Looking forward to 2020

2020 is upon us… Panic!!

Hopefully this is not how you feel. But, rather filled with excitement and anticipation of what this year could hold.

Let 2020 captivate your imagination
Let 2020 captivate your imagination

UPvisor has been doing a lot of planning for 2020 and we’re so excited for the events and new programs that will be launching. Below, we set out some of the new offerings for the year.

For your convenience, here’s a Table of Contents to help you navigate to your favourite section:

  1. Entrepreneurs and small business owners
    1. Quarterbackers (entrepreneurship support program)
    2. Entrepreneurship retreat
    3. Entrepreneurship workshop
    4. Unleash your Inner CFO
  2. Individuals
    1. Personal Finance – Online Course
    2. Personal Finance – Webinars
  3. Visioneering for 2020
    1. Vision Board workshops
    2. FREE E-book!

Entrepreneurs and small business owners

Quarterbackers – NEW in 2020

Quarterbackers - Entrepreneurship support program

As a business owner, we face the challenges and reality of being on the field everyday.

Sometimes on offence (fighting to bring new products to market, finding new clients, growing your business), and sometimes on defense (keeping up with the competition, changes in the industry and your finances)!

And, without your own team and coach, this can often become scary, intimidating and draining. So we all need a little time out… A time to rethink, strategize and sharpen our skill set to make sure we are bringing our a-game to business!

As a result, our Quarterbackers programme is specifically designed to address these needs. 13 support sessions will be scattered throughout the year where we will help you:

  • put a game plan together for your business
  • learn those technical skills every business owner needs
  • get input from other business owners about your greatest challenges
  • to be inspired and motivated (some rah-rah to keep you going!)
  • feel secure and comfortable because we’ve got your back!

If you are interested in learning more about this program, keep your eyes peeled for more announcements. You can also sign up here to secure your membership for the year.

Entrepreneurship Retreat

Similarly, for those business owners really wanting to take their business to the next level, we will be hosting a few Entrepreneurship Retreats during the course of 2020.

Entrepreneurship retreat

This will be a time to:

  • Learn to strategize for success and growth
  • Energize your ideas
  • Accelerate your business vision
  • Push the boundaries…stepping your business up a notch

With access to mentors and focused time to reflect on the future of your business, this retreat could play a vital role in the growth and success of your business.

What we want to know from you, however, is how we can best serve you. So, if you are interested in attending a retreat, please complete a 2 minute survey about the format and duration that would best suit your needs.

If you would like more information about the retreat, please have a look here.

Entrepreneurship Workshops

As a new entrepreneur, it’s sometimes difficult to get a business or concept off the ground without some input, don’t you think?

Our entrepreneurship workshop then endeavours to do just that. Whether you already have a business idea, or are in the process of exploring one, our workshops will help you discover:

Entrepreneurship 3-day bootcamp 3-hour series coming in 2020.
  • Your Why?
  • The importance of research
  • Pricing and costing strategies
  • Financial concepts relevant to your business
  • How your personal and business finances interlink
  • How to analyse financial statements
  • Your target market and competitors
  • And much more

Our workshops will be run in one of two formats to suit your needs:

  1. An intense 3-day bootcamp that will challenge your thinking and jump-start your business
  2. A series of 3-hour worskhops over a period of a few weeks (covering the same information)

So, if you are interested in either of these formats, make sure to check out our calendar of events for the entrepreneurship bootcamp and entrepreneurship series. Keep your eyes peeled for the sign up links!

Unleash your Inner CFO – NEW in 2020


As business owners we find ourselves acting as CEO, COO, CIO, CMO aaaaand CFO. We all wear many hats in our businesses. Some of them you can learn about on the fly and still be okay. But, if we fail at being the CFO, our entire business could fail.

In this new program consisting of 6x 3-hour sessions, we will take you through the basic roles and responsibilities of acting as CFO in your business, without a financial or business degree!

CFOs aren’t expected to prepare the books, but they do need to know what to look for and what to do with the information.

So join us as we look at your roles in terms of:

Unlock your inner CFO
  • Financial planning
  • Managing financial risk
  • Record-keeping
  • Financial reporting
  • Analysing data
  • Director duties

At the end of these sessions, you will:

  • Feel equipped
  • Know your breakeven point
  • Understand your solvency and liquidity pain points
  • Have strategies to manage your cash flow
  • Be able to analyse your financial reports
  • Know what is expected of you as a director
  • And much more!

If you would be interested in attending these sessions, make sure you sign up here.


Personal Finance – Full Online Course

During 2019 we also launched our first online program! It is one that is all about strengthening your personal financial wellbeing.

Personal Finance Online Course

We help you to answer YES to the following questions:

  • Am I financially secure?
  • And financially free?
  • Am I financially free and secure today?
  • How about tomorrow?

Our online Personal Financial Well-being course has:

  • More than 3.5 hours of on-demand video presentations.
  • 11 modules, 12 workbooks, 6 templates, 18 quizzes & surveys..
  • 22 PDF worksheets and infographics.

You can become your own cash flow specialist and answer YES to these questions!

If you would like more information on this course, and to obtain access to a more secure financial future, click here.

Personal Finance – Webinars – NEW in 2020

Perhaps you feel that going all out and purchasing our Personal Financial Wellbeing course is too much information right now?

Personal Finance Webinars

If so, then watch this space for more information on our Personal Finance Webinars where we will take one hour, once a month, and deep-dive into some of the content in the full online course.

The webinars are available at an affordable rate, and also includes access to an exclusive printable or template from the full online course. They will be the ultimate bang for your buck!

You will also have access to Kristine Tudhope CA (SA) (Founder of UPvisor), to ask the questions that you most need answers to for your personal financial wellbeing.

If you would like to sign up for our webinars, complete the sign up form here.

Visioneering for 2020

Vision Boards

If you would like to be as prepared for 2020 as we are, make sure you sign up for one of our Vision Boarding sessions during the year.

Visualise your vision

Whether you are a business owner or individual, we take you through relevant content that helps you to set your goals for 2020. We look backwards in order to look forward. And also very far forward so that we can make sure our goals for the year are completely aligned with our overall vision.

If you would like to attend one of these goal-setting workshops which culminate in a Vision Board for 2020, make sure you sign up here (individual) or here (business).

Free Download: Goal-setting e-book

Free goal setting ebook for 2020

If you’ve made it through to the end of this post, you deserve a reward!

So, lastly, if you really want to dig into the nitty-gritty of goal-setting, make sure you get our free e-book which will challenge you with reflection questions, and help you to set the SMARTERest goals you have ever set in your life.

Let’s disprove this concept of “resolutions” in 2020, and instead make this a year to remember instead! Will you join me?

See you on the other side!

1 thought on “Looking forward to 2020”

  1. Pingback: URL

Leave a Comment