email : Webview : We Need Your Referrals, Upcoming AI Events, plus The Decision Podcast and more...

Pat Lencioni

August 28, 2026
7:30am-9:30am
Loews Vanderbilt

New York Times best-
selling author Pat
Lencioni is considered
one of the pre-eminent experts on teamwork of
our time. His classic
book, The Five
Dysfunctions of a Team, has remained a fixture on best-seller lists for the past twenty years as he’s helped leaders around the world uncover the
natural human
tendencies that derail teams and lead to
politics and confusion in
so many organizations.

REGISTER TODAY!

MEMBERS, SPOUSES/LIFE PARTNERS, SAPs, CATALYST AND BRIDGE REGISTER HERE

It's EO and Catalyst Referral Time!

We need your referrals for EO & Catalyst!

EO Membership season is kicking into gear with informational events coming up on August 11th & August 18th. We need your referrals NOW!

We are also cranking up for our 16th Catalyst Class... with informational events on July 22nd & July 30th! We need YOU to help us fill this session with the very best entrepreneurs in town who would make fantastic future EO members!

*CA$H for CATALYST*

*Forums will receive $100 for each new Catalyst member referral who joins the Catalyst 16 Class.
PLUS...
*Every member referring someone by August 5th, who joins Catalyst, will be entered into a prize drawing....including a $300 Southwest gift card and more!

If you know someone that would make a great candidate for EO or Catalyst, please CLICK HERE to send us their information.
We will take it from there.

Thank you for your support!

Upcoming AI Events

Check out these upcoming AI events!

MyEO OpenClawfish Boil
July 21, 2026
5:00PM-8:00PM
Good Wood Nashville
219 Layfayette Street, 37210

A MyEO Party for people and their agents!

Come for the Cajun food and good human conversation.
Bring your OpenClaw (or any) AI agent as your +1, and consider volunteering to demo what you've built — we're as interested in how you built it as in what it does.

Projector and Wi-Fi provided.

REGISTER HERE

EO Exchange with ApexAI Advisors
The Mid-Year Audit: From Hype to High-Performance
July 24, 2026
9:00AM-10:00AM
Virtual

EO Exchange with ApexAI Advisors: Maximizing Your "Digital Workforce" for the Rest of 2026

It’s July. In the first half of 2026, we saw AI move from a chat interface to a quiet infrastructure layer (maybe). But as we enter Q3, the question for every EO member isn't just "Do we have AI?"—it’s "Is our AI profitable, compliant, and actually taking work off our plate?"

Join our new EO Partner, ApexAI Advisors for this important and timely event.

REGISTER HERE

AI Insights
Is AI an Assistant or a Replacement?
July 29, 2026
9:00AM-9:45AM
Virtual

We’ll discuss the real question many teams are facing: is AI an assistant or a replacement? We’ll share practical ways members are embracing the opportunities of AI, navigating the fear factor, and finding the balance between technology and people.

We’ll also explore how leaders are using AI to better manage people, policies and procedures without losing the human element. We’ll share real world tools, ideas and lessons learned around streamlining operations, improving communication and supporting stronger teams through smarter systems.

REGISTER HERE

AI Insights
What's Your AI Stack
September 9, 2026
9:00AM-9:45AM
Virtual

Join us for a behind-the-scenes look at how EO members are integrating AI into their daily routines. From meetings and marketing to operations and personal productivity, two members will walk us through the tools they use, how they use them, and where AI is making the biggest impact right now.

REGISTER HERE

http://www.cppadvisors.com

Comprehensive Fee Based Financial Planning

Our clients hire us because they are looking for a financial professional who can help navigate their financial questions comprehensively. No financial decision is independent of one another; each have ripple effects that impact others. No business owner works without a business model and business plan; however, they often put their personal financial goals and organization on the bottom of the list.

Our clients are busy, like everyone, and many times have uncoordinated pieces in their complex financial portfolio – tending to build their financial lives in silos. In fact, many people have not taken the time to set financial goals, write them down, or have a way to track their progress towards their goals.

Many people have avoided financial planning because they feel that they will either be sold a financial product they don’t need, or they would like advice in an area not covered by investments or insurance. By working on a consulting fee basis with our clients, we can offer objective advice and help our clients truly get where they want to go.

Our process to do this is:

Discovery -Understand your full financial situation and develop your financial goals.

Fact Review – Confirm we are on the same page with your assets, liabilities and goals…then take an initial look at some of the top priorities to identify how to move forward.

Recommendations* – Review the steps to help reach your short and long-term goals.

Implementation – Create a prioritized checklist to allow you to work through the recommendations in a manageable fashion.

Ongoing Reviews* and Advice – Develop a tracking system for your goals and update that as you progress towards them, or your financial situation changes.

Continuum Planning Partners FORUM TOPICS:

• Creating an intentional net worth – change your net worth from a financial “junk drawer” to actively progressing towards your goals

• Shifts to take advantage of a high inflation environment

• Using trusts and corporate structures to protect your assets

For more information or to schedule a forum visit, please contact:

Abby Spaulding
615-309-6387
abby.spaulding@cppadvisors.com

Andy Faught
615-309-6316
andy.faught@cppadvisors.com

eonashville.com

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