Why a CFO Retreat in Montana?
Money touches every part of your life—your business, your family, your freedom. But if you’re like many leaders in Montana and Wyoming, tax season brings more dread than clarity.
That’s why the CFO Players Club Retreat was created. From October 2–4, 2025, at a private retreat house in Whitefish, Montana, you’ll join just 14 other business leaders for a transformational three-day experience. You’ll leave with financial systems, strategies, and confidence to carry you through tax season and beyond.
👉 Not sure if this retreat is right for you? Take the 2-min readiness quiz here.
What You’ll Experience at the CFO Players Club Retreat
Day 1: Money Management & Systems
Learn how to set up bookkeeping and cash-flow systems that keep you out of stress and in control. No more guessing—your money will finally make sense.
Day 2: Wealth & Legacy Strategies
Go beyond tax prep. Build long-term wealth strategies and plan your legacy. You’ll leave knowing how to grow, protect, and use your money with confidence.
Day 3: Money in Action
Turn strategy into action. You’ll walk out with a personalized 90-day financial plan you can implement immediately.
Why This Retreat Is Life-Changing
• No more tax dread: Imagine heading into tax season calm and prepared.
• Clarity in cash flow: See exactly where money comes from and where it goes.
• Confidence in decision-making: Use numbers as a tool, not a source of stress.
• Control of your business and life: Finally feel like you’re leading your money—not being led by it.
This is more than a seminar. It’s a hands-on CFO retreat in Montana where you’ll do the real work, side by side with other leaders.
Who Should Attend the CFO Players Club Retreat?
This retreat is for business owners, entrepreneurs, and leaders who:
• Run service-based companies in construction, ranching, tourism, or professional services
• Feel overwhelmed by bookkeeping and tax prep
• Want simple systems to manage cash flow
• Are ready to use money as a tool to build freedom and impact
Meet Your Host: Sue Thompson, CFO
Hosted by Sue Thompson, CFO, this retreat brings more than 30 years of financial management experience. Sue’s warm, approachable style helps business owners step out of stress and into clarity.
She knows Montana and Wyoming business owners face unique challenges—and she’s passionate about guiding leaders to financial freedom.
Why Whitefish, Montana?
The setting matters. Nestled in the beauty of Flathead Valley, this private retreat offers space to step back from the noise of daily business. Surrounded by Montana’s natural calm, you’ll finally have the clarity to build a sustainable financial future.
Next Steps: Secure Your Spot
Seats are limited to 15 leaders and are application-only. Once full, doors close until next year.
You didn’t build your business to feel stressed about money. You built it for freedom, impact, and the life you want. The CFO Players Club Retreat in Montana is your chance to reclaim that vision—with systems, strategies, and support to make it real.