From May 21, 2026 Event – Bozeman, MT
Discover the breakthroughs, insights, and lasting changes attendees experienced, and why they believe every business owner should attend.
October 9, 2026
8:00 AM - 2:00 PM
Riverside Country Club
2500 Springhill Rd
Bozeman, MT 59718
Clarity. Control. Breakthroughs. One Day to Reset Your Company’s Trajectory.
Transform your business from working harder to growing smarter. Discover proven strategies, practical tools, and real-world insights to overcome obstacles, accelerate growth, and prepare your business for sustainable scale and future exit opportunities.
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With over 35 years of leadership experience spanning finance, operations, and entrepreneurship, Jeff specializes in bringing clarity and structure to financial decision-making. His work focuses on improving cash flow, increasing business value, and preparing for successful exits. Leveraging a unique engineering-based approach, Jeff helps owners align business strategy with personal goals, ensuring their companies are built to last and ready for transition—whenever the time is right.
Steve, the visionary Founder of Equity Catapult, brings 31+ years of leadership, dedicated to propelling client success through brand building. Revered for his integrity and inspirational leadership, he engineers top-tier teams, consistently delivering exceptional results in both the private and public sectors. Steve exceeds ROI goals with strategic objectives that build shareholder equity and value.
Cody Rose is the Founder and CEO of AIFluency.ai, The AI Fluency Company. A fifth-generation Montanan based in Billings, he helps organizations of any size figure out where they stand with AI and build real skill from there. It starts with a free rubric, moves into a full assessment and hands-on bootcamps, and upskills the gaps through a vetted Coaching Hub of AI experts, with quarterly assessments to keep teams sharp. The company also offers AI audits and custom implementations. The approach is human-first, and the work reaches organizations across Montana and beyond.
Bret Pacheco is the founder of Bret Pacheco CPA and a CPA with over 20 years of experience serving small business owners. Originally from Belgrade and a graduate of Auburn University at Montgomery, Bret began his journey on a baseball scholarship before discovering his passion for helping entrepreneurs make sense of their finances. Today, he blends deep technical expertise with a coach’s mindset, guiding business owners to build profitable companies that support the life they truly want.
Join a room full of ambitious business owners and leaders who are serious about growth, connection, and taking their companies to the next level.
This isn’t another event filled with theory and fluff. It’s a high-energy, interactive experience where you'll connect with like-minded leaders, share real-world challenges, and gain practical insights you can put to work immediately.
Learn from experienced business experts in the room who will share proven strategies, growth frameworks, and insider tools to help you increase profitability, build stronger teams, create more freedom, and accelerate your company's growth.
Leave with fresh ideas, valuable relationships, and an action plan to help you lead with greater confidence and achieve bigger results in your business.
Connect. Learn. Grow. Walk away with strategies.
Savoring Coffee. Share the Agenda for the day. Steve: Story of Name.
What to expect of the day and each other. Enable presence and participation by making clear what is expected from participants during the day. Propose some group agreements and invite the group to add anything else needed to create an excellent learning environment. Logistics and Bio Time.
A meaningful opportunity to gain insight from the room.
Three Moments That Change the Financial Future of a Business In business, the biggest financial decisions rarely come with much warning. In this fast-paced session, Jeff Streeter shares three real-world moments where strategic financial leadership made the difference between disruption and opportunity. When a key accounting leader suddenly resigned and financial operations were at risk When a contractor lost bonding capacity just weeks before bidding a $2M project When business owners received unexpected acquisition offers and had to determine whether to engage—or walk away Through these brief case examples, Jeff will show how the right financial leadership at the right moment can stabilize operations, restore credibility, and help owners make confident decisions when the stakes are high.
A meaningful opportunity to gain insight from the room.
Think Differently. Structure Intentionally. Bret Pacheco will challenge you to look at your business through a different lens: PURPOSE. From that foundation, he'll show how tax strategy, legal structure, and operational decisions flow when your business model reflects your "why". You will wish this strategic session on Taxes would have been deployed earlier, yet now is the time to gain methods from the "numbers ninja" to get more if what you've earned.
A meaningful opportunity to gain insight from the room.
Leveraging AI to Work Smarter and Lead Better
Artificial intelligence is rapidly transforming the way businesses operate. In this session, you’ll learn how to use AI as a practical tool to increase productivity, streamline everyday tasks, and make more informed decisions—without needing a technical background.
What you’ll learn:
Whether you’re just getting started with AI or looking to expand how you use it in your business, this session will equip you with actionable strategies to help you work smarter, innovate faster, and stay ahead in an evolving business landscape.
AI Without the Hype — Practical Tools for Montana Business Owners
Technology is moving faster than ever, and many business owners are wondering how artificial intelligence and automation will impact their companies.
In this practical and engaging session, Greg Leman shares how small and mid-sized businesses can begin using AI and automation to reduce administrative work, improve decision-making, and free up time for the things that matter most—customers, employees, and growth.
Drawing on his experience in enterprise software, startups, and small business consulting, Greg focuses on real-world solutions that actually work for Montana companies. You’ll learn where AI can provide immediate value, where it’s overhyped, and how to begin implementing simple tools that improve efficiency without adding complexity.
If you’ve wondered how technology can help your business operate smarter—not harder—this session will provide practical insights you can apply right away.
Discover the two defining qualities that consistently set exceptional leaders apart. In this interactive session, you'll explore practical leadership principles that help you inspire others, make better decisions, and create lasting impact within your organization.
Take-Aways from the day.
Your feedback matters. This session is designed to gather valuable insights from attendees, helping us better understand your experiences, challenges, and priorities as business leaders. What you'll participate in: Share your perspectives on key business and leadership topics. Provide feedback on the event experience and sessions. Identify areas where you need additional support, resources, or opportunities. Contribute insights that help shape future programs and events. Your input will help create more valuable experiences and ensure we continue delivering content that addresses the real needs of business owners, leaders, and entrepreneurs.
The Owner’s Edge isn’t just another conference—it’s a working session built to drive real breakthroughs in how you lead and run your business.
In just one day, you and your team will gain the clarity, tools, and strategies to remove growth bottlenecks, align your people, and position the business for scale .
Bring your entire executive team so you can apply these insights together immediately. If you can’t attend personally, send a key leader in your place—the ROI is simply too high to miss.
Seats are limited. Registration is just $249 per person. Secure your spot today and give your business the clarity, control, and breakthroughs it deserves.
Most business owners didn't start their company to spend their days putting out fires, managing people problems, and wondering why growth feels harder than it should.
Yet that's where many leaders find themselves.
Owner's Edge Montana was created to help business owners, founders, and executives step away from the day-to-day and gain access to the tools, strategies, and resources that stronger companies use to grow, increase profitability, and build long-term value.
Presented by Equity Catapult, this one-day summit brings together Montana business leaders who are committed to improving their companies—not just maintaining them..
You'll learn practical frameworks for leadership, team alignment, profitability, tax strategy, and business growth from experts who have helped companies overcome obstacles and achieve meaningful results.
You'll leave with:
• Tools you can implement immediately
• Fresh solutions to persistent challenges
• Valuable connections with fellow business leaders
• Resources that can save years of trial and error
The companies that thrive aren't always the ones that work harder—they're the ones that learn faster and execute better.
Seats are limited. Don't give your competitors the advantage.
Join Montana's business leaders and gain the edge your company deserves.
Ben Axtel
