Category: Insights & News

New to 90.io? Join our virtual training on Sept 2 at 1 PM CT for tips, tools, and, best practices to get your team up to speed.  Whether you’re new to 90.io or simply looking for a refresher, this inSide Track Session is designed to help you and your team get the most out of the platform.   This one-hour group training is ideal for: New team members who recently joined your organization. System users who need a better understanding of 90’s tools. Anyone looking to confidently navigate and utilize 90.io’s key features. Led by a member of our team, this virtual training will cover: The core functionality of 90.io. Best practices for Rocks, Scorecards, To-Dos, and Meetings. How to use 90.io to support team accountability and alignment. Live Q&A and user guidance.

🗓️  DATE: Tuesday, September 2, 2025 🕐  TIME: 1:00 – 2:00 PM CT 📍  LOCATION: Zoom Link Provided After Registration 🧑‍🏫  FACILITATED BY: Kelly Renz, CEO and Certified Business Guide

Register today for this virtual group event.

Click Here!

What would you accomplish if burnout wasn’t holding you back?

Overview

Burnout costs leaders far more than lost energy…it impacts decision-making, team performance, and long-term business results. In this interactive, in-person workshop, you will develop a personal plan to guard against burnout and strengthen resilience, equipping you to lead with clarity, focus, and staying power. This session is designed exclusively for inVantage clients and limited to just 12 seats to ensure a highly engaging and practical experience.

What You’ll Gain

• A clear understanding of the cycle of fatigue, burnout, and resilience, and how it applies to you.
• Tools to shift your locus of control for greater success and well-being.
• Practical methods to set clear expectations and achieve shared agreements.
• Skills to establish and uphold boundaries that protect your most important priorities.
• Insights from a personal Wellness Assessment to identify areas for growth.
• A Resilience Toolkit you can use to consistently show up as your best self at work and at home.

Event Details
Date: Friday, October 3, 2025
Time: 8:00 am – 10:00 am (doors open at 7:30 am)
Location: inVantage Session Room
Presenters: Anne Ballentine and Sue McKenzie Dicks (bios linked in registration page)
Audience: Exclusive to inVantage clients — only 12 seats available.

Click here to register.

Is your strategy as strong as your ambition?

In this highly focused session, Kelly Renz and Erica Roberts will guide you through a powerful look at where growth strategies often fall short, and what strong, scale-ready companies do differently. Using the Strategic Vision and Execution Plan (SVEP) Assessment, attendees will explore how aligned their strategy really is with the growth they’re pursuing. This session is designed for our extended network of business owners and executive leaders who have not yet started a business operating system journey with inVantage.

What you’ll gain:

·Insights from the SVEP framework used to assess scalability readiness and organizational alignment.

·A snapshot of the hidden strengths and weak spots in your current strategy.

·Practical discussion with growth-minded executives.

·Fresh perspective from inVantage’s own Kelly Renz and Erica Roberts.

Why join:
This session is purposefully timed for leaders who are beginning to plan for 2026. You’ll be in good company, surrounded by experienced, proactive executives who are ready to cut through the noise, make sense of change, and approach the year ahead with clarity and confidence.

The inVantage Business Guides will facilitate a candid, tool-driven discussion designed to help you assess your strategy and strengthen your position for scalable growth in the coming year.

Details:
Date:  September 24, 2025
Time:  8:00 – 9:30am
Location:  inVantage Session Room
Address:  925 Walnut Ridge Drive – #175, Hartland, WI 53029

Limited Seats Available.  Register today for this small group event. 

Thank you to @KristieClayton of #HERverse for having our CEO, Kelly Renz, as a guest on her ConvHERsations program to discuss how organizations can build (or lose) value in how they run their business.

Good people know other good people – and we’d love to see you there!

We are excited to share that inVantage CEO Kelly Renz will be speaking at the upcoming Lakefront Linkup, hosted at the iconic Golden Mast on June 19th.

If you’re an executive or leader in Southeast Wisconsin, this is a must-attend event — a unique opportunity to connect, collaborate, and be inspired, all while overlooking the stunning Okauchee Lake.

Mark your calendar, bring a colleague, and join us lakeside!

For more information and free registration visit https://www.eventbrite.com/e/lakefront-linkup-tickets-1320080469219?aff=oddtdtcreator.

Join our inVantage Business Guides for this live, in-person session limited to a maximum of 14 participants to maximize dialogue and learning.

Some leaders wait to see what happens. Others gather smart people in a room and make a plan. This event is for the latter. In this 90-minute, small-group session, you’ll talk through the pressures your business is facing and walk through a structured framework of a practical assessment tool to evaluate readiness and resilience. You’ll leave with more than just ideas—you’ll have a sharper sense of what to do next.

In this session, we’ll explore:

• How prepared your business really is for disruption, and what readiness gaps are worth closing
• Agility as a set of practices that help you adapt quickly and execute with focus
• One or two moves you can make immediately to support team confidence and action

Our clients have already engaged with these practices, so we’re extending this opportunity to our broader network of forward-thinking leaders. In the spirit of our Abundance Minded Core Value, we’re sharing it with those who may benefit from this in-person opportunity. 

🗓️ DATE: Wednesday, June 11, 2025

🕐 TIME: 8:00 – 9:30 AM CT

📍 LOCATION: inVantage Session Room

🗺️ ADDRESS: 925 Walnut Ridge Drive, Suite 175, Hartland, WI 53029

🧑‍🏫 FACILITATED BY: Kelly Renz, CEO, & Erica Roberts, Certified Business Guides

Register today for this small group event: https://tinyurl.com/inVantageRegisterToThrive

Join Diane Adams, Manager of Business Development at Trainual, and Erica Roberts, Certified Business Guide with inVantage, for an insightful conversation as they seek to answer the Scalability question. Listen to the lessons they share on what impacts effectiveness and what will create company value as a result of Playbooks.

What You’ll Learn:

• Why neglecting documented processes can hinder scalability
• How leaning into Playbook principle within the Pinnacle Business Operating System creates consistency and efficiency
• How Trainual makes building and maintaining playbooks simple and effective
• Actionable steps to safeguard your business for long-term success

Watch the full 30-minute conversation and take the first step toward building a scalable, high-value company!

The inVantage Executive & Leadership Coaching Program is designed to drive personal growth and measurable business results for leaders. Available in six- and twelve-month options, the program blends the art and science of leadership development, offering tools like EQ-I 2.0 and DiSC® Work of Leaders assessments to enhance self-awareness and leadership effectiveness. Each participant receives a personalized development plan, actionable goals, and regular check-ins to ensure accountability and progress.

The twelve-month option adds advanced tools like the Working Genius Assessment and personalized leadership branding, with an optional 360° assessment for comprehensive feedback. Through one-on-one or team-based coaching, the program uses data-driven strategies to foster stronger leaders and more cohesive teams.

With a focus on self-awareness, relationship management, and clear leadership, inVantage helps leaders transform personally while boosting business performance. Whether emerging or experienced, leaders are equipped to reach new heights.

Ready to climb your leadership mountain? inVantage is here to guide you to the summit.

We are excited to announce the launch of the inVantage Playbook Accountability Program. This program was created after seeing too many clients struggle with the pains caused by non-standardized processes and has been purposely designed to streamline your business processes, drive consistency, and enhance enterprise value. Through a structured, hands-on approach, an experienced Guide helps your team develop, document, and implement playbooks for key business operations. Over 12 weeks, the Guide serves as an accountability partner, ensuring that your business operates efficiently, minimizes risks, and supports sustainable growth.