The Executive Execution Intensive:
One Number to Execution Workshop
You know the number. Now get clear on what’s driving it and what happens next.
A two-hour, step-by-step working session for executives and decision-makers ready to look beyond the variance, investigate what's driving the result, and identify what needs to change.
Pick one number. Trace it. Label it. Leave with an owner and a 30-day action.
17+ yearsof Controller & CFO leadership experience + MS in Accounting
Align teamdetermine what happens nextactually execute.
The Real Problem
YOU KNOW THE NUMBER. NOW WHAT?
Every month or quarter, there is a gap between what leadership intended and what actually happened. That gap is Execution Drift™.
Your financial statements reveal: EBITDA missed target, another contribution margin shortfall, cash didn’t land where projected, inventory increased, and we lost money on a project. Everyone has an explanation. But then comes the harder part:
Do we actually know what drove it, or are we working from assumptions?
Are we solving the root issue or reacting to the first explanation that sounds reasonable?
You ask the question: “Does everyone agree on what needs to change, who owns it, and how we'll know whether it's working?… Most importantly, what happens next? “, Everyone nods in agreement, yet…
You start realizing, “Maybe we're too close to it. What are we missing that's keeping us from executing? I don't want to be back here next month, no closer to a resolution.”
The BOA Method™ gives your team a structured way to find that disconnect before deciding what to fix.
THE WORKSHOP
One number. Identify the disconnect. Set owners. Build Your Execution plan. In two hours.
Pick the one number you least trust or can’t fully explain. Gross margin, DSO, inventory turns, EBITDA, whatever keeps surprising you. Then use the BOA Method™ to identify the disconnect between what you planned and what actually happened.
Assumption. The team did what it said it would. The plan rested on something that turned out to be wrong. Change the forecast, not the pressure.
Both. The assumption depended on an operational condition nobody owned. Assign the condition first, then reset the assumption
Operations. The plan was sound. The work didn’t happen the way it was designed. Tighten the process, the ownership and the cadence.
Every driver gets one label before anyone decides who fixes it.
Leave with more than an explanation. Leave knowing what deserves attention next.
WHAT YOU WALK OUT WITH
What You Know vs. What Needs Validation
Your next decision isn't built on an untested assumption.
Your Number Map
A clear definition of what happened versus what you expected.
The 3–6 operational factors, assumptions, or conditions potentially driving the result.
Owner(s) and Action Plan
Who needs to investigate, decide, or change what happens next.
One focused action and a way to measure whether it's actually changing the result.
WHAT HAPPENS IN TWO HOURS
Real problem and the BOA lens
Your working session: build your own map; with your numbers
A working session.
01
Name it
02
Map the drivers
03
Classify with BOA
04
Assign the owner & the decision
You’ll leave with clarity on what matters, who owns it, and an aligned plan for execution.
Who it’s for
This is for you if…
You lead a growing organization or a leadership team that reviews financials monthly or quarterly.
You want fewer surprises - tired of the same variances resurfacing with no real explanation.
You want a shared language your team can use to classify problems before debating solutions.
You can explain what happened, but you're not confident the next action will actually change the result.
This isn’t for you if…
You’re looking for basic accounting or bookkeeping training.
You want someone else to run the review meeting for you.
You’re not ready to have direct, ownership-based conversations with your leadership team.
Why Work With Cary
For more than 17 years, I wasn't hired simply to report financial performance; I was expected to improve it.
When operations struggled, I didn't stay behind a spreadsheet. I partnered with operations, sales, purchasing, production, and leadership teams to uncover what was driving the numbers.
Together, we diagnosed what was driving the numbers, then worked toward solutions, which ultimately led to healthier financial statements.
Today, I combine the real-world Controller and CFO experience with certifications in Emotional Intelligence, High Performance, and Neuro Coaching because sustainable business performance starts when business and people are aligned; it’s rarely just about the numbers.
I created the BOA Method™ from years of working alongside leadership teams where explaining financial performance was only the beginning. The real work was determining what needed to change, who needed to be involved, and how to move forward.
Pick your number. Leave with the clarity to execute.
Financial statements reveal the outcome. Execution Drift™ explains why it happened. The BOA Method™ helps you diagnose it. Join me LIVE and use it on your own numbers.
General -$147
➢ Work through your own number in a live, two-hour executive session.
➢ Identify what's really driving the gap between expected and actual results.
➢ Turn your findings into a 30-day action plan with clear ownership.
➢Stop revisiting the same numbers. Start changing what's driving them.
VIP- $297
10 Seats
Everything in General +
➢ Get 30 minutes of private 1:1 guidance on the challenge you couldn't fully address in the room.
➢ Direct, candid input on your next move, not a prefabricated plan
➢ 30 days of follow-up support with up to three email questions as you put the BOA Method™ into practice
Why VIP Exists
Not every discussion belongs in a room with other executives.
Sometimes the real concern is a decision you're weighing, an operational challenge that keeps resurfacing, or a question you'd rather explore privately.
VIP gives you 30 private minutes with Cary to think out loud, work through a challenge, or explore ideas with someone who understands the financial and operational sides of business.
A conversation focused entirely on you.
Questions
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No. If you review financial results with a leadership team, you can do this. The method is about classifying what is driving a number, not accounting technique.
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Any number you report but can’t fully explain. Gross margin, DSO, inventory turns, cash conversion, EBITDA and labor cost % all work well. The guide has a page to help you choose, and you will pick on registration.
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Only if you volunteer for a hot seat. Everything else stays in your own guide.
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The last four quarters of one number, budget or forecast for the same periods if you have them, and one sentence on what you expected the number to do.
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This session is live only.
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The Intensive takes one number apart. The Group Program is four live weekly sessions that apply the full BOA Method™ across your whole quarterly review, with a workbook, a community and weekly priority support. Attend and enroll by next scheduled date, and your registration fee is credited toward the program.
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We stand behind this workshop. Attend live with your camera on and complete the worksheets, and if you don't feel you got your money's worth, email workshop@thewealthexec.com within 48 hours of the session. We'll set up a quick 10-minute call to understand what didn't land, there's a good chance we can solve it on the spot, and if not, you'll have a full refund within 7-10 business days.