FALL: November 2-4, 2026 • Nashville, TN
SPRING: April 19-21, 2027 • National Harbor, MD
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This masterclass is designed for senior EAs who seek to continue to grow in their strategic partnership model. The masterclass provides case studies, real world examples, and practical talk tracks to encourage EAs to immerse themselves into budgetary conversations and decisions. Participants will learn how to become more comfortable with financial data, contribute meaningfully to financial decisions, add value to their executive’s role as a financial proxy, and better align their support to organizational financial goals.  

The following objectives will be met: