weren’t able to truly personally connect with the speakers and the experts in the room this conference could be built for that to get to know Reel experts to help give you guidance in your business

Number three is rarely do people go to a conference and actually get something to get excited but as soon as I go back to work, they get busy and they don’t create a real plan to get things done

This conference is Bill to get things done.

Let’s get every participant it’s gonna come out with not only a clear plan but want to work on next to help accomplish those goals in 2026 they’re gonna come out with clear with the plant actually have a better tax strategy a better cash flow strategy, and a better growth strategy to help them win.

If you’re potentially interested in learning more about being a speaker at one of our future events or perhaps being a participant, let us know and will put you

Send an email to 40 workshops@40strategy.com

This conference is not open to the public

All applicants must supply and be qualified so we can make sure that they get the most out of their experience being involved with this event

Who should apply?

Successful small business owners and CEOs, small midsize companies