Are you ready to evolve from a tactical operator to a strategic, financially empowered CEO?
WBENC LIFT CEO Catalyst, a multi-session strategic growth program brought to you by Wells Fargo, is designed to help entrepreneurs shift from managing the details to mastering the big picture. Through expert-led sessions, curated resources, and actionable strategies, you’ll gain the clarity, confidence, and financial intelligence to lead your business into the future.
This program combines five virtual learning sessions, access to exclusive WBENC eLearning resources, and a high-impact in-person activation at the WBENC National Conference, designed to help you transform leadership into a growth engine.
Throughout the program, participants will build their CEO Catalyst Playbook—a living, evolving document that captures strategy, financials, and growth plans, creating actionable takeaways for long-term success.
Session 3: Financial Intelligence for CEOs: Powering Strategy for Growth
This session takes you beyond understanding your financial statements and into CEO level financial intelligence. Building on Sessions 1 and 2, you’ll uncover how your numbers reveal the strength of your strategy, the scalability of your model, and the risk signals that matter to lenders, investors, and corporate customers.
As you analyze margins, cash flow, revenue concentration, you’ll gain financial insights to identify your growth levers and begin shaping Chapter 3: Financial Intelligence in your CEO Catalyst Playbook. Because financial intelligence must extend beyond the CEO, you will also learn how to design the finance function your company needs for growth, the roles, talent, and systems that transform financial insight into strategic action to power growth.
Featuring Kellé Thorpe of Kommas with Kellé, this session helps CEOs shift from interpreting numbers to building the systems, teams, and decision-making rhythms that turn numbers into strategy. You’ll also hear from a panel of business owners who will share the financial structures, insights, and strategies that propelled their growth, offering real world insights you can apply to your business.
Note: Participants are encouraged to attend Session 2 to gain access to the WBENC eLearning modules “LIFT 101: Income Statement and Balance Sheet” and “LIFT 102: Understanding Your Cash Flows,” ensuring you arrive prepared for higher‑level financial insights and strategic application in Session 3.
Save the Dates for Upcoming Sessions!
*Denotes Virtual Sessions from 2:00-3:30pm ET.
Can’t attend every session? No problem. While WBENC CEO Catalyst is designed as a multi-part program, each session delivers actionable strategies you can apply to your business. Reserve your spot today and take the first step toward leading with vision and impact!
WBENC LIFT CEO Catalyst is part of the WBENC LIFT Financial Center of Excellence.
Speakers
