Annual Strategic Business Planning Retreat

Plot Twist::2027 Works Out Because You Actually Planned Itt

In 2 days, we’ll help you stop spiraling, start deciding, and build a business plan that actually makes you money.

Let's #%*&% Go!

DATE

November 5-6, 2026

LOCATION

Leesburg, VA

WHAT IS THIS?

You don’t need another notebook full of “ideas.” You need a plan… and the guts to follow it.

This retreat is where we:

➡️Stop the chaos

➡️Cut the fluff

➡️And get your business acting like it pays bills (because it should)

No boring lectures.

No “imagine your dream life” for 3 hours.

Just real strategy + real decisions + real momentum.

So, let’s be honest for a second…

You’ve been:

➡️Tweaking your offers for the 47th time

➡️Second-guessing every decision

➡️Busy all day everyday… but somehow still not where you want to be

Yeah. We’re done with that.

The Strategic Business Planning retreat is where you:

➡️ Make clear moves
➡️ Build a real plan
➡️ And finally feel like you know what the hell you’re doing

Build your next-level roadmap

BENEFITS

Make More Money

(Without Guessing Like It’s a Personality Trait)

We’re dialing in your offers, pricing, and strategy so your income stops playing hide and seek.

Get Your Time Back

(Because Chaos Is Not a

Business Model)

Say goodbye to doing everything and getting nowhere. Say hello to focused, needle-moving work.

Finally Get Clear

(Like… Actually Clear)

Not “I think this might work?”

More like: “Oh. This is exactly what I’m doing next.”

Build a Plan

(You’ll Actually Follow)

No 27-page PDF you ignore by Tuesday. A real, simple, executable roadmap.

I'm ready to plan

This isn't just an event...

It’s a room full of people who are done playing small.

You’ll be surrounded by:

💡Big thinkers

🦸‍♀️Action takers

🤘People who don’t need 6 months to make one decision

And something weird happens in rooms like this…

➡️You move faster

➡️You think bigger

➡️ You stop tolerating your own excuse

I need in this room!

In just 48 hours, you will:

Identify what’s slowing you down, and cut it

Get crystal clear on your next level

Build a revenue-focused plan for 2027

Step into your role as the CEO (not the employee)

Walk away with momentum you can feel

Discover confidence that will drive you

THE DETAILS

WHEN

November 5-6, 2026

WHERE

Leesburg, VA

Leesburg isn’t just charming, it’s showing off a little.

Think award-winning wineries, cozy cafés that turn into your new favorite spot, boutique shopping you didn’t plan for (but absolutely deserve), and historic streets that somehow make everything feel slower, in the best way.

Spend your days sipping, strolling, and exploring,and your nights wondering why you don’t live here yet.

It’s the kind of place that makes “just a trip” feel like a lifestyle upgrade, which is the perfect way to get in the mindset to plan for a thriving 2027.

THE HOTEL

HOTEL BURG

208 S King St, Leesburg, VA 2017

Tucked right in the middle of Virginia’s iconic wine and hunt country, Hotel Burg isn’t just a place to stay, it’s a whole vibe.

Equal parts elegant and inviting, this boutique escape was made for people who appreciate the finer things…but still know how to have a good time. Around here, “luxury” doesn’t mean stiff, it means thoughtful details, warm energy, and spaces that make you want to stay a little longer.

From unforgettable meals to celebrations worth getting dressed up for, Hotel Burg brings together beautiful design, standout service, and that just right balance of cozy and refined

We picked a space that feels like a vibe, because your next level deserves better than fluorescent lighting and stale coffee.

Gain the skills you need to reach your business goals, work your millionaire mindset, and get ready for success in 2027!

Look, we could keep talking…

But it hits different when you hear it from people who’ve actually been in the room. 👇

"Business owners are typically stuck working IN the business rather than working ON their business. The Retreat was the perfect way to take a step back from the daily grind of working in the business and prepare for the year ahead. I got to connect with other business owners, gain important insights for my business from Katie and Kelly, and learn from everyone in the room. I can't wait for the next one!”

-Troy Riemer

Founder of Red Clay Creative

"I knew that if my business was going to succeed I needed lay strategic groundwork. I really didn't know what to expect, but figured that I'd jump in and learn along the way. This retreat was so much more than I could have hoped for! I learned so much about myself and my business. And, as an added bonus, I met 20 remarkable women along the way! I came home confident, inspired and ready to tackle 2025! Thank you.”

-Sesyle Moorhead

Founder of EvenTide Events

"I vow never to miss the retreat, because it truly made a difference in my business. Not only did I enjoy the opportunity to get away and meet other growth-minded individuals, but I also found this time essential in planning out the upcoming year in my business. The time at the treat opened my eyes to new ideas I would not have thought of and allowed me to put pen to paper so I walked away with a plan."e 2025! Thank you.”

-Sierra Collins

Founder of Sierra Learnership Collaborative

Meet Your Sales

UpRising Coach

Katie Nelson

Katie Nelson, Founder and CEO of Sales UpRising, has built her business around this message: Cashflow Is Oxygen. She is committed to bringing the fun back into sales and helping her clients grow their small businesses into six-figure-plus Big League Players. Katie is a speaker, consultant, and business coach with a total 25 years of sales expertise and $150 million sold in products and services. She believes that small business owners can and should harness their profit-making potential to maximize their revenue. Known as “The Sales Catalyst,” Katie has worked with hundreds of entrepreneurs to transform their companies from ideas to thriving businesses. She is adamant that any entrepreneur can sell his or her knowledge, gifts, and passions to the world, because sales is just sharing your solution.

Questions about this event? Connect with Katie!