January 2026 Workshop

You Want to a Build a Complete 2026 Roadmap

Leave with a clear, customized business plan you’ll actually use to guide decisions all year

You Want to Align Your Leadership Team

Get everyone on the same page with clear goals and priorities

You're Ready to Connect in Networking Hubs

Forge valuable relationships with business leaders from diverse industries

You're Eager to Gain a Competitive Edge

Stay ahead of the curve with structure, focus, and momentum built into your business before your competitors do

Inside the ROC Workshop

Our strategic process starts at $5,000 per month— this workshop delivers it in one focused day, providing ~80% of the value for $2,500

**Attendance is capped to only 3 teams, ensuring every group receives hands-on support and direct guidance.

What We’ll Accomplish Together

The ROC Workshop: New Year Kickoff is a hands-on, full-day working session built to align your leadership team strategically, financially, and operationally. Through a guided process, you'll leave with:

A clear long-term vision
Defined annual priorities
A 90-day execution plan
A profit-focused 2026 budget
A simple system to keep your team aligned

Your full agenda is outlined below.

Explore more

How much is the workshop, and what value will I get?

The workshop is $2,500 per team, and you can bring up to six people (as low as $417 per seat).
By the end of the day, your team will walk out with:

Alignment on your annual goals
Clear 90-day objectives
A high-level budget built around your key business levers
A practical roadmap to keep everyone moving in the same direction

What if our financials aren’t perfectly clean?

No problem! We work with companies at all stages. The day is about clarity, not perfection.

What if I’m not quite ready to commit?

No worries at all. Email justin.l@rocadvisors.ca with the subject line “Workshop Clarification.”
Happy to answer any questions or walk through whether it’s the right fit.

Is there anything that we have to bring to the ROC Workshop?

To get the most value from the day, bring:

At least one laptop
Any strategic documents from the last 3 years
Your most recent accountant-prepared financial statements (if comfortable)

What size teams get the most value?

Teams with 3–6 leaders typically see the strongest results, but smaller groups still gain clarity and direction.

Can we book a private session for our leadership team?

Yes, we offer private and on-site versions for teams that want a deeper, custom session.

Do I need to be an existing ROC Advisors client?

Not at all! New teams are always welcome.

Who is this workshop best suited for?

Owner-managed companies in the $2–$20M range who want stronger alignment between leadership, operations, and finance.

What if I book and then need to cancel?

If we receive notice before January 1, 2026, we’ll credit you toward a future quarterly workshop.

What if my financial year doesn’t end on December 31. Should I still come?

Absolutely!

We can build a rolling 12-month forecast that’s just as valuable as a calendar-year plan.

You’ll still walk away with annual goal clarity, a 90-day roadmap, and the habits that drive strong yearly planning, regardless of when your fiscal year resets.

Sam and Justin worked together to bring you a valuable one-day workshop designed for business leaders who want clarity, not theory.

After years of helping companies scale, align, and overcome roadblocks, they realized most owners don’t need more ideas... they need a plan that ACTUALLY works.

That’s why they built ROC Workshop: New Year Kickoff one focused day built from real experience, where you and your team will walk out with clarity, confidence, and a 2026 roadmap you can actually follow.

Justin LaRocque, CA

CEO & Founder | RCLF & ROC Advisors

A seasoned Chartered Accountant, Fractional CFO, and Top 40 Under 40 recipient, Justin has helped dozens of companies build clarity, structure, and momentum.

He’s led teams through $250M in cost transformations, guided a tech company to a successful exit, and helped countless business owners turn complex goals into simple, actionable plans.

Now, through ROC Advisors, Justin helps leaders and their teams cut through the noise, align their vision, and build plans that actually work.

Sam Ito

Director Operational Excellence | ROC Advisors

With experience leading large-scale projects at Finning Canada and Proveo, and an academic foundation from Grenoble Graduate School of Business and the University of Alberta, Sam brings a rare mix of strategic thinking and hands-on execution.

He’s helped organizations streamline operations, improve efficiency, and align teams around what really drives performance.

At ROC Advisors, Sam now helps business owners turn operational chaos into clarity and build systems that actually work.

But with the right plan, you can outrun your competitors. What you need is the one thing every business leader is chasing: a plan that actually works.

The ROC Workshop: New Year Kickoff isn’t about quick fixes or vague motivation. It’s a one-day workshop built to help you and your team create a plan grounded in discipline, structure, and execution. The same process used by seasoned CEOs and Fractional CFOs to lead companies to real growth.

But this ROC Workshop: New Year Kickoff is just the beginning.

If you want to turn your one-day plan into lasting progress, ROC Advisors offers ongoing support designed to help business owners stay aligned, accountable, and financially strong.

Interested in other ROC Advisors Services? Visit ROC Advisors Website Here

Walk Out With Your 2026 Plan, Budget, and Clarity All in One Day

Join Justin LaRocque and Sam Ito, Fractional CFO and Operational Excellence Experts from ROC Advisors in our ROC Workshop: New Year Kickoff & discover how to build your 2026 plan and budget, align your leadership team, and create systems that bring calm, clarity, and control.

January 20, 2026 | 9 AM - 4 PM | Only 2 Team Spots Left!

The ROC Workshop: New Year Kickoff Is Built For You If