One Day. Countless Ways to Grow Your Business.
The Elevate Small Business Success Summit is designed to help small business owners build stronger, smarter, and more sustainable businesses.
In just one day, you’ll gain the insights, tools, and confidence to market effectively, operate efficiently, and make better decisions with the help of expert guidance.
No matter where you are in your business journey, the Elevate Small Business Success Summit gives you the clarity and confidence to move forward. You’ll learn how to grow on a budget, streamline your operations with AI, make smarter financial decisions, and strengthen customer relationships that last. Every session is designed to give you practical guidance you can use right away, helping you build a business that’s more sustainable, more profitable, and more rewarding.
Why Attend?
Running a small business means wearing many hats, but growth doesn’t have to feel overwhelming. This summit is built to help you make meaningful progress in the areas that matter most.
You’ll walk away knowing how to:
- Grow your business strategically, even on a limited budget
- Save time and simplify your workflows with AI tools
- Manage your finances with greater clarity and confidence
- Protect your business with essential legal insights
- Build long-term customer loyalty, repeat business, and a referral network
Expert-Led Presentations
(8:00 AM – 12:00 PM | $249 – Includes 1 Workshop of Your Choice)
Learn directly from professionals who understand the unique challenges and opportunities of running a small business:
- Marketing & Branding – Tell your story, strengthen your brand, and attract loyal customers.
- Artificial Intelligence – Use AI tools to simplify your marketing and daily operations.
- Accounting & Finance – Gain holistic planning insights and learn what 8-figure business strategies you’re probably missing.
- Business Law – Understand key legal essentials that safeguard your business.
- Customer Value – Transform one-time buyers into lifelong fans and promoters.
Each session provides you with immediate takeaways that you can apply to your business the very next day.
Workshops
(1:00 PM – 6:00 PM | $75 Each)
Turn Insight Into Action
The interactive workshops will help you apply what you’ve learned in the morning speaker sessions. Each workshop is led by an experienced professional and focused on real-world skills that make small businesses stronger, more efficient, and more profitable.
META Advertising
Learn how to create scroll-stopping ads that drive measurable results. This workshop walks you through setting up and optimizing META (Facebook and Instagram) ad campaigns that fit your goals and budget. You’ll discover how to:
- Identify and reach your ideal audience
- Design ads that convert clicks into customers
- Interpret performance data to refine your strategy
Whether you’ve run ads before or you’re starting from scratch, you’ll leave with a step-by-step plan for campaigns that work.
Marketing Tools for Small Businesses
Discover affordable, easy-to-use tools that simplify your marketing, even if you’re a one-person team. In this workshop, you’ll get hands-on experience with platforms that help you:
- Automate repetitive tasks and save time
- Create professional content faster
- Manage and schedule posts across channels
- Track engagement and measure ROI
This is perfect for business owners who want to streamline their workflow and spend less time guessing what works.
Financial Strategies 8-Figure Business Owners Use (That You’re Probably Missing)
In this high-impact financial education workshop, you’ll discover insurance-based strategies used by 8-figure entrepreneurs to manage risk, grow wealth, and protect their lifestyle. You’ll leave with actionable insights, diagnostic tools, and a powerful mindset shift that empowers you to think and plan like an elite entrepreneur.
About the Speaker
Norman Halverson
With over 23 years in risk management for Fortune 500 companies, Norman has overseen the wellbeing of more than 25,000 employees and their families. Today, he brings that experience to his own financial planning practice, helping small businesses and families manage risk, reduce taxes, and build lasting wealth.
A proud member of the Fort Myers Chamber of Commerce and Bouchard Financial Group (Northwestern Mutual), Norman is passionate about helping others create financial confidence and peace of mind. Outside of work, he and his wife, Kelly, enjoy traveling, spending time with family, and supporting organizations like Big Brothers Big Sisters, United Way, and the Yale & Harvard Alumni Clubs’ Early College Awareness Programs.
Take the Next Step
Your business deserves to grow, and you deserve the knowledge, tools, and support to make it happen.
Join us at the Elevate Small Business Success Summit and walk away with actionable insights, renewed motivation, and a clear plan to lead your business forward.
Ticket Options
Tickets are per person, not per business.
Morning Speaker Sessions + 1 Workshop ($249)
Get full access to all morning speaker sessions (8 AM – 12 PM) plus one Workshop of your choice (1 PM – 6 PM).
Workshops ($75 ea.)
Want to learn more? Add additional workshops to your schedule for $75 each.