Masterclass Series 2026

Throughout 2026, distinguished colleagues join our work.

Talent strategists. Wealth advisors. Financial strategists. Exit architects. Revenue experts. Legal counsel.

Each is a category of one. You'll meet them throughout the year.

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Inaugural Cohort

Monthly sessions. Annual enrollment. Twelve sessions throughout 2026.

Complimentary for the first seven participants.

Fourth Thursday, 2:00 PM MT.

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Featured Expertise

Additional sessions through December to be announced as they’re confirmed.


TOPIC
January 22, 2026

Brief Topic Description

T.J. Mattimore MattimoreGCLaw


TOPIC
March 26, 2026

Brief Topic Description

John Franklin Wiley
Exit Factor of Scottsdale Metro



Reem Rawashdeh
Raymond James

TOPIC
April 23, 2026

Brief Topic Description

Luke Rother
PNC Private Bank


TOPIC
June 25, 2026

Brief Topic Description

Adam Kemper
Adam Kemper Sales and Marketing

TOPIC
February 26, 2026

Brief Topic Description

Peden Gray
Category of One

TOPIC
May 28, 2026

Brief Topic Description


For CEOs building businesses that
grow revenue, increase value, and expand freedom.

Twelve sessions with the advisors who've built category-of-one expertise in the disciplines that matter beyond operations.

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  • Every CEO knows there’s a gap between their current performance and their potential. The difference between mediocre results and exceptional profitability often lies in identifying and addressing these blind spots. This is where you shine. You help executives: 1. Cut through assumptions that limit their success; 2. Focus their attention on the most impactful priorities; 3. Transform strategic decision-making to directly impact the bottom line.

    Leisa Peterson
    WealthClinic

  • Jen sees what others miss. Where most chase symptoms, she finds the root cause—and builds the systems that fix it for good. Her clarity saved me months of spinning my wheels and helped my team step up in ways I didn’t think possible. Jen doesn’t just give strategy—she builds momentum, upgrades leadership, and tells the truth that changes everything.

    Josh Lamar, CEO
    Amplinate
    JoshLaMar

  • She’s generous with everything: her energy, with her discoveries, with how much she puts into your success. She wants you to succeed on every level and it shows in her program assets, in her weekly calls but most especially, in her presence.

    Christel Crawford, Founder
    The Conscious Entrepreneur System

  • Jen’s expertise is the ideal balance of coaching, mentoring, informing, and challenging—helping me grow as a leader while improving our team and company culture.

    Theresa Dormi
    Tumult Labs

  • Jen has guided us through a year of transitioning to a self-managing organization. She's helped us draw the map of where we want to go.

    Patty Lawrence, Founder
    TurboExecs

  • Jen is a super sharp strategist who understands what it takes to get operational alignment, help the Visionary leader become free from the weeds of "operational overcommitment" and get the team focused on the goals that will serve the organization best.

    Krista Clive-Smith, CEO
    Krista Clive-Smith

  • Jen is a world-class problem solver and incredible asset to any team she might find herself on. Combining her business acumen with her incredible leadership skills and the heart of a lion, Jen's a true force.

    Chelsey Siltanen, President
    Siltanen & Partners

  • Jen has helped me personally, and our business as a whole, on multiple projects from time management to hiring to scaling operations. Very good at what she does and very helpful to busy CEO's like myself.

    Stephen Beach, CEO
    Craft Impact

  • Our business benefits greatly from the resources we get from Jen and I'm a much better support to my CEO because of her coaching and guidance. We consider her our "secret weapon" in optimizng operations and processes. It's a comfort to know that I have someone with her knowledge and experience guiding me.

    Brooke Blair
    Exitology