Learn in a Room of Serious Business Owners.

You make decisions that affect marketing, hiring, cash flow, operations, and long-term growth. Yet most business owners were never taught how these areas truly work together.

The Business Education Series is curated by Masha Mahdavi and Sara Szabo. After listening closely to what local business owners struggle with most, they identify the right experts and shape presentations around real-world challenges.

Each event delivers practical education across the full spectrum of business disciplines so you can make informed, strategic decisions with confidence.

No sales pitches.

No surface-level advice.

No gatekeeping.

Just transparent education built around what you actually need.

The Ideal Outcome

№ 001 / 2026

Before
Fragmented decisions, blind spots
With BES
Integrated clarity, informed strategy
Upcoming event

Black, White & Gray: Strategy For the New Year

Numbers are black and white. Strategy lives in the grey and done right, can lead you into full color.

Business, financial, and tax strategy often goes under utilized because owners don’t have the time, clarity, or insight to develop strategies and execute with precision. Join us to get ahead of 2027!

The Program

Recognizing what must be done, what can be done, and what specific strategy would serve your unique business is the key. Get inspired to strategically plan for the new year.

Sara Szabó hosts a live panel with Casey Kelley of GreenPath CPA Solutions and Miranda Sharpnack from Sharp HR. They’ll take your questions and work through real examples from the room.

Know
the rules
Plan
ahead
Leverage
the grey
Casey Kelley of GreenPath CPA Solutions
Keynote
Casey Kelley
GreenPath CPA Solutions
Date
Tue, Nov 10
Time
11:30 AM –
1:00 PM
Location
TalentLaunch HQ
8001 Sweet Valley Dr, Unit 4
Valley View, OH 44125
Admission
Free
Seats limited

About the Series

Stop Guessing. Start Understanding Every Part of Your Business.

Learn in a Room of Serious Business Owners.

You are not looking for a networking event where everyone is selling.

You are looking for thoughtful conversation, intelligent questions, and shared insight from owners who carry real responsibility.

Each event creates space for:

  • Meaningful discussion

  • Peer-level conversation

  • Honest questions

  • Practical takeaways

This is a room built for growth, not promotion.

Education From Every Angle

Education From

Every Angle

Growth does not happen in silos. It happens when you understand how each part of your business connects.

You gain insight from professionals in:

Marketing
Strategy

Positioning, channel allocation, and the measurement that connects spend to revenue stability.

Accounting
& Finance

Cash flow visibility, financial structure, and the reporting cadence that powers decisions.

HR & Team
Development

Hiring, retention, and the culture systems that determine how a small team performs at scale.

Operations
& Systems

The processes, tooling, and SOPs that make sustainable growth possible without burning out.

Business
Consulting

Long-term planning, strategic clarity, and the integration of every track above into a whole.

You leave with clarity, not a pitch.

About the Series

Curated Around Your Real Presentations.

Masha Mahdavi

Sara Szabo

You are not getting recycled presentations.

Business owners consistently face challenges across multiple areas at once. Marketing affects revenue stability. Hiring impacts culture and productivity. Financial clarity influences strategy. Operational systems determine scalability.

Before selecting speakers, we listen. We ask questions. We identify patterns in what owners are struggling with. Then we bring in experienced professionals who can address those exact issues with clarity and depth.

If there is a specific topic you want covered, let us know. Future sessions are shaped by the needs of the community.

“You deserve clear, transparent education across every major discipline that affects your success. This is your opportunity to see the full picture.”

— The Curators

Volume 01 · Speakers

Trusted experts,
selected for you.

Speakers are chosen after listening to what the community is wrestling with — not pulled from a recycled lineup. The Volume 01 roster is being finalized now; founding-list members see announcements first.

Built For

Built for Establised
Business Owners.

This series is for owners who have moved past the startup phase, manage a team, and are ready for integrated education across every major discipline that affects their company.

The Business Education Series is designed for established service-based business owners generating consistent revenue, typically between $300K and $3M+, with teams of roughly 3 to 20 employees.

They are past the startup phase but haven't fully systemized or optimized. They value clarity, transparency, and practical insight that helps them understand how their entire business works together.

i.

You run an established company.

Consistent revenue, a team you're responsible for, and decisions that compound month over month.

ii.

You want sustainable growth, not shortcuts.

No “explosive growth hacks.” You're looking for clarity and durable systems instead.

iii.

You value transparency over hype.

You'd rather hear what a CPA, an operator, or an HR lead actually does — not a teaser for a paid program.

iv.

You want the full picture.

Marketing without finance is fragile. Operations without HR is unstable. You want to see them as one system.

№ 01

Speaker · Photo 01

Marketing Strategy

Speaker to be announced

Performance & positioning practitioner with deep agency & owner-side experience.

№ 02

Speaker · Photo 02

Accounting & Finance

Speaker to be announced

CPA / fractional CFO who works exclusively with established service businesses.

№ 02

Speaker · Photo 03

HR & Team

Speaker to be announced

People-operations specialist focused on small & mid-sized owner-led teams.  

№ 04

Speaker · Photo 04

Operations

Speaker to be announced

Systems & SOP architect with a track record of scaling service operations sustainably.

№ 05

Speaker · Photo 05

Business Consulting

Speaker to be announced

Strategic advisor working across multiple verticals on long-horizon planning

№ 06

Moderator · Photo 06

Owner Roundtable

Moderator to be announced

Facilitator for the peer roundtable session — long-running owner of an established firm.

“Each lineup is curated for the room that's in front of us — not the room we had last quarter.”

Contact & Founding Interest List

Raise the standard
of your education.

You are responsible for every decision inside your company.

You deserve clear, transparent education across every major discipline that affects your success.

This is your opportunity to see the full picture.

Learn. Grow. Succeed.

Direct contact

Have a topic you want covered, a speaker to recommend, or a question about sponsorship? Reach the curators directly — we read everything.

CURATORS

Masha Mahdavi & Sara Szabo

REGION

Greater Cleveland · serving local business owners

CADENCE

Quarterly · bi-monthly volumes

Business Education Series

Access to Insight

Full-spectrum business education for established local business owners. Curated, not promotional.

FUTURE

Past Events

Sponsors & Partners

Community

Resources

CONTACT

Curators · Masha & Sara

Greater Los Angeles

© 2026. Business Education Series. All Rights Reserved.

Access to Insight.