STEP Into YouR next level of Leadership

Transform from CFO to Strategic Powerhouse That People Follow

Registration Closes When at Capacity or in:

The first-of-its-kind live mastermind designed exclusively for midmarket CFOs and executives ready to lead with clarity, influence, and confidence.

Step Into Leadership — Live & In Person

HILTON TAMPA AIRPORT WESTSHORE

2225 N. Lois Avenue, Tampa, FL

NOVEMBER 18TH AND 19TH 2025

The CFO Seat Has Changed.

You’re no longer just the numbers person. Today, you’re expected to be:

  • Clarify your vision for yourself, your team, and your organization.

  • Harness the power of lead indicators to steer your business proactively.

  • A communicator who can influence and inspire other departments.

  • A leader in the AI transformation

  • And maybe even a future CEO yourself.

But here’s the truth...

The finance skills that got you here won’t get you to the next level.

Too many CFOs get stuck reacting to lagging numbers instead of leading with Vision, Influence, and Confidence. To truly STEP up, you must evolve from being the financial expert into being the strategic leader your organization needs.

INTRODUCING

The FINANCIAL EXECUTIVE MASTERMIND

This is a first Mastermind of its Kind Where Executives Break Through and Step Into the next level of Leadership

The STEP mastermind is a small, curated group of leaders who meet in a confidential, high-trust environment to share experiences, solve challenges, and hold each other accountable. Unlike training or networking, it’s built around structured exercises designed for breakthroughs, guided by an experienced facilitator who has been an executive and coached executives for years. The result: diverse perspectives, real-time problem-solving, and the accountability to take bold action.

The Financial Executive Mastermind

is not a course. It’s not a seminar.

It’s a small, curated circle of executives where you will:

  • Share your challenges and knowledge in a safe, supportive space.

  • Clarify your vision for yourself, your team, and your organization.

  • Learn communication strategies that get your ideas heard and acted on.

  • Harness the power of lead indicators to steer your business proactively.

  • Discover Frameworks for better decision making

  • Explore how to leverage IBM Planning Analytics and AI technologies

  • Build a personal leadership brand that commands respect at the table.

  • Connect deeply with fellow CFOs for peer accountability and real-world solutions.

  • Step away from the screen and into powerful, in-person sessions.

Total value: $5,000

Today

SPONSORED BY IBM!

Join us face-to-face for a high-impact mastermind at

the HILTON TAMPA AIRPORT WESTSHORE

2225 N. Lois Avenue, Tampa, Florida

November 18th and 19th, 2025

Sponsored by IBM Planning Analytics!

TESTIMONIALS

What others are saying

"Heather is my secret weapon for Growth!"

"She brings clarity, momentum, and value that moves me and my business forward" - Chris Orlando, CEO

MEET THE FOUNDER & CEO

Hey, I'm Heather!

I’m Heather Cole, finance and IT geek, executive coach, advisor to CFOs, 2 time best selling author, lawyer, and technology entrepreneur for over 20 years.

I’ve walked in your shoes building my own multi-million dollar business

Coached CFOs, CEOs, and finance leaders through transformations that aligned strategy, planning, and execution.

And lived the journey of overcoming self-doubt, finding my voice, and becoming a respected leader at the table.

My life and business changed when I surrounded myself with people facing the challenges I was facing

I have a diverse knowledge of finance, IT, analytics, psychology, law, sales, and marketing.

I created the Financial Executive Mastermind because I know firsthand the power of masterminds—they’ve been the single biggest accelerator of my personal and professional growth.

IBM is Sponsoring this to bring it to select group of

Financial Executives at no cost!

Seating is limited!

The Financial Executive Mastermind IS for you if:

✔ You’re a midmarket CFO or executive who wants to grow beyond the numbers.
✔ You want to strengthen your communication, influence, and leadership presence.
✔ You value connecting with peers who face the same challenges.

✔ You want to learn more about the power of AI and how it will transform your business.
✔ You aspire to step into a bigger leadership role, maybe even become a CEO

It’s NOT for you if:

✘ You think you already have it all figured out.
✘ You’re unwilling to try something new.
✘ You’re not ready to invest in yourself.
✘ You won’t actively engage and contribute to others.

How to Reserve Your Seat!

(Seating is Limited)

1️⃣ Apply Today – Click the button and register your interest.
2️⃣ Answer a Short Questionnaire – We’ll ensure it’s the right fit for both of us.
3️⃣ Receive Your Welcome Email – If accepted, you’ll receive an email with a link for you to make your payment and secure your spot.

This event is intentionally small so every member builds powerful connections and real results.

The mastermind will be held LIVE in Tampa, FL at the Hilton Tampa Airport Westshore on November 18th and November 19th 2025.

Why NOW?

If in one year nothing changed? Would you be happy with your life and your career?

If not, it's time to do something different! It's time to change your circles, meet other leaders and commit to creating the future you desire.

In my life the biggest factor that led me to my dreams and outcomes, was surrounding myself with others that shared their journey, wisdom and goals. I believe you net worth is in your NETWORK.

Are you ready to STEP into clarity, confidence, and influence?

Apply Today.

Dive into the opportunity of a lifetime with ZERO commitment upfront! Get started by filling out a breezy, short Survey, designed to gauge the perfect fit for our exclusive Financial Executive Mastermind.

We're on the hunt for the crème de la crème, ensuring that every participant is poised to soar. Should you make the cut, an acceptance email will be your golden ticket to register. Your spot awaits, but only once you're ready to take the leap and secure by enrolling. Not seating is limited so please only enroll if you are going to make it.

Think there's a catch? Think again! I know it's almost too good to be true!

Your next monumental stride in leadership is just a click away!

Join us in Tampa for this exclusive, live event on November 18th and 19th!

Not Sure Yet?

Let’s Talk...

Still on the fence about STEP Mastermind? Book a free 20-minute clarity call with me.

We’ll:

  • Talk through your goals and challenges

  • Answer your questions about the mastermind

  • Decide if this Finance Executive Mastermind is the right fit for you

Seats are limited for the live event (Nov 18–19, Tampa), so if you’re curious, don’t wait.

Lodestar Solutions, Inc. Heather L. Cole © 2025

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*Earnings and income representations made by Heather Cole are aspirational statements only of your earnings potential. These results are not typical and results will vary. The results on this page are OUR results and from years of testing. We can in NO way guarantee you will get similar results.