Clear Path To Cash Advisor App Bootcamp Comes to San Antonio This November

The Clear Path To Cash Advisor App can help you find the issue. The next challenge is helping the client understand it, decide what matters first, and commit to the next move.

That is the focus of the Clear Path To Cash Advisor App Bootcamp, coming to San Antonio and live virtual attendance on November 20–21, 2026.

Mike Milan designed this hands-on event for accountants, bookkeepers, CAS professionals, and fractional CFOs who already know how to work with the numbers and want more practice leading the conversation that follows.

Participants will work through a company case, practice real advisory conversations, and apply the Advisor App to an anonymized client situation from their own practice. The goal is practical: leave ready to lead a useful client meeting the following week.

What happens during the boot camp

The core two-day program begins with a deep dive into the Spectrum MFG case. Participants will work through cash, margins, debt, pricing, operations, and forecasting, then decide which findings should lead the conversation.

You will rotate through advisor, client, and observer roles. That means you will practice explaining financial issues in ordinary business language, asking better questions, handling objections, and narrowing a complicated situation to a focused next move.

On the second day, you will work inside the Advisor App with an anonymized client file you prepare before the event. You will select the tools that answer the client’s real question, identify the findings that matter, and rehearse the conversation you expect to have.

This is working time. You will use the app, test your language, receive feedback, and build the material needed for a real engagement.

What you will leave with

The event is organized around useful outputs, including:

• A completed analysis of an anonymized client situation
• A clear conversation opening and question map
• Plain-English language for explaining cash, margins, debt, pricing, and operations
• Feedback from role-play and objection exercises
• A client-ready report
• A sequenced 30/60/90-day action plan

The app finds the issue. You lead the conversation.

Event details

Clear Path To Cash Advisor App Bootcamp
Core program: November 20–21, 2026
Optional Zero Day: November 19, 2026
Format: San Antonio, Texas, plus live virtual attendance
Venue: Final venue and parking details will be provided after registration
Questions: [email protected]

Early-bird registration

Early registrants can save $650 with promotion code ADVISOR2026 while seats last.

Reserve your seat and apply ADVISOR2026 at checkout

Bring a real client situation. Leave with a conversation you are ready to lead.