Upcoming Events

The Capital Horizon Summit

Registration/Tickets

Event Info

Start Time: 4:00 pm
Date: November 11, 2026
End Time: 6:07 pm
Location: The Bellagio Resort & Casino, Las Vegas, NV

The Capital Horizon Summit brings together top-tier financial planners, fintech founders, and institutional investors for a comprehensive deep dive into emerging market opportunities.

Key Topics Include:

  • Macroeconomic Outlook & Interest Rate Strategies
  • Next-Gen Asset Allocation and Wealth Preservation
  • Navigating Market Volatility in Modern Portfolios

 

Network with over 500 industry professionals and gain actionable insights to scale your wealth strategy in 2027 and beyond. Lunch and networking reception included with registration.

Schedule A Consultation

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Service Areas

Operational Finance & Controls Design

Financial Infrastructure

  • Internal Controls
  • Reporting Infrastructure
  • Process Standardization

Process Improvement

  • AP/AR Workflow Redesign
  • AI & Process Automation
  • Technology & Workflow Implementation

Team
Development

  • Finance Team Development

Service Areas

Cash Flow & Liquidity Management

Forecasting & Planning

  • 13 Week Cash Flow Forecasting
  • Direct Cash Flow Modeling

Liquidity
MGMT

  • Working Capital Optimization
  • Liquidity Stabilization
  • Cash Preservation
  • Operational Cash Burn Analysis
  • Intercompany Cash Flow Optimization

Capital & Stakeholder MGMT

  • Debt Management
  • Lender Negotiations
  • Vendor Prioritization
Service Areas

Strategic Finance Consulting

Planning

  • Budgets
  • Forecasts
  • Strategic Plans

Performance

  • KPI Reporting
  • Operational Dashboards
  • Commercial Revenue Planning
  • Scenario Modeling
  • Headcount & Capacity Planning

Decision Support

  • Pricing Strategy
  • Profitability Analysis
  • Compensation & Incentive Modeling
  • CAPEX ROI Analysis
  • Executive Decision Support

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