Step 1 of the professional pathway

Business Killers Presenter Training

Learn to introduce business owners to important planning questions through the Business Killers educational presentation, to the standard owners deserve.

Express interestWhat training covers

Approval as a Business Killers Approved Presenter follows training, demonstrated competency and authorization.

A presenter addressing business owners in a seminar room
Step 1 of 3 · The first step

01What training covers

Five areas. One standard.

Deliberately practical: the philosophy behind Business Killers, presentation skill, and clear expectations for conduct and follow-up.

What this is, and isn't. Approved Presenter status is presenter authorization. It is not a regulated professional qualification or a designation.

  1. 01

    Philosophy and educational standards

    Why the presentation is educational first, and the standards every presenter commits to.

  2. 02

    Presentation delivery and storytelling

    Delivering the story-based presentation with clarity and credibility, in the room or online.

  3. 03

    Risk Barometer administration and follow-up

    How the Risk Barometer is administered, how results are handled, and what responsible follow-up looks like.

  4. 04

    Conduct, privacy, scope and coordination

    Staying within scope, protecting owner privacy, referring when appropriate, and working with existing advisors.

  5. 05

    Demonstrated competency and approval

    A practical evaluation of a real presentation. Authorization follows a successful demonstration.

A professional presenting to an audience with a microphone
Presenting to the standard

02Who it is for

Professionals who serve business owners.

Financial advisors, insurance professionals, CPAs, attorneys and other practitioners who work with privately held businesses.

  • Current standingAppropriate licensing or standing in your own discipline. BSI does not license or regulate professionals.
  • Commitment to the standardWillingness to follow BSI's educational, privacy and conduct standards every time you present.
  • A coordination mindsetComfort working alongside an owner's existing advisors rather than replacing them.

03The professional pathway

After presenter training: BST Certification.

Approved presenters can continue to BST Certification, BSI's next-level professional development pathway, as it launches.

  1. I

    Step 1 · The first step · You are here

    Business Killers Presenter Training

    Learn to introduce business owners to important planning questions through the Business Killers educational presentation.

    Presenter Training
  2. II

    Step 2 · In development

    BST Certification

    BSI's next-level professional development pathway for deeper business-strategy knowledge and coordinated planning.

    About BST Certification
  3. III

    Step 3 · Further study

    Advanced Professional Development

    Further training and relevant external educational opportunities for professionals who want to go further.

    Advanced education

04Useful to know

Common questions.

Is Approved Presenter a certification or designation?

No. It is presenter authorization: confirmation that you have completed training, demonstrated competency, and been authorized to deliver Business Killers under BSI's standards.

How does presenter training relate to BST Certification?

Presenter training is step one. BST Certification is BSI's next-level pathway and is in development; details will be published when it launches. About BST Certification.

Will I receive owner referrals?

BSI does not promise automatic referrals. As the network develops, BSI introduces owners who request a connection to approved presenters in their market where appropriate.

When does training start?

The program is being finalized. Express interest below and we will share timing, requirements and next steps as they are confirmed.

05Your professional development

Express interest in Presenter Training.

Tell us about your practice, your market and your discipline. We'll follow up with the current status of the program.

Interest is not approval. BSI describes a professional as approved only after training, competency verification and authorization.

Request a ConnectionBSI

Request a Connection

Choose what brings you to BSI so your inquiry reaches the right conversation.

  1. Tell us who you areYour name, email, and what brings you to BSI.
  2. BSI reviews your inquiryYour inquiry is matched to the right conversation.
  3. We reply by emailWith the right next step for your situation.

Inquiries are kept confidential and shared only with the professional involved in your connection.