YPO Members: Forum Retreats

YPO

Since 2000, Brian has worked with YPO as a retreat and chapter event resource and trainer supporting YPO members and their partners.

Brian’s unique background as facilitator and coach and keynoter, combined with twelve years as a CEO and seven years as a YPO member, contributes to consistently high ratings from participants.

 

Read What YPO Members are Saying About Brian

• Brian, did an awesome job facilitating a great retreat where we introduced several new members and deepened our knowledge of each other and ourselves.
  David M – YPO Member, Chicago Chapter

• I was able to finally get over an issue that plagued me for most of my life!!
  Mike S – YPO Member, Western Region

• Our forum seemed to really gel as a result of this retreat. Brian is very good at addressing what needs to be addressed and yet still maintaining the schedule.
  Robert D – YPO Member, Oklahoma City Chapter

 

 

Forum Retreats

YPO members seek to be better leaders through education and are often in the prime of their business careers while raising families. Intense hours and travel often put pressure on marriages and parenting. The following programs track common questions and goals YPO members have. These programs are designed to help YPO members make a living and make a life. YPO members are often contemplating or living as empty nesters. Many have sold some or all of their businesses and are contemplating what’s next in their careers and lives. I will design a retreat to meet the unique needs and goals of your forum and together we can create the right mix between work and play. Below are successful retreat experiences I have offered over the years.

Brian’s mission for working with YPO forums: To Build Safe Connections among Members to help them move from Success to Fulfillment.

Popular Retreat Themes Include:

• Successfully Navigating Professional and Personal Transitions
• What’s Next? Creating a Regret-Free Vision for my Life
• Working on the Business not in the Business and other Reasons to be More Strategic
• Holistic Spirituality and Meditation
• Successfully Navigating Life’s “Third Quarter” (for YPO Gold Forums)

Brian offers two types of retreats for YPO forums:

1. Custom-designed retreats for which the forum selects the location and arranges all logistics including travel, retreat venue, and meals.
2. Turnkey retreats for which Brian helps select the retreat location and arranges logistics securing the venue, arranging for professional chefs and activities. Below are examples of each type of retreat.

Custom Designed Retreat Example

From Success to Fulfillment: How to Manage the Paradox of Success

Location: Determined by forum. Ideally set in or near nature. Private homes are ideal.

Duration: 1-3 days – for best take-home value plan at least 1½ days.

Too many high-achieving executives and entrepreneurs reach mid-life having achieved critical professional and financial goals and feel like still something important is missing. They hunger for more and know that more success is not the answer. Successful business leaders risk experiencing the isolation that can come with success and power. Many business leaders are successful because of their discipline and focus and yet may create a life that is smaller or less balance than intended. The most important things in life such as relationships, meaning and aliveness are too often neglected or missing.

Retreat Goals. The goal of this retreat is to help leaders compose a life with no regrets. This retreat experience not only sets you up to lead a meaningful and fulfilling life it removes barriers that limit either your genius or career. Participants work on material dilemmas they are facing that may be blocking them from getting more of what they value most. These dilemmas take the form of questions such as:

• Should I grow my business or sell it?
• I have achieved all my financial and business goals, what’s next?
• I still have a lot of game left, I want to stay in business yet I want to avoid complicating my life at this stage.
• How can I play a bigger game that has meaning and purpose and make the second half of my life as enriching as the first?
• What will be my legacy?

In addition to increased energy, clarity and connection, participants will leave with a road map containing the steps needed to integrate the learning from the retreat into a concrete plan that touches all the relevant domains of their life.

Pre-work. Participants will complete a questionnaire and, if needed, have a telephone interview to allow Brian to get to know the participant and to custom-design the agenda to fit the needs of the participants and the forum. Participants will be assigned pre-reading including Brian’s book, The Business of Wanting More: Why Some Executives Move from Success to Fulfillment and Others Don’t.

Retreat Format. This is a forum experience whereby participants learn from each other by sharing their personal experiences. We will create an environment that taps both our left brain (creativity, emotional intelligence, vision) and right brain (problem-solving, analytical, action planning). We will use a mix of experiential learning using group processes, short didactic sessions (e.g., what makes for a fulfilling life?), practices that can be used again at home (e.g., meditation, movement), and individual processes designed to help gain clarity or perspective.

Cost. Facilitation fee is $5,000 per day plus reimbursement for travel expenses. The total cost of the retreat is dependent on the location and specific start and end times of the retreat. One half of the facilitation fee is paid upon agreement of the terms of the arrangement, is non-refundable and reserves the retreat dates. The balance of the fee is paid at the end of the retreat. Travel expenses are invoiced after the completion of the retreat.

Turnkey Retreat

Diving Deep: Accessing the Power and Beauty of Sea Soul

Location: Cozumel, Mexico

Duration: 3 days

We live in a surface, externally-focused world and often fail to slow down long enough to reflect on what our heart and soul are calling us to do. Powerful external results start with deep internal change. This retreat experience changes the tempo and scenery of life for business leaders allowing them to refocus their attention on their core goals in all key areas of life.

We will make full use of the remote, natural setting, ocean views. A seven-bedroom villa and guest cottage accommodates private sleeping for an entire forum.

This retreat experience is ideal for YPO Members who are amid a transition such as selling a business, growing a business, changing the course of their career, ending or beginning a marriage.

Retreat Goals. The goals for the retreat are to deepen the bonds among forum members, allow each member an opportunity to work on a challenging situation or dilemma in their life and enjoy the beauty of the villa and dive sites. Questions that past YPOers have explored on this retreat include:

• What is the secret to living a life filled with fulfillment and no regrets?
• What provides us with meaning and passion?
• Am I on a course that will get more of what’s most important to me?
• What is my life calling me to move toward right now?

In addition to increased energy, clarity and connection, participants will leave with a road map containing the steps needed to integrate the learning from the retreat into a concrete plan that touches all the relevant domains of their life.

Pre-work. Participants will complete a questionnaire and, if needed, have a telephone interview to allow Brian to get to know the participant and to custom-design the agenda to fit the needs of the participants and the forum. Participants will be assigned pre-reading including Brian’s book, The Business of Wanting More: Why Some Executives Move from Success to Fulfillment and Others Don’t. Participants who are interested in getting certified as an open water diver will need to take some or all of their diving classes (on-line and, if they choose, in the pool) prior to traveling to Mexico.

Retreat Format. Participants stay at an exquisite villa located on 23 acres of oceanfront in Cozumel, Mexico and enjoy easy access to some of the most beautiful diving and snorkeling in the world in the morning and taking a deep dive into your life in the afternoon. Participants will be guided by master divers and dive instructors and take a private dive boat to spectacular dive sites less than 30 minutes from shore. If you are a certified diver and need a refresher or if you are in the process of completing your certification, you can complete this activity on day one. Not into diving? No problem. There is plenty of snorkeling and the villa comes with a boat and Jet Skis or you can sit by the pool for a few hours.

All meals will be provided by local, world-class chefs who will design menus based on your preferences.

 

 

 

 

 

 

 

Cost. Approximately $25,000 for up to ten forum members. Specific price depends on the size of the group and choice and frequency of activities. Fee includes use of villa, all meals and beverages, diving, local transport, use of boat and Jet Skis, and retreat facilitation. Fee does not include travel to and from venue.

Note: This experience can be replicated in the mountains of Brian’s home state of Colorado. Brian has access to a spectacular seven-bedroom home that sleeps ten in Breckenridge, Colorado. The location is ideal for skiing in the winter or hiking and horseback riding in the summer. 

Forum and the Enneagram: A Path to Self-Mastery

Take your forum experience to a new depth as members learn more about their deeper motivators and understand how best to challenge and support one another. Following a forum retreat using the Enneagram, forum members who apply the Enneagram are more effective at receiving and giving feedback. Monthly meetings come to life as members dive under issues by using the Enneagram to identify root causes of feelings, thoughts, and behaviors; they can use the Enneagram to plot a course to higher levels of development and self-mastery.

---

Read What YPO Members are Saying About Brian

• Brian is a great facilitator. He allowed us to continue growing on our forum journey. Hands down the best facilitator I’ve had in 15 years in YPO.
  YPO Member, Mid-Atlantic Region

• During our Forum Week we trained new members, spouses, young adults and had four sessions with all forum members in YPO in our chapter. Everyone loved the sessions and Brian performed beautifully. What a great resource. I am confident in recommending Brian to anyone looking for a high quality leader.
  William Meder
  YPO Forum Officer – Quebec Chapter

• We engaged Brian as a resource for our annual forum retreat, and are extremely glad that we did.  Over the course of two half day sessions, Brian led forum discussions and exercises which have improved forum dynamics and also provided individual enlightenment for each member.  Additionally, he did his research upfront and was very good at connecting with each member and making the discussions relevant and personal.  I have received very positive feedback from every forum member regarding Brian’s work with us, and we have had follow-up discussions at our monthly meetings post-retreat to help ensure that we leverage the learning from our time spent with Brian.
  Ken Jones
  YPO Member, Kansas City

• My YPO Forum has worked with Brian six times over the past eight years, and each time has found tremendous value in his facilitation of our retreats. Brian is an effective listener, facilitator and coach. Not only has he helped each of us grow personally, but he has left us with tools to improve the performance of our group.
  Neal Simon
  US Capital Chapter Forum Moderator
  
  
• In my Forum Moderator Leadership Training with Brian Gast a large topic was managed in a very thoughtful and succinct way, while remaining open to individual questions/needs. The forum meeting in the second half was excellent.
  Forum Moderator, Colorado Chapter

• Thank you Brian for helping our forum. I think it has made a world of difference in taking us to the “transformational level.”
  Forum Moderator, Southern California

• Brian lead our forum through tough conversations that we weren’t sure of how to have.
  Forum Moderator, Rocky Mountain

• Brian has amazing skills in negotiating tricky issues within a forum. His insights and examples of moderator leadership will be pivotal for the health and continuation of our forum.
  Forum Moderator, Colorado Chapter

• Brian facilitated great discussion between the members of our group which allowed us to learn about one another and explore solutions to our own hurdles. He provided useful activities, shared interesting personal experiences and left us with accountability exercises to encourage ongoing success in our area of focus. Over all it was a very productive weekend and I left feeling encouraged and inspired and I’ve quickly put his gratitude practices to work at home and in the office.
  Forum Moderator, Bermuda Chapter

• I felt Brian gave us a clear understanding of how forum works in its most beneficial way. He was also able to get us all to dive deep in a short time. Which in turn gave us all the opportunity to make quicker and more meaningful bonds.
  Forum Moderator, New Regional Spouse Forum

• Our forum experienced Brian Gast’s Q7 Leadership Development Program in our retreat this year. It was an outstanding and transformational experience. I left the retreat with a much better understanding of who I am and what fundamental beliefs guide my thinking and motivate my behavior. Brian Gast’s high energy, enthusiasm and unadulterated interest in and deep understanding of each participant as an individual, is remarkable. The Q7 Leadership Program is far and away the most insightful, fun and useful leadership program I have ever participated in; it is incisive, experiential and incredibly enlightening. It should be mandatory for every leader.
  John S. Bank
  Chicago Forum member
  
  
• Brian is an attuned and a gifted facilitator. He is centered which makes him extremely effective, trustworthy and able to get at the group and individual awareness and truth.
  Kansas City Forum member
  
  
• Brian was authentic and real. He was prepared and had a good pulse on our group. Brian worked appropriately to keep us engaged and the results were excellent.
  Colorado Chapter Forum member