Scale Up Round Rock: Hands-On Workshops for Growing Businesses
You’ve built something great. Now let’s grow it smarter!
Join us for Scale Up Round Rock, a half-day event designed for established business owners ready to take things to the next level. You had things running smoothly when your business was smaller—but growth brings new challenges. Suddenly, what used to work isn’t cutting it anymore. Maybe you’re juggling too many roles, feeling the strain of a growing team, or struggling to keep up with new demands in marketing, finance, or tech.
You’re not alone—and you don’t have to figure it all out by yourself.
Sponsored by
What to Expect at The Event
Choose from 4 interactive workshops in IT, marketing, finance, or HR — each packed with practical, actionable insights to help you scale with confidence.
You'll be able to select two 60-minute breakout sessions of your choice, where each expert will guide you through real-world strategies and answer questions.
Lunch is included!
9:00 Check-in & Networking
9:30 Keynote
10:00 Break
10:15 Workshop 1 / Workshop 2
11:15 Break
11:30 Workshop 3 / Workshop 4
12:30 Lunch & Campfire Networking with Stephanie Tyler from Round the Rock
Workshops
Harnessing AI: Prepare Your Microsoft 365 Environment for Copilot
From Plan to Profit: Create a Marketing Strategy that Grows with You
Beyond Spreadsheets: Understanding Your Financial Reports with Confidence
Scaling Without Breaking: Design the People Systems Behind Sustainable Growth
After registering, you’ll receive an email to rank your workshop preferences. We’ll do our best to ensure each participant is placed in one of their top two choices.
Workshop Descriptions
Harnessing AI:
Prepare Your Microsoft 365 Environment for Copilot
Copilot can be a powerful force multiplier—but only if your Microsoft 365 environment and your team are ready for it. Don Sesler will walk through a practical preparation checklist based on Sageplan’s real-world experience integrating Copilot into its own operations. We’ll cover the foundational steps that matter most, the human training required, and three concrete ways AI can quickly deliver value. You’ll leave with a clear understanding of how to get Copilot working for your business, not just turned on.
From Plan to Profit:
Create a Marketing Strategy that Grows with You
If marketing feels overwhelming or you’re unsure where to focus, this interactive workshop with Juliana Weiss-Roessler, founder of WR Digital Marketing, will help. Discover the difference a plan makes, why marketing works best as a process, and work through hands-on exercises in the Three Roots Marketing Plan workbook. You’ll leave with practical tools, personalized feedback, and next steps to strengthen your marketing and grow your business.
Beyond Spreadsheets:
Understanding Your Financial Reports with Confidence
If your finances feel confusing or overly reliant on spreadsheets, this interactive workshop with Susan Rock at Rock Business Solutions will help. Learn how to confidently interpret your Profit & Loss statement, Cash Flow statement, and Balance Sheet, and work through practical examples that connect the numbers to real-world decisions. You’ll leave with greater clarity on your financial health, the ability to ask smarter questions about your reports, and practical tools to make informed decisions for sustainable growth.
Scaling Without Breaking:
Design the People Systems Behind Sustainable Growth
Your team is growing, but your people processes feel reactive or inconsistent. This interactive workshop with Arann Barnett of Everson Solutions introduces a practical framework to build scalable people systems, reduce risk, and improve performance. You’ll evaluate what should be in place at your current stage, uncover gaps, and work through guided exercises in a People Systems Maturity workbook—leaving with clear priorities and actionable next steps.