Learn directly from world-class consultants and operators who are in the trenches building, scaling, and leading powerful consulting businesses.
Lucas McCann
Lucas McCann helps consulting firms design predictable, data-driven sales engines using CRM dashboards that drive real business decisions instead of backward-looking reports.
How to Hack Your Sales Numbers: Designing Predictable Revenue Systems by Thinking Like a CRM
Most consultants manage sales from inboxes, calendars, and gut feel — which works until revenue becomes inconsistent and forecasts get stressful. In this session, Lucas shows how high-performing consulting businesses use CRM-driven dashboards to decide where to focus, when to adjust pricing, and how to keep the pipeline healthy. You will see real examples of the dashboards that matter and leave with a clearer way to "drive by the numbers," whether or not you currently use a CRM.
Michel Fortin
Michel Fortin is a strategic marketing and AI advisor who helps consultants use automation and intelligent systems to scale demand, delivery, and operations without sacrificing quality.
AI Agents and Workflows for Consultants: How to Move Beyond Basic Prompting and Build Real AI Systems in Your Practice
Many consultants still treat AI as a one-off prompt tool, which limits both consistency and scale. In this session, Michel walks through the three levels of AI use — from simple prompts to automated workflows to adaptive agents — with live demos using tools like Zapier, Claude Skills, and Claude Code. You will see how to automate inquiry responses, encode your methodology into reusable skills, and build a command center that processes meeting notes, drafts follow-ups, and updates your CRM so you can reclaim hours every week without becoming a technologist.
John Quirk
John Quirk is a professional services entrepreneur with over 30 years of experience, including helping grow PSC Group to $18M in revenue while maintaining an award-winning culture.
From 5 to 50, By Design: Smart Metrics and Lean Leadership for Scaling Powerful Consulting Businesses
Growing a consulting firm often forces a painful trade-off between billable work and leadership capacity. John introduces a practical framework that combines smart metrics with lean management, including Pipeline Opportunity Value (POV) to prioritize the right opportunities, Capacity Sold Over Time (CSOT) to know when to hire based on sold work, and the Consulting Manager model to develop your people without building bloated hierarchy. You will leave with simple metrics and rhythms you can use to scale profitably without burning out your best performers.
Grant Fisher
Grant Fisher coaches high-performing entrepreneurs and consulting leaders on building resilient businesses and lives that can sustain real ambition over the long term.
Resilience by Design: Building a Consulting Business That Supports Sustained Ambition and Clarity
Eventually, the constraint in your business is not strategy but capacity — your ability to stay clear and effective under pressure. Grant shares a resilience operating system across identity and standards, systems and execution, and energy and boundaries so you can perform at a high level without burning out. You will learn practical tools to reset quickly after setbacks, protect your focus, and align your business model with the life you actually want to live.
Kathy Keating
Kathy Keating is an operator and advisor who helps leaders see the underlying systems in their businesses so they can restore flow without adding complexity or heroics.
Seeing the System Clearly: Why Strong Leaders Get Stuck, and How World-Class Operators Restore Flow
Many consulting businesses stall not because of weak strategy, but because leaders jump into solving visible problems without understanding the system underneath. Kathy will walk through familiar scenarios like sales handoffs, delivery execution, and delegation to show how hidden patterns create drag and reactivity. You will learn how to pause, read the system, and respond with targeted clarity, boundaries, or step-backs so work moves faster with less personal effort.
Adam Cooper
Adam Cooper is a consulting founder who redesigned his firm's sales process to dramatically increase proposal conversion rates without adding pressure, discounts, or more leads.
From 45 to 80% Sales Conversion: Engineering a Consulting Sales Process Buyers Feel Confident Saying Yes To
After years hovering in the mid-40% range on proposal wins, Adam rebuilt his sales process using principles from Robert Posey's framework and pushed conversion over 80% in under six months. In this talk, he explains how shifting discovery, proposal timing, and decision support turned proposals into a natural conclusion instead of a high-pressure close. You will see what changed, what they stopped doing, and how to apply the same ideas to improve win rates without chasing more leads.
Elliot Begoun
Elliot Begoun is a founder and advisor who helps entrepreneurs reorient their businesses around wellbeing, wealth, and impact in a way that feels sustainable and personally meaningful.
What Sits at the Top? The Choice That Shapes Your Business, Wealth, and Life
Many entrepreneurs reflexively put business growth at the top of their priorities without examining the cost. Elliot explores what happens when you deliberately place wellbeing at the apex of your "triangle" and let that choice guide decisions about money, impact, and success. You will leave with a more honest lens on what you are optimizing for — and practical prompts to redesign how you build and lead your consulting business from that place.
Michael Zipursky
Michael Zipursky is the CEO and Co-Founder of Consulting Success®, where he helps entrepreneurial consultants build profitable, lifestyle-aligned consulting businesses worldwide.
Breaking Through The Bottleneck
Every growth stage creates a new bottleneck — and often, it is you. In this highly interactive session, Michael will guide you through targeted reflections and small-group conversations to uncover where you are still the bottleneck in your business and why you have not changed it yet. You will explore the version of your business you have been avoiding, the real risks you are willing to take, and how you would build differently knowing what you know now, leaving with sharper decisions and concrete next moves.
