Talks & Events
Most business owners never get the conversation they actually need. Not about their portfolio. About their business. What it is worth. What it is costing them. What comes next. These events are where that conversation starts. Come find out if it is the right one for you.
The Advisor Who Sees What Others Can't
73% of financial advisors lose their clients at the moment of exit — the exact moment the wealth is created.
This session gives you the lens and the language: what's actually driving that number, and how to talk about it in a way a business owner will actually hear.
The Advisor Who Sees What Others Can't
73% of financial advisors lose their clients at the moment of exit — the exact moment the wealth is created.
This session gives you the lens and the language: what's actually driving that number, and how to talk about it in a way a business owner will actually hear.
The Advisor Who Sees What Others Can't
73% of financial advisors lose their clients at the moment of exit — the exact moment the wealth is created.
This session gives you the lens and the language: what's actually driving that number, and how to talk about it in a way a business owner will actually hear.
The Advisor Who Sees What Others Can't
73% of financial advisors lose their clients at the moment of exit — the exact moment the wealth is created.
This session gives you the lens and the language: what's actually driving that number, and how to talk about it in a way a business owner will actually hear.
The Advisor Who Sees What Others Can't
73% of financial advisors lose their clients at the moment of exit — the exact moment the wealth is created.
This session gives you the lens and the language: what's actually driving that number, and how to talk about it in a way a business owner will actually hear.
Carolina CEPAs Unite: June 2026 Charlotte Exit Planning Luncheon
Welcome to Carolina CEPAs Unite! A continued conversation, and update around an Exit Planning EPI Chapter in Charlotte.
Help shape the CEPA community in the Carolinas at this networking event!
The Hidden Gold Mine Workshop
Revealing Overlooked Value and Profit Potential
What you'll walk away with:
• Your personalized scorecard
• Four "gold nuggets"
• The Gold Mine Map
Operations as Strategy (Private Event)
In this signature interactive keynote for WNC Business Owners Success Collaboration, Tina and Alan explore why Operations AS Strategy is the competitive edge most owners are leaving on the table — and how the right fractional COO partnership can change everything.
Preserving Local Economic Resilience Through Succession Planning and Employee Ownership
Thousands of NC jobs and community economies are at risk as business owners near retirement without succession plans. This panel breaks the taboo on succession planning, offering business owners practical knowledge and real options for a smooth business transition before their best choices disappear.
The Fundamentals Lab
The Foundation Fix: Leading Through Change Without the Noise
Most business hurdles aren't caused by a lack of "new" information—they’re caused by drifting away from the fundamentals.
Preserving Local Economic Resilience Through Succession Planning and Employee Ownership
Thousands of NC jobs and community economies are at risk as business owners near retirement without succession plans. This panel breaks the taboo on succession planning, offering business owners practical knowledge and real options for a smooth business transition before their best choices disappear.
Carolina CEPAs Unite: May 2026 Charlotte Exit Planning Luncheon
Welcome to Carolina CEPAs Unite! A continued conversation, and update around an Exit Planning EPI Chapter in Charlotte.
Help shape the CEPA community in the Carolinas at this networking event!
The Hidden Gold Mine Workshop
Revealing Overlooked Value and Profit Potential
What you'll walk away with:
• Your personalized scorecard
• Four "gold nuggets"
• The Gold Mine Map
Rise of the Fractional COO (Private Event)
In this signature interactive keynote for Executive Forums of Charlotte, Tina and Alan explore why Operations AS Strategy is the competitive edge most owners are leaving on the table — and how the right fractional COO partnership can change everything.
The Fundamentals Lab
The Foundation Fix: Leading Through Change Without the Noise
Most business hurdles aren't caused by a lack of "new" information—they’re caused by drifting away from the fundamentals.
Rise of the Fractional COO (Private Event)
In this signature interactive keynote for Executive Forums of Charlotte, Tina and Alan explore why Operations AS Strategy is the competitive edge most owners are leaving on the table — and how the right fractional COO partnership can change everything.
Lab iMPACTLY Nonprofit Workshop: Building and Leading an Effective Board
Considering joining a nonprofit board? Already serving? Join this interactive workshop exploring what business leaders need to know about board governance. Featuring a live panel and hands-on scenario-based workshop facilitated by Liberated Leaders.
The Hidden Gold Mine Workshop
Revealing Overlooked Value and Profit Potential
What you'll walk away with:
• Your personalized scorecard
• Four "gold nuggets"
• The Gold Mine Map
1 Million Cups: Surfing the Silver Tsunami
50% of NC business owners over 55 have no succession plan. Join Liberated Leaders at 1 Million Cups Asheville to learn how communities can preserve conscious capitalist businesses and prevent local anchors from disappearing.
The Fundamentals Lab
The Foundation Fix: Leading Through Change Without the Noise
Most business hurdles aren't caused by a lack of "new" information—they’re caused by drifting away from the fundamentals.
The Hidden Gold Mine Workshop
Revealing Overlooked Value and Profit Potential
What you'll walk away with:
• Your personalized scorecard
• Four "gold nuggets"
• The Gold Mine Map
Carolina CEPAs Unite: Hold the Date
Welcome to Carolina CEPAs Unite! A continued conversation, and update around an Exit Planning EPI Chapter in Charlotte.
Help shape the CEPA community in the Carolinas at this networking event! Join us in February 2026. (Lunch Included)
Join us at Rooster's Wood Fired Kitchen Uptown for an exciting in-person event where Carolina CEPAs come together to network, share ideas, and have a great time. Connect with fellow professionals in a casual and friendly atmosphere while enjoying delicious cuisine. Don't miss this opportunity to build relationships and grow your career in the Carolina CEPAs community. Save the date and get ready for an unforgettable gathering!
Board Governance: A Live Podcast & Workshop
Considering joining a nonprofit board? Already serving? Join this interactive workshop exploring what business leaders need to know about board governance. Featuring a live podcast panel and hands-on scenario-based workshop facilitated by Liberated Leaders.
The Fundamentals Lab
The Foundation Fix: Leading Through Change Without the Noise
Most business hurdles aren't caused by a lack of "new" information—they’re caused by drifting away from the fundamentals.
The Hidden Gold Mine Workshop
Revealing Overlooked Value and Profit Potential
What you'll walk away with:
• Your personalized scorecard
• Four "gold nuggets"
• The Gold Mine Map
The Hidden Gold Mine Workshop
Revealing Overlooked Value and Profit Potential
What you'll walk away with:
• Your personalized scorecard
• Four "gold nuggets"
• The Gold Mine Map
The Hidden Gold Mine Workshop
Revealing Overlooked Value and Profit Potential
What you'll walk away with:
• Your personalized scorecard
• Four "gold nuggets"
• The Gold Mine Map
Leadership on Tap: Mastering Delegation in a Hybrid World
Looking for meaningful connections with fellow leaders in Western North Carolina? Join our monthly gathering of diverse professionals. Connect, learn, and gain actionable insights to elevate your leadership impact and well-being.
The Leadership on Tap monthly series is organized and facilitated by Liberated Leaders' Alan Fuhs.
Preserving Local Economic Resilience Through Succession Planning and Employee Ownership
Panel Discussion Overview
In Catawba County alone, over 1,700 businesses are owned by people 55 or older, employing 26,000 workers and representing $1 billion in payroll. Without thoughtful succession planning, these businesses risk closure or sale to out-of-town buyers, eroding the local economic fabric that we, as Rotarians, work to strengthen.
Tina Dao would be delighted to have guests join, email tina@liberatedleaders.com to be her guest.
1 Million Cups: Preserving What Matters
50% of NC business owners over 55 have no succession plan. Join Liberated Leaders at 1 Million Cups Asheville to learn how communities can preserve conscious capitalist businesses and prevent local anchors from disappearing. Interactive presentation on breaking the taboo.
The Hidden Gold Mine Workshop
Revealing Overlooked Value and Profit Potential
What you'll walk away with:
• Your personalized scorecard
• Four "gold nuggets"
• The Gold Mine Map
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