Plan Your Year to Grow Your Business

Learn More Buy Tickets


Do You Know Where You’re Going in 2020?

You know planning is important, but if you’re like a lot of small business owners, you’re too busy working in your business to work on it.

The Truth

Goal setting and strategic planning are the most important things you can do to build a successful, sustainable, growing business that enables you to live the life you dream.

The Secret

You can craft an effective, game-changing strategic plan—and it doesn’t take weeks of your time. It takes Jim Roman’s Strategic Planning Summit.

The Summit

Jim Roman’s one-day Strategic Planning Summit is a small group, interactive event that teaches you to think strategically and look at your business in a new way so that you can accelerate the growth of your business and spend more time living your life in 2020 and beyond.

What You’ll Learn

What a Strategic Plan Is—And What It Isn’t

If you’ve ever tried to write a strategic plan only to lose interest in it, be overwhelmed by it or have it fail, it may be because you actually wrote a business plan, not a strategic plan focused on goal-setting. Jim will talk about the difference between business and strategic plans and how to structure your plan for success.

What Drives You—In Business and In Life

We only succeed when we’re motivated, so the first step in crafting a strategic plan is understanding what drives you. Jim and his team will help you uncover why you do what you do, where you want to be in business and in life and what you need your business to look like to achieve your goals.

How to Organize the Functions of Your Business

As a small business owner, you wear many hats; it’s easy to get overwhelmed because there’s so much you need to accomplish. Jim and his team will show you how to categorize all the tasks of your business into five functions so you can see how your goals are interconnected and how they build on each other.

How to Determine What Comes Next

You can’t tackle everything at once. How do you decide what’s most important? Jim and his team will reveal how your revenue is linked to the pain points of your business and how to use that information to determine what your next most important steps are.

How to Apply What You’ve Learned

The best strategic plan in the world won’t do you any good if it stays in your notebook once you’ve left Jim’s summit. Jim will end your day together with advice about taking the strategic plan you’ve created and making it a reality.

Claim Your Ticket NOW!

About Jim and His Team

Jim Roman Speaker – Trainer – Coach

After working countless hours managing my first business—an Italian restaurant—and having no personal life, I began to see just how critical work-life balance is. For more than 20 years I have made it my life’s mission to help business owners like you find a balance between personal fulfillment and professional success.

I’m the son of business owners, and I’m living the life of a business owner. I know how exhausting and frustrating it can be. You’re working long hours, stressed out, stuck in the daily cycle of your business—and then you hit that revenue plateau. Whether it’s $225K, $500K or $750K, it can seem impossible to break through, and you start to doubt whether you have what it takes to make your business a success.

I’ve been there, and I know you do have what it takes to make your business a success—if you want it. Success starts with setting strong, actionable goals in a strategic plan, and that’s what I will guide you in creating during my Strategic Planning Summit.

Now is the best time to build the business of your dreams and live the life you’ve always wanted! Please join me and my team in Richmond on January 10th to plot your course for 2020 and beyond.

Eric Glymph, EDGe Business Planning

If you struggle to understand whether you’re actually profitable or have the cash you need to grow, Eric is your man. Eric translates the complex language of finance into concepts and strategies that help you truly understand the numbers of your business so they become tools that move you from financial survival to financial success.

Kay Congdon, Marked by Excellence

Growing your staff helps free you to focus on the tasks you need to grow your business, and Kay specializes in finding the right people for the right positions. You may feel like you don’t have the resources to hire right now; Kay can work with you to determine if that actually is the case and help outline your staffing needs for the future.

Kathy Roman, Blank Canvas Consulting

With over 10 years of experience working with small business owners, Kathy empathizes with the struggles you face and understands the incredible sacrifices you make. Through strategic planning and the creation of a vision board, she can help you drill down to the core goals you have that provide the inspiration and motivation you need to build a better business and a better life.

Who This Summit Is For

You’re a great fit for Jim’s Strategic Planning Summit if you

→ are a small business owner who wants to grow in 2020 and beyond
→ want to learn to think strategically and look at your business in a new way
→ enjoy a small group, highly interactive setting focused on action
→ are ready for change

Sound like you?
Claim your ticket now!

Event Details


January 10th, 9 a.m. – 4 p.m.


Thunderbolt Indoor Karting 1365 Carmia Way Richmond, VA 23235


This incredible, full-day live event that will enable you to accelerate your success in 2020 and beyond is only $129.

Register by Friday, January 3rd, to receive a $100 discount. If you register by Friday, January 3rd, you will also receive a free copy of Jim’s self-study course The 5 Drivers™ to Building a Better Business, a $297 value.



Limited space available!

General Admission: $129.00

Claim Your Ticket


Do you have questions? We have answers! I understand this is a big commitment so feel free to contact us with any questions or comments you may have.