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Sign up to attend one of our virtual or in-person workshops!
Sign Up for an Upcoming Event
FREE WEBINAR
AI in Construction Finance:
What's Working & What's Next
Friday, March 21st from 9:00 - 10:00am PST
AI promises to revolutionize how contractors manage finances—from automated bookkeeping and streamlined expense tracking to optimized cash flow and improved job cost forecasting. But what's truly valuable and what's just hype?
We'll break down where these tools deliver tangible benefits and where human expertise remains irreplaceable.
What you’ll learn:
- How to identify and navigate AI’s limitations and inaccuracies
- Why human expertise remains essential in closing books and filing taxes
- Methods for analyzing financial reports with AI tools
- Techniques for generating and modifying estimates using tools like ChatGPT and ClaudeHow to leverage AI to automate data entry for bills, invoices, and receipts
Who Should Attend:
- Contractors, builders, and construction business owners
- Anyone looking to leverage AI for smarter financial decision making
- CFOs and financial managers in construction
See Me Speak!
Upcoming Speaking Engagements
Every year we travel the country speaking at various accounting and industry specific conferences and events. Interested in attending? See where I'll be speaking this year below and register today in a city near you!
Accounting Today - San Diego, CA
May 21, 2025
Is My Tech Tech-ing?
Streamline, Automate and Elevate
Embracing Technology for Success:
Strategies for Firms and Professionals
Houston Build Expo
June 11 - 12
QuickBooks for Contractors -
Beginner & Advanced
Scaling New Heights - Orlando, FL
June 22-25
Nailing Your Niche:
Finding and Targeting Ideal Clients
Bridging the Gap - Denver, CO
July 22-24
The Business Case for Well-being
with Sam Hallburn and Dr. Jackie Meyer
Check back for more events being added soon!
Upcoming Workshops
Financial Literacy for Business Owners
Lunch & Learn: Boost Your Financial Confidence as a Business Owner!
- Friday, May 2nd
- 11:00am - 12:30pm MDT
- Bozeman, MT
You’re passionate about your business—and the impact it makes. But to grow a sustainable, profitable company, passion alone isn’t enough. Financial confidence is key.
Join Business Coach & Trainer Karen Lum and QuickBooks Educator & Consultant Sam Hallburn for a 90-minute Lunch & Learn designed to help you get smarter with your money—without the jargon or overwhelm.
In this engaging and practical session, you’ll discover:
- Key questions to assess your financial savvy
- The top 4 financial "trap doors" to avoid as a small business owner
Whether you’re numbers-averse or ready to sharpen your skills, Karen and Sam bring clarity, humor, and real-world insight to a topic that’s too important to ignore.
Walk away with tips you can use right away—and the confidence to make smarter financial decisions.
*This is a free event open only to Sky Oro members. Click the link below to learn more.
This series has ended, but the recordings are still available for purchase!
Advanced QuickBooks Online Workshop Series
Refine Your QuickBooks Online Expertise.
Price Options: All 4 Sessions for $450 ($50 Savings!) OR Choose the Topics You Want for $125/Session.
These sessions are tailored for business owners and professionals who already have a foundational understanding of QuickBooks Online and are ready to develop more advanced skills for managing their business finances.
Topics include:
- Undeposited Funds & Reconciling Sales
- Payroll
- Reconciling Your Entire Balance Sheet
- Advanced Reporting & Customizing Reports
Book Us For Your Next Event
Looking for an engaging speaker for your next business event or workshop?
Book Sam, our QuickBooks expert and seasoned entrepreneur, to deliver insightful, actionable presentations tailored to your audience.
With years of experience in QuickBooks, business finance, and entrepreneurship, Sam breaks down complex financial topics into simple, practical strategies. Whether you're hosting a conference, business seminar, or a training session for your team, Sam’s expertise will equip attendees with the knowledge to streamline their financial processes and grow their businesses.
Request These Free Resources Today!
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