Get Ahead Without Burning Out

Executive Summer School 2025

A 12-Week Live Learning Experience Designed for Leaders Who Want to Innovate, Organize, and Lead Smarter

Program Overview

Executive Summer School is a 12-week live learning experience designed for busy leaders, executives, and business owners. Each week, you’ll learn a powerful tool, develop key leadership skills, and apply them immediately inside your organization.

12 Weekly Live Sessions

Short, actionable lessons

Applied Technology Focus

Tools like ClickUp, ChatGPT, Calendly, Fathom, LastPass, and more.

Leadership Skills Development

Organize smarter, communicate better, and innovate with your team.

Optional Coaching & Support

Personalized help to implement what you learn.

Who This Is For

01

Leaders, business owners, and professionals who want to sharpen their skills and systems without stepping away from their work.

02

High-achievers who are ready to embrace new tools but feel technology and innovation are moving faster than they can keep up.

03

Executives and entrepreneurs who want to head into fall planning and budgeting season feeling clear, confident, and ahead of the curve.

The Program I Wish I Had Years Ago — Now Yours

Your Executive Edge: Tools, Skills, and Support

We created Executive Summer School because I know exactly what it feels like to juggle big responsibilities with even bigger ambitions — and wonder how to keep up without burning out. As Managing Partner of a CPA firm and CEO of Coach.me, I’ve lived in the trenches of leadership, tech overwhelm, and team-building. I’ve spent years testing what actually works — tools, systems, workflows — and this program brings all of that together so you can implement it in real time, with support and accountability built in.

If you’ve ever thought, “I just need a better system,” or “I wish someone would show me how to actually use these tools in my work,” this is for you. Over 12 weeks, we’ll walk you through exactly how to build a custom leadership command center that works for you — and helps your team thrive, too. You don’t need to do more. You just need a smarter, more sustainable way to lead. I’d be honored to show you how.

Kendra Kinnison, MBA, CPA, CEO & Head Coach

What You'll Walk Away With

A complete Executive Command Center set up inside ClickUp
Better control over your calendar, team communication, and workflows
Smarter automations that save time and reduce mistakes
Financial insights using simple dashboards, not spreadsheets.
A personal leadership system for fall planning and innovation.
Greater confidence with technology — and the ability to challenge your teams to upgrade too

Program Format & Support

Live Training Every Week – Sessions recorded and available for review.
Weekly Group Coaching Calls – Optional, for live help with any challenges
Action Challenges – Weekly tasks to apply your learnings.
Community Support – Ask questions, share wins, stay accountable.

choose what works for you

Strategic Enrollment Options

Whether you're a solo executive looking for a high-impact personal upgrade, or leading a team that’s ready to level up together, there’s an option designed for you. Executive Summer School is a smart investment in your leadership, your systems, and your sanity — and we’ve made it accessible at multiple tiers to fit your goals and your budget.

Standard Access

$797

12 Live Sessions
12 Live Sessions
Weekly Action Challenges
Weekly Live Office Hours for personalized support
Priority Email Support & Troubleshooting
Bring 1-3 Team Members (Full Access)
Private 1:1 Strategy Sessions (monthly)

Premium Access

$1,297

12 Live Sessions
12 Live Sessions
Weekly Action Challenges
Weekly Live Office Hours for personalized support
Priority Email Support & Troubleshooting
Bring 1-3 Team Members (Full Access)
Private 1:1 Strategy Sessions (monthly)

Team Package

$1,797

12 Live Sessions
12 Live Sessions
Weekly Action Challenges
Weekly Live Office Hours for personalized support
Priority Email Support & Troubleshooting
Bring 1-3 Team Members (Full Access)
Private 1:1 Strategy Sessions (monthly)

One Skill. One Tool. Real Progress — Every Single Week.

Executive Summer School Curriculum

Each week, you’ll dive into one essential tool and leadership skill. You’ll get practical, hands-on support to apply it directly to your business and leadership practices. Here’s what you’ll learn:

WEEK 1

Setting Up Your Executive Command Center

Skill: Organizing key information and tasks in one place
Tech Focus: ClickUp (Dashboards, Spaces, and Tasks)

WEEK 2

Mastering Your Calendar for Strategic Time Management

Skill: Proactively managing priorities and boundaries
Tech Focus: Calendly + Calendar Best Practices

WEEK 3

Creating Seamless Workflows with Automation

Skill: Building basic automations to save time
Tech Focus: Email & Zapier

WEEK 4

Leveraging AI for Everyday Leadership

Skill: Crafting prompts to make everyday tasks faster
Tech Focus: ChatGPT

WEEK 5

Building Better Financial Dashboards

Skill: Interpreting and communicating financial data visually
Tech Focus: Fathom

WEEK 6

Upgrading Your Communications

Skill: Updating team communication channels & rhythms to increase resilience & teamwork
Tech Focus: ClickUp Chat; Groove

WEEK 7

Optimizing Client and Customer Experience

Mapping the client journey and using automations to enhance it
Tech Focus: ClickUp CRM Features

WEEK 8

Cybersecurity and Protecting Your Digital Assets

Skill: Strengthening password management and protecting digital security
Tech Focus: LastPass + Universal Security Best Practices

WEEK 9

Goal Setting and Strategic Planning with Tech

Skill: Setting, tracking, and adjusting goals collaboratively
Tech Focus: ClickUp Goals, Dashboards, and Planning Tools

WEEK 10

Personal Branding and Executive Presence Online

Skill: Enhancing professional visibility without overwhelm
Tech Focus: Canva + LinkedIn Scheduling Tools

WEEK 11

Building a Culture of Innovation

Skill: Capturing, organizing, and prioritizing new ideas
Tech Focus: ClickUp Ideas Spaces or Board Views; ChatGPT for brainstorming

WEEK 12

Designing Your 90-Day Action Plan

Skill: Finalizing personal and organizational upgrades for fall success
Tech Focus: Pulling it all together inside ClickUp and Key Tools

Ready to Make This Your Smartest Summer Yet?

It’s time to invest in yourself, your systems, and your leadership