Workshops, Speaking & Educational Events
Helping Canadian business owners get organized, prepare for the unexpected, and protect the businesses they've worked so hard to build.
Whether you're looking for practical business preparedness education for yourself, your team, or your organization, these workshops provide clear, actionable guidance that helps business owners prepare before life takes an unexpected turn.
Business preparedness isn't just about planning for the unexpected.
It's about creating clarity, reducing uncertainty, and making it easier for your family, employees, business partners, and clients if you're ever unable to run your business.
Every workshop is designed to provide practical education—not fear—and leaves participants with simple actions they can take immediately.
New workshops are currently being scheduled.
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Signature Workshops & Presentations
Protecting the Business You've Worked So Hard to Build
Most business owners have insurance, a will, and maybe even a succession plan—but very few have prepared for what actually happens if they suddenly can't run their business.
The Business Plan Every Business Owner Is Missing
Business planning helps you grow. Business preparedness helps protect everything you've built.
The First 72 Hours
What families, business partners, and employees need to know when a business owner suddenly dies or becomes incapacitated.
Business Preparedness Made Simple
An introduction to The Business Executor Method™ and practical steps every entrepreneur can begin today.
Building a Business That Can Continue Without You
Practical strategies for reducing risk and increasing resilience.
Workshops for Organizations
Looking for a Speaker?
Jodi regularly presents for:
Chambers of Commerce
Small Business Centres
Professional Associations
Women's Business Organizations
Networking Groups
Financial Professionals
Insurance Professionals
Legal Professionals
Healthcare Organizations
Conferences and Summits
Presentations can be customized for your audience and delivered in person or virtually.
Previous Workshops & Topics
Business Preparedness Foundations™
The Business Plan Every Business Owner Needs
What Happens to Your Business If Something Happens to You?
Wills for Entrepreneurs
Business Preparedness for Healthcare Professionals
The First 72 Hours
Protecting Your Business Legacy
Why Every Entrepreneur Needs a Will — And Why Your Business Changes Everything
Many entrepreneurs create business plans, marketing strategies, and financial goals — but very few create a clear plan for what happens to their business if something unexpected happens to them.
If you are a business owner, your will must address more than personal assets. It must also consider your business, clients, employees, and operational responsibilities.
This educational workshop will help entrepreneurs understand the role wills play in protecting both their personal estate and their business.
In this workshop, we will discuss:
what happens to your business if you pass away without a will
how business assets are treated in an estate
the role of an executor when a business owner dies
why legal documents alone may not be enough
the importance of business contingency planning
You will also learn how to begin organizing your business information so your family, advisors, and executor are not left trying to figure out how your business operates during a difficult time.
Who Should Attend
This workshop is ideal for business owners who want to ensure their family and advisors are prepared if something unexpected happens.
No legal or financial background is required.
What Happens to Your Business If You Suddenly Can’t Run It?
The Hidden Risk Most Business Owners Ignore
Many businesses rely heavily on the owner’s knowledge, relationships, and daily involvement.
But what would happen if you suddenly became unable to run your business due to illness, accident, or another unexpected life event?
Who would communicate with clients?
Who would access business systems?
Who would manage urgent responsibilities?
This workshop introduces entrepreneurs to the concept of business contingency planning and the steps business owners can take to protect their business, clients, and families.
In this workshop, we will discuss:
the real risks small business owners face
what often happens when a business owner becomes unavailable
the first 72 hours after a crisis
the five areas every business owner should prepare
how to begin organizing your business contingency plan
This workshop is designed for:
entrepreneurs
sole proprietors
small business owners
consultants and service providers
What Happens to Your Private Practice If You Suddenly Can’t Work?
The Hidden Risk in Every Solo Healthcare Practice
Healthcare professionals carry significant responsibility for their clients or patients.
But many solo practitioners and private practice owners have never been taught what steps should be taken if they suddenly become unable to work due to illness, accident, or unexpected life events.
This workshop explores the operational and ethical responsibilities involved in protecting clients and maintaining continuity of care.
In this workshop, we will discuss:
what happens when a practitioner becomes unexpectedly unavailable
responsibilities related to client or patient records
communication with clients during a disruption
regulatory and ethical considerations
contingency planning for private practices
Who Should Attend
Psychotherapists
Psychologists
Social workers
Healthcare professionals in private practice
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Frequently Asked Questions (FAQs)
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Business owners, entrepreneurs, sole proprietors, incorporated businesses, professionals, and organizations looking to better understand business preparedness and business continuity.
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Yes!
Workshops and keynote presentations can be customized for conferences, professional associations, chambers of commerce, networking organizations, healthcare groups, financial professionals, legal professionals, and corporate audiences.
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Yes. Presentations are available both in person and online across Canada.