Guest Faculty Experts

David Irvine

 David Irvine 
The Leader’s Navigator™
Author & Speaker

Keegan Cantrell

 Keegan Cantrell 
Systems, Data & AI Expert

Retreat Agenda

JULY 15–17, 2026 | VANCOUVER, WA


Optional Waterfront Dinner Optional

Early arrival, connection time, and waterfront dinner for early guests.


Walk & Talk Coffee Optional

Morning movement and connection around Hilton Esther Short Park.


Breakfast + Opening Session

Retreat kickoff and peer collaboration overview.


Advisor Growth & Business Development

Strategic framework for scaling your advisory practice.


Live AI Client Application

Observed session featuring a guest client and AI expert analysis.


Inner Journey of Maestro Coaches – Part I

Exploring the psychological depth and roadmap of coaching mastery.


Dinner & Social @ Cupp Ranch

Evening cocktails, dinner, and social connection time.


Breakfast + Health Session (Exercise)

Movement and energy management best practices.


Client Session Design

Advisor best practices and delivery frameworks.


AI for Coaching Practice

Hands-on session for practical advisory AI integration.


Inner Journey – Part II

Advanced advisor capability and psychological frameworks.


Group Discussion / Roundtable

Peer-led insights and collective collaboration.


Closing Session + Commitments

Final roundtable and commitments for the year ahead.

Reserve Your Access

Attendance is limited to 20 participants and will be offered on a first-come, first-served basis.
ACTIVE MEMBERS: Don't forget to add your active member discount (from your email)

From Past Events

Vancouver, Washington 2025

More details to make your trip a success

  • Hotel Information

    Recommended Accommodations

    Nearby hotels for your stay in Vancouver, Washington:

      Hilton Vancouver (Host Hotel) $$
    301 W. 6th Street
    Primary retreat location
      Comfort Suites Downtown Vancouver $
    401 E 13th Street
    ~0.6 miles from the Hilton (12–15 minute walk)
    Great value option with easy access to downtown
      AC Hotel Vancouver Waterfront $$$
    333 W Columbia Way
    ~0.7 miles from the Hilton (12–15 minute walk)
    Modern waterfront property with scenic views
  • Meals Included

    See Agenda

  • Guests

    Attendance is limited to 20 participants and will be offered on a first-come, first-served basis.

    Spouses are warmly encouraged to join for cocktails, dinner, social gatherings, and breakfast sessions with Executive Performance Coach Craig. The Vancouver waterfront offers a beautiful setting with coffee shops, wine tasting, boutique shopping, excellent restaurants, and scenic views, along with nearby historical landmarks and museums.

  • Contact

    For questions, please contact [email protected]