This is not a sit-and-listen event.

You'll be learning how to use AI in your bookkeeping firm, building real workflows and systems, and applying everything in real time during our labs. Every session leads directly into hands-on implementation — so by the time you leave on Saturday, you'll have things in your business that didn't exist when you walked in Friday morning.

Yes — please do.

You'll have opportunities to ask questions during every session, get support during labs, and participate in our open Q&A at the end of each day.

This is meant to be interactive and conversational, not a lecture. No question is too basic, and no topic is off-limits.

By the end of the weekend, you'll have:

→  AI workflows you've already tested and used

→  Client communication templates written in your voice

→  At least one complete SOP or documented process

→  A working setup inside Double (formerly Keeper)

→  A 30-day action plan you can start implementing Monday morning

The goal isn't just learning — it's leaving with things you can actually use.

Drury Plaza Hotel Phoenix Tempe

1780 W Ranch Rd, Tempe, AZ 85284

When you arrive, ask the front desk for directions to the meeting room, or follow the signage — we'll have it clearly marked.

If you're using rideshare, the hotel is easy to find on Google Maps and Uber/Lyft.

We'll be meeting in the Tempe Ballroom, Rooms 108 & 109. Doors open at 8:15 AM each day — arrive a few minutes early so you can get settled and connect before we start at 9:00.

Don't forget to check out the complimentary breakfast Drury offers.

• Day 1: 9:00 AM – 5:30 PM
• Day 2: 9:00 AM – 5:30 PM

Doors will open each day at 8:15.

Arrive a few minutes early to get settled.

We wrap each day with an open Q&A, so end times may vary slightly.

Yes! The Drury Hotel provides a free hot breakfast for all guests:
→ Monday to Friday: 6:00 AM to 9:30 AM
→ Saturday and Sunday: 7:00 AM to 10:00 AM

The hotel also offers their "5:30 Kickback" daily from 5:30 to 7:00 PM with complimentary food and drinks — a great way to unwind and connect with other attendees.

You are responsible for your own meals on travel days and any dinners not included in your ticket tier.

Yes.  Lunch will be provided both Friday and Saturday.

→  Platinum ticket holders: Group dinner out both Thursday AND Friday night

→  Gold ticket holders: Group dinner out Friday night only

Restaurant, time, and meeting point details will be confirmed closer to the event and during the weekend.

Professional photos will be taken before sessions begin on your designated day.

Please arrive at 8:15 AM on the day listed below, camera-ready and excited!

Friday, April 24:

→  Sylvia K

→  Trisha R

Saturday, April 25:

→  Sara P

→  Jessica M

→  Bonnie C

Wear something that feels like your brand — confident, comfortable, and authentically you. Solid colors tend to photograph beautifully. You may want to bring a second outfit if you'd like variety in your shots.

These photos are yours to use for social media, your website, and marketing.

You will receive your photos in approximately 10 business days after the event.

You will receive a link after the weekend to schedule your 1:1 call(s).

Required:

→  Laptop — fully charged and ready to go

→  Charger (bring yours to be safe — the room has outlets)

→  Access to your email account

Recommended:

→  Workbook — downloaded, printed, or open on your device (see below)

→  Reusable water bottle

Optional but helpful:

→  Business cards for connecting with other attendees

Your workbook is available for download below.

Phoenix CEO Weekend Workbook Download

You have two options:

→  Print it ahead of time and bring a physical copy

→  Download it to your laptop or tablet and use it digitally

Either works great. 

Recommended but not required:

→  ChatGPT and/or Claude (free accounts work — Pro versions are better, but not mandatory)

→  Double (formerly Keeper), if you already use it

→  Loom (free account is fine — we'll use this for SOP creation on Day 2)

→  Zapier (free account is fine for our purposes)

→  Google Drive or similar for saving your work from the labs

Important for Day 2: We'll be demonstrating how to connect Claude directly to your Double account. To participate live, please download the Claude desktop app (NOT just the browser version) at claude.ai/download before you arrive.

You do NOT need everything set up perfectly. Free accounts and demo versions work fine. We'll walk through everything together.

Come comfortable and come as yourself.

Think: casual but put together — something you can sit and work in for several hours. Most of our ladies show up in jeans, leggings, or comfortable business casual.

Layers are highly recommended. Hotel meeting rooms can be unpredictable with temperature, and we want you focused on learning — not freezing or overheating.

Platinum attendees: plan your photo day outfit to feel on-brand and camera-ready. Solid colors photograph beautifully.

Labs are the heart of this weekend.

Each lab is a guided, hands-on work session where you'll follow along step by step, build something real — a workflow, an email, an SOP, a system — and get in-the-room support as you go.

Labs are where the transformation actually happens. Show up, open your laptop, and be willing to try things even if they feel unfamiliar at first.

Getting stuck is part of the process — and it's exactly what we're here for.

You'll have support in the room during every lab. Raise your hand or come find me during the session. We'll figure it out together. The goal is always progress, not perfection.

Not at all. The room will have a mix of experience levels — some women who have never opened ChatGPT, and some who use AI daily. Both are welcome, and both will get tremendous value.

You can move at your own pace. There is no wrong way to do this as long as you are showing up and trying.

Yes — intentionally.

→  New to AI: We start simple. You'll run your first real prompt, see what comes back, and build from there. By Day 2 you'll feel like a completely different person.

→  Already use AI: We'll push you further — layering outputs, connecting Claude to Double, and building more advanced workflows that actually change how your firm runs.

No one will be left behind, and no one will be bored.

You can — but it is not required.

If you do bring real client information as examples:

→  Replace or remove identifying details (client names, tax IDs, account numbers) before pasting into any AI tool

→  Use a VPN if you are connected to the hotel's public WiFi

Sample data will be provided for all labs, so you never need to use real client information if you prefer not to.

This is something we'll address directly during the weekend — because it's one of the most common concerns, and one of the most important things to get right.

We'll cover:

→  What to share vs. what to keep private

→  How to use placeholder information instead of real client data

→  Reviewing AI outputs before using them with clients

→  Using AI as a support tool, not a decision-maker

Short answer: yes, it's safe when used thoughtfully — and we'll teach you exactly how to do that.

No — and I really mean that.

Everything is taught step by step, in plain language, with no assumption that you've used any of these tools before. You'll have support throughout the weekend, and there is no such thing as a dumb question in this room.

By Day 2, you'll feel like a completely different person than the one who walked in Thursday morning.

You'll still get a tremendous amount out of this weekend.

We'll go beyond surface-level usage — connecting Claude directly to Double, layering AI outputs for better results, and building systems that actually run your firm rather than one-off prompts you forget by next week.

Most people who already use AI are using it at about 20% of its potential. We're going to change that.

We'll touch on how AI supports financial insights and client communication — but we won't go deep into advisory frameworks.

This weekend is focused on efficiency, systems, and execution. Advisory is its own skillset — if that's where you're headed, check out the Next Level Advisor Program.

→  ChatGPT and/or Claude — generative AI, your thinking partner

→  Double (formerly Keeper) — task management and firm operations

→  Loom — for recording and creating SOPs

→  Zapier — a light overview of automation possibilities

We'll also discuss the broader AI landscape so you understand how other tools (QuickBooks AI, Fathom, Dubsado, etc.) fit into the picture.

You don't need to be — and this is one of the biggest myths I want to bust on Day 1.

This weekend is not about being technically skilled. It's about being willing to try something new. If you can type a sentence and read what comes back, you can use AI. Full stop.

Some of the women who get the most out of experiences like this are the ones who were most nervous walking in. By the end, they couldn't believe what they'd built.

It's completely normal — and expected.

The content is layered intentionally. We start with mindset and context before we ever touch a tool. By the time we're in the labs, you'll have enough foundation that things start clicking rather than piling up.

If you hit a wall at any point, come find me. That's what I'm here for.

Come with an open mind and permission to be a beginner — even if you've been doing this a long time.

The women who get the most out of weekends like this are not always the most experienced. They're the most willing to try, fail, adjust, and try again. That's all I'm asking.

Within 48 hours of the event wrapping up, you'll receive a follow-up email with:

→  Any resources or links shared during the weekend

→  Reminders of your action plan commitments

→  Information on how to stay connected with the women you met

→  Survey for feedback on your weekend experience

The momentum you build during the weekend matters — and the 30 days after are where it either sticks or fades. We'll send you off with everything you need to make it stick.

We have a strong community of bookkeepers inside our free Facebook group — the Rescue My Bookkeeping Business community — and we encourage you to connect there.

You'll also exchange contact information with at least one accountability partner during our final lab on Friday, so lean on that relationship in the weeks ahead.

Yes! CEO Weekends happen throughout the year on different topics. The next CEO Weekend is planned for October 2026.

If this weekend gets you thinking about what's next, check out the full suite of programs from group coaching to masterminds to the Next Level Advisor Program on our website.

Rescue My Bookkeeping Business