Calendar of Events



Upcoming Events



TBD from 8 am – 12 noon:  VIRTUAL  –  LINK OPENS 7:30 AM

Stay Tuned for upcoming events – EVENT IS VIRTUAL!  Access to the link will be sent upon registration and the Zoom Room opens at 7:30 am.




Friday MAY 17, 2024 from 8 am – 12 noon  –  LIVE              REGISTRATION OPENS 7:30 AM  

Friday August 9, 2024 from 8 am – 12 noon  –  LIVE              REGISTRATION OPENS 7:30 AM  


Where: The Intersect Group, 2415 E Camelback Rd,                         Suite 1000, Phoenix, AZ 85016


Thanks to Rudy da Costa and Jay Latch of The Intersect Group for sponsoring this event at The Intersect Group offices!  They are continuing the sponsorship that Michael Swiszcz started over 6 years ago!

Need Ethics Continuing Professional Education? Want to get it finished early?  Or have you waited until the very last minute to finish your ethics CPE?  Want to have fun doing it and learn something new as well? Then this workshop is just for you. There are significant updates to both Arizona and AICPA codes this year.  Learn what they are in a fun, creative setting.

    • This workshop qualifies for 4 Hours of ethics CPE credit for Arizona licensed CPAs, CMAs and accounting professionals.
    • We will cover 1 hour of Arizona Revised Statute and Administrative Code, 1 hour of AICPA Code of Professional Conduct, and a total of 4 hours of content. 
    • An agenda and certificate of completion will be provided at the event.
    • A continental breakfast is included in the registration fee, and there will be opportunities to network with your peers.
    • If you have your CPA from another state there might be reciprocity! Check with us to see if your state will accept our credits!

    • Bring your CPA Registration or License number as we request this information when you sign in.

Registration opens at 7:30 am and the program starts at 8:00 am sharp for morning sessions. For afternoon sessions Registration opens at 12:30 pm and the program starts at 1 pm sharp. 

FOR LIVE EVENTS: Park in the AMC Garage and bring your parking ticket to the event. The Intersect Group will validate your parking. When you register a confirmation email will be sent along with a map and instructions for parking. 

Masks are optional at Live events.  If you are uncomfortable in public spaces please feel free to wear a mask. We have added protocols to sanitize game boards and materials to provide as much protection as we can but we cannot be responsible for someone who gets COVID19.

Register here for $119.00 to reserve your seat at the table.  We look forward to seeing you there!




Demystifying Your Financials – Live 6-PART Webinar Series

     – Starting date to be determined

Are you going crazy trying to stay organized with your bookkeeping? Or do you just plain hate doing the books and keep putting it off until it’s time to file your taxes. If this is you, you’re in good company! But you’re also leaving money on the table. And tax time is approaching…. 

Running your business by your current bank balance is risky. It sets you up for nasty surprise expenditures you didn’t plan for,  continued effort for products and services that don’t make you money, and lots of extra time spent trying to remember what happened during the year. 

If you’re like most entrepreneurs, you didn’t realize you would need to do bookkeeping and you probably have not taken any type of accounting classes to help you manage your business. This means that accounting has become the obstacle to your business growth. Not knowing your numbers and letting your accounting process slide can means you’re making decisions from gut rather than from fact, and this can cost you serious time, money and frustration.

You can do so much better with actual facts and knowledge! Your financial statements have stories to tell… and so much information to share with you, if only you knew how to read them! You’ll be able to avoid nasty surprises, pay yourself a salary, hire people, understand which products or services are your big money-makers, and be able to see the warning signs of upcoming cash flow shortages.  Knowing your numbers gives you back freedom, reduces your stress and allows you to spend time doing the things you love and that make you money.  

If you are an Entrepreneur who is ready to take action and take back control of your accounting process this program is for you. This is your chance to have access to an experienced former Fortune 500 accounting professional to guide you through setting up an effective bookkeeping system and get answers to those puzzling questions nobody’s been able to answer adequately for you.

In Demystifying Your Financials we use a plain-English approach to teach you how to reorganize your bookkeeping system so it makes sense to you. We’ll also look at ways to streamline the data entry process so it doesn’t take so long to do the books.  We will teach you how to read financial statements, create budgets, understand the mysteries of accepting credit cards, learn the differences between bookkeeper/accountant/CPA, set product pricing, learn the warning signs to impending disasters BEFORE they occur.

Your Investment for Demystifying Your FInancials is $4,497 Full Pay or 2 payments of $1,998.50 each after $1,000 deposit upon signing our agreement.  The program includes

  • 6 live webinar calls with Marcy
  • 1 Group Q&A call 
  • 1 session 1:1 with Marcy to be completed by program end
  • Special client pricing on VIP Days and additional program offerings
  • FOR FULL PAY REGISTRATIONS ONLY: Bonus Q&A call for additional guidance on implementing strategies and key concepts


  • Web Call dates are as follows
    • To Be determined


Pricing Options



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