Transform Your Planning presents

BEYOND the PORTFOLIO

Live
November 30, 2026 · New York City
TwoFortyThirty · 4 Hours · 50 Seats
Your portfolio gets you noticed. Your business gets you chosen.

Getting noticed isn't the same as getting booked.

You may already have the work, reputation and inquiries. Beyond the Portfolio Live helps you strengthen what happens next — so more of the right opportunities turn into bookings, referrals and revenue.

Join the Priority List

Priority List members receive first access to a limited $375 registration rate. Standard registration will be $495.

02

Great work
opens the door. Your business determineswhat happens next.

You've done the hard part: built work people notice.

But between “I love what they do” and “Let's hire them,” people are reading dozens of signals from your business.

How you respond. How clearly you communicate. How confidently you lead. How easy you make the decision feel.

When those signals match the quality of the work, interest becomes confidence — and confidence is much easier to convert.

03

Make the businessmatch the work.

You don't necessarily need more inquiries. You need to make more of the right opportunities count.

Beyond the Portfolio Live focuses on the business behind the portfolio — and the things that influence whether someone feels confident hiring you, recommending you and coming back to you.

Before BTP Live
After BTP Live
People admire the work.
People understand why you're worth choosing.
Good inquiries still disappear.
You know where confidence may be breaking down.
Referrals depend heavily on relationships.
Your business gives people more confidence to recommend you.
You're improving the business without always knowing what matters most.
You know which changes deserve your attention first.

“Beyond The Portfolio has helped me step back and look at my business with greater clarity and intention. Our conversations around positioning, client attraction, and the overall direction of my brand have challenged me to think differently and make decisions with more confidence.”

What stood out most was the balance between strategy and authenticity.

Max Hurtaud
Floral event designer
05

50 Seats. See your businessfrom the other side.

Planners and vendors rarely get to talk openly about what happens on the other side of a business decision.

At BTP Live, they will.

You'll hear what builds confidence, what creates hesitation and what makes someone comfortable putting their money — or their reputation — behind another business.

You'll get to see your business from the perspective of the people deciding whether to choose it.

Insight Application Leadership Forum Reception

What people don't usually tell you.

The Leadership Forum brings experienced industry voices into the conversation to share what gives them confidence in a business, what makes them hesitate, whose name they're comfortable putting forward — and why they choose to work with some businesses again. Contributors to be announced.

For founders, principals and business owners. Not a marketing workshop. Not a portfolio review. Not an introductory business course.
06

You'll leave knowing:

  • Why people are choosing you — and why they may not be.
  • Where your business may be losing opportunities it should be converting.
  • What would make you easier to trust, recommend and hire.
  • Which changes deserve your attention first.

So you can stop guessing what the business needs and start improving the things most likely to move it forward.

The value isn't four hours in a room. It's what changes in your business afterwards.

$375
Limited first release

Priority List members receive first access when registration opens.

Standard Registration $495
Join the Priority List

No payment today.

07

Be in the room.

November 30, 2026 · New York City · 50 Seats

Join the Priority List for first access to the limited $375 registration rate.

Please enter your first name.
Please enter your last name.
Please enter a valid email address.
Please enter your business name.
I am a:

Joining the Priority List does not require payment or guarantee a seat.

You're on the Priority List.

You'll be among the first contacted when registration opens for Beyond the Portfolio Live, with access to the limited $375 rate.