Get your forum
past the small talk.
Most forums spend months arguing about where to go and who will run it, then get a retreat that feels like a long meeting. I've designed and run forum retreats for YPO and EO for 25 years. You bring the people. I bring the agenda, the protocol and the hard conversations nobody wants to start.
- 25 years of Forum Retreats for YPO and EO
- Evaluations after every retreat
- Consistently top ranked
- Tried-and-true method, refined over two decades
- Agenda built for transformational growth and high take-home value
- Help planning your retreat, with 5 destinations that have each hosted several retreats
- Includes a license to The Growth Engine App to store and recall key learnings
Four steps.
Nothing slides.
One-on-one interviews
I meet every member privately before the retreat, with pre-work, so I know what's really going on before anyone walks in the room.
A custom agenda
Built from those conversations, around what your forum actually needs to work on. Not a template.
Facilitation
One to three days. I run the protocol, keep it confidential and keep it moving, and I go after the conversations that matter.
Follow-up 1:1s
Every member gets a one-on-one afterward to review their takeaways and lock in commitments, so the retreat doesn't become a two-week high.
Wheels up.
Your place.
I fly my Vision Jet SF50 to retreats across the U.S. Same discipline in the cockpit as in the room: checklists, judgment, no drama.
Forum moderation.
Need an outside moderator for your monthly meetings? I run the protocol and the presentations so your forum stays honest between retreats.
Who are forum retreats for?
Peer forums in organizations like YPO and EO that want an outside facilitator to design and run their retreat, so every member, including your moderator, can fully participate.
How long is a retreat?
Most run one to three days. The agenda is built around your forum's goals after I've interviewed each member.
What happens after the retreat?
Each member gets a one-on-one follow-up with me to review their takeaways and lock in the commitments they made, so the progress doesn't slide.
Can you moderate our monthly meetings too?
Yes. I also work as an outside moderator for monthly forum meetings.
Best-in-class retreat prep & agenda.
What best-in-class retreat preparation looks like, and a typical agenda. I'll email it to you.
Vetted destinations.
Where to go is the hardest call a forum makes. I'll help you choose from five places that have each hosted several of my retreats.
- Picked from my own experience running retreats there
- I likely know the events or catering manager on site
- Every location supports what a retreat actually needs
- Ratings come from direct experience, not brochures
Let's plan
your retreat.
Tell me about your forum, your dates and what you want to walk away with. Thirty minutes.