Date: 9/12/2025
Time: 9:00 AM - 4:00 PM (MDT)

People management is some of the most rewarding and demanding work we will tackle in our careers. During this course, we will break down essential management principles and equip you with practical tools to navigate real-world management challenges. We will delve into the advantages and methods required to become an effective coach, mentor, and leader by learning strategies to effectively grow and develop your team using a coaching style to management.

This is a great course for both new and experienced leaders. If you are new to management, you will be introduced to key fundamentals that will support you in being effective. If you are an experienced supervisor, manager or director, this course provides new approaches to level up your skills and navigate challenging aspects of leadership.  

Course Objectives:

• Take time to be thoughtful about your approach to leadership

• Understand what a “coach-approach” to leadership looks like

• Assess your current skills as a leader and where you would like to develop

• Learn and apply four key coaching principles:

  1. Building & maintaining trust and respect

  2. Setting clear expectations 

  3. Effective feedback 

  4. Tapping into motivation 

About the Trainer:

Karen brings extensive experience in high-end guest and client service in a variety of industries, as well as senior-level team and project management. She has held an executive position at Moonlight Basin Resort in Big Sky, Montana, as well as roles with Holland America Cruise Line and Windstar Cruises. She has also served in community leadership roles in both regional and national marketing and public relations for Big Sky, Montana. Additionally, Karen has extensive experience as a leadership and service trainer for an array of companies and non-profits across the country.

Registration:

Registration includes lunch. Please email Andrea at ataylor@prosperamt.org if you have any special dietary requests. 

ADD ONS: 

If you are registering multiple team members, please send their name and email addresses to ataylor@prosperamt.org 

*We reserve the right to cancel a class if minimum enrollments are not met. In which case, all course fees will be fully refunded.

This training may qualify for the Incumbent Workers Training (IWT) Grant. You can read about the funds available to you and your business at this link: https://wsd.dli.mt.gov/employers/incumbent-worker-training-program 

Date: September 10, 2025
Time: 9:00am to 10:30am
Location: In-person, Big Sky, MT (specific location TBD)

This punchy, practical leadership session is designed for team leaders, managers, and business owners who are ready to step into the next level of leadership-without burning out or micromanaging. Whether you're new to leading or have years of experience, this session will challenge outdated mindsets and provide fresh, real-world practices you can apply immediately.

Leadership today isn't about knowing all the answers or being the most productive person in the room. It's about how you show up, how you connect, and how you create space for others to contribute. This workshop invites participants to rethink how they lead and walk away with tangible tools to lead with more clarity, curiosity, and presence.

This 90-minute experience is equal parts mindset shift and practical application, offering both insight and tools for better leadership, right away.

We'll cover four badass boss moves:

1. Shift your value mindset

2. The Alternate F-Word Framework - learn how to stay curious (instead of triggered)

3. Level-up your one-on-one meetings

4. The power of the pause

Clarity and Conviction Huddles are held on the first Monday of every month (2nd Monday when there is a holiday). This is a FREE offering I am leading on Zoom. We set intentions for each week, sink into themes like self-care, focus, creativity, agency, capacity, goal setting and more. We show up for ourselves and build community in the process. Just you, your notebook, a warm beverage (with your video on or off - your choice)…and me, showing up for you to share and inspire.

Date: September 4, 2025
Time: 5:30-7:30pm 
Location: Sky Oro Cowork, Bozeman, MT

This event is open to any alumni of Link Up Accelerator 2017-2025

This two-hour gathering will provide the opportunity for you to re-connect with members of your own Link Up cohort and to meet other like-minded, former Link Up participants. The evening will include networking, meaningful and thoughtful exercises led by Karen Lum, and the opportunity to engage with other motivated, passionate women in business!

Date: Thursday, August 21, 2025
Time: 1:00pm to 3:00pm MT
Location: Online Webinar via Zoom
Registration fee: $30  / Sky Oro members can use code "SKYORO" at checkout to register for free

If you joined me and Sam Hallburn  in May for our Financial Literacy Lunch & Learn at Sky Oro—or if you missed it and wished you hadn’t—this is your chance to take things a step further.

This virtual session will go beyond the basics and tackle the real financial challenges business owners face. From setting up systems that work for you, to pricing, budgeting, and planning ahead—we’re digging into the “how” behind the “what.”

Expect real-world strategies, live Q&A, and practical tools you can put into action immediately—no jargon, no shame, just support.

What You’ll Learn:​

• How to design a simple, sustainable financial system for your business

• The truth about pricing, profit margins, and paying yourself

• How to get out of “reaction mode” and plan for seasonal shifts, taxes, and growth

• Common cash flow traps—and how to avoid them

• Tools and workflows to help you stay on track year-round

You’ll leave with a better understanding of your numbers, a plan you can stick to, and the confidence to make smart financial decisions.

Clarity and Conviction Huddles are held on the first Monday of every month (2nd Monday when there is a holiday). This is a FREE offering I am leading on Zoom. We set intentions for each week, sink into themes like self-care, focus, creativity, agency, capacity, goal setting and more. We show up for ourselves and build community in the process. Just you, your notebook, a warm beverage (with your video on or off - your choice)…and me, showing up for you to share and inspire.

Clarity and Conviction Huddles are held on the first Monday of every month (2nd Monday when there is a holiday). This is a FREE offering I am leading on Zoom. We set intentions for each week, sink into themes like self-care, focus, creativity, agency, capacity, goal setting and more. We show up for ourselves and build community in the process. Just you, your notebook, a warm beverage (with your video on or off - your choice)…and me, showing up for you to share and inspire.

Clarity and Conviction Huddles are held on the first Monday of every month (2nd Monday when there is a holiday). This is a FREE offering I am leading on Zoom. We set intentions for each week, sink into themes like self-care, focus, creativity, agency, capacity, goal setting and more. We show up for ourselves and build community in the process. Just you, your notebook, a warm beverage (with your video on or off - your choice)…and me, showing up for you to share and inspire.

Clarity and Conviction Huddles are held on the first Monday of every month (2nd Monday when there is a holiday). This is a FREE offering I am leading on Zoom. We set intentions for each week, sink into themes like self-care, focus, creativity, agency, capacity, goal setting and more. We show up for ourselves and build community in the process. Just you, your notebook, a warm beverage (with your video on or off - your choice)…and me, showing up for you to share and inspire.

Date: 4/25/2025
Time: 10:30 AM - 5:30 PM (MDT)

People management is some of the most rewarding and demanding work we will tackle in our careers. During this course, we will break down essential management principles and equip you with practical tools to navigate real-world management challenges. We will delve into the advantages and methods required to become an effective coach, mentor, and leader by learning strategies to effectively grow and develop your team using a coaching style to management.

This is a great course for both new and experienced leaders. If you are new to management, you will be introduced to key fundamentals that will support you in being effective. If you are an experienced supervisor, manager or director, this course provides new approaches to level up your skills and navigate challenging aspects of leadership.  

Course Objectives:

• Take time to be thoughtful about your approach to leadership

• Understand what a “coach-approach” to leadership looks like

• Assess your current skills as a leader and where you would like to develop

• Learn and apply four key coaching principles:

  1. Building & maintaining trust and respect

  2. Setting clear expectations 

  3. Effective feedback 

  4. Tapping into motivation 

About the Trainer:

Karen brings extensive experience in high-end guest and client service in a variety of industries, as well as senior-level team and project management. She has held an executive position at Moonlight Basin Resort in Big Sky, Montana, as well as roles with Holland America Cruise Line and Windstar Cruises. She has also served in community leadership roles in both regional and national marketing and public relations for Big Sky, Montana. Additionally, Karen has extensive experience as a leadership and service trainer for an array of companies and non-profits across the country.

Registration:

Registration includes lunch. Please email Andrea at ataylor@prosperamt.org if you have any special dietary requests. 

ADD ONS: 

If you are registering multiple team members, please send their name and email addresses to ataylor@prosperamt.org 

*We reserve the right to cancel a class if minimum enrollments are not met. In which case, all course fees will be fully refunded.

This training may qualify for the Incumbent Workers Training (IWT) Grant. You can read about the funds available to you and your business at this link: https://wsd.dli.mt.gov/employers/incumbent-worker-training-program 

January 15, 22, and 29 (IN-PERSON)

Date/Time: 

• Session #1: 4/16/2025, 9:00 AM- 12:00 PM (MDT)

• Session #2: 4/23/2025, 9:00 AM- 12:00 PM (MDT)

• Session #3: 4/30/2025, 9:00 AM- 12:00 PM (MDT)

This 3 session course has been specifically designed for individuals who are brand new to business, wanting to start a business, and new business owners or individuals looking to start a second business.

What you will learn:

• Clarity and fresh perspective about starting a new business

• Solid first draft of your Business Plan - In-depth understanding of your industry and competition

• Documented sales projections and marketing strategy based on industry research & geography

• Projected cash flow for one year

• Shared experience with other local entrepreneurs and subject matter experts

• Valuable resources and processes that support your business planning journey

Clarity and Conviction Huddles are held on the first Monday of every month (2nd Monday when there is a holiday). This is a FREE offering I am leading on Zoom. We set intentions for each week, sink into themes like self-care, focus, creativity, agency, capacity, goal setting and more. We show up for ourselves and build community in the process. Just you, your notebook, a warm beverage (with your video on or off - your choice)…and me, showing up for you to share and inspire.

Clarity and Conviction Huddles are held on the first Monday of every month (2nd Monday when there is a holiday). This is a FREE offering I am leading on Zoom. We set intentions for each week, sink into themes like self-care, focus, creativity, agency, capacity, goal setting and more. We show up for ourselves and build community in the process. Just you, your notebook, a warm beverage (with your video on or off - your choice)…and me, showing up for you to share and inspire.

Date: 2/28/2025
Time: 9:00 AM - 4:00 PM (MDT)

People management is some of the most rewarding and demanding work we will tackle in our careers. During this course, we will break down essential management principles and equip you with practical tools to navigate real-world management challenges. We will delve into the advantages and methods required to become an effective coach, mentor, and leader by learning strategies to effectively grow and develop your team using a coaching style to management.

This is a great course for both new and experienced leaders. If you are new to management, you will be introduced to key fundamentals that will support you in being effective. If you are an experienced supervisor, manager or director, this course provides new approaches to level up your skills and navigate challenging aspects of leadership.  

Course Objectives:

• Take time to be thoughtful about your approach to leadership

• Understand what a “coach-approach” to leadership looks like

• Assess your current skills as a leader and where you would like to develop

• Learn and apply four key coaching principles:

  1. Building & maintaining trust and respect

  2. Setting clear expectations 

  3. Effective feedback 

  4. Tapping into motivation 

About the Trainer:

Karen brings extensive experience in high-end guest and client service in a variety of industries, as well as senior-level team and project management. She has held an executive position at Moonlight Basin Resort in Big Sky, Montana, as well as roles with Holland America Cruise Line and Windstar Cruises. She has also served in community leadership roles in both regional and national marketing and public relations for Big Sky, Montana. Additionally, Karen has extensive experience as a leadership and service trainer for an array of companies and non-profits across the country.

Registration:

Registration includes lunch. Please email Andrea at ataylor@prosperamt.org if you have any special dietary requests. 

ADD ONS: 

If you are registering multiple team members, please send their name and email addresses to ataylor@prosperamt.org 

*We reserve the right to cancel a class if minimum enrollments are not met. In which case, all course fees will be fully refunded.

This training may qualify for the Incumbent Workers Training (IWT) Grant. You can read about the funds available to you and your business at this link: https://wsd.dli.mt.gov/employers/incumbent-worker-training-program 

Program Format: Multi-session Course

Training Topics: Managing a Business, Woman-owned Businesses

Description:

Link Up Accelerator is a three-month program open to 14 entrepreneurs who are ready to level up by dedicating more focused time to themselves and working on their businesses instead of in them! The intimate group is facilitated by Karen Lum of K. Lum Consulting for 2 hours every two weeks.  

Link Up Accelerator is an incredible opportunity for anyone who is…

• feeling ready to dedicate more time to professional grow

• experiencing isolation or limiting beliefs as a business owner

• craving a supportive environment facilitated by a professional business coach

• ready to be accountable to themselves around business goals at a whole new level

• wants to professionally network in an organic and meaningful way

• is ready to think creatively about their business and gain fresh perspectives

Dates/times: 

• Session #1: 2/25/2025, 5:30 PM- 7:30 PM (MST)

• Session #2: 3/11/2025, 5:30 PM- 7:30 PM (MDT)

• Session #3: 3/25/2025, 5:30 PM- 7:30 PM (MDT)

• Session #4: 4/8/2025, 5:30 PM- 7:30 PM (MDT)

• Session #5: 4/22/2025, 5:30 PM- 7:30 PM (MDT)

• Session #6: 5/6/2025, 5:30 PM- 7:30 PM (MDT)

Where: Sky Oro | 107 E Oak St Suite 1A, Bozeman, MT 59715

Registration: $350 for Prospera Members | $425 for non-Prospera Members covers the entire series.

Who Should Attend: Women who own, lead, or operate a Montana business and hope to:

• Take time away from the day-to-day operation of the business to focus on developing the business

• Want to connect and build a community

• Want to learn and gain clarity to set goals for their business

An annual business planning workshop for business owners and department leaders. This highly-practical planning workshop supports you in carving out the time to thoughtfully assess business performance over the past year, and look ahead to roadmap your focus and goals for the coming 12 to 18 months.

Tickets will go on sale January 1st, 2025

Clarity and Conviction Huddles are held on the first Monday of every month (2nd Monday when there is a holiday). This is a FREE offering I am leading on Zoom. We set intentions for each week, sink into themes like self-care, focus, creativity, agency, capacity, goal setting and more. We show up for ourselves and build community in the process. Just you, your notebook, a warm beverage (with your video on or off - your choice)…and me, showing up for you to share and inspire.

Ready to bring your dreams to life? Join life coach and mindfulness enthusiast Hanna and business coaching expert Karen Lum for a transformative morning of visioning, connection, and creation.

In this 3-hour workshop, you’ll dive deep into your heartspace, get crystal clear on your intentions, and craft a tangible vision that reflects your deepest desires.

Themes We’ll Explore:

• Connection: We’ll kick things off with meaningful conversations to create a supportive space where everyone feels seen and heard. You’ll connect not only with others but also with yourself through a custom meditation designed to reveal what’s on your heart.

• Intention: Through a guided journaling practice, you’ll uncover your WHY: Why do you want to create what you envision? How do you want to feel in the months, years, and decade ahead?

• Creation: Let the fun begin! Channel your inspiration into a vision board that reflects your heart-centered intentions. We’ll provide all the supplies you need (but feel free to bring your own clippings, photos, or special touches!).

What’s Included:

• All vision board supplies

• Light bites and refreshments (tea, coffee, seltzers, and juice)

• A supportive and uplifting space to dream big!

• Spots are limited, and we can’t wait to create with you! Don’t miss this chance to set your year in motion with clarity, intention, and joy.

Hanna & Karen are THRILLED to welcome you.

Let’s bring your vision to life—from the inside out.

An annual business planning workshop for business owners and department leaders. This highly-practical planning workshop supports you in carving out the time to thoughtfully assess business performance over the past year, and look ahead to roadmap your focus and goals for the coming 12 to 18 months.

Tickets will go on sale January 1st, 2025

January 15, 22, and 29 (IN-PERSON)

Date/Time: 

• Session #1: 1/15/2025, 9:00 AM- 12:00 PM (MST)

• Session #2: 1/22/2025, 9:00 AM- 12:00 PM (MST)

• Session #3: 1/29/2025, 9:00 AM- 12:00 PM (MST)

This 3 session course has been specifically designed for individuals who are brand new to business, wanting to start a business, and new business owners or individuals looking to start a second business.

What you will learn:

• Clarity and fresh perspective about starting a new business

• Solid first draft of your Business Plan - In-depth understanding of your industry and competition

• Documented sales projections and marketing strategy based on industry research & geography

• Projected cash flow for one year

• Shared experience with other local entrepreneurs and subject matter experts

• Valuable resources and processes that support your business planning journey

Clarity and Conviction Huddles are held on the first Monday of every month (2nd Monday when there is a holiday). This is a FREE offering I am leading on Zoom. We set intentions for each week, sink into themes like self-care, focus, creativity, agency, capacity, goal setting and more. We show up for ourselves and build community in the process. Just you, your notebook, a warm beverage (with your video on or off - your choice)…and me, showing up for you to share and inspire.

Join me for my FIRST in-person, extended Huddle event. Held in Bozeman, Montana on December 2nd from 9am to 12noon. Stay tuned for tickets to go on sale! 

Date: December 2nd, 2024

Time: 9am - 12pm MST

Location: Armory Hotel

Click the button below to get on my Huddle List to be the first to know when tickets go on sale!

Date: November 7th, 2024
Time: 8:30 AM - 4:00 PM (MDT)

In today's rapidly changing economic landscape, financial literacy and strategic planning are essential for entrepreneurs and small business owners to thrive. Over the course of this one-day intensive workshop, we will delve into key topics such as goal setting, reasonable compensation, tax planning, budgeting, and marketing strategies tailored to support your business objectives.

Led by industry experts (Karen Lum and Samantha Hallburn) and fueled by real-world examples, this workshop promises to empower you to take control of your finances, plan for the future, and achieve your business goals with confidence. Don't miss this opportunity to revolutionize your approach to financial management and secure a brighter future for your business.

Workshop sessions include:

• Reasonable Compensation and Planning for the Future

• Tax Planning and Tracking Your Numbers

• Delegating Tasks and Budgeting

• Entity Selection and Cash Flow

• Reverse Engineering Your Goals and Marketing to Support Them

• Understanding Financial Reports

Reserve your spot today and embark on the path to financial success!

To learn more about this event and the workshop trainers, click the link below.

WORKSHOP TICKETS ARE NON-REFUNDABLE, BUT YOU CAN TRANSFER TO ANOTHER PERSON.

November 4, 11, & 18 (ONLINE)

Date/Time: 

• Session #1: 11/4/2024, 5:30 PM- 7:30 PM (MST)

• Session #2: 11/11/2024, 5:30 PM- 7:30 PM (MST)

• Session #3: 11/18/2024, 5:30 PM- 7:30 PM (MST)

This 3 session course has been specifically designed for individuals who are brand new to business, wanting to start a business, and new business owners or individuals looking to start a second business.

What you will learn:

• Clarity and fresh perspective about starting a new business

• Solid first draft of your Business Plan - In-depth understanding of your industry and competition

• Documented sales projections and marketing strategy based on industry research & geography

• Projected cash flow for one year

• Shared experience with other local entrepreneurs and subject matter experts

• Valuable resources and processes that support your business planning journey

Clarity and Conviction Huddles are held on the first Monday of every month (2nd Monday when there is a holiday). This is a FREE offering I am leading on Zoom. We set intentions for each week, sink into themes like self-care, focus, creativity, agency, capacity, goal setting and more. We show up for ourselves and build community in the process. Just you, your notebook, a warm beverage (with your video on or off - your choice)…and me, showing up for you to share and inspire.

An annual business planning workshop for business owners and department leaders. This highly-practical planning workshop supports you in carving out the time to thoughtfully assess business performance over the past year, and look ahead to roadmap your focus and goals for the coming 12 to 18 months. This training date is preliminary and could change. Sign up below to read more about the workshop and to be added to the waitlist, so you are the first to know when registration opens.

October 8, 15, & 22 (IN-PERSON)

Date/Time: 

• Session #1: 10/8/2024, 9:00 AM- 12:00 PM (MDT)

• Session #2: 10/15/2024, 9:00 AM- 12:00 PM (MDT)

• Session #3: 10/22/2024, 9:00 AM- 12:00 PM (MDT)

This 3 session course has been specifically designed for individuals who are brand new to business, wanting to start a business, and new business owners or individuals looking to start a second business.

What you will learn:

• Clarity and fresh perspective about starting a new business

• Solid first draft of your Business Plan - In-depth understanding of your industry and competition

• Documented sales projections and marketing strategy based on industry research & geography

• Projected cash flow for one year

• Shared experience with other local entrepreneurs and subject matter experts

• Valuable resources and processes that support your business planning journey

Clarity and Conviction Huddles are held on the first Monday of every month (2nd Monday when there is a holiday). This is a FREE offering I am leading on Zoom. We set intentions for each week, sink into themes like self-care, focus, creativity, agency, capacity, goal setting and more. We show up for ourselves and build community in the process. Just you, your notebook, a warm beverage (with your video on or off - your choice)…and me, showing up for you to share and inspire.

Program Format: Multi-session Course

Training Topics: Managing a Business, Woman-owned Businesses

Description:

Link Up Accelerator is a three-month program open to 14 entrepreneurs who are ready to level up by dedicating more focused time to themselves and working on their businesses instead of in them! The intimate group is facilitated by Karen Lum of K. Lum Consulting for 2 hours every two weeks.  

Link Up Accelerator is an incredible opportunity for anyone who is…

• feeling ready to dedicate more time to professional grow

• experiencing isolation or limiting beliefs as a business owner

• craving a supportive environment facilitated by a professional business coach

• ready to be accountable to themselves around business goals at a whole new level

• wants to professionally network in an organic and meaningful way

• is ready to think creatively about their business and gain fresh perspectives

Dates/times: 

• Session #1: 9/18/2024, 5:30 PM- 7:30 PM (MDT)

• Session #2: 10/2/2024, 5:30 PM- 7:30 PM (MDT)

• Session #3: 10/16/2024, 5:30 PM- 7:30 PM (MDT)

• Session #4: 10/30/2024, 5:30 PM- 7:30 PM (MDT)

• Session #5: 11/6/2024, 5:30 PM- 7:30 PM (MST)

• Session #6: 11/13/2024, 5:30 PM- 7:30 PM (MST)

Where: Sky Oro | 107 E Oak St Suite 1A, Bozeman, MT 59715

Registration: $350 for Prospera Members | $425 for non-Prospera Members covers the entire series.

Who Should Attend: Women who own, lead, or operate a Montana business and hope to:

• Take time away from the day-to-day operation of the business to focus on developing the business

• Want to connect and build a community

• Want to learn and gain clarity to set goals for their business

• Session #1: 9/18/2024, 5:30 PM- 7:30 PM (MDT)

• Session #2: 10/2/2024, 5:30 PM- 7:30 PM (MDT)

• Session #3: 10/16/2024, 5:30 PM- 7:30 PM (MDT)

• Session #4: 10/30/2024, 5:30 PM- 7:30 PM (MDT)

• Session #5: 11/6/2024, 5:30 PM- 7:30 PM (MST)

• Session #6: 11/13/2024, 5:30 PM- 7:30 PM (MST)

Date: 9/17/2024
Time: 9:00 AM - 12:00 PM (MDT)

In this course, Karen Lum from K Lum Consulting will facilitate the course and teach you about Instagram for Business, including:

• Why engagement is so critical to business success

• Types of engagement

• Useful tools to save time and stay on brand

• Utilizing video / Why it matters / Ways to get started or expand your efforts

• Trends and stats to determine where you spend your time

Don't miss this value-packed course. Seats are limited. Sign up today.

This training may qualify for the Incumbent Workers Training (IWT) Grant. You can read about the funds available to you and your business at this link: https://wsd.dli.mt.gov/employers/incumbent-worker-training-program 

 If you would like an approved letter to upload for your IWT applications please email Robin at Rculver@prosperamt.org and she will provide one for you at no charge. 

PROSPERA CLASSES ARE NON-REFUNDABLE NON-TRANSFERABLE.