What a fantastic morning at WATT! A huge thank you to Wendy Look for the insightful case study on transitioning from a PEO to separate services and the deep dive into insurance. Maryann Richardson, your overview of upcoming banking items was incredibly helpful, and Marcia Ritter, your breakdown of the roles of bookkeepers, comptrollers, accountants, CPAs, and CFOs was spot on! Melissa Swader, we truly appreciate your vulnerability in sharing your personal story—your courage is inspiring.
And of course, thank you all for engaging with me in the discussions on seller journeys! A special shout-out to Shannon Fox, as both Maryann and I proudly sported our blazers from Kiss Me Kate!
The post-meeting conversations were just as valuable:
– Laura Piel is not just a business professional—she’s an artist!
– Members were making lunch plans and strengthening connections.
– Valuable insights were exchanged, answering specific questions and offering support.
Looking forward to the next meeting and more great conversations!