Fall 2025 Boardroom Retreat
Scottsdale, Arizona
Omni Scottsdale Resort & Spa at Montelucia
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Omni Scottsdale Resort & Spa at Montelucia
4949 E Lincoln Dr, Scottsdale, AZ 85253
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Review Agenda Below
Expect A Call From Kimi To Address Any Questions
Agenda
New Members
9/13 Saturday
- Arrive by Saturday evening, nothing organized this evening
9/14 Sunday
- 8-9 Breakfast at Hotel
- 9-4 New New Member Day at hotel with lunch provided
- 4-5 Open time
- 5 Meet in Lobby for transportation to dinner
- 5:30-7:30 Dinner
- 7:30 Welcome Reception at Hotel for all members
Returning Members
9/14 Sunday
- Arrive by Sunday evening
- 7:30 Welcome Reception at Hotel for all members
All Members
9/15 Monday
- 8-9 Breakfast at Hotel
9-5 Masterclass Session Day at hotel with lunch provided
-
Diversifying Your Business & Adding New Revenue Streams
- Dwayne Bermann - Dwayne Bergmann Interiors
Telling Stories Through Cinematography
- Ken Lewis- Creative Director
Daniel Harmon- Cinematographer, Editor, Director of Photography
Claire Hamilton- Cinematographer, Editor, Social Media Coordinator
Breakouts & Deep Dive Discussions
6:30-8:30 Tacos & Tequila Party (Indoor at hotel)
9/16 Tuesday
-
6-7 Group Walk around Camelback Mountain (optional)
- Creative Business Development
- Hiring & Building Leadership Trust
8-9 Breakfast at Hotel
9-5 Session Day at hotel with lunch provided
- Area of Genius Sessions
- Presented by your peers followed by Breakouts
Lunch with Studio Designer (Prospective Users)
Challenge & Opportunity Breakouts
6:30-8:00 Marketing Materials Share at hotel (optional)
9/17 Wednesday
-
8-9 Breakfast at Hotel
- Breaking Your Model & Rebuilding Your Business
- Creating a Welcome Packet that Builds Client Trust
- Financial Session
- Team Dynamics
- Team Onboarding
- Lead Generation
- Technology
- PR
- Creative Energy & Personal Sustainability
- Second in Command/Partner Private Lunch hosted by Patti
9-5 Session Day at hotel with lunch provided
- Area of Genius Sessions
- Presented by selected members followed by Breakouts
Lunch with Studio Designer (Current Users)
Choose Your Session (topics will be confirmed based on interest)
- Possible Topics:
Closing
Dinner on your own (pre booked group reservations for 6 available)
9/18 Thursday
- 9-12pm One on one meetings as scheduled Gail, Patti & Daniel
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