Are you looking for an engaging subject-matter expert to speak to your internal team, peer roundtable, or event attendees about small business finance? We have a solution for you!

The MACKEY team has over a decade’s worth of experience speaking to both small & large groups on the topics of financial literacy, small business finance, accounting basics, and data systems.

We offer 6 signature keynotes and workshops. If you are interested in having one of our speakers at your next event please email us at, or hit up the MACKEY BOT in the bottom righthand corner of your screen.

The Prosperity Playbook

There are 5 types of data every business must harness to create an effective financial operating system that creates confidence for the team, profits for the business, and time freedom for the owner. Delivered as a 45-minute keynote or 2-hour workshop.

5 Step Financial Review

Learn how to empower yourself and your leadership team with our five-step monthly financial review process. Developed and refined over the last decade the MACKEY review process is a game-changer for any business owner who wants to feel more confident when looking at their financial statements. Delivered as a 90 minute to 2-hour workshop.

Cascading Metrics

Marry your budget process and strategic plan. Cascading Metrics is a fill-in-the-blanks planning tool. A way for non-accountants to engage in the creation of the future of the company – while at the same time learning what it takes to make it better. Delivered as a 1 hour to 90-minute keynote.


New product lines, new markets, new technology, new people, new locations, new methods. The pathway to growth is seemingly infinite, and therein lies the problem. Grow4Ways is a simple and effective tool to sort all your growth ideas and filter out the ones with the most potential impact. Delivered as a 2-hour workshop for single businesses with large teams or small groups.

Take Back Your Time

The work of the business often interferes with the running of the business. Take Back Your Time is a simple model for being more intentional with how you show up within your business and your life. A perfect course for any owner drowning in to-dos and stuck in the minutia of the day-to-day grind. Delivered as a 30-minute breakout session or 90-minute group working session.

Understanding Cashflow

It’s simple. If you’ve got cash, you’re in business. If you don’t, you’re not. Cash moves fast and is one of the hardest things for business owners to feel confident about. We’ll teach you the basics and send you away with one of the best tools in our toolbox, the Cash Headroom report. Delivered in 30 – 45 minute breakout session.

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