Forum Retreat Experiences and Business Powered By Forum


We help YPO Forum and other peer groups leverage the power of forum and retreat experiences. Having launched numerous new Forums and facilitated hundreds of retreats, we appreciate the value of Forum and understand how to create meaningful and rewarding experiences.


Retreat Process

While each Retreat experience is unique, we follow a common approach.

Confidential Questionnaire: We capture detailed information about you and your Forum through our pre-Retreat Confidential questionnaire.  This allows us to get up to speed about you and the Forum prior to the retreat.

One-on-One Call: We call everyone for a pre-Retreat Coaching Conversation.  This call allows us to hear directly from each Forum member about their issues with the Forum and their retreat expectations.

Customized Retreat Agenda: From the information we gather from the questionnaires and the one-on-one calls, we design a customized Retreat Agenda tailored to your Forum.

Six-month Meeting Review: We will work with the Moderator for 6 months to review the integration of the retreat insights into monthly meetings.

Open Access for One Year: For one year following the retreat, you have access to us for any questions or support that we can offer you and your group.


Retreats Can Be

Thematic or topical: (for example, exploring relationships; discussing sex, money or spirituality; addressing life purpose and passions);

Focused on charging or recharging the Forum’s energy level: (introducing new members; transitioning or integrating; figuring out what’s preventing the group from getting to the next level);

Oriented to personal exploration and self-discovery work: (for example, discovering blind spots or shadows that may inhibit growth).

Ask us about ready-to-book retreat programs, including destination accommodations, meals, excursions and services.


Business Powered By Forum

We believe that your business can be powered by leveraging Forum principles. Transparency is the key to building trust in your organization, and we can show you how to introduce Forum principles to power your business to the next level.

If you are interested in learning more, please connect with us today!