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BOSS: Business Owner Success Series

Provide Fredericksburg area small business owners with practicable, actionable advice.

Small Business Owner Success Series in Fredericksburg Virginia

The Business Owner Success Series (BOSS) is designed specifically to provide Fredericksburg area small business owners with practical, actionable advice. We bring in experts to share guidelines, tips, and answer specific questions to help us improve our businesses. Meetings are held on the 1st and 3rd Tuesday at noon.

  • Business Owner – Each topic will be designed specifically for micro business owners and the unique challenges we face.
  • Practical – Each presentation will be clearly “real world” and not magical fantasy land.
  • Actionable – Each presentation will include or guide you to develop your own “to do” action items before you leave.
  • Expert – Each speaker will be an expert in their field with real-world experience to back it up.
  • Applicable – Each presentation will include 10+ minutes for Q&A so you can get clarification or ask the expert for insight directly into your personal business challenges.


Meeting Details

  • On the 1st and 3rd Tuesday of each month.
  • Meeting begins at 12 noon. Arrive early to network and grab your meal.
  • Lunch is included or bring your own if you prefer.
  • FREE – The meeting and lunch are provided at no charge.


No Selling

  • No Selling – Speakers are not pitching, they are here to educate.
  • Please Network! – We encourage you to meet one another and share what you do!




If you’re planning to attend an upcoming seminar please let us know here. While you’re welcome to join us unannounced, having a head count helps us be better prepared (and make sure everyone gets fed!)



Upcoming Topics

Buy or Lease

Buy or Lease

May 21st, 2019
11:45am – 1pm
(lunch is included)

  • The pros and cons of leasing
  • The pros and cons of buying
  • Specific examples and case studies

Linda will be bringing her 35 years of banking experience to help us understand the advantages and disadvantages of both buying and leasing. We’ll break everything down on the leasing side, both pros and cons, followed by the purchasing side. She’ll share real-life stories from her own Clients and most importantly, there will plenty of opportunity for your questions! This is an amazing opportunity to learn and plan ahead, and one I am personally very excited about.

Speaker: Linda Knecht

Linda is most passionate about helping her clients achieve economic success and financial security. As a career banker Linda joined Union about 5 years ago and is currently VP Business Banker. Since 2014, Linda and her team have been providing efficient, quality service to small business customers at Union Bank & Trust. Linda’s thoughtful listening combined with easy and honest conversation to understand the customers need and steer them into the most efficient way to get where they want to go. Linda is a member and officer of the Stafford Rotary Club. Outside of work, you’ll find her with her family, hiking and spending time at the lake.

PARKING: When it comes to parking some events are quite full so please double-park IN OUR LOT unless otherwise instructed by a member of our team.

Processing Time

Processing Time

June 4th, 2019
11:45am – 1pm
(lunch is included)

  • Five real-life lessons.
  • How to setup processes that save your business money.
  • How to find the right process to improve.

John is going to cover the core principles of identifying and setting up a successful process in your small business. The presentation will be centered helping us learn from solutions to real life problems, and then explaining the category of the problem that was solved. In that way, we’ll immediately be able to judge if we’re able to take the lesson and apply it ourselves.

Speaker: John Gillespie

John Gillespie holds a Bachelor’s degree in Resource Management and a Graduate Degree in Management from Troy University. He is a certified Program Management Professional, Six Sigma Green Belt and Air Force Master Instructor. John has 35 years of experience in project management, leadership, human capital management, and consulting, where he has been recognized for his analytical, communication and time management skills. Currently, John is the Founder and CEO of Exemplar, LLC a Service Disabled Veteran Owned Small Business management consulting firm, designed to “Make Businesses Better.” Exemplar optimizes businesses by streamlining processes and being the honest broker for decision making.

PARKING: When it comes to parking some events are quite full so please double-park IN OUR LOT unless otherwise instructed by a member of our team

5 Bookkeeping Screwups

5 Bookkeeping Screwups

June 18th, 2019
11:45am – 1pm
(lunch is included)

  • About transactions
  • About payroll and owner pay
  • About downloading and reconciling accounts

This presentation will help us uncover common mistakes small business owners make with their books. In addition to a range of tips, Shelley will discuss how to identify, correct, and prevent some of the errors she sees most often. As always, we’ll leave a little time for Q&A as well.

Speaker: Shelley Kasten

Shelley Kasten, Owner & CEO of Not Just Numbers, is a Full-Charge Bookkeeper and has been in the accounting industry since 2005. She has been an Enrolled Agent with the IRS since 2016. A QuickBooks™ ProAdvisor since 2009, she loves it when her customers are able to take back to their own businesses everything they learned and incorporate the info effectively.

PARKING: When it comes to parking some events are quite full so please double-park IN OUR LOT unless otherwise instructed by a member of our team.

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Previous BOSS Topics