PHOENIX, ARIZONA | NOVEMBER 3RD & 4TH

STOP CHOOSING BETWEEN YOUR CALLING AND YOUR BUSINESS GROWTH

Join the 2-day, in-person workshop for purpose-driven owners and executives who want to lead with their values, build with excellence, and leave with a clear operating plan you can execute on Monday.

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FOR PURPOSE-DRIVEN CEOs

WHAT IF STRATEGY AND PURPOSE WERE NEVER MEANT TO BE SEPARATE?

If you’ve ever felt torn between practical business strategy and your core values, you’re not alone. Most leaders feel pressured to choose — hustle OR humility, data OR principled judgment.

The best leaders build something different: a bridge between purpose, clarity, and measurable results.

At 40 Strategy, we believe transformation happens when values, data, and disciplined execution work together. This isn’t theory — it’s a framework forged through decades of helping organizations grow with focus, purpose, and performance.

HERE’S WHAT YOU’LL WORK ON:

CLARIFY mission, values, advantage
PRIORITIZE 3–5 moves that matter
DESIGN a 10-week plan (owners + metrics)
SET weekly reflection, review, redirection

In two days, you’ll leave with a Purpose-Aligned Strategy, 10-Week Operating Plan, and Complete Clarity on your next twelve months —

built on research, proven systems, and a deeper sense of calling.

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WHAT'S COVERED IN THE WORKSHOP?

As a purpose-driven business owner, you’ll learn from 10 experts over two focused days—each bringing strategy, systems, and real-world operating experience to help you build with clarity and confidence. You’ll get practical playbooks—from AI and brand positioning to finance and tax—so you can drive sustainable growth and create meaningful impact for your family, employees, and community.

You'll walk away with...

ONE-PAGE STRATEGY

Walk away with a focused, data-informed strategic plan that aligns your purpose, values, and metrics—on one actionable page.

ONE-YEAR PLAN

Design a year of disciplined growth with clear goals, measurable outcomes, and quarterly rhythms that keep your team aligned and accountable.

10-WEEK OPERATING SPRINT

Build immediate momentum through a guided 10-week sprint — with weekly priorities, ownership, and a scorecard to track both people and profit.

CLARITY & COMMUNITY

Learn alongside other purpose driven leaders committed to building healthy, high-performing organizations — and leave with renewed focus and lasting relationships.

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VALUES-LED. DATA-DRIVEN. RESULTS-PROVEN.

Where timeless principles meet modern business execution, without the fluff.

CARL J. COX

Carl J. Cox—CEO of 40 Strategy and 40 Accounting, CPA, consultant, host of the Measure Success Podcast, and author of Lost at CEO—has helped generate more than $500 million in business value across privately held and publicly traded companies over the past 20 years.

Now building his sixth and seventh ventures, Carl equips values-driven business owners and CEOs with research-backed principles and practical operating systems so they can navigate today’s economy with confidence and lead into 2026 with clarity and purpose.

Married nearly 30 years with four children, he serves his community through coaching, church, and philanthropy. He especially enjoys partnering with family-minded entrepreneurs who prioritize faith, family, and work—in that order.