Haynie & Company

The Growth CFO’s Playbook: ERP Strategies
2026-03-18 11:00 - 14:00 (America/Denver) | Top Golf – Dallas, 8787 Park Ln,, Dallas, TX, 75231, United States
Finance leaders are rethinking ERP—and we’re taking the conversation to Topgolf.
Join us for an engaging midday event where we’ll talk shop, enjoy lunch, and hit a few golf balls while exploring how modern, data-driven ERP strategies can fuel smarter decisions, better visibility, and scalable growth in 2026 and beyond. Discover how Haynie’s ERP Implementation & Business Consulting services can help you streamline operations, improve financial clarity, and optimize your systems.
Event Details
Date: Wednesday, March 18
Time: 11:00 AM – 2:00 PM (CST)
Location: Topgolf, 8787 Park Ln, Dallas, TX 75231
Agenda
11:00 – 11:30 AM | Networking & Welcome
11:30 – 12:00 PM | Lunch & Networking
12:00 – 12:45 PM | Presentation: ERP Strategies for 2026 and Beyond
1:00 – 2:00 PM | Topgolf Play & Networking
Topic Highlights

Identifying Barriers to Growth
People, Process & Systems Framework
ERP Implementation & Business Consulting Services
Real-World Benefits
Partnering with Haynie

Whether you’re actively evaluating ERP solutions or just want to stay ahead of what’s next, this session will deliver practical insights—plus a little friendly competition.
Register Today!

The Growth CFO’s Playbook: ERP Strategies
2026-03-05 11:00 - 14:00 (America/Denver) | Top Golf – San Antonio, 5539 N Loop 1604 W, San Antonio, TX, 78249, United States
Finance leaders are rethinking ERP—and we’re taking the conversation to Topgolf.
Join us for an engaging midday event where we’ll talk shop, enjoy lunch, and hit a few golf balls while exploring how modern, data-driven ERP strategies can fuel smarter decisions, better visibility, and scalable growth in 2026 and beyond. Discover how Haynie’s ERP Implementation & Business Consulting services can help you streamline operations, improve financial clarity, and optimize your systems.
Event Details
Date: Thursday, March 5, 2026
Time: 11:00 AM – 2:00 PM (CST)
Location: Topgolf, 5539 N Loop 1604 W, San Antonio, TX 78249
Agenda
11:00 – 11:30 AM | Networking & Welcome
11:30 – 12:00 PM | Lunch & Networking
12:00 – 12:45 PM | Presentation: ERP Strategies for 2026 and Beyond
1:00 – 2:00 PM | Topgolf Play & Networking
Topic Highlights

Identifying Barriers to Growth
People, Process & Systems Framework
ERP Implementation & Business Consulting Services
Real-World Benefits
Partnering with Haynie

Whether you’re actively evaluating ERP solutions or just want to stay ahead of what’s next, this session will deliver practical insights—plus a little friendly competition.
Register Today!

The Smart Owner Advantage
2026-03-04 13:00 - 14:00 (America/Denver)
Join us via Zoom for an insightful webinar designed to help business owners build a stronger, more valuable, and more transferable company. This session will walk you through the most common pitfalls that quietly erode valuation, what buyers actually look for when assessing a business, and the strategic moves that increase long-term enterprise value.
Our expert speakers will share practical, real-world strategies to help you reduce owner dependency, align business goals with long-term value creation, and treat valuation as an ongoing process rather than a one-time event. Whether you plan to exit in the near future or simply want to strengthen your business for growth, this webinar will provide clear
steps to help you protect and grow what you’ve built. Don’t miss this opportunity to gain the Smart Owner advantage and position your business for long-term success.
Event Details
Wednesday, March 4, 2026
1:00 PM – 2:00 PM (MST)
Zoom Webinar
Topic Highlights

Common Pitfalls that Hurt Valuation
What Buyers Want to See: Moves that
Strengthen Valuation
Build a Business that Runs Without You
Treat Valuation as a Continuous Process
Align Goals with Long-Term Value Creation

Register Today!

Haynie Wealth Retirement Seminar
2026-02-26 18:00 - 19:30 (America/Denver) | Haynie Austin, 8303 N. Mopac Expressway Building C Event Center, Austin, TX, 78759, United States
Please join us for an in-person Dine & Learn Retirement Seminar on February 26, 2026, 6:00 pm – 7:30 pm (CST). You will leave this event with the knowledge you need to make informed decisions, minimize taxes, and maximize retirement savings. Our goal is to empower you with the knowledge to navigate difficult financial decisions so that you can enjoy your golden years with peace of mind.
When
February 26, 2026, 6:00 pm – 7:30 pm (CST)
Where
Haynie & Company 8303 N. Mopac Expressway Building C Event Center Austin, TX 78759
Register Today!

Preparing Your Company for a Transaction
2026-02-24 11:00 - 13:00 (America/Denver) | Silicone Slopes HQ, 2600 West Executive Parkway, Suite 140, Lehi, UT, 84043, United States
Preparing your company for a transaction starts long before a deal is on the table. Join Haynie and the Silicon Slopes Finance Chapter for an in-person event focused on how strong accounting practices can drive smoother transactions, stronger valuations, and fewer surprises during due diligence. This session is ideal for founders, executives, and finance leaders who want to ensure their company is transaction-ready – whether a sale is near or years away.
Event: Preparing Your Company for a Transaction Through Better Accounting
Date: February 24, 2026
Time: 11:00 AM – 1:00 PM MST
Location: Silicon Slopes HQ
2600 West Executive Parkway, Suite 140
Lehi, Utah 84043
Hosted by: Haynie | Silicon Slopes Finance Chapter
Register Today

Haynie Wealth Retirement Seminar
2026-02-17 18:00 - 19:30 UTC | Haynie – Brownsville, 855 West Price Road, Ste. 25, Brownsville, TX, 78520, United States
Please join us for an in-person Dine & Learn Retirement Seminar on February 17, 2026, 6:00 pm – 7:30 pm (CST). You will leave this event with the knowledge you need to make informed decisions, minimize taxes, and maximize retirement savings. Our goal is to empower you with the knowledge to navigate difficult financial decisions so that you can enjoy your golden years with peace of mind.
When
February 17, 2026, 6:00 pm – 7:30 pm (CST)
Where
Haynie & Company 855 W Price Rd Ste 25 Brownsville, TX 78520
Register Today!

Haynie Wealth Retirement Seminar
2026-02-10 18:00 - 19:30 UTC | Haynie – Dallas, 12222 Merit Drive, Suite 1900, Dallas, TX, 75251, United States
Please join us for an in-person Dine & Learn Retirement Seminar on February 10, 2026, 6:00 pm – 7:30 pm (CST). You will leave this event with the knowledge you need to make informed decisions, minimize taxes, and maximize retirement savings. Our goal is to empower you with the knowledge to navigate difficult financial decisions so that you can enjoy your golden years with peace of mind.
When
February 10, 2026, 6:00 pm – 7:30 pm (CST)
Where
Haynie & Company 12222 Merit Dr # 1900 Dallas, TX 75251
Register Today!

Haynie Wealth Retirement Seminar
2026-02-10 18:00 - 19:30 UTC | Haynie – Loveland, 200 East 7th Street, Suite 300, Loveland, CO, 80537, United States
Please join us for an in-person Dine & Learn Retirement Seminar on February 10, 2026, 6:00 pm – 7:30 pm (MST). You will leave this event with the knowledge you need to make informed decisions, minimize taxes, and maximize retirement savings. Our goal is to empower you with the knowledge to navigate difficult financial decisions so that you can enjoy your golden years with peace of mind.
When
February 10, 2026, 6:00 pm – 7:30 pm (MST)
Where
Haynie & Company 200 E 7th Street, Suite 300, Loveland, CO 80537
Register Today!

Haynie Wealth Retirement Seminar
2026-02-03 18:00 - 19:30 UTC | Haynie & Company Littleton, 1221 West Mineral Avenue Suite 202, Littleton, CO, 80120, United States
Please join us for an in-person Dine & Learn Retirement Seminar on February 3, 2026, 6:00 pm – 7:30 pm (MDT). You will leave this event with the knowledge you need to make informed decisions, minimize taxes, and maximize retirement savings. Our goal is to empower you with the knowledge to navigate difficult financial decisions so that you can enjoy your golden years with peace of mind.
When
February 3, 2026, 6:00 pm – 7:30 pm (MDT)
Where
Haynie & Company 1221 West Mineral Avenue, Suite 202, Littleton, CO 80120
Register Today!

Haynie Wealth Retirement Seminar
2026-01-29 18:00 - 19:30 UTC | Haynie & Company Las Vegas, 6026 S Durango Dr, Las Vegas, NV, 89113, United States
Please join us for an in-person Dine & Learn Retirement Seminar on January 29, 2026, 6:00 pm – 7:30 pm (PDT). You will leave this event with the knowledge you need to make informed decisions, minimize taxes, and maximize retirement savings. Our goal is to empower you with the knowledge to navigate difficult financial decisions so that you can enjoy your golden years with peace of mind.
When
January 29, 2026, 6:00 pm – 7:30 pm (PDT)
Where
Haynie & Company 6026 S Durango Dr Las Vegas, NV 89113
Register Today!

The Growth CFO’s Playbook: ERP Strategies for 2026
2026-01-21 11:00 - 13:00 UTC | Silicone Slopes HQ, 2600 West Executive Parkway, Suite 140, Lehi, UT, 84043, United States
If you’re a CFO or finance leader looking to strengthen your ERP and data strategy, this event is for you. Join us for The Growth CFO’s Playbook: ERP Strategies for 2026 and Beyond — a dynamic lunch event designed for finance leaders ready to scale smarter. Discover how Haynie’s ERP Implementation & Business Consulting services can help you streamline operations, improve financial clarity, and optimize your systems.
Date: Wednesday, January 21, 2026
Time: 11:00 am – 1:00 pm (MST)
Location: Silicon Slopes HQ, 2600 West Executive Parkway, Suite 140, Lehi, Utah 84043
Speakers: Ryan Wells and Paul Kushlan
Cost: Free (Lunch provided)
Topic Highlights

Identifying Barriers to Growth
People, Process & Systems Framework
ERP Implementation & Business Consulting Services
Real-World Benefits
Partnering with Haynie

Register Today!

Haynie Wealth Retirement Seminar
2026-01-14 18:00 - 19:30 (Atlantic/Azores) | Haynie – San Antonio, 2702 N Loop 1604 E., Ste. 202, San Antonio, TX, 78232, United States
Please join us for an in-person Dine & Learn Retirement Seminar on January 14, 2026, 6:00 pm – 7:30 pm (CST). You will leave this event with the knowledge you need to make informed decisions, minimize taxes, and maximize retirement savings. Our goal is to empower you with the knowledge to navigate difficult financial decisions so that you can enjoy your golden years with peace of mind.
When
January 14, 2026, 6:00 pm – 7:30 pm (CST)
Where
Haynie & Company 2702 N Loop 1604 E #202 San Antonio, TX 78232
Register Today!

2026 Economic Preview
2026-01-06 10:00 - 11:00 UTC
Start the new year with valuable insight from one of the region’s leading economists. Join us for a 2026 Economic Preview with Robert Spendlove, Senior Economist at Zions Bank. Robert will share his perspective on the economy and key trends to watch in the year ahead. This engaging session is a great way to start 2026 well-informed.

When
January 6, 2026, 10:00 am – 11:00 am (MST)
Where
Zoom
Register Today!

RMA & TMA Pickleball Challenge
2025-11-14 10:00 - 12:00 UTC | Club Pickleball USA, 203 W 9000 S, Sandy, UT, 84070, United States
Join us on November 14, at 10:00 am – 12:00 pm (MST) for networking and pickleball at Club Pickleball USA, 203 W 9000 S, Sandy, UT 84070. Come on out for the best networking event of the year. We will have an outstanding time playing Pickleball and meeting and networking with some of the greatest people from the best companies in Utah. We can’t wait to see you there!

Register Today!

Haynie Wealth Retirement Seminar
2025-11-04 18:00 - 19:30 UTC | Haynie & Company Loveland, 200 East 7th Street, Suite 300, Loveland, CO, 80537, United States
Please join us for an in-person Dine & Learn Retirement Seminar on November 4, 6:00 pm – 7:30 pm (MDT). You will leave this event with the knowledge you need to make informed decisions, minimize taxes, and maximize retirement savings. Our goal is to empower you with the knowledge to navigate difficult financial decisions so that you can enjoy your golden years with peace of mind.
When
Nov 4, 2025, 6:00 pm – 7:30 pm (MDT)
Where
Haynie & Company 200 East 7th Street, Suite 300, Loveland, CO 80537
Register Today!

ERP Lunch & Learn
2025-10-28 11:00 - 14:00 UTC | Top Golf, 920 Jordan River Blvd, Midvale, UT, 84047, United States
Join us for an engaging ERP Lunch & Learn at Top Golf in Midvale on October 28 from 11:00 am- 2:00 pm (MST). We’ll explore: What’s Holding You Back? Could It Be Your ERP Systems? Discover how Haynie’s ERP Implementation & Business Consulting services can help you streamline operations, improve financial clarity, and optimize your systems.
Where: Top Golf, 920 Jordan River Blvd, Midvale, UT 84047
When: Tuesday, October 28 | 11:00 am – 2:00 pm (MST)
What to Expect: Presentation begins at 11:30 a.m., Lunch served during the presentation. Networking & golf to follow.

Register today!

Captive Insurance Lunch & Learn
2025-10-22 11:00 - 13:00 UTC | Haynie & Company, 1785 West 2300 South, West Valley City, UT, 84119, United States
Business leaders and CPAs are invited to an insightful in-person seminar on October 22, 11:00 am – 1:00 pm (MST) on how captive insurance can strengthen your company’s financial strategy. Learn how to reduce costs, improve control, and access best-in-class coverage with a stable, predictable approach.
Free Lunch & Learn Seminar

Date: Wednesday, October 22, 2025
Time: 11:00 am – 1:00 pm MST | In person
Location: Haynie & Company: 1785 W 2300 S Salt Lake City, UT 84119
Cost: Free (Lunch provided)

Register Today!

Haynie Wealth Retirement Seminar
2025-10-22 06:00 - 19:30 UTC | Haynie & Company San Antonio, 2702 N Loop 1604 E #202, San Antonio, TX, 78232, United States
Please join us for an in-person Dine & Learn Retirement Seminar on October 22, 6:00 pm – 7:30 pm (CDT). You will leave this event with the knowledge you need to make informed decisions, minimize taxes, and maximize retirement savings. Our goal is to empower you with the knowledge to navigate difficult financial decisions so that you can enjoy your golden years with peace of mind.
When
Oct 22nd, 2025, 6:00 pm – 7:30 pm (MDT)
Where
Haynie & Company 2702 N Loop 1604 E #202 San Antonio, TX 78232
Register Today!

Haynie Wealth Retirement Seminar
2025-10-21 06:00 - 19:30 UTC | Haynie & Company, 1230 West Washington Street, Suite 401, Tempe, AZ, 85288, United States
Please join us for an in-person Dine & Learn Retirement Seminar on October 21, 6:00 pm – 7:30 pm (MDT). You will leave this event with the knowledge you need to make informed decisions, minimize taxes, and maximize retirement savings. Our goal is to empower you with the knowledge to navigate difficult financial decisions so that you can enjoy your golden years with peace of mind.
When
Oct 21st, 2025, 6:00 pm – 7:30 pm (MDT)
Where
Haynie & Company 1230 West Washington Street, Suite 401, Tempe, AZ 85288
Register Today!

How To Increase The Value Of Your Business
2025-10-08 13:00 - 14:00 UTC
Join us via Zoom on October 8 from 1:00 pm – 2:00 pm (MST) for an insightful webinar series designed to help business leaders unlock their company’s full potential. This session will provide actionable strategies to maximize business value, improve tax efficiency, and ensure transaction success. Our expert speakers will guide you through practical approaches to enhance your organization’s long-term success. Don’t miss this opportunity to strengthen your leadership and position your business for growth.

Register Today!

Haynie Fall Executive Shoot Out
2025-10-03 10:00 - 12:00 UTC | Lee Kays Shooting Range, 6000 W 2100 S, Salt Lake City, Utah, 84128, United States
Join us on October 3, at 10:00 am – 12:00 pm (MST) for networking, all-you-can-eat tacos, and shooting at Lee Kay Shooting Center, 6000 W 2100 S, Salt Lake City, UT 84128.
Haynie & Company and Sunwest Bank are proud to host and sponsor the Haynie Fall Executive Shoot Out! This event will include a live clay shooting contest, prizes, and networking. We look forward to seeing you there!

Register today!

Haynie Wealth Retirement Seminar
2025-09-23 06:00 - 19:30 UTC | Haynie & Company, 603 N Beaver St, Flagstaff, AZ, 86001, United States
Please join us for an in-person Dine & Learn Retirement Seminar on September 23 from 6:00 pm – 7:30 pm (MDT). You will leave this event with the knowledge you need to make informed decisions, minimize taxes, and maximize retirement savings. Our goal is to empower you to navigate difficult financial decisions so that you can enjoy your golden years with peace of mind.

When
Sep 23rd, 2025, 6:00 pm – 7:30 pm (MDT)

Where
Haynie & Company 603 N Beaver St Flagstaff, AZ 86001

Register Today!
