Workshop: Building a Future-Ready Business: Long-Term Financial Strategy & Succession Planning (CATALYST)

This interactive workshop guides participants through developing a comprehensive financial strategy aligned with their long-term business goals. Attendees will explore how to align revenue and profit targets with strategic growth plans, build financial reserves to weather economic cycles, and track meaningful performance metrics to support informed decision-making.

The session also introduces practical succession planning strategies to ensure leadership continuity and business sustainability. Participants will identify critical roles within their organization, evaluate potential successors, and outline transition plans that protect operations and preserve business value. Additionally, we will review retirement planning options for business owners and discuss exit strategies that maximize long-term outcomes.

By the end of the workshop, participants will leave with a clearer financial roadmap, stronger risk management tools, and actionable next steps to build a resilient, future-ready business.


Gerry Tarling is an Arizona native who has proudly called the Quad-Cities home since 2009, when he met his wife, Christine. For more than 15 years, he has built his career around a clear mission: equipping individuals and business owners with the knowledge, strategy, and confidence to make sound financial decisions.

As a Certified Financial Coach through CUNA, Gerry brings more than technical expertise to the table. He helps clients move beyond transactions and into strategy by translating complex financial concepts into practical, actionable plans. Whether guiding business owners through cash flow optimization, strengthening financial fundamentals, or helping individuals build long-term stability, Gerry’s approach centers on education, accountability, and sustainable growth.

In his role as Senior Business Development Officer for Desert Financial Credit Union, Gerry partners with local businesses to deliver customized financial solutions aligned with their operational goals and long-term vision. He believes strong financial foundations drive resilient communities and is a passionate advocate for the impact community-based financial institutions can make.

Known for his clarity, insight, and relationship-driven approach, Gerry is committed to serving as a trusted financial partner, empowering clients to move forward with confidence and purpose.