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Full Retreat Agenda
Leadership TrackTuesday, Sept 15 · 10:50 AM – 12:00 PM

The Owner's Cockpit: Every Number That Matters, One Screen

Know your cash, jobs, and backlog in five minutes every morning — without waiting on anyone for a report.

About This Session

Turn the weekly questions you already ask into a live operational dashboard built from QuickBooks, your job system, and the spreadsheets in between.

What We'll Cover

  • The weekly questions → live metrics, wired in the room
  • Cash, backlog, jobs, people: the four panes that matter
  • Reading it in five minutes a morning

You Leave With

Your cockpit spec — the exact metrics you'd wire first

Who Should Attend

Owners and CEOs who ask the same questions every week — cash, backlog, jobs, people — and wait on someone to assemble the answers. If your Monday starts with requesting reports instead of reading them, this working session builds the alternative in front of you.

Part of a Full Day of Hands-On AI Training

This workshop is one of 20 at the AI Business Retreat — a one-day, hands-on AI training for business at The Island in Spooner, Wisconsin, within driving distance of Minneapolis–St. Paul, Eau Claire, La Crosse, Duluth, and Hudson. Can't make the drive? Every session, including this one, streams live for remote attendees.

Presenters and final session materials are being finalized and will be announced closer to the retreat.

Session Details

When
Tuesday, Sept 15, 2026 · 10:50 AM – 12:00 PM
Track
Leadership Track
Where
The Island · Spooner, WI (or attend live remote)
Who it's for
Built for owners who want their numbers without waiting on reports

One registration covers the full retreat — every session, every track.

For CEOs & Owners

See the whole day mapped for your seat →

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The Owner's Cockpit — Questions & Answers

The ones you already run: QuickBooks or your accounting system, your job or project system, and the spreadsheets in between. This session takes the weekly questions owners already ask and wires them into live metrics — cash, backlog, jobs, and people on one screen, readable in five minutes a morning.
No. The traditional route — ETL pipelines, BI licenses, an analyst, months of setup — is exactly what this session shows you how to skip. AI-assisted tooling can connect directly to the systems a small business already runs and stand up live operational metrics in a fraction of the time.
This workshop is part of the AI Business Retreat on Tuesday, September 15, 2026 at The Island in Spooner, Wisconsin. One registration covers the full day — all 20 sessions across the Leadership, Sales & Marketing, and Builder tracks, including this one. In person is $495 (working lunch included); attending live online is $250. Seats are limited.

This session is one of twenty.

One registration covers the whole day — every track, every workshop, the working lunch, and your written 90-day roadmap. Sept 15, 2026 · The Island, Spooner WI.