Assured Strategy

From Insight to Impact: Transform Your Leadership & Team Productivity-KP
2025-04-09 08:00 - 17:00 (America/Chicago) | Irving, TX, 1125 Executive Circle Suite 200, Irving, TX 75038, Irving, TX, 75038, US
Reserve Your Space Now!

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More DetailsJoin us for a transformative day of growth, connection, and practical learning to propel your leadership and productivity to new heights.

As an executive, your leadership decisions shape the future of your organization. It’s time to sharpen your leadership skills and elevate your personal and team performance with insights from 3 tools: DISC Index, Values Index, and The 6 Working Genius assessment.
In this interactive workshop, you will:
· Understand Your Leadership Style: Use the DISC and Values Indexes to identify your unique leadership approach and improve communication with your team.
· Maximize Personal & Team Performance: Leverage the 6 Working Genius framework by Patrick Lencioni to assess your individual & team dynamics, boost collaboration, and drive results.
· Gain Practical Tools: Walk away with actionable tactics to enhance both your personal leadership and team productivity.

WORKSHOP BUNDLE OFFER!
We are also hosting a Scaling Up Workshop the day before (at the same location) to dive deeper on the topics we discuss and even more one-on-one time with our coaches. Get the second workshop for only $100. Select that ticket type at checkout and we will get you registered to both workshops!

Why Attend?
Targeted Insights: Tailored to executives looking to level up their leadership and optimize team performance.
Actionable Takeaways: Learn how to leverage psychological and productivity tools to create high-functioning, motivated teams.
Networking: Connect with like-minded executives and expand your professional circle.

Join us for an empowering day of growth, connection, and practical learning that will drive your leadership and team productivity to the next level.
www.assuredstrategy.com

SHRM Certification
Assured Strategy is a SHRM (Society for Human Resource Management) Certified Organization. If you require a SHRM Certification for the completion of this event, one will be provided upon request.
CPE Credited

About Coach & Speaker Keyne Petkovic
Keyne has 15 years of executive management experience and played an active leadership role in company financial and business process improvement initiatives. She specializes in middle-management and executive-level level leadership training, coaching, and workshop facilitation.
Responsible for multimillion-dollar facility operating budgets, she has broad experience in budget development and finance-related mentoring and accountability. As an operations executive, she has excelled in developing and leading business process improvement teams while building strong cross-functional team dynamics through personal, hands-on investment in staff growth and development. Her unique ability to combine leadership, management, and emotional intelligence skills in the workplace environment is unparalleled.

About CEO, Coach, & Speaker David Chavez
Assured Strategy’s CEO and Founder David Chavez is an Army Veteran, Forbes Council Member, and distinguished business coach who has helped over 250+ companies profitably grow their businesses. He has started and scaled several companies, including one of the most successful CPA firms in Las Vegas, and utilizes his vast entrepreneurial experience and knowledge to coach other business leaders using systems he has developed that actually achieve the results companies are looking for.

Scaling Up Workshop - Dallas, TX -WS
2025-04-08 08:00 - 17:00 (America/Chicago) | Irving, TX, 1125 Executive Circle Suite 200, Irving, TX 75038, Irving, TX, 75038, US
Reserve Your Space Now!

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More DetailsJoin us for this workshop for Business Leaders to discover how Scaling Up can help your business scale and achieve profitable growth.

Join our exclusive workshop designed for CEOs and senior leaders, presented by Assured Strategy! This intensive session offers a unique opportunity for growth-focused executives to gain insights and practical tools for driving company success. Led by distinguished business coaches CEO David Chavez and Warren Sager, participants will engage in challenging discussions and learn the tactics that have been proven effective in hundreds of companies.

Key Benefits

Enhance team accountability and operational efficiency
Master the art of effective leadership and coaching
Identify and cater to your core customer base
Develop actionable goals for measurable results
Foster a culture of accountability and financial acumen

This is not just a theoretical session; expect to leave with actionable insights and the confidence to implement immediate changes. Our guarantee is simple: tangible value or your money back.

WORKSHOP BUNDLE OFFER!
We are also hosting an extended workshop the following day (at the same location) to dive deeper on the topics we discuss and even more one-on-one time with our coaches. Get the second workshop for only $100. Select that ticket type at checkout and we will get you registered to both workshops!

Event Details
Target Audience: Senior Leadership Teams
Format: Interactive, hands-on approach with tools for immediate application
Refund Policy: Full refund available (conditions apply)
Includes: Breakfast, lunch, and potential SHRM Certification
Join us for a transformative experience that promises real results for your business!
www.assuredstrategy.com

SHRM Certification
Assured Strategy is a SHRM (Society for Human Resource Management) Certified Organization. If you require a SHRM Certification for the completion of this event, one will be provided upon request.
CPE Credited

About CEO, Coach, & Speaker David Chavez:
Assured Strategy’s CEO and Founder David Chavez is an Army Veteran, Forbes Council Member, and distinguished business coach who has helped over 250+ companies profitably grow their businesses. He has started and scaled several companies, including one of the most successful CPA firms in Las Vegas, and utilizes his vast entrepreneurial experience and knowledge to coach other business leaders using systems he has developed that actually achieve the results companies are looking for.

About Coach & Speaker Warren Sager:
Warren has over 25 years of entrepreneurial business experience having started, scaled, and exited 6 different companies in a multitude of industries. He built one of these businesses into one of the premier e-commerce websites in the knife category. Warren’s top skill is in operational efficiency where he places an emphasis on planning, leadership development, and team alignment.

Webinar: Unlocking Your Business’s Cash Potential
2025-02-13 13:00 - 14:00 (America/Chicago) | Online Event
Reserve Your Space Now!

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More DetailsUnderstand the critical components of the cash conversion cycle and how to optimize them using the Scaling Up framework.

Hosted By: Ted Sarvata and Keyne Petkovi
Financial Forecasting and Planning: A Scaling Up Approach to Securing Your Business’s Future – Master the art of financial forecasting and planning to ensure your business’s future is secure, with a focus on creating a cash flow-positive environment.
About Coach & Speaker Ted Sarvata:
Ted has driven entrepreneurs to their maximum organizational impact through proven methodologies for over 25 years. From vision to strategy then execution, Sarvata is known for implementing accountability, strategic thinking, and tactical excellence in the clients he serves.
About Coach Keyne Petkovic:
Keyne has a unique ability to combine leadership, management, and emotional intelligence skills in the workplace environment is un-paralleled. She obtained her Master of Science degree in Community Counseling from Winona State University after completing her BS in Psychology with a minor in Business at Penn State University. Keyne’s certification courses include ADVanced Insights (DISC, Values, Attribute Indexes), Physician Practice Management, Behavioral Analysis.
Who Should Attend:
Business Leaders (C-Suite Executives, Owners, Senior Leadership Teams, Entrepreneurs, etc.) whose companies produce 1+ million in annual revenue.
SHRM Certification
Assured Strategy is a SHRM (Society for Human Resource Management) Certified Organization. If you require a SHRM Certification for the completion of this event, one will be provided upon request.
CPE Credited
www.assuredstrategy.com
By registering for this webinar, you consent to the event being recorded for Assured Strategy’s purposes (your name and face will not be included if/when the recording is shared).

Webinar: Bring it All Together: People, Strategy, Execution, and Cash
2025-02-06 13:00 - 14:00 (America/Chicago) | Online Event
Reserve Your Space Now!

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More DetailsDiscover how to integrate people, strategy, execution, and cash management into a cohesive plan that drives business success.

Hosted By: Michele Barry

Bring it All Together: People, Strategy, Execution, and Cash – Discover how to integrate people, strategy, execution, and cash management into a cohesive plan that drives business success.

Who Should Attend:
Business Leaders (C-Suite Executives, Owners, Senior Leadership Teams, Entrepreneurs, etc.) whose companies produce 1+ million in annual revenue.

About Coach & Speaker Michele Barry:
Michele brings 30 years of diverse experience, including over 13,000 hours of coaching as well as expert facilitation to C-level executives, leadership teams, Boards of Directors, and other leaders. She specializes in leadership development, executive coaching, and organizational culture and business strategy consulting.

SHRM Certification
Assured Strategy is a SHRM (Society for Human Resource Management) Certified Organization. If you require a SHRM Certification for the completion of this event, one will be provided upon request.
CPE Credited

www.assuredstrategy.com
By registering for this webinar, you consent to the event being recorded for Assured Strategy’s purposes (your name and face will not be included if/when the recording is shared).

Webinar: Mastering Executive Efficiency: Harnessing Your Calendar -TS
2025-01-30 13:00 - 14:00 (America/Chicago) | Online Event
Reserve Your Space Now!

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More DetailsLearn how to optimize your calendar and to-do list to shield your time, boost productivity, and enhance executive efficiency.

Hosted by: Ted Sarvata

Mastering Executive Efficiency: Harnessing Your Calendar and To-Do List as Shields -Learn how to optimize your calendar and to-do list to shield your time, boost productivity, and enhance executive efficiency.
Who Should Attend:
Business Leaders (C-Suite Executives, Owners, Senior Leadership Teams, Entrepreneurs, etc.) whose companies produce 1+ million in annual revenue.
About Coach Ted SarvataTed has driven entrepreneurs to their maximum organizational impact through proven methodologies for over 25 years. From vision to strategy then execution, Sarvata is known for implementing accountability, strategic thinking, and tactical excellence in the clients he serves.
SHRM Certification
www.assuredstrategy.com
Assured Strategy is a SHRM (Society for Human Resource Management) Certified Organization. If you require a SHRM Certification for the completion of this event, one will be provided upon request.
CPE Credited
By registering for this webinar, you consent to the event being recorded for Assured Strategy’s purposes (your name and face will not be included if/when the recording is shared).

Webinar: The Art of Raising Capital
2025-01-16 13:00 - 14:00 (America/Chicago) | Online Event
Reserve Your Space Now!

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More DetailsLearn about the different avenues for raising capital while maintaining control and alignment with your business’s long-term goals.

The Art of Raising Capital: Scaling Up Your Business the Smart Way
hosted By: David Chavez and Preston Law
Learn about the different avenues for raising capital while maintaining control and alignment with your business’s long-term goals, guided by the Scaling Up framework.
About CEO, Coach, & Speaker, David Chavez:
Assured Strategy’s CEO and Founder David Chavez is an Army Veteran, Forbes Council Member, and distinguished business coach who has helped over 250+ companies profitably grow their businesses. He has started and scaled several companies, including one of the most successful CPA firms in Las Vegas, and utilizes his vast entrepreneurial experience and knowledge to coach other business leaders using systems he has developed that actually achieve the results companies are looking for.
About Coach & Speaker, Preston Law:
Preston founded his first company while a senior at Tulane University in his parent’s garage with an investment of a computer and a printer. In a few short years, this organization transformed into a million-dollar company. Preston moved on to other opportunities, but the product still lives on 35 years later. Preston spent the next few years growing a wide variety of companies until he found his niche in process efficiency using the LEAN and Agile methodologies. He turned around several faltering product lines, grew product customer bases from just a few individuals to thousands, and drastically reduced overhead.
Who Should Attend:
Business Leaders (C-Suite Executives, Owners, Senior Leadership Teams, Entrepreneurs, etc.) whose companies produce 1+ million in annual revenue.
SHRM Certification
Assured Strategy is a SHRM (Society for Human Resource Management) Certified Organization. If you require a SHRM Certification for the completion of this event, one will be provided upon request.
CPE Credited
www.assuredstrategy.com
By registering for this webinar, you consent to the event being recorded for Assured Strategy’s purposes (your name and face will not be included if/when the recording is shared).

Webinar: Profitable Growth | Leveraging the Scaling Up Methodology
2024-12-12 13:00 - 14:00 (America/Chicago) | Online Event
Explore how the four decisions in the Scaling Up methodology (People, Strategy, Execution, Cash) can be optimized for profitable growth.

Profitable Growth: Leveraging the Scaling Up Methodology to Enhance Cash Generation – Explore how the four decisions in the Scaling Up methodology (People, Strategy, Execution, Cash) can be optimized to increase cash generation and fuel profitable growth.
About Coach Lisa Jane Vargas
With a life’s passion revolving around wellness – whether business, finances, health, or spirituality – Lisa Jane’s talent is in positively guiding organizations and individuals to grow and excel. Her experience spans across a variety of industries including, financial services, hospitality, health and fitness and she has dedicated over 20 years in behavioral healthcare.
Regardless of the industry, Lisa Jane’s professional career has been centered on moving people and organizations forward. Whether building and enhancing a brand image, training and leading others to achieve more, or developing business development strategies to expand beyond an organization’s current self-imposed limits, her greatest accomplishments have always been in helping others overcome obstacles.
Throughout her career, she has been recognized as a top producer, and through her leadership she has managed and mentored outreach teams to consistently meet and exceed organizational goals. Her penchant toward helping others succeed is driven by her own self-improvement journey. Her years of experience with ADVanced Insights and DISC has reinforced her expertise in building team culture, training, facilitation, and coaching.
Who Should Attend:
Business Leaders (C-Suite Executives, Owners, Senior Leadership Teams, Entrepreneurs, etc.) whose companies produce 1+ million in annual revenue.
SHRM Certification
Assured Strategy is a SHRM (Society for Human Resource Management) Certified Organization. If you require a SHRM Certification for the completion of this event, one will be provided upon request.
CPE Credited
www.assuredstrategy.com
By registering for this webinar, you consent to the event being recorded for Assured Strategy’s purposes (your name and face will not be included if/when the recording is shared).

Scaling Up Workshop - San Antonio
2024-12-10 08:00 - 17:00 (America/Chicago) | Hyatt Regency San Antonio Riverwalk, 123 Losoya Street, San Antonio, TX 78205, San Antonio, TX, 78205, US
Join us for this workshop for Business Leaders to discover how Scaling Up can help your business scale and achieve profitable growth.

Join our exclusive workshop designed for CEOs and senior leaders, presented by Assured Strategy! This intensive session offers a unique opportunity for growth-focused executives to gain insights and practical tools for driving company success. Led by distinguished business coaches David Chavez and Warren Sager, participants will engage in challenging discussions and learn the tactics that have been proven effective in hundreds of companies.
Key Benefits

Enhance team accountability and operational efficiency
Master the art of effective leadership and coaching
Identify and cater to your core customer base
Develop actionable goals for measurable results
Foster a culture of accountability and financial acumen

This is not just a theoretical session; expect to leave with actionable insights and the confidence to implement immediate changes. Our guarantee is simple: tangible value or your money back.
Event Details
Address: 201 N St Mary’s St, San Antonio, TX 78205
Target Audience: Senior Leadership Teams
Format: Interactive, hands-on approach with tools for immediate application
Refund Policy: Full refund available (conditions apply)
Includes: Breakfast, lunch, and potential SHRM Certification
Join us for a transformative experience that promises real results for your business!
www.assuredstrategy.com
SHRM Certification
Assured Strategy is a SHRM (Society for Human Resource Management) Certified Organization. If you require a SHRM Certification for the completion of this event, one will be provided upon request.
CPE Credited
About CEO, Coach, & Speaker David Chavez:
Assured Strategy’s CEO and Founder David Chavez is an Army Veteran, Forbes Council Member, and distinguished business coach who has helped over 250+ companies profitably grow their businesses. He has started and scaled several companies, including one of the most successful CPA firms in Las Vegas, and utilizes his vast entrepreneurial experience and knowledge to coach other business leaders using systems he has developed that actually achieve the results companies are looking for.
About Coach & Speaker Warren Sager:
Warren has over 25 years of entrepreneurial business experience having started, scaled, and exited 6 different companies in a multitude of industries. He built one of these businesses into one of the premier e-commerce websites in the knife category. Warren’s top skill is in operational efficiency where he places an emphasis on planning, leadership development, and team alignment.

Webinar: Cash Management Mastery: Tools and Techniques for Financial Health
2024-11-26 13:00 - 14:00 (America/Chicago) | Online Event
Gain insights into effective cash management tools and techniques that align with the Scaling Up approach, helping your business maintain optimal financial health!

Hosted by: David Chavez & Lisa Jane Vargas

Cash Management Mastery: Tools and Techniques for Financial Health – Gain insights into effective cash management tools and techniques that align with the Scaling Up approach, helping your business maintain optimal financial health.
Who Should Attend:
Business Leaders (C-Suite Executives, Owners, Senior Leadership Teams, Entrepreneurs, etc.) whose companies produce 1+ million in annual revenue.
About CEO, Coach, & Speaker David Chavez
Assured Strategy’s CEO and Founder David Chavez is an Army Veteran, Forbes Council Member, and distinguished business coach who has helped over 250+ companies profitably grow their businesses. He has started and scaled several companies, including one of the most successful CPA firms in Las Vegas, and utilizes his vast entrepreneurial experience and knowledge to coach other business leaders using systems he has developed that actually achieve the results companies are looking for.
About Coach Lisa Jane Vargas
With a life’s passion revolving around wellness – whether business, finances, health, or spirituality – Lisa Jane’s talent is in positively guiding organizations and individuals to grow and excel. Her experience spans across a variety of industries including, financial services, hospitality, health and fitness and she has dedicated over 20 years in behavioral healthcare.
Throughout her career, she has been recognized as a top producer, and through her leadership she has managed and mentored outreach teams to consistently meet and exceed organizational goals. Her penchant toward helping others succeed is driven by her own self-improvement journey. Her years of experience with ADVanced Insights and DISC has reinforced her expertise in building team culture, training, facilitation, and coaching.
SHRM Certification
www.assuredstrategy.com
Assured Strategy is a SHRM (Society for Human Resource Management) Certified Organization. If you require a SHRM Certification for the completion of this event, one will be provided upon request.

CPE Credited

By registering for this webinar, you consent to the event being recorded for Assured Strategy’s purposes (your name and face will not be included if/when the recording is shared).

Webinar: From Cash Strapped to Cash Rich
2024-11-14 13:00 - 14:00 (America/Chicago) | Online Event
Learn how to transition your business from facing cash flow challenges to enjoying a cash-rich position by applying practical steps.

Hosted By: Preston Law
From Cash Strapped to Cash Rich: Transforming Your Business with Scaling Up – Learn how to transition your business from facing cash flow challenges to enjoying a cash-rich position by applying practical steps from the Scaling Up methodology.
About Coach Preston Law
Preston founded his first company while a senior at Tulane University in his parent’s garage with an investment of a computer and a printer. In a few short years, this organization transformed into a million-dollar company. Preston moved on to other opportunities, but the product still lives on 35 years later. Preston spent the next few years growing a wide variety of companies until he found his niche in process efficiency using the LEAN and Agile methodologies. He turned around several faltering product lines, grew product customer bases from just a few individuals to thousands, and drastically reduced overhead.
Preston looks at process as an enabler and every opportunity for improvement enables the business to put resources towards innovation. Most often people know what needs to be done to be more efficient but become mired in day-to-day work and get stuck.
Who Should Attend:
Business Leaders (C-Suite Executives, Owners, Senior Leadership Teams, Entrepreneurs, etc.) whose companies produce 1+ million in annual revenue.
SHRM Certification
Assured Strategy is a SHRM (Society for Human Resource Management) Certified Organization. If you require a SHRM Certification for the completion of this event, one will be provided upon request.
CPE Credited
www.assuredstrategy.com
By registering for this webinar, you consent to the event being recorded for Assured Strategy’s purposes (your name and face will not be included if/when the recording is shared).

Webinar: Efficient Operations for Cash Conservation
2024-10-24 13:00 - 14:00 (America/Chicago) | Online Event
Discover how to streamline your operations & reduce waste, leading toimproved conservation and operational efficiency using Scaling Up.

Hosted By: Warren Sager
Financial Forecasting and Planning: A Scaling Up Approach to Securing Your Business’s Future – Master the art of financial forecasting and planning to ensure your business’s future is secure, with a focus on creating a cash flow-positive environment.
About Coach Warren Sager
Warren has over 25 years of entrepreneurial business experience having started, scaled, and exited 6 different companies in a multitude of industries. He built one of these businesses into one of the premier e-commerce websites in the knife category. Warren’s top skill is in operational efficiency where he places an emphasis on planning, leadership development, and team alignment.
Who Should Attend:
Business Leaders (C-Suite Executives, Owners, Senior Leadership Teams, Entrepreneurs, etc.) whose companies produce 1+ million in annual revenue.
SHRM Certification
Assured Strategy is a SHRM (Society for Human Resource Management) Certified Organization. If you require a SHRM Certification for the completion of this event, one will be provided upon request.
CPE Credited
www.assuredstrategy.com
By registering for this webinar, you consent to the event being recorded for Assured Strategy’s purposes (your name and face will not be included if/when the recording is shared).

Scaling Up Workshop - Fort Lauderdale
2024-10-15 09:00 - 17:00 (America/New_York) | Fort Lauderdale Downtown Meeting Space, 110 East Broward Blvd, Suite 1700, Fort Lauderdale, Florida, United States
Join us for this workshop for Business Leaders to discover how Scaling Up can ultimately help you achieve profitable growth.

Join our exclusive workshop designed for CEOs and senior leaders, presented by Assured Strategy! This intensive session offers a unique opportunity for growth-focused executives to gain insights and practical tools for driving company success. Led by distinguished business coach David Chavez, participants will engage in challenging discussions and learn strategies proven effective in hundreds of companies.
Key Benefits

Enhance team accountability and operational efficiency
Master the art of effective leadership and coaching
Identify and cater to your core customer base
Develop actionable goals for measurable results
Foster a culture of accountability and financial acumen

This is not just a theoretical session; expect to leave with actionable strategies and the confidence to implement immediate changes. Our guarantee is simple: tangible value or your money back.
Event Details
Target Audience: Senior Leadership Teams
Format: Interactive, hands-on approach with tools for immediate application
Refund Policy: Full refund available (conditions apply)
Includes: Breakfast, lunch, and potential SHRM Certification
Join us for a transformative experience that promises real results for your business!
About CEO, Coach, & Speaker David Chavez:
Assured Strategy’s CEO and Founder David Chavez is an Army Veteran, Forbes Council Member, and distinguished business coach who has helped over 250+ companies profitably grow their businesses. He has started and scaled several companies, including one of the most successful CPA firms in Las Vegas, and utilizes his vast entrepreneurial experience and knowledge to coach other business leaders using systems he has developed that actually achieve the results companies are looking for.
SHRM Certification
Assured Strategy is a SHRM (Society for Human Resource Management) Certified Organization. If you require a SHRM Certification for the completion of this event, one will be provided upon request.
CPE Credited

Webinar: Strategic Pricing for Profit
2024-09-26 13:00 - 14:00 (America/Chicago) | Online Event
Delve into strategic pricing strategies that can improve your cash flow and overall financial performance, within the Scaling Up framework.

Hosted By: Warren Sager

Strategic Pricing for Profit: Enhancing Your Cash Flow with Scaling Up – Delve into strategic pricing strategies that can improve your cash flow and overall financial performance, all within the framework of the Scaling Up methodology.

About Coach Warren Sager
Warren has over 25 years of entrepreneurial business experience having started, scaled, and exited 6 different companies in a multitude of industries. He built one of these businesses into one of the premier e-commerce websites in the knife category. Warren’s top skill is in operational efficiency where he places an emphasis on planning, leadership development, and team alignment.

Who Should Attend:
Business Leaders (C-Suite Executives, Owners, Senior Leadership Teams, Entrepreneurs, etc.) whose companies produce 1+ million in annual revenue.
SHRM Certification
Assured Strategy is a SHRM (Society for Human Resource Management) Certified Organization. If you require a SHRM Certification for the completion of this event, one will be provided upon request.
CPE Credited
www.assuredstrategy.com
By registering for this webinar, you consent to the event being recorded for Assured Strategy’s purposes (your name and face will not be included if/when the recording is shared).

Scaling Up Workshop - Denver
2024-09-17 08:00 - 17:00 (America/Denver) | Hyatt Regency Denver At Colorado Convention Center, 650 15th Street, Denver, CO, 80202, United States
Join us for this workshop for Business Leaders to discover how Scaling Up can ultimately help you achieve profitable growth.

Join our exclusive workshop designed for CEOs and senior leaders, presented by Assured Strategy! This intensive session offers a unique opportunity for growth-focused executives to gain insights and practical tools for driving company success. Led by distinguished business coaches David Chavez and Ted Sarvata, participants will engage in challenging discussions and learn strategies proven effective in hundreds of companies.
Key Benefits

Enhance team accountability and operational efficiency
Master the art of effective leadership and coaching
Identify and cater to your core customer base
Develop actionable goals for measurable results
Foster a culture of accountability and financial acumen

This is not just a theoretical session; expect to leave with actionable strategies and the confidence to implement immediate changes. Our guarantee is simple: tangible value or your money back.
Event Details
Target Audience: Senior Leadership Teams
Format: Interactive, hands-on approach with tools for immediate application
Refund Policy: Full refund available (conditions apply)
Includes: Breakfast, lunch, and potential SHRM Certification
Join us for a transformative experience that promises real results for your business!
SHRM Certification
Assured Strategy is a SHRM (Society for Human Resource Management) Certified Organization. If you require a SHRM Certification for the completion of this event, one will be provided upon request.
CPE Credited
www.assuredstrategy.com
About CEO, Coach, & Speaker David Chavez:
Assured Strategy’s CEO and Founder David Chavez is an Army Veteran, Forbes Council Member, and distinguished business coach who has helped over 250+ companies profitably grow their businesses. He has started and scaled several companies, including one of the most successful CPA firms in Las Vegas, and utilizes his vast entrepreneurial experience and knowledge to coach other business leaders using systems he has developed that actually achieve the results companies are looking for.
About Coach Ted Sarvata
Ted has driven entrepreneurs to their maximum organizational impact through proven methodologies for over 25 years. From vision to strategy then execution, Sarvata is known for implementing accountability, strategic thinking, and tactical excellence in the clients he serves. He empowers organizational growth through the establishment of a clear vision, ensuring the right people are in the right roles and all team members are accountable for their contributions to the company’s vision and goals. Educated at Princeton University, Ted is Certified in multiple growth-driven systems including Rockefeller Habits, 3HAG, 7 Attributes, and more, and has vast experience in assisting leaders to achieve their maximum efficacy.

Webinar: Transforming Dreaded Meetings into Productive Powerhouses
2024-09-12 13:00 - 14:00 (America/Chicago)
Ted Sarvata, business efficiency and team dynamics expert, will guide you through a strategy to revolutionize your company meetings.

hosted by: Ted Sarvata

Join us for an insightful free online webinar: ‘Transforming Dreaded Meetings into Productive Powerhouses,‘ hosted by renowned Certified Strategic Coach Ted Sarvata.

Are meetings at your company often seen as a chore rather than an opportunity? Do they feel like a waste of time instead of a productive part of your day? This webinar is designed to change that. Ted Sarvata, with his wealth of experience in business efficiency and team dynamics, will guide you through a strategy to revolutionize the way your company approaches meetings.

In this interactive session, you’ll learn:

Techniques to make meetings more engaging and purposeful.
Tactics to ensure meetings drive action and decision-making.
Methods to foster a culture where meetings are anticipated, not dreaded.
Tips for efficient time management within meetings.
This webinar is ideal for business leaders, managers, and team members who are looking to transform their meetings from mundane to motivational. You’ll leave with practical tools and a new perspective that will make meetings a valuable asset to your company’s success.

Don’t let unproductive meetings hinder your company’s potential. Register now for free and start turning your meetings into effective, outcome-driven sessions that your team will value. See you there!”

Who Should Attend:
Business Leaders (C-Suite Executives, Owners, Senior Leadership Teams, Entrepreneurs, etc.) whose companies produce 1+ million in annual revenue.

About Coach & Speaker Ted Sarvata:
Ted has driven entrepreneurs to their maximum organizational impact through proven methodologies for over 25 years. From vision to strategy then execution, Sarvata is known for implementing accountability, strategic thinking, and tactical excellence in the clients he serves.

SHRM Certification
Assured Strategy is a SHRM (Society for Human Resource Management) Certified Organization. If you require a SHRM Certification for the completion of this event, one will be provided upon request.
CPE Credited

www.assuredstrategy.com
By registering for this webinar, you consent to the event being recorded for Assured Strategy’s purposes (your name and face will not be included if/when the recording is shared).

Webinar - Unlock Potential: Psychology of Accountability & SMART Goals
2024-08-22 13:00 - 14:00 (America/Chicago)
Join for an enlightening webinar hosted by renowned strategist Keyne Petkovic. This session is dedicated to set SMART goals & execution.

Hosted by: Keyne Petkovic

Join us for an enlightening and engaging online webinar hosted by renowned business strategist Keyne Petkovic. This free session is dedicated to empowering entrepreneurs, business leaders, and professionals with the knowledge and tools needed to set effective SMART goals and master four crucial principles of execution.
In this webinar, you’ll delve into the art of creating Specific, Measurable, Achievable, Relevant, and Time-bound (SMART) goals, a proven methodology that transforms vague ambitions into clear, attainable objectives. Keyne Petkovic will guide you through the intricacies of this approach, ensuring you can apply these principles to your own business or career.

Additionally, the webinar will cover four essential principles of execution that every successful leader must know. These principles are the cornerstone of turning strategy into results, helping you to not only set your goals but also effectively execute them. You’ll learn how to focus on your priorities, leverage resources, track progress, and create a culture of accountability.

This session is perfect for anyone seeking to elevate their goal-setting and execution tactics. Whether you’re a startup founder, a seasoned executive, or a professional looking to enhance your skills, this webinar will provide you with invaluable insights and practical tips.

Don’t miss this chance to revolutionize how you set and achieve your business goals. Register now to secure your place in this transformative webinar and take a significant step towards business excellence. Click here to sign up and embark on a journey towards smarter goal-setting and effective execution!

Webinar Highlights

Learn how to set SMART goals
Learn four essential principles of execution
Learn how to evaluate established goals
Revolutionize how you set and achieve goals

Who Should Attend:
Business Leaders (C-Suite Executives, Owners, Senior Leadership Teams, Entrepreneurs, etc.) whose companies produce 1+ million in annual revenue.

About Coach & Speaker Keyne Petkovic:
Keyne has 15 years of executive management experience and played an active leadership role in company financial and business process improvement initiatives. She specializes in middle-management and executive level leadership training, coaching, and workshop facilitation.

SHRM Certification
Assured Strategy is a SHRM (Society for Human Resource Management) Certified Organization. If you require a SHRM Certification for the completion of this event, one will be provided upon request.
CPE Credited

www.assuredstrategy.com
By registering for this webinar, you consent to the event being recorded for Assured Strategy’s purposes (your name and face will not be included if/when the recording is shared).

Webinar: Scaling Up Your Cash Reserves
2024-08-08 13:00 - 14:00 (America/Chicago) | Online Event
Discover strategies for building and maintaining robust cash reserves that support your business’s growth ambitions.

Hosted By: Preston Law

Scaling Up Your Cash Reserves: Proven Techniques for Building a Financial Safety Net – Discover strategies for building and maintaining robust cash reserves that support your business’s growth ambitions and provide a buffer against unforeseen challenges.

About Coach Preston Law
Preston founded his first company while a senior at Tulane University in his parent’s garage with an investment of a computer and a printer. In a few short years, this organization transformed into a million-dollar company. Preston moved on to other opportunities, but the product still lives on 35 years later. Preston spent the next few years growing a wide variety of companies until he found his niche in process efficiency using the LEAN and Agile methodologies. He turned around several faltering product lines, grew product customer bases from just a few individuals to thousands, and drastically reduced overhead.
Preston looks at process as an enabler and every opportunity for improvement enables the business to put resources towards innovation. Most often people know what needs to be done to be more efficient but become mired in day-to-day work and get stuck.

Who Should Attend:
Business Leaders (C-Suite Executives, Owners, Senior Leadership Teams, Entrepreneurs, etc.) whose companies produce 1+ million in annual revenue.
SHRM Certification
Assured Strategy is a SHRM (Society for Human Resource Management) Certified Organization. If you require a SHRM Certification for the completion of this event, one will be provided upon request.
CPE Credited
www.assuredstrategy.com
By registering for this webinar, you consent to the event being recorded for Assured Strategy’s purposes (your name and face will not be included if/when the recording is shared).

Webinar: Financial Forecasting and Planning
2024-07-30 13:00 - 14:00 (America/Chicago) | Online Event
Master the art of financial forecasting and planning to ensure your business’s future is secure, with a focus on creating cash flow.

Hosted By: David Chavez and Ted Sarvata

Financial Forecasting and Planning: A Scaling Up Approach to Securing Your Business’s Future – Master the art of financial forecasting and planning to ensure your business’s future is secure, with a focus on creating a cash flow-positive environment.

About CEO, Coach, & Speaker David Chavez:
Assured Strategy’s CEO and Founder David Chavez is an Army Veteran, Forbes Council Member, and distinguished business coach who has helped over 250+ companies profitably grow their businesses. He has started and scaled several companies, including one of the most successful CPA firms in Las Vegas, and utilizes his vast entrepreneurial experience and knowledge to coach other business leaders using systems he has developed that actually achieve the results companies are looking for.

About Coach & Speaker Ted Sarvata:
Ted has driven entrepreneurs to their maximum organizational impact through proven methodologies for over 25 years. From vision to strategy then execution, Sarvata is known for implementing accountability, strategic thinking, and tactical excellence in the clients he serves.

Who Should Attend:
Business Leaders (C-Suite Executives, Owners, Senior Leadership Teams, Entrepreneurs, etc.) whose companies produce 1+ million in annual revenue.
www.assuredstrategy.com
By registering for this webinar, you consent to the event being recorded for Assured Strategy’s purposes (your name and face will not be included if/when the recording is shared).

Webinar: Peak Performance - Unleash Your Potential w/Performance Coach
2024-07-18 13:00 - 14:00 (America/Chicago)
Unlock the secrets to business success with our free online webinar featuring Assured Strategy coach Warren Sager.

hosted by: Warren Sager

Unlock the secrets to business success with our free online webinar featuring Assured Strategy coach Warren Sager. Renowned for his extensive experience in entrepreneurial business and his mastery in operational efficiency, Warren Sager brings his wealth of knowledge directly to you in this exclusive event.

Webinar Highlights:

Practical Business Coaching Techniques: Discover simple yet effective tactics that can transform your approach to business leadership and management.
Operational Excellence: Learn from Warren’s top tips for enhancing efficiency in your business operations.
Real-World Insights: Benefit from Coach Warren’s 25+ years of experience in starting, scaling, and exiting various companies across multiple industries.
Interactive Q&A Session: Engage with Warren directly, as he answers your burning questions and provides personalized advice.
Who Should Attend?
This webinar is perfect for business owners, entrepreneurs, managers, and anyone aspiring to improve their business acumen and leadership skills. Whether you’re running a start-up or managing an established company, Warren’s insights are invaluable for all stages of your business journey.

Don’t miss this chance to learn from one of the best in the business. Spots are limited, so register now to secure your place in this transformative business coaching webinar with Warren Sager. Elevate your business strategy and achieve your goals with clarity and confidence. Register today!”

Who Should Attend:
Business Leaders (C-Suite Executives, Owners, Senior Leadership Teams, Entrepreneurs, etc.) whose companies produce 1+ million in annual revenue.

About Coach & Speaker Warren Sager:
Warren has over 25 years of entrepreneurial business experience having started, scaled, and exited 6 different companies in a multitude of industries. He built one of these businesses, Knife Depot, into one of the premier e-commerce websites in the knife category.

SHRM Certification
Assured Strategy is a SHRM (Society for Human Resource Management) Certified Organization. If you require a SHRM Certification for the completion of this event, one will be provided upon request.

www.assuredstrategy.com
By registering for this webinar, you consent to the event being recorded for Assured Strategy’s purposes (your name and face will not be included if/when the recording is shared).

Scaling Up Workshop - San Diego
2024-06-25 08:00 - 17:00 (America/Los_Angeles) | Hyatt Regency Mission Bay Spa And Marina, 1441 Quivira Road, San Diego, CA, 92109, United States
Join us for this workshop for Business Leaders to discover how Scaling Up can ultimately help you achieve profitable growth.

Join our exclusive workshop designed for CEOs and senior leaders, presented by Assured Strategy! This intensive session offers a unique opportunity for growth-focused executives to gain insights and practical tools for driving company success. Led by distinguished business coaches David Chavez and Warren Sager, participants will engage in challenging discussions and learn strategies proven effective in hundreds of companies.

Key Benefits

Enhance team accountability and operational efficiency
Master the art of effective leadership and coaching
Identify and cater to your core customer base
Develop actionable goals for measurable results
Foster a culture of accountability and financial acumen

This is not just a theoretical session; expect to leave with actionable strategies and the confidence to implement immediate changes. Our guarantee is simple: tangible value or your money back.

Event Details

Target Audience: Senior Leadership Teams
Format: Interactive, hands-on approach with tools for immediate application
Refund Policy: Full refund available (conditions apply)
Includes: Breakfast, lunch, and potential SHRM Certification

Join us for a transformative experience that promises real results for your business!
www.assuredstrategy.com

About CEO, Coach, & Speaker David Chavez:
Assured Strategy’s CEO and Founder David Chavez is an Army Veteran, Forbes Council Member, and distinguished business coach who has helped over 250+ companies profitably grow their businesses. He has started and scaled several companies, including one of the most successful CPA firms in Las Vegas, and utilizes his vast entrepreneurial experience and knowledge to coach other business leaders using systems he has developed that actually achieve the results companies are looking for.
About Coach & Speaker Warren Sager:
Warren has over 25 years of entrepreneurial business experience having started, scaled, and exited 6 different companies in a multitude of industries. He built one of these businesses into one of the premier e-commerce websites in the knife category. Warren’s top skill is in operational efficiency where he places an emphasis on planning, leadership development, and team alignment.

Webinar: Mastering Time Management - Prioritize to Thrive
2024-06-13 13:00 - 14:00 (America/Chicago)
A must-attend event for professionals looking to effectively manage their time and prioritize tasks for increased productivity & success.

hosted by: Jane Vargas

This event is a must-attend for professionals, entrepreneurs, and anyone looking to effectively manage their time and prioritize tasks for increased productivity and success.

In this engaging session, Lisa Jane Vargas, a respected authority in business strategy and productivity, will share her expert insights and practical approaches to mastering the art of prioritizing. Learn how to efficiently structure your schedule, identify key tasks, and allocate your time where it matters most.

Webinar Highlights:

Understanding the Psychology of Time Management: Gain insights into why we procrastinate and how to overcome common time management challenges.
Tactics for Prioritization: Discover techniques to differentiate between urgent and important tasks, helping you focus on what truly drives progress.
Practical Tools and Techniques: Equip yourself with effective tools and methods to organize your daily schedule, avoid distractions, and achieve your goals.
Interactive Q&A Session: Get personalized advice and solutions to your specific time management queries from Lisa Jane Vargas.
Who Should Attend:
This webinar is perfect for individuals who want to break free from the cycle and learn to allocate their time effectively. It’s ideal for business owners, managers, team leaders, and anyone seeking to enhance their productivity and work-life balance.

Don’t let time control you – take control of your time. Sign up now for free and transform the way you manage your day. Secure your spot in ‘Mastering Time Management: Prioritize to Thrive’ with Lisa Jane Vargas, and start your journey towards a more productive and fulfilling life.”

Who Should Attend:
Business Leaders (C-Suite Executives, Owners, Senior Leadership Teams, Entrepreneurs, etc.) whose companies produce 1+ million in annual revenue.

About Coach & Speaker Lisa Jane Vargas:
Lisa’s talent is in positively guiding organizations and individuals to grow and excel. Her experience spans across a variety of industries including, financial services, hospitality, health and fitness and she has dedicated over 20 years in behavioral healthcare.

SHRM Certification
Assured Strategy is a SHRM (Society for Human Resource Management) Certified Organization. If you require a SHRM Certification for the completion of this event, one will be provided upon request.

www.assuredstrategy.com
By registering for this webinar, you consent to the event being recorded for Assured Strategy’s purposes (your name and face will not be included if/when the recording is shared).

Webinar: Mastering Efficiency -Process Driven Tactics for Cost Savings
2024-05-23 13:00 - 14:00 (America/Chicago)
This free business webinar is designed to empower entrepreneurs, business owners, and professionals keen on optimizing their operations for

hosted by: Coach Preston Law

In this dynamic session, our expert speaker Preston Law will delve into the core principles of process efficiency, offering insights into how streamlined operations can lead to substantial financial benefits. Attendees will learn practical techniques for identifying areas of improvement within their businesses and implementing effective processes that not only save money but also boost overall productivity.

Key Highlights:

Expert-led discussions on the importance of process efficiency in today’s business landscape.
Real-world examples of how improved processes have led to cost savings and increased profitability.
Interactive Q&A session, providing attendees an opportunity to seek advice tailored to their specific challenges.
Networking opportunities with fellow professionals and industry leaders.
This webinar is ideal for anyone looking to refine their business operations, reduce unnecessary expenses, and drive their company towards a more profitable future. Whether you’re a startup founder, a seasoned business leader, or a professional in the corporate sector, these insights are invaluable.

The event is completely free, but slots are limited. Register now to secure your place in this not-to-be-missed online webinar and start your journey towards enhanced efficiency and cost effectiveness in your business endeavors.

Who Should Attend:
Business Leaders (C-Suite Executives, Owners, Senior Leadership Teams, Entrepreneurs, etc.) whose companies produce 1+ million in annual revenue.

About Coach & Speaker Preston Law:
Preston founded his first company while a senior at Tulane University in his parent’s garage with an investment of a computer and a printer. In a few short years, this organization transformed into a million-dollar company.

SHRM Certification
Assured Strategy is a SHRM (Society for Human Resource Management) Certified Organization. If you require a SHRM Certification for the completion of this event, one will be provided upon request.

www.assuredstrategy.com
By registering for this webinar, you consent to the event being recorded for Assured Strategy’s purposes (your name and face will not be included if/when the recording is shared).

Scaling Up Workshop - Portland
2024-05-08 08:00 - 17:00 (America/Los_Angeles) | Hyatt Regency Portland At The Oregon Convention Center, 375 Northeast Holladay Street, Portland, OR, 97232, United States
Join us for this workshop for Business Leaders to discover how Scaling Up can ultimately help you achieve profitable growth.

Join our exclusive workshop designed for CEOs and senior leaders, presented by Assured Strategy! This intensive session offers a unique opportunity for growth-focused executives to gain insights and practical tools for driving company success. Led by distinguished business coaches David Chavez and Ted Sarvata, participants will engage in challenging discussions and learn strategies proven effective in hundreds of companies.

Key Benefits

Enhance team accountability and operational efficiency
Master the art of effective leadership and coaching
Identify and cater to your core customer base
Develop actionable goals for measurable results
Foster a culture of accountability and financial acumen

This is not just a theoretical session; expect to leave with actionable strategies and the confidence to implement immediate changes. Our guarantee is simple: tangible value or your money back.

Event Details

Target Audience: Senior Leadership Teams
Format: Interactive, hands-on approach with tools for immediate application
Refund Policy: Full refund available (conditions apply)
Includes: Breakfast, lunch, and potential SHRM Certification

Join us for a transformative experience that promises real results for your business!
www.assuredstrategy.com

About CEO, Coach, & Speaker David Chavez:
Assured Strategy’s CEO and Founder David Chavez is an Army Veteran, Forbes Council Member, and distinguished business coach who has helped over 250+ companies profitably grow their businesses. He has started and scaled several companies, including one of the most successful CPA firms in Las Vegas, and utilizes his vast entrepreneurial experience and knowledge to coach other business leaders using systems he has developed that actually achieve the results companies are looking for.
About Coach Ted Sarvata
Ted has driven entrepreneurs to their maximum organizational impact through proven methodologies for over 25 years. From vision to strategy then execution, Sarvata is known for implementing accountability, strategic thinking, and tactical excellence in the clients he serves. He empowers organizational growth through the establishment of a clear vision, ensuring the right people are in the right roles and all team members are accountable for their contributions to the company’s vision and goals. Educated at Princeton University, Ted is Certified in multiple growth-driven systems including Rockefeller Habits, 3HAG, 7 Attributes, and more, and has vast experience in assisting leaders to achieve their maximum efficacy.

Webinar: Improve Your Cash Position with 7 Simple Key Financial Levers
2024-04-04 13:00 - 14:00 (America/Chicago)
Join us for this FREE webinar for Business Leaders to discover 7 key financial levers that will help improve your company’s cash position.

B﻿usiness Leaders, Join Us To Learn:
– How to leverage the cash you already have
– Why the 7 Key Financial Levers impact your profitability and cash
– Methods to control the 7 levers to improve your cash flow
-﻿ How you can get on track to profitably grow your company
Cash is king and has never been more vital to your business. Empower your leadership team by learning the 7 critical levers that will make a dramatic impact on your cash flow and profit and how to control them.
You will receive the webinar link in your confirmation email.
Assured Strategy is a SHRM (Society for Human Resource Management) Certified Organization. If you require a SHRM Certification for the completion of this event, one will be provided upon request.
Who Should Attend:
Business Leaders (C-Suite Executives, Owners, Senior Leadership Teams, Entrepreneurs, etc.) whose companies produce 1+ million in annual revenue.
About Coach & Speaker Warren Sager:
Warren has over 25 years of entrepreneurial business experience having started, scaled, and exited 6 different companies in a multitude of industries. He built one of these businesses into one of the premier e-commerce websites in the knife category. Warren’s top skill is in operational efficiency where he places an emphasis on planning, leadership development, and team alignment.
www.assuredstrategy.com
By registering for this webinar, you consent to the event being recorded for Assured Strategy’s purposes (your name and face will not be included if/when the recording is shared).

Scaling Up Workshop - Austin
2024-03-28 08:00 - 17:00 (America/Chicago) | Hyatt Regency Austin, 208 Barton Springs Road, Austin, TX, 78704, United States
Join us for this workshop for Business Leaders to discover how Scaling Up can ultimately help you achieve profitable growth.Join our exclusive workshop designed for CEOs and senior leaders, presented by Assured Strategy! This intensive session offers a unique opportunity for growth-focused executives to gain insights and practical tools for driving company success. Led by distinguished business coach David Chavez, participants will engage in challenging discussions and learn tactics proven effective in hundreds of companies. Key Benefits Enhance team accountability and operational efficiencyMaster the art of effective leadership and coachingIdentify and cater to your core customer baseDevelop actionable goals for measurable resultsFoster a culture of accountability and financial acumenThis is not just a theoretical session; expect to leave with actionable tactics and the confidence to implement immediate changes. Our guarantee is simple: tangible value or your money back. Event Details Target Audience: Senior Leadership Teams Format: Interactive, hands-on approach with tools for immediate application Refund Policy: Full refund available (conditions apply) Includes: Breakfast, lunch, and potential SHRM Certification Join us for a transformative experience that promises real results for your business! www.assuredstrategy.com About CEO, Coach, & Speaker David Chavez: Assured Strategy’s CEO and Founder David Chavez is an Army Veteran, Forbes Council Member, and distinguished business coach who has helped over 250+ companies profitably grow their businesses. He has started and scaled several companies, including one of the most successful CPA firms in Las Vegas, and utilizes his vast entrepreneurial experience and knowledge to coach other business leaders using systems he has developed that actually achieve the results companies are looking for.
