Controller Leadership Collective

A high-level program designed exclusively for controllers and bookkeepers serving $1M to $50M businesses.

Apply To Join

A Professional Community Designed for Controllers

Most controllers and advanced bookkeepers are left to figure things out alone. There’s no structured place to learn modern financial leadership, no peer group to solve complex problems with, and no guidance on turning daily transactions into high-level strategy.

Controller Leadership Collective fills that gap. It’s a curated group of 15 pros leveling up together through best practices, innovation, accountability, and the kind of skills that transform finance teams into strategic assets.

Who This Is For

  • For bookkeepers who want to step into a controller role with confidence, structure, and real-world leadership tools.

  • Ideal for controllers who want a clear operational framework, stronger reporting skills, and support from peers facing the same challenges.

  • For teams that need consistent systems, shared language, and stronger financial processes as they scale.

  • Perfect for owners and managers who want clean financials, better decision-making tools, and a more capable internal team.

What You’ll Master

❋ AI-Driven Financial Workflows

You’ll learn how to integrate AI into AP and AR, reduce manual work, remove error points, and speed up your close cycle. Your systems start working for you, not the other way around.

❋ Leadership for Finance Teams

Grow from “the numbers person” into a trusted internal leader. You’ll learn how to guide your team, influence decision making, and communicate like an executive.

❋ Real-Time Cash Flow Intelligence

Go beyond static spreadsheets. Build rolling cash-flow models that update automatically and help your CEO make decisions with zero guesswork.

❋ P&L Pattern Recognition

Turn raw financials into strategic insight. You’ll learn to spot trends, risks, and opportunities long before they’re visible to the rest of the organization.

❋ Quarterly Deep-Dive Workshops

Every quarter, you’ll tackle a major theme: forecasting, internal controls, budgeting, or strategic reporting. These workshops sharpen your skills and expand your toolkit.

❋ Executive-Ready Dashboards

You’ll design dashboards that tell the truth fast. Clean visuals, clear metrics, and no noise — the exact reporting CEOs love and actually use.

Reconnect with your body and mind as you escape the noise of everyday life.

Get in Touch

Whether you have a question, an idea, or just want to say hello, feel free to reach out—we’re here to help.

Day One

Arrive & Meet

As everyone arrives, we take time to settle in, get comfortable, and begin connecting with those around us. The journey starts here.

Check-In

9:00 – 9:30am

Group Activity

11:00am

Lunch Break

12:30pm

Creative Workshop

2:00pm

Dinner

6:30pm

Book Your Stay

Register