Join me for my FIRST in-person, extended Huddle event. Held in Bozeman, Montana on December 2nd from 9am to 12noon. Stay tuned for tickets to go on sale! 

Date: December 2nd, 2024

Time: 9am - 12pm MST

Location: Armory Hotel

Click the button below to get on my Huddle List to be the first to know when tickets go on sale!

Date: November 7th, 2024
Time: 8:30 AM - 4:00 PM (MDT)

In today's rapidly changing economic landscape, financial literacy and strategic planning are essential for entrepreneurs and small business owners to thrive. Over the course of this one-day intensive workshop, we will delve into key topics such as goal setting, reasonable compensation, tax planning, budgeting, and marketing strategies tailored to support your business objectives.

Led by industry experts (Karen Lum and Samantha Hallburn) and fueled by real-world examples, this workshop promises to empower you to take control of your finances, plan for the future, and achieve your business goals with confidence. Don't miss this opportunity to revolutionize your approach to financial management and secure a brighter future for your business.

Workshop sessions include:

• Reasonable Compensation and Planning for the Future

• Tax Planning and Tracking Your Numbers

• Delegating Tasks and Budgeting

• Entity Selection and Cash Flow

• Reverse Engineering Your Goals and Marketing to Support Them

• Understanding Financial Reports

Reserve your spot today and embark on the path to financial success!

To learn more about this event and the workshop trainers, click the link below.

WORKSHOP TICKETS ARE NON-REFUNDABLE, BUT YOU CAN TRANSFER TO ANOTHER PERSON.

November 4, 11, & 18 (ONLINE)

Date/Time: 

• Session #1: 11/4/2024, 5:30 PM- 7:30 PM (MST)

• Session #2: 11/11/2024, 5:30 PM- 7:30 PM (MST)

• Session #3: 11/18/2024, 5:30 PM- 7:30 PM (MST)

This 3 session course has been specifically designed for individuals who are brand new to business, wanting to start a business, and new business owners or individuals looking to start a second business.

What you will learn:

• Clarity and fresh perspective about starting a new business

• Solid first draft of your Business Plan - In-depth understanding of your industry and competition

• Documented sales projections and marketing strategy based on industry research & geography

• Projected cash flow for one year

• Shared experience with other local entrepreneurs and subject matter experts

• Valuable resources and processes that support your business planning journey

Clarity and Conviction Huddles are held on the first Monday of every month (2nd Monday when there is a holiday). This is a FREE offering I am leading on Zoom. We set intentions for each week, sink into themes like self-care, focus, creativity, agency, capacity, goal setting and more. We show up for ourselves and build community in the process. Just you, your notebook, a warm beverage (with your video on or off - your choice)…and me, showing up for you to share and inspire.

An annual business planning workshop for business owners and department leaders. This highly-practical planning workshop supports you in carving out the time to thoughtfully assess business performance over the past year, and look ahead to roadmap your focus and goals for the coming 12 to 18 months. This training date is preliminary and could change. Sign up below to read more about the workshop and to be added to the waitlist, so you are the first to know when registration opens.

October 8, 15, & 22 (IN-PERSON)

Date/Time: 

• Session #1: 10/8/2024, 9:00 AM- 12:00 PM (MDT)

• Session #2: 10/15/2024, 9:00 AM- 12:00 PM (MDT)

• Session #3: 10/22/2024, 9:00 AM- 12:00 PM (MDT)

This 3 session course has been specifically designed for individuals who are brand new to business, wanting to start a business, and new business owners or individuals looking to start a second business.

What you will learn:

• Clarity and fresh perspective about starting a new business

• Solid first draft of your Business Plan - In-depth understanding of your industry and competition

• Documented sales projections and marketing strategy based on industry research & geography

• Projected cash flow for one year

• Shared experience with other local entrepreneurs and subject matter experts

• Valuable resources and processes that support your business planning journey

Clarity and Conviction Huddles are held on the first Monday of every month (2nd Monday when there is a holiday). This is a FREE offering I am leading on Zoom. We set intentions for each week, sink into themes like self-care, focus, creativity, agency, capacity, goal setting and more. We show up for ourselves and build community in the process. Just you, your notebook, a warm beverage (with your video on or off - your choice)…and me, showing up for you to share and inspire.

Program Format: Multi-session Course

Training Topics: Managing a Business, Woman-owned Businesses

Description:

Link Up Accelerator is a three-month program open to 14 entrepreneurs who are ready to level up by dedicating more focused time to themselves and working on their businesses instead of in them! The intimate group is facilitated by Karen Lum of K. Lum Consulting for 2 hours every two weeks.  

Link Up Accelerator is an incredible opportunity for anyone who is…

• feeling ready to dedicate more time to professional grow

• experiencing isolation or limiting beliefs as a business owner

• craving a supportive environment facilitated by a professional business coach

• ready to be accountable to themselves around business goals at a whole new level

• wants to professionally network in an organic and meaningful way

• is ready to think creatively about their business and gain fresh perspectives

Dates/times: 

• Session #1: 9/18/2024, 5:30 PM- 7:30 PM (MDT)

• Session #2: 10/2/2024, 5:30 PM- 7:30 PM (MDT)

• Session #3: 10/16/2024, 5:30 PM- 7:30 PM (MDT)

• Session #4: 10/30/2024, 5:30 PM- 7:30 PM (MDT)

• Session #5: 11/6/2024, 5:30 PM- 7:30 PM (MST)

• Session #6: 11/13/2024, 5:30 PM- 7:30 PM (MST)

Where: Sky Oro | 107 E Oak St Suite 1A, Bozeman, MT 59715

Registration: $350 for Prospera Members | $425 for non-Prospera Members covers the entire series.

Who Should Attend: Women who own, lead, or operate a Montana business and hope to:

• Take time away from the day-to-day operation of the business to focus on developing the business

• Want to connect and build a community

• Want to learn and gain clarity to set goals for their business

• Session #1: 9/18/2024, 5:30 PM- 7:30 PM (MDT)

• Session #2: 10/2/2024, 5:30 PM- 7:30 PM (MDT)

• Session #3: 10/16/2024, 5:30 PM- 7:30 PM (MDT)

• Session #4: 10/30/2024, 5:30 PM- 7:30 PM (MDT)

• Session #5: 11/6/2024, 5:30 PM- 7:30 PM (MST)

• Session #6: 11/13/2024, 5:30 PM- 7:30 PM (MST)

Date: 9/17/2024
Time: 9:00 AM - 12:00 PM (MDT)

In this course, Karen Lum from K Lum Consulting will facilitate the course and teach you about Instagram for Business, including:

• Why engagement is so critical to business success

• Types of engagement

• Useful tools to save time and stay on brand

• Utilizing video / Why it matters / Ways to get started or expand your efforts

• Trends and stats to determine where you spend your time

Don't miss this value-packed course. Seats are limited. Sign up today.

This training may qualify for the Incumbent Workers Training (IWT) Grant. You can read about the funds available to you and your business at this link: https://wsd.dli.mt.gov/employers/incumbent-worker-training-program 

 If you would like an approved letter to upload for your IWT applications please email Robin at Rculver@prosperamt.org and she will provide one for you at no charge. 

PROSPERA CLASSES ARE NON-REFUNDABLE NON-TRANSFERABLE.

Date: 9/16/2024
Time: 9:00 AM - 4:00 PM (MDT)

People management is some of the most rewarding and demanding work we will tackle in our careers. During this course, we will break down essential management principles and equip you with practical tools to navigate real-world management challenges. We will delve into the advantages and methods required to become an effective coach, mentor, and leader by learning strategies to effectively grow and develop your team using a coaching style to management.

This is a great course for both new and experienced leaders. If you are new to management, you will be introduced to key fundamentals that will support you in being effective. If you are an experienced supervisor, manager or director, this course provides new approaches to level up your skills and navigate challenging aspects of leadership.  

Course Objectives:

• Take time to be thoughtful about your approach to leadership

• Understand what a “coach-approach” to leadership looks like

• Assess your current skills as a leader and where you would like to develop

• Learn and apply four key coaching principles:

  1. Building & maintaining trust and respect

  2. Setting clear expectations 

  3. Effective feedback 

  4. Tapping into motivation 

About the Trainer:

Karen brings extensive experience in high-end guest and client service in a variety of industries, as well as senior-level team and project management. She has held an executive position at Moonlight Basin Resort in Big Sky, Montana, as well as roles with Holland America Cruise Line and Windstar Cruises. She has also served in community leadership roles in both regional and national marketing and public relations for Big Sky, Montana. Additionally, Karen has extensive experience as a leadership and service trainer for an array of companies and non-profits across the country.

Registration:

Registration includes lunch. Please email Andrea at ataylor@prosperamt.org if you have any special dietary requests. 

ADD ONS: 

If you are registering multiple team members, please send their name and email addresses to ataylor@prosperamt.org 

*We reserve the right to cancel a class if minimum enrollments are not met. In which case, all course fees will be fully refunded.

This training may qualify for the Incumbent Workers Training (IWT) Grant. You can read about the funds available to you and your business at this link: https://wsd.dli.mt.gov/employers/incumbent-worker-training-program 

Clarity and Conviction Huddles are held on the first Monday of every month (2nd Monday when there is a holiday). This is a FREE offering I am leading on Zoom. We set intentions for each week, sink into themes like self-care, focus, creativity, agency, capacity, goal setting and more. We show up for ourselves and build community in the process. Just you, your notebook, a warm beverage (with your video on or off - your choice)…and me, showing up for you to share and inspire.

Clarity and Conviction Huddles are held on the first Monday of every month (2nd Monday when there is a holiday). This is a FREE offering I am leading on Zoom. We set intentions for each week, sink into themes like self-care, focus, creativity, agency, capacity, goal setting and more. We show up for ourselves and build community in the process. Just you, your notebook, a warm beverage (with your video on or off - your choice)…and me, showing up for you to share and inspire.

July 9, 16, 23, 2024 (ONLINE)

Date/Time: 

• Session #1: July 9th, 5:30 PM- 7:30 PM (MDT)

• Session #2: July 16th, 5:30 PM- 7:30 PM (MDT)

• Session #3: July 23rd, 5:30 PM- 7:30 PM (MDT)

This 3 session course has been specifically designed for individuals who are brand new to business, wanting to start a business, and new business owners or individuals looking to start a second business.

What you will learn:

- Clarity and fresh perspective about starting a new business
- Solid first draft of your Business Plan - In-depth understanding of your industry and competition
- Documented sales projections and marketing strategy based on industry research & geography
- Projected cash flow for one year
- Shared experience with other local entrepreneurs and subject matter experts
- Valuable resources and processes that support your business planning journey

Clarity and Conviction Huddles are held on the first Monday of every month (2nd Monday when there is a holiday). This is a FREE offering I am leading on Zoom. We set intentions for each week, sink into themes like self-care, focus, creativity, agency, capacity, goal setting and more. We show up for ourselves and build community in the process. Just you, your notebook, a warm beverage (with your video on or off - your choice)…and me, showing up for you to share and inspire.

Dates: TWO HALF DAY SESSIONS - 6/20/2024 & 6/27/2024
Time: 1PM - 5PM (MST)

In this 2 session course your registration includes seats for both days.

People management is some of the most demanding work we will tackle in our careers. During the course, we will break down several management principles from the book Coaching Illustrated, apply them to your real-world management scenarios, and delve into the advantages and methods required to become an effective coach, mentor, and leader to your team. This is a great course for anyone new to management as well as any manager or director who struggles with building rapport with a team and simultaneously generating the results needed to be a high-performing team.

Our normal 1 class series has been divided into 2 sessions to allow team leaders to dive into the materials and apply them right away efficiently and effectively. 

What you will learn:

This course is based on a management book called, "Coaching Illustrated," by Mark David and “Dare To Lead” by Brene Brown. The course highlights four specific principles in the book and breaks them down and applies them to real-life management scenarios you may face in your day-to-day work environments. During the course, you will learn strategies to effectively grow and develop your team using a coaching style to management.

5 Things the Students Will Learn:

1. How to tap into employee motivation
2. Setting clear expectations
3. Holding team members accountable
4. Two-way feedback between manager & employee
5. Strategies for approaching employee management as a real-time coach

About the Trainer:

Karen brings extensive experience in high-end guest and client service in a variety of industries, as well as senior-level team and project management. She has held an executive position at Moonlight Basin Resort in Big Sky, Montana, as well as roles with Holland America Cruise Line and Windstar Cruises. She has also served in community leadership roles in both regional and national marketing and public relations for Big Sky, Montana. Additionally, Karen has extensive experience as a leadership and service trainer for an array of companies and non-profits across the country.

Registration:

*We reserve the right to cancel a class if minimum enrollments are not met. In which case, all course fees will be fully refunded.

This training may qualify for the Incumbent Workers Training (IWT) Grant. You can read about the funds available to you and your business at this link: https://wsd.dli.mt.gov/employers/incumbent-worker-training-program 

Clarity and Conviction Huddles are held on the first Monday of every month (2nd Monday when there is a holiday). This is a FREE offering I am leading on Zoom. We set intentions for each week, sink into themes like self-care, focus, creativity, agency, capacity, goal setting and more. We show up for ourselves and build community in the process. Just you, your notebook, a warm beverage (with your video on or off - your choice)…and me, showing up for you to share and inspire.

Date: May 7th, 2024
Time: 9:00 AM - 12:00 PM (MDT)

In this course, Karen Lum from K Lum Consulting will facilitate the course and teach you about Instagram for Business, including:

• Why engagement is so critical to business success

• Types of engagement

• Useful tools to save time and stay on brand

• Utilizing video / Why it matters / Ways to get started or expand your efforts

• Trends and stats to determine where you spend your time

Don't miss this value-packed course. Seats are limited. Sign up today.

This training may qualify for the Incumbent Workers Training (IWT) Grant. You can read about the funds available to you and your business at this link: https://wsd.dli.mt.gov/employers/incumbent-worker-training-program 

 If you would like an approved letter to upload for your IWT applications please email Robin at Rculver@prosperamt.org and she will provide one for you at no charge. 

PROSPERA CLASSES ARE NON-REFUNDABLE NON-TRANSFERABLE.

Clarity and Conviction Huddles are held on the first Monday of every month (2nd Monday when there is a holiday). This is a FREE offering I am leading on Zoom. We set intentions for each week, sink into themes like self-care, focus, creativity, agency, capacity, goal setting and more. We show up for ourselves and build community in the process. Just you, your notebook, a warm beverage (with your video on or off - your choice)…and me, showing up for you to share and inspire.

Date: May 2nd, 2024
Time: 8:30 AM - 4:00 PM (MDT)

In today's rapidly changing economic landscape, financial literacy and strategic planning are essential for entrepreneurs and small business owners to thrive. Over the course of this one-day intensive workshop, we will delve into key topics such as goal setting, reasonable compensation, tax planning, budgeting, and marketing strategies tailored to support your business objectives.

Led by industry experts (Karen Lum and Samantha Hallburn) and fueled by real-world examples, this workshop promises to empower you to take control of your finances, plan for the future, and achieve your business goals with confidence. Don't miss this opportunity to revolutionize your approach to financial management and secure a brighter future for your business.

Workshop sessions include:

• Reasonable Compensation and Planning for the Future

• Tax Planning and Tracking Your Numbers

• Delegating Tasks and Budgeting

• Entity Selection and Cash Flow

• Reverse Engineering Your Goals and Marketing to Support Them

• Understanding Financial Reports

Reserve your spot today and embark on the path to financial success!

To learn more about this event and the workshop trainers, click the link below.

WORKSHOP TICKETS ARE NON-REFUNDABLE, BUT YOU CAN TRANSFER TO ANOTHER PERSON.

April 10, 17, and 27 (IN-PERSON)

Date/Time: 

• Session #1: April 10th, 9:00 AM- 12:00 PM (MDT)

• Session #2: April 17th, 9:00 AM- 12:00 PM (MDT)

• Session #3: April 27th, 9:00 AM- 12:00 PM (MDT)

This 3 session course has been specifically designed for individuals who are brand new to business, wanting to start a business, and new business owners or individuals looking to start a second business.

What you will learn:

- Clarity and fresh perspective about starting a new business
- Solid first draft of your Business Plan - In-depth understanding of your industry and competition
- Documented sales projections and marketing strategy based on industry research & geography
- Projected cash flow for one year
- Shared experience with other local entrepreneurs and subject matter experts
- Valuable resources and processes that support your business planning journey

Clarity and Conviction Huddles are held on the first Monday of every month (2nd Monday when there is a holiday). This is a FREE offering I am leading on Zoom. We set intentions for each week, sink into themes like self-care, focus, creativity, agency, capacity, goal setting and more. We show up for ourselves and build community in the process. Just you, your notebook, a warm beverage (with your video on or off - your choice)…and me, showing up for you to share and inspire.

Dates: 3/22/2024 & 3/29/2024
Time: 8:30 AM - 12:30 PM (MDT)

In this 2 session course your registration includes seats for both days.

People management is some of the most demanding work we will tackle in our careers. During the course, we will break down several management principles from the book Coaching Illustrated, apply them to your real-world management scenarios, and delve into the advantages and methods required to become an effective coach, mentor, and leader to your team. This is a great course for anyone new to management as well as any manager or director who struggles with building rapport with a team and simultaneously generating the results needed to be a high-performing team.

Our normal 1 class series has been divided into 2 sessions to allow team leaders to dive into the materials and apply them right away efficiently and effectively. 

What you will learn:

This course is based on a management book called, "Coaching Illustrated," by Mark David. The course highlights four specific principles in the book and breaks them down and applies them to real-life management scenarios you may face in your day-to-day work environments. During the course, you will learn strategies to effectively grow and develop your team using a coaching style to management.

5 Things the Students Will Learn:

1. How to tap into employee motivation
2. Setting clear expectations
3. Holding team members accountable
4. Two-way feedback between manager & employee
5. Strategies for approaching employee management as a real-time coach

About the Trainer:

Karen brings extensive experience in high-end guest and client service in a variety of industries, as well as senior-level team and project management. She has held an executive position at Moonlight Basin Resort in Big Sky, Montana, as well as roles with Holland America Cruise Line and Windstar Cruises. She has also served in community leadership roles in both regional and national marketing and public relations for Big Sky, Montana. Additionally, Karen has extensive experience as a leadership and service trainer for an array of companies and non-profits across the country.

Registration:

Registration includes light snacks and drinks. 

*We reserve the right to cancel a class if minimum enrollments are not met. In which case, all course fees will be fully refunded.

This training may qualify for the Incumbent Workers Training (IWT) Grant. You can read about the funds available to you and your business at this link: https://wsd.dli.mt.gov/employers/incumbent-worker-training-program 

Program Format: Multi-session Course

Training Topics: Managing a Business, Woman-owned Businesses

Description:

Take your business to the next level by connecting with others and focusing on skills to help you accomplish your goals. Get to know other female business owners and learn from a community of new and established entrepreneurs. Carve out this valuable time for introspection about your business and growth as a leader.

Join Karen Lum for six interactive sessions- 2-hours each. Guest speakers share valuable expertise in learning sessions like marketing, product/service pricing, hiring, business law, finance & more. Each session brings new takeaways for entrepreneurs ready to:

1. Assess your current business and your needs

2. Become accountable for what you want to accomplish

3. Discover resources to support your business growth

• Session #1: March 5th, 5:30 PM- 7:30 PM (MDT)

• Session #2: March 19th, 5:30 PM- 7:30 PM (MDT)

• Session #3: April 2nd, 5:30 PM- 7:30 PM (MDT)

• Session #4: April 16th, 5:30 PM- 7:30 PM (MDT)

• Session #5: April 30th, 5:30 PM- 7:30 PM (MDT)

• Session #6: May 14th, 5:30 PM- 7:30 PM (MST)

Clarity and Conviction Huddles are held on the first Monday of every month (2nd Monday when there is a holiday). This is a FREE offering I am leading on Zoom. We set intentions for each week, sink into themes like self-care, focus, creativity, agency, capacity, goal setting and more. We show up for ourselves and build community in the process. Just you, your notebook, a warm beverage (with your video on or off - your choice)…and me, showing up for you to share and inspire.

February 13, 20, 27, 2024 (ONLINE)

Date/Time: 

• Session #1: February 13th, 5:30 PM- 7:30 PM (MDT)

• Session #2: February 20th, 5:30 PM- 7:30 PM (MDT)

• Session #3: February 27th, 5:30 PM- 7:30 PM (MDT)

This 3 session course has been specifically designed for individuals who are brand new to business, wanting to start a business, and new business owners or individuals looking to start a second business.

What you will learn:

- Clarity and fresh perspective about starting a new business
- Solid first draft of your Business Plan - In-depth understanding of your industry and competition
- Documented sales projections and marketing strategy based on industry research & geography
- Projected cash flow for one year
- Shared experience with other local entrepreneurs and subject matter experts
- Valuable resources and processes that support your business planning journey

THIS DATE IS NOT FINALIZED YET. IF THE JAN 26th SESSION FILLS THIS DATE MAY BE ADDED. MAKE SURE YOU An annual business planning workshop for business owners and department leaders. This highly-practical planning workshop supports you in carving out the time to thoughtfully assess business performance over the past year, and look ahead to roadmap your focus and goals for the coming 12 to 18 months. This training date is preliminary and could change. Sign up below to read more about the workshop and to be added to the waitlist, so you are the first to know when registration opens.

Clarity and Conviction Huddles are held on the first Monday of every month (2nd Monday when there is a holiday). This is a FREE offering I am leading on Zoom. We set intentions for each week, sink into themes like self-care, focus, creativity, agency, capacity, goal setting and more. We show up for ourselves and build community in the process. Just you, your notebook, a warm beverage (with your video on or off - your choice)…and me, showing up for you to share and inspire.

An annual business planning workshop for business owners and department leaders. This highly-practical planning workshop supports you in carving out the time to thoughtfully assess business performance over the past year, and look ahead to roadmap your focus and goals for the coming 12 to 18 months. This training date is preliminary and could change. Sign up below to read more about the workshop and to be added to the waitlist, so you are the first to know when registration opens.

January 17, 24, and 31 (IN-PERSON)

Date/Time: 

• Session #1: January 17th, 9:00 AM- 12:00 PM (MDT)

• Session #2: January 24th, 9:00 AM- 12:00 PM (MDT)

• Session #3: January 31st, 9:00 AM- 12:00 PM (MDT)

This 3 session course has been specifically designed for individuals who are brand new to business, wanting to start a business, and new business owners or individuals looking to start a second business.

What you will learn:

- Clarity and fresh perspective about starting a new business
- Solid first draft of your Business Plan - In-depth understanding of your industry and competition
- Documented sales projections and marketing strategy based on industry research & geography
- Projected cash flow for one year
- Shared experience with other local entrepreneurs and subject matter experts
- Valuable resources and processes that support your business planning journey

Clarity and Conviction Huddles are held on the first Monday of every month (2nd Monday when there is a holiday) This is a FREE offering I am leading on Zoom. We set intentions for each week, sink into themes like self-care, focus, creativity, agency, capacity, goal setting and more. We show up for ourselves and build community in the process. Just you, your notebook, a warm beverage (with your video on or off - your choice)…and me, showing up for you to share and inspire.