All of our Forum Programs & Chapter Events can be held virtually or in-person to suit your needs.
Forum Retreat Programs
What would your Forum like to explore?
Our talented team of Facilitators is ready to guide you in one of our highly engaging 6- to 12-hour Retreat programs.
First Forum Retreat
Embark on your first Forum Retreat with a simple structure for growth and depth, culminating in developing a plan for the coming year.
Forum 2.0® Retreat
Forum 2.0® is the next stage of a high-value Forum experience, ideal for mature, healthy Forums. Learn a suite of new tools, processes and value boosters from around the globe, presented in a highly interactive format.
Goalkeepers™ Retreat
The Goalkeepers™ Retreat is a unique opportunity to look at where you are today, decide where you want to be tomorrow, and create a road map to get there successfully.
Forum Wellness Retreat
A revitalizing opportunity for your Forum to review the basics, raise value, and work on issues and relationships within your Forum. The program is customized based on your Forum's needs.

Business Deep Dive Retreat
Business exploration on a deeper level: each member presents a business overview and uses the collective wisdom of the Forum to tackle issues, identify KPIs, and set goals.
Leadership Development Retreat
This retreat provides a study of several leadership styles, traits, and characteristics. The Forum engages in a series of assessments and exercises to explore the application of strong, healthy leadership practices.
Transitions Retreat
Through a series of thought-provoking exercises, discussions, and introspection, each member assesses upcoming life transitions, explores transformational opportunities, and develops a plan to prepare and manage these transitions.
My Legacy Retreat
An opportunity to contemplate your life purpose and what you want your legacy to be. Each Forum member explores eight key legacy aspects, including family, financial, fitness, professional, and philanthropy.
Custom Forum Retreat
A ForumSherpa Certified Facilitator comes alongside you to create a totally unique, transformative experience. Forum depth, self-awareness, leadership development, strategic planning — these are just a few of the topics we're ready to customize to your Forum.
Forum Boost Programs
Our 4-hour Forum Boost programs can be delivered as a Forum Meeting or combined to form a unique retreat experience.
Forum Focus
- Forum Mission, Vision & Values
- Forum Norms/Constitution Development
- Forum Goal Setting & Accountability
- Annual Forum Theme: Selection & Planning
- Creative Forum Meeting Boosters
- Forum Health & Conflict Resolution
- Annual Forum Planning
Individual Focus
- My Business — Strategy Stack
- My Leadership Style
- Understanding Personalities with DiSC
- My Personal Vision Plan
- My Personal Core Values
- My Financial Fitness
- My Annual Checkup: Business & Personal
Alternative Programs
Our Facilitators offer a range of guidance from self-facilitated retreat planning to online forum training for individuals.
Self-Facilitated Retreats
For Forums on a budget or just interested in facilitating their own retreat, ForumSherpa offers customized retreat program planning services to suit your Forum's needs.
Online Forum Training & Orientation
Small groups outside the EO/YPO network occasionally need training for new members. Because they are not part of a larger organization, they may not have access to training for new members. We can help!
Moderator Coaching
Moderators and Group Facilitators face a unique set of opportunities and challenges. Imagine having a coach to guide you through the process. Now you can!
It is not the mountain we conquer, but ourselves.Sir Edmund Hillary
Ellie's personal warmth and experience created a nice "safe zone" for open, honest dialogue. She was also flexible as it came to adjusting the agenda to accommodate the group.John, YPO Southern 7 Forum Member
Retreat was great. I have done retreats for 10 years now, and the way Jesús was able to relate the material to each individuals issues as well as the state of the Forum as a whole is something I have not seen before. Jesús had an amazing ability to pivot on the material to make it feel as if we were all interviewed prior to the retreat, as everything was relatable to each of us individually.EO Tampa Bay Forum Member
Unless you try to do something beyond what you have already mastered, you will never grow.Ralph Waldo Emerson
Shoby is a wonderful human being with compassion and empathy. He really can read people and a room and adapt with grace and meet the needs of everyone.EO Houston Forum Member
Deb did an amazing job not only on content, but keeping us moving forward and staying laser focused.EO San Antonio Forum Member
Climb mountains not so the world can see you, but so you can see the world.David McCullough Jr.
This day just 10x the efficiency and takeaway value of Forum.EO South Florida Member
Colton was human, perceptive, and resourceful. He energized us and informed us. I feel I received great value.EO Seattle Forum Member
Our event would not have been as productive without Matthew leading us and keeping focus on the timeline and highest priority of topics. Keeping us on track and discussions productive lead to accomplishing much more than we would have without him facilitating! Thank you!
Every Forum should consider implementing the Forum 2.0® format to enhance the value they take away from each meeting.
Free Forum Resources
Check out our resources for improving your Forum experience.









