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Full Retreat Agenda
Everyone TogetherTuesday, Sept 15 · 12:00 – 12:50 PMTaught by Tim Holum & Greg Brainerd

Working Lunch: Watch a Business Dashboard Build Itself

Watch a live dashboard get built from real company data — by the time you finish lunch, you'll know your business could have one too.

Save $500 — register by August 31, 2026

About This Session

Lunch (included in person) while a live dashboard gets built from raw business data — QuickBooks, a job system, spreadsheets — in real time. Leave knowing which weekly questions you'd wire up first.

What We'll Cover

  • From raw exports to live metrics in under an hour
  • The five weekly questions every owner asks — answered on one screen
  • What this replaces: the Friday re-keying ritual

You Leave With

The list of weekly questions you'd wire up first

Who Should Attend

Everyone — lunch is included for in-person attendees, and the demonstration runs while you eat. It's built for anyone who has ever re-keyed numbers from QuickBooks, a job system, and three spreadsheets into a Friday report and wondered if there's a better way.

Part of a Full Day of Hands-On AI Training

This workshop is one of 20 at the AI Business Retreat — a one-day, hands-on AI training for business at The Island in Spooner, Wisconsin, within driving distance of Minneapolis–St. Paul, Eau Claire, La Crosse, Duluth, and Hudson. Can't make the drive? Every session, including this one, streams live for remote attendees.

Your Instructors

Tim Holum

Builder Track Instructor

Software Developer & Co-Founder, Coulee Tech

Tim brings 20 years of high-level development and engineering expertise. He builds the production agent systems the other tracks talk about — and teaches the Builder Track from working code, not slides.

Read Tim's full profile
Greg Brainerd

Greg Brainerd

Certified AIBMM Coach

Founder & CEO, Braintek

Greg founded Braintek in 2002 and grew it into one of Houston's established managed IT providers. His team now builds private, local AI into real operations — ticket triage, an AI operator technicians talk to, and live dashboards out of QuickBooks and ERP data.

Read Greg's full profile

All six instructors are on site for the whole day — the hallway, the working lunch, and the evening social are part of what you registered for.

Session Details

When
Tuesday, Sept 15, 2026 · 12:00 – 12:50 PM
Instructors
Tim Holum & Greg Brainerd
Track
Everyone Together
Where
The Island · Spooner, WI (or attend live remote)
Who it's for
Everyone — lunch included for in-person attendees
Price
In person $995$495 · Remote $250

Save $500 — register by August 31, 2026

One registration covers the full retreat — every session, every track.

Working Lunch: Live Dashboard Build — Questions & Answers

Yes — the working lunch is included with in-person registration ($495 through August 31, 2026, then $995). Remote attendees join the same live demonstration over the stream. During lunch, a live business dashboard gets built in real time from raw data exports, so the break doubles as one of the day's most talked-about sessions.
A live operational dashboard, built from scratch out of QuickBooks-style ledger exports, a job system, and spreadsheets — the same shape of data most small businesses run on. By the end of lunch you'll have a shortlist of the weekly questions you'd wire up first in your own business.
Tim Holum & Greg Brainerd teach this workshop at the AI Business Retreat. Tim Holum — Software Developer & Co-Founder, Coulee Tech; Greg Brainerd — Founder & CEO, Braintek. All six instructors are on site for the full day, so you can also find them between sessions and at the working lunch.
This workshop is part of the AI Business Retreat on Tuesday, September 15, 2026 at The Island in Spooner, Wisconsin. One registration covers the full day — all 20 sessions across the Leadership, Sales & Marketing, and Builder tracks, including this one. In person is $495 through August 31, 2026 (then $995), working lunch included; attending live online is $250. Seats are limited.

This session is one of twenty.

One registration covers the whole day — every track, every workshop, the working lunch, and your written 90-day roadmap. Sept 15, 2026 · The Island, Spooner WI.

Save $500 — register by August 31, 2026