This registration page may not work well in Internet Explorer. Please use a different browser to complete your registration.

Profit First Workshop: Turn Revenue into Real Profit

November 14, 2025 11:00 AM - 1:00 PM (EST)

Description

If your business keeps growing but your profit feels stuck in neutral, Profit First flips the script. In this 1.5-hour, hands-on session, we’ll demystify the Profit First methodology popularized by Mike Michalowicz and show you how to put profit at the front of the line—without starving your operations.

What you’ll learn:

  • The core Profit First framework: separate accounts, smart allocations, and a simple cadence that curbs overspending.
  • How to set practical target percentages for Profit, Owner’s Pay, Tax, OpEx—and how to adjust them as you grow.
  • A “first week” implementation plan you can actually follow, including bank setup, transfers, and review rhythms.
  • Common pitfalls (and how to dodge them), plus realistic tweaks for seasonality and cash crunches.

Format:

  • Brief overview of the Profit First principles
  • Live walkthrough of account structure and allocations
  • Interactive exercises to map your current cash flow and set starter targets
  • Q&A with Vista Advisor Group partners

Who should attend:
Owners, leaders, and finance-minded managers who want consistent profit, cleaner cash flow, and fewer “where did the money go?” moments.

You’ll leave with:

  • A simple account map and starter allocations tailored to your business.
  • A 14-day action plan to launch Profit First with minimal disruption.
  • A checklist to review allocations monthly and tune for seasonality.
  • A one-page scorecard to track profit, owner’s pay, tax, and OpEx—at a glance.

Bring your current 2024 and 2025 YTD P&L. We’ll help you translate them into an executable plan—profit shouldn’t be an accident.

Lunch Provided by Hoops Pizzeria
We’re excited to welcome Hoops Pizzeria of Pittsboro, NC, as our "Power Lunch" catering sponsor for this event!

Known for combining sustainable practices with premium, locally sourced ingredients, Hoops Pizzeria crafts delicious, handcrafted pizzas that deliver on both flavor and environmental responsibility. Their solar-powered kitchen and commitment to quality make them a standout in our local food scene.

Learn more about the presenters:

Julie Smith
Julie Smith
A pragmatic strategist with a knack for turning complex financial ideas into clear action plans, Julie helps business owners build systems they’ll actually use. She brings years of advisory experience guiding teams through cash-management change with calm, clarity, and measurable outcomes.
Rachelle Bailey
Rachelle Bailey
An operations-focused advisor who loves process and sustainability, Rachelle specializes in translating financial priorities into daily habits. She’s known for building practical workflows that make Profit First stick—without adding busywork.
Bryce Smith
Bryce Smith
A numbers-first problem-solver, Bryce focuses on cash flow visibility, KPIs, and decision-ready reporting. His superpower is helping leaders see exactly where the money goes—and how to redirect it toward profit.

Time

Workshop 11am-12:30pm
Lunch & Networking 12:30-1pm

Free for Chamber Members
$20 Non-Chamber Members


Power Lunch Sponsor:


View Event

Contact Information

Name: Rebecca Dickenson, The Chatham Chamber
Phone: 919-771-7530
Email: rebecca@chathamchambernc.org
We're sorry. No registrations are currently available. You may wish to contact the event organizer for assistance.
{{ vm.EventInfo.ErrorMessage }}

Select Registration Options

Edit
{{vm.regWarningMessage}}
{{vm.regAlertMessage}}

Exhibitor Opportunities

Name Price Att Qty
{{ et.Name }}
{{ et.IncludedAttendeesCount }} {{ et.AttendeeRegType.RemainingPerType }} Remaining {{ et.AttendeeRegType.RemainingPerType * -1 }} on Waiting List {{ et.AttendeeRegType.RemainingPerType * -1 }} Over Limit
{{ et.Remaining }} Remaining
 Sold out

Attendee Registration Options Total Remaining: {{ vm.EventInfo.VacantSpotsPerEvent }}

Waiting List Available
{{ vm.stats.totalAttendeesCount }} Registered , {{ vm.OverallOverAmount() }} on Waiting List , {{ vm.OverallOverAmount() }} Over Limit
Name Price Qty
{{ rt.Name }}
{{ rt.IsMemberOnly ? ' (Members Only)' : '' }}
Limit: {{ rt.LimitPerPurchase }}
Included Attendees: {{ rt.AttendeesCountPerOneRegistration }}
{{rt.Price | currency }} {{rt.PriceAfterDiscount | currency }} {{ rt.Price | currency }}
{{ rt.RemainingPerType }} Remaining
{{ rt.RemainingPerType * -1 }} on Waiting List
{{ rt.RemainingPerType * -1 }} Over Limit

{{'[[Sponsorship]] Opportunities' | localizeString:'['}}

Name Price Att Qty
{{ st.Name }}
{{ st.IncludedAttendeesCount }} {{ st.AttendeeRegType.RemainingPerType }} Remaining {{ st.AttendeeRegType.RemainingPerType * -1 }} on Waiting List {{ st.AttendeeRegType.RemainingPerType * -1 }} Over Limit
{{ st.Remaining }} Remaining
 Sold out
Continue

Registration Information

Edit

Exhibitor - {{er.Name}}

Exhibitor #{{ $index + 1 }}

Total: {{exhibitor.TotalPrice | currency}} {{ exhibitor.IsBenefit ? "- Included as a Benefit" : exhibitor.IsDiscounted ? "- Discounts have been applied" : ""}}
Exhibitor Directory
Primary Contact
Booth Information
Additional Information
Additional Items

Attendee - {{er.Name}}

{{ att.getAttendeeTerm(vm.EventSettings.AdditionalAttendeesTerm, $index) }} #{{ att.getAttendeeIndexDisplay(vm.EventSettings.AdditionalAttendeesTerm, $index) }}

Total: {{att.TotalPrice | currency}} {{att.DiscountMessage | localizeString:'['}}
A No Show fee is being assessed for {{fee.EventName}} on {{fee.EventStartLocalTimeString}}.
More Information Less information

Address

Phone

Additional Information
Event Sessions

{{slot.Name}}

{{$select.selected.SessionName}}
(full)
{{slot.SelectedSession.SessionDescription + (slot.HasFees ? " (Price: " + (slot.PriceTotal | currency) +")" : "")}}
Additional Items

{{'[[Sponsorship+]]' | localizeString:'['}} - {{er.Name}}

{{'[[Sponsor]]' | localizeString:'['}} #{{ $index + 1 }}

Total: {{sponsor.Price | currency}}
Continue

Additional Items

Edit

{{(vm.EventInfo.Terms.Donation || "Fundraising") + " Opportunities"}}

Campaign Name Item Description Amount
{{item.CampaignName}} {{item.Description + (item.ShowMinimumPrice && item.MinimumPrice ? " (Min: " + item.MinimumPrice + ")" : "")}}
Continue

Complete Registration

Edit

Terms & Conditions

No Show Policy

{{ vm.EventInfo.EventSettings.NoShowPolicy }}

Enter Promo Code

Billing Contact

Registration Protection
This event is synced to a webinar so no confirmation email will be sent from GrowthZone.

Thank you to our {{'[[Sponsor+]]' | localizeString:'['}}