March SBAM Academy Events
SBAM Academy is officially underway, and we’re excited to roll out a growing lineup of live learning experiences designed to help business owners and advisors sharpen skills, navigate complexity, and plan for long‑term success. Below is what’s happening this month – and a preview of what’s coming next through SBAM Academy.
SBAM Academy Events | ||
Silver Tsunami: A Financial Planner’s Guide to Baby Boomer Business Owners
March 24, 2026 |11:00am EDT
Live Webinar
With more than half of privately held businesses owned by Baby Boomers, a $14 trillion ownership transition is underway. In this SBAM Academy webinar, Brad Scoffin breaks down the “Silver Tsunami,” covering seller readiness, valuation gaps, and exit strategies—while showing advisors how to better guide owners and grow assets under management.
Register | ||
Building Your Brilliance While Scaling With Soul: The Entrepreneur’s Journey From Ambition to Alignment
April 9, 2026 | 1:00pm EDT
Live Webinar
Entrepreneurship isn’t just a business journey – it’s a spiritual one. It stretches you. Refines you. Exposes your fears. Expands your capacity. Most founders aren’t just building companies – they’re building themselves in real time.
Register | ||
Money Mindset
April 23, 2026 |11:00am EDT
Live Webinar
“Money, you can’t live with it, you can’t live without it.” An interactive webinar designed to get you thinking on how you and your customers view money. Personal beliefs about money – both positive and negative- shape financial behaviors, decision making, can cause misunderstandings, and be what moves you forward or keeps you stagnant. A lighthearted webinar to encourage a deeper look into our views of that “Almighty Dollar”, shifting money to a positive mindset so it works for you!
Register | ||
SBAM Academy is home to a growing collection of practical, flexible learning designed to support small business owners and the professionals who advise them. Below is a snapshot of a few of the on-demand courses currently available – offering a glimpse into the timely, relevant education you’ll find inside the Academy. |
 This AI‑powered virtual course gives small business owners practical tools to grow and streamline their business. It blends hands‑on support and strategy into one easy‑to‑access experience. Learn more here. |
 Learn how to shift from running the business every day to leading like an Intentional CEO. This session shows how to create clarity and systems that allow your business to grow without burnout. Learn more here.
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 This workshop helps professionals turn networking into a clear, repeatable strategy. Learn how to identify power partners, earn meaningful introductions, and build a trusted referral network that drives real sales momentum. Learn more here. |
 This course helps small business owners get their books in order and feel confident heading into tax season. Learn how to review and organize your records, correct common bookkeeping mistakes, and prepare the key reports and documents your tax preparer needs—so tax time is simpler and less stressful. Learn more here. |
Learn the market forces eroding profits and the steps to win them back. Includes live workshop exercises to build your Growth Flywheel, TOPO Map, and Ideal Client Profile. Learn more here. |
