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.

Event details at a glance

Core program: Friday–Saturday, November 20–21, 2026, 9 a.m.–4 p.m. each day
Optional Zero Day: Thursday, November 19, 2026, 1–5 p.m.
Time zone: Central Standard Time (CST), San Antonio local time
Attend: In person in San Antonio, Texas, or live virtually
Venue: Project CoWork Central, Spurs Room, 10127 Morocco St #195, San Antonio, TX 78216
Core registration: $1,500
Optional Zero Day add-on: $250

Reserve your seat

Who this Bootcamp is for

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 Bootcamp

Optional Zero Day: preparation, sales, and marketing. Prepare for the Bootcamp and work on how you package, position, market, and sell your advisory services. Focus on your offer, client selection, pricing, opening questions, and sales conversations.

Day One: practice the conversation. 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.

Day Two: apply it to your client. 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.

What to prepare

• Bring a laptop and charger, with Chrome and your Advisor App login ready.
• Choose an active client case and anonymize it. Bring a current P&L and balance sheet; add supporting information such as AR/AP aging, debt, inventory, or pricing data where relevant.
• For live virtual attendance, have reliable internet, a camera, and a microphone. Zoom links will be sent during event week.

Event recordings will be available to all participants.

Registration and questions

The two-day core program is $1,500. Add the optional November 19 Zero Day for $250. Select in-person or live virtual attendance at checkout.

The linked checkout currently starts with Zero Day selected. Review the add-on quantity and final total before paying.

Cancellations: If you cancel your registration, whether attending in person or live virtually, your fees will be applied to the next live event.

Transfers: To transfer your registration to another attendee, email [email protected].

For attendance questions, contact us before registering.

Reserve your seat

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