Who we are

Fundamentals of Entrepreneurship

Learn to launch and grow the business of your dreams.

*Fill out our contact form and mention your interest in this course.

Who We Are

Are you ready to take control of your financial growth?

Do you own a small business and wish you knew more about financial management? Or maybe you have an idea, but you don’t know how to get started: entity formation, bank accounts, insurance, financials––it’s overwhelming!

Whatever stage you’re in, this course is for you. And it’s all online, so you can learn from anywhere!

We’ll cover everything you need to know to launch, run, and grow the small business of your dreams––and even how to invest your profits to ensure financial stability.

What you’ll learn

  • Business Planning and Formation
  • Launching and Purposeful Growth
  • Profit and Cash Management
  • Personal Wealth Planning

What to expect

  • Step-by-step guidance: Learn to turn a rough idea into a fully fleshed-out business in as little as 30 minutes.
  • Actionable insights: Find out when to pump the brakes on a business idea and go back to the drawing board.
  • Free gift: Get access to LivePlan business planning software for attending ($1,200 value).

WHO WE ARE

Meet the speakers

Kathy Gregory financial advisor and business planner for Lookahead Advisory.

Kathy Gregory | CFO & Head of Forecasting

Kathy has spent over 20 years in business development for public, private, small, and mid-size organizations. She specializes in assisting executives, boards, and investors in unlocking growth through financial forecasting, strategic planning, and process development.

Peter Gregory financial planner and CEO of Lookahead Advisory

Peter Gregory | CEO & Head of Strategy

Peter has served as a CEO, a CFO, and a VP of engineering for software manufacturing companies for over 25 years—specializing in capacity management and industry operations.

SUBSCRIBE FOR THE RECAP

Can't attend live?

Sign up, and we’ll send you the recording.
 

Events

DISCLAIMER: Investment Design Management LLC (“IDM”) is a registered investment adviser in the State of Oregon. IDM and its representatives are in compliance with the current registration and notice filing requirements imposed upon registered investment advisers by the State of Oregon. IDM may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. IDM’s website is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law.

Accordingly, the publication of IDM’s website on the Internet should not be construed by any consumer and/or prospective client as IDM’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Furthermore, information on this Internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from 'IDM'. Individualized direct responses to a prospective client that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption from registration in the state where such prospective client resides.

For information pertaining to the registration status of IDM, please contact the United States Securities and Exchange Commission on their website at or the state securities law administrators for the State of Oregon. ACCESS TO THIS WEBSITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEBSITE OR ANY THIRD-PARTY WEBSITE LINKED TO THIS WEBSITE.