Pratt & LeFevre Webinar
May 13th at 3:30 pm MDT
“From AI to Sales to Profit in this Unstable Time.”
Webinar: May 13th, 2026 at 3:30pm MST
Presenter #1:
GAIN EDUCATION TO ENSURE YOUR PAYMENT PROCESSOR IS AN ASSET TO YOUR SUCCESS
Why Payment Processing is like the Wild West: very little governance/oversight exists over processors
Pamela Kushlan
Presenter #2:
Have you ever got to the close and your “done deal” is delayed, decreased, denied, or dies?
Learn the seven incremental commitments you must lock down through the course of your presentation to assure the final commitment is a foregone conclusion. Learn how to move through four stages of presentation – invite, inquire, inform, enroll – that resolves the inertia, resistance, and budgetary issues that kill sales – before you ever reach the final close.
Let’s outline a questioning sequence that gets them to make you a priority, define their problem you can solve, calculate how much it is costing them, that they need to solve it now, to admit they can’t solve it themselves and they need help, and they are open to your solution, that your solution will solve their problem, and that you have negotiated terms that work for them to get started.
Learn how to lead them to sell themselves and convert prospective clients into paying clients!
Clay Neves
Presenter #3:
Smarter Than the Algorithm: AI Strategy for People-First Business Owners
What separates the businesses that win with AI from the ones that waste their investment? It’s not the tools they choose. It’s how they bring their people along.
In this session, business owners first build the AI literacy and strategic foundation they need to lead with confidence, understanding what AI actually is, how it applies to their business, and how to evaluate tools without the hype. From there, we move into the people side of the equation: team readiness, change communication, culture protection, and practical next steps for rolling out AI in a way that builds trust instead of breaking it.
Robin Huling
Free Registration!
You will receive a link the day before the webinar so you can join us!
Pamela Kushlan
Pamela Kushlan is a 2x Best Selling Co-Author, Founder of ‘Say It Forward Today’, and a Payment Processing Specialist with almost 8 years of experience. With a background in entertainment bookkeeping, executive office management for an eight-figure public company, and specialized training from Visa’s Director of B2B Payment Acceptance, Pamela is recognized as a B2B Payments Expert. As a self-described Prosperity Partner, she is passionate about helping individuals and businesses create financial ease, confidence, and long-term success.
Robin Huling
Robin Huling, author of People-First AI Integration, is a seasoned Leadership Development Consultant and Speaker with over two decades of building high functioning teams through a foundation of effective communication.
She has honed her expertise with prestigious global brands like Universal Studios, Planet Hollywood, Walt Disney World, and Jimmy Buffet’s Margaritaville.
She proudly serves as President of the West Jordan Chamber of Commerce, Chair for Silicon Slopes Women in Leadership, and Board Member of Utah Foster Care.
Jeff Wood
Jeff gained a passion for financial services in 2001 while attending Brigham Young University where he earned his Masters in Accounting. After graduating, Jeff worked in public accounting at KPMG and Deloitte,. He and his wife, Annmarie, have lived in Japan, California, and are now back to their roots in Utah. Jeff has worked in banking, public accounting, and other executive positions in the financial industry. His passion for helping families with their financial plans never left him, and he re-entered the financial field once again in 2014. He loves educating his clients about various financial concepts and helping those individuals overcome the challenges they face. Jeff and his wife live in Saratoga Springs, Utah with their four children and two dogs.
Debbie Faw
Account Executive
Debbie has been in business for over 35 years. Her passion is to support business owners in providing strategic entity structuring for their business. She lives in Baker City, Oregon.
Omolola Adekeye is a transformative wealth strategist and business advisory consultant with a mission to empower individuals and organizations to secure their financial legacies and protect their assets through strategic, holistic planning.
With over 16 years of experience in asset protection, wealth preservation, and business structuring, Omolola has guided numerous clients in aligning their personal and business financial strategies to create robust safeguards against risk.
At the core of Omolola’s work is a deep commitment to practical, values-driven wealth strategies. As the creator of programs like The Holistic Asset Protection Blueprint, she equips clients with actionable tools to integrate personal and business assets, ensuring a comprehensive approach to asset protection and legacy building.
Known for delivering insightful consultations and engaging workshops, Omolola combines strategic insights with practical guidance, empowering clients to secure their financial futures and build enduring wealth.
Summit attendees can expect to leave Omolola’s sessions with fresh perspectives, clear strategies, and the confidence to implement asset protection frameworks that align with their long-term goals.
Crystal is a seasoned attorney specializing in asset protection strategies, bringing over 13 years of diverse legal experience to the forefront. With a solid foundation in business law, consumer debt, estate planning, and asset protection, Crystal is dedicated to helping individuals navigate the complexities of estate planning. A proud graduate of the University of Utah, where she earned a bachelor’s degree, Crystal further honed her legal expertise by obtaining a law degree from Rutgers School of Law – Newark. She is licensed to practice law in the states of Utah and Wyoming. Passionate about protecting assets for families and individuals, Crystal strives to empower clients with the knowledge and resources necessary to safeguard financial futures for individuals and their families. She believes that everyone deserves peace of mind and works diligently to create effective strategies that ensure clients’ family and interests remain protected. Through a commitment to excellence and a client-centered approach, Crystal is focused on delivering exceptional legal services that foster trust and support in every step of the estate planning process.
Presentation Topics:
Join us for an informative estate planning presentation designed to equip you with essential knowledge about preparing for the future. We will cover the basics of estate planning, including key documents such as wills, trusts, powers of attorney, and advance healthcare directives that address both incapacity and death. Learn how these documents work together to ensure your wishes are honored and your loved ones are protected. Additionally, we will discuss strategies for asset protection, helping you safeguard your wealth from unforeseen circumstances. Whether you are starting your estate planning journey or looking to update your existing plans, this presentation will provide valuable insights and practical tips to secure your legacy.
Ron is a seasoned entrepreneur, community advocate, and family man with a rich background in business and cross-cultural relations. A former Marine, he served as a Public Relations NCO in Japan from 1968 to 1972, where he developed a lifelong appreciation for Japanese culture and language. His connection deepened during his LDS mission, where he became fluent in Japanese and served as a translator for Japanese nationals. Married since 1979 and a father of nine, Ron embodies a steadfast commitment to family and service.
With a Bachelor’s in Business Administration and advanced studies in Forensic Auditing, Ron has successfully bought, sold, and managed numerous businesses and real estate ventures. He has also mentored over 700 small businesses, authored four books, and delivered seminars on business strategy. Ron’s dedication to empowering others and his entrepreneurial expertise make him an invaluable resource and an inspiration to those seeking success.
Ravi Maringanti, Founder of Aaressem Consulting LLC – has been in practice since 2002. He Specializes in Structuring businesses in an optimal way both protection wise and tax wise. In his journey of practice he also structures between countries to avoid double taxation. Hi Client profile includes Ecommerce and online businesses spanning across countries, Real Estate and Information Technology Companies.
Curtis Swenson, known as the Thought Coach, graduated from BYU in psychology. He later became a Louise Hay certified teacher and coach. After teaching the “Love Yourself workshop” several times and having 1 or 2 coaching clients at a time, he had a breakthrough. Through some inner work, facilitated by an excellent life purpose workshop, he discovered that coaching wasn’t just his hobby; it was what he was born to do!
After 10 years of coaching, facilitating, and enrolling in 3 different companies, he started his own business. Shortly after that, he saw that his specific calling is to teach people to love themselves and realize the joy they can feel when self-confidence becomes an everyday part of their lives.
Clay Neves has worked for Fortune 1000 companies and small business professionals throughout the US and Canada to achieve more consistency, predictability, and control over sales and accounting. He has served as a Chamber of Commerce President and provided monthly networking training to several Chambers of Commerce, worked for a company that teaches people to be bookkeepers, and now works with Pratt and LeFevre as the National Sales Director.