Bring your real questions. Work through them with CFO Sue Thompson. Leave with clear priorities for your money and your business.
Revenue can look good while cash still feels tight. Taxes arrive bigger than expected. Owner pay changes month to month. Big decisions get made from the bank balance instead of a plan.
This retreat gives you three days away from the daily noise to see what is working, what needs attention, and what to do next.
This is a working retreat, not a seminar. Bring the decisions you have been carrying. Work through them with Sue and a small group of business owners.
Understand which parts of the business support you and which quietly create stress.
Look honestly at cash flow, owner pay, taxes, spending, and the decisions you have delayed.
Leave with a short list of priorities and a clearer way to make the next decision.
See Where the Money Is Going
Theme: “Understanding Your Money Story
Get clear on cash flow, owner pay, and the financial systems behind the business.
Connect the Business to Your Life
Theme: Building Wealth in the Present
Look at how business decisions affect personal goals, assets, and the future you are building.
Decide What Comes Next
Theme: Leading with Vision for Future Generations
Choose what to protect, what to change, and what deserves your attention first.
The retreat takes place in a private setting where 15 business owners can speak honestly, work through real decisions, and learn from one another.
Travel, transportation, and lodging are not included. Attendees arrange their own accommodations.
This retreat is for established business owners who are generating revenue but want more clarity and control over what happens to the money.
I have worked in financial management for more than 30 years. But I did not learn this work only from the comfortable side of the table.
In 2008, my own company shrank to a quarter of its size. I had to look honestly at what was working, what was not, and what needed to happen next. That clarity helped me keep my real estate and rebuild.
That experience shapes how I work with business owners today. No judgment. No confusing jargon. Just honest numbers, practical questions, and decisions you can act on.
$3,600 for one business owner
$5,500 for two people attending together
Installment options are available. The full balance must be paid before the retreat.
Your investment covers all three days of retreat programming and direct work with Sue in a small-group setting. Travel, transportation, and lodging are not included.
Tell us about your business and what you want help deciding. Our team will contact you to answer questions and confirm whether the retreat fits.
Applying does not charge your card or commit you to attend.
I know what it is like to look successful from the outside while feeling unsure about the money behind the scenes.
I also know what changes when you stop avoiding the numbers. You make decisions faster. You understand what the business can support. You stop letting every tax bill, slow month, or big purchase feel like a surprise.
That is why I created the CFO Players Club Retreat. Not to give you three days of theory. To give you the time, guidance, and honest conversation to see what is happening and decide what comes next.
If that is what you need, I would be glad to have you in the room.
In Abundance,
Sue Thompson
October 8–10, 2026, in Flathead Valley, Montana.
It is for established business owners who want more clarity around cash flow, owner pay, taxes, financial systems, and long-term decisions. You do not need to be a financial expert. You do need to be willing to talk honestly and do the work.
The investment is $3,600 for one attendee or $5,500 for two people attending together. Installment options are available as long as the balance is paid before the retreat.
Your investment covers all three days of retreat programming and direct work with Sue in a small-group setting. Preparation details will be shared after you are accepted.
No. Attendees arrange and pay for their own travel, transportation, and lodging. Our team can share local information after you are accepted.
Our team will review your application and contact you to answer questions, confirm fit, and explain registration. Applying does not charge your card or commit you to attend.
Take three days away from the daily noise. Leave knowing what deserves your attention next.
October 8–10, 2026 | Flathead Valley, Montana | Limited to 15 business owners
