Daniel Nel

Daniel Nel

ForumSherpa Certified Facilitator


Daniel Nel is an entrepreneur who gets his inspiration from leading people, continuous learning and new technologies which changes the way we work. His entrepreneurial history spans over two decades during which he founded four separate companies in the telecom, technology, and professional services sectors.

My Story

Daniel Nel is an entrepreneur who gets his inspiration from leading people, continuous learning and new technologies which changes the way we work. He always strives to learn, contribute, and inspire and lead others to discover their full potential. As a mentor and entrepreneur, Daniel is passionate about developing new talent and sharing his knowledge to help others achieve their goals. He consistently seeks opportunities to assist potential entrepreneurs to establish businesses that are viable and sustainable.

Daniel’s entrepreneurial history spans over two decades during which he founded six companies. He is a past board member of the Cape Town chapter of the Entrepreneurs’ Organisation (EO). During his tenure as a board member, Daniel held the positions of president and mentorship chair. He is currently the subcommittee chair for EO’s Leadership Academy and an EO Accelerator trainer for the San Francisco and UAE chapters.

With almost thirty years’ worth of specialized experience in telecoms and information technology and a decade managing large business divisions and companies, Daniel is consistently sought out as an expert in his field. He provides insight and vision on a variety of topics from entrepreneur leadership to effective business strategies.

A University of Stellenbosch alumnus, Daniel holds a degree in electronic engineering and a master’s degree in business administration. Daniel became a ForumSherpa Certified Facilitator in 2016. He successfully completed Harvard Business School Leading Professional Services Firms and recently achieved the competency as a certified Gallup Strength Coach.

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Sarah Fruehling

Facilitators

ForumSherpa Certified Facilitator


Sarah loves facilitating Forum retreats that deepen the value of the Forum experience. She is trained to expertly bring a variety of topics, retreat programs, and tools to allow your group to reach the 5% and experience breakthrough moments.

I WORK WITH

• EO Member Forums
• YPO Member Forums
• Spouse & Life Partner Forums
• Independent Forums
• Peer Groups
• Young Adult Forums
• Corporate Team Leaders
• Senior Leadership Teams
• C-Suite Executives
• Franchisors & Franchisees
• Facilitators & Coaches
• Non-Profit Leaders
• Church Leaders

CERTIFICATIONS

Professional Certified Coach
• EOS Implementer
Strengths Coaching
Executive/Business/Corporate Coaching Endorsement
• Forum 2.0® Certified
• ForumSherpa Certified Facilitator

AREAS OF EXPERTISE

• Forum Basics
• Forum 2.0®
• Forum Depth
• Strategic Planning
• Goal Setting
• Accountability
• Building Trust
• Business Deep Dive
• Leadership Development
• Communication
• Conflict Resolution
• Team Building
• Legacy/Transitions
• Effective Meeting Strategies

RATES

$2,000 – $6,000 depending on the length of facilitation

"Sarah did an outstanding job of facilitating our YPO Spousal Forum Retreat. She very efficiently managed our time throughout the day, kept us on task, left us with ample takeaways to get to the next level, and made it enjoyable!"

— Teresa, YPO Nebraska Spousal Forum Member

My Story

Sarah’s passion is bringing out the best in her clients, so they can achieve their goals and transform their lives to be extraordinary. Sarah has the unique ability to engage Forums quickly in a deeply meaningful way, to understand the group dynamics and facilitate positive transformation. She has the insight to ask the right questions with impeccable timing to empower Forum members to be open to the 5%. For Sarah, it is the intersection of passion, strengths, values, and engagement that makes facilitation so much fun. She helps Forum members discover this intersection in their lives, relationships, and businesses. Sarah has the ability to see clearly and inspire groups to align, focus, and rally around a common purpose

Sarah is leveraging her 20+ years of experience as an entrepreneurial private practice therapist and her expert knowledge in relationship dynamics, healthy communication, and emotional intelligence to establish her niche in the coaching world. Sarah is a Board Certified Coach, a Professional Certified Coach with the International Coaching Federation and an EOS® Implementer. Whether it’s in the corporate sector, an entrepreneurial business or the life of a Forum, Sarah has a unique skill set which is ideal for developing group dynamics, creating healthy communication, illuminating strengths and fostering deep levels of trust. In particular, Sarah loves working with spousal Forums and mature Forums to expand and deepen the value of their Forum experience through retreat programs that focus on Forum health, life balance, teamwork, leadership, communication, relationships, transitions and legacy. She supports this by establishing a safe, confidential environment and utilizing Forum 2.0® techniques such as Role Play, Debate, Brainstorming, Cloaking, Walk in My Shoes and Six Thinking Hats.

When she isn’t busy helping others imagine and achieve their ideal future, Sarah absolutely loves being with her family and close friends, being active outdoors, tandem cycling with her husband, cooking delicious foods, and traveling.

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Ron Tsang

Facilitators

ForumSherpa Certified Facilitator


Ron Tsang is a professional speaker, facilitator, and independent financial advisor who also teaches at Centennial College’s School of Business. Ron specializes in helping executives, entrepreneurs, and leaders develop their strategic plan, get buy-in for their vision, and communicate effectively with key stakeholders.

I WORK WITH

• EO Member Forums
• YPO Member Forums
• Independent Forums
• Peer Groups
• Corporate Team Leaders
• Senior Leadership Teams
• C-Suite Executives
• VCs & Investors
• Non-Profit Leaders
• Military Leaders

AREAS OF EXPERTISE

• Forum 2.0®
• Strategic Planning
• Leadership Development
• Communication
• Team Building

My Story

Because he is passionate about helping leaders engage their organizations to achieve higher performance, Ron became a ForumSherpa Certified Facilitator. His corporate retreats energize and strengthen teams, and his strategic planning sessions lead to clear actions and measurable results. Ron also enjoys working with peer groups to maximize their Forum experience.

Using concepts from his Amazon bestselling book, From Presentation to Standing Ovation, Ron has helped executives, entrepreneurs, and leaders present better than Steve Jobs.

Ron received his MBA from the University of Toronto’s Rotman School of Management and an HBA from the University of Waterloo. He is the President of the Toronto Chapter of the Canadian Association of Professional Speakers (CAPS), and a member of the Global Speakers Federation. Ron is the co-founder of the annual Toronto Entrepreneurs of Passion and Purpose (TEPP) Awards, as well as the Share, Love, Celebrate annual charity fundraiser. When he’s not working, Ron loves traveling the world and experiencing other cultures.

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Nick Anthony

Facilitators

ForumSherpa Certified Facilitator


Nick is seriously passionate about people. Throughout his career adventures in private and not-for-profit arenas, Nick honed his passion for guiding individuals and groups toward self-discovery through deep interpersonal connection, inviting you to explore what he defines as ‘Transformational Vulnerability.’

I WORK WITH

• EO Member Forums
• YPO Member Forums
• Spouse & Life Partner Forums
• Independent Forums
• Peer Groups
• Young Adult Forums
• Corporate Team Leaders
• Senior Leadership Teams
• C-Suite Executives
• Franchisors & Franchisees
• Non-Profit Leaders
• Church Leaders

AREAS OF EXPERTISE

• Forum Basics
• Forum 2.0®
• Forum Depth
• Strategic Planning
• Goal Setting
• Accountability
• Building Trust
• Business Deep Dive
• Leadership Development
• Communication
• Conflict Resolution
• Team Building
• Transitions
• Life Design
• Personal Deep Dive

RATES

$1,500 – $3,000 depending on the length of facilitation

"Nick was clearly knowledgeable and did an excellent job helping us dig into real issues."

— John, EO Western New York Forum

My Story

Nick is a life-long learner whose passion for people was borne of his 30 plus years in the hospitality and not-for-profit industries. He is founder of a multi-unit restaurant concept and has enjoyed successes in local, state and national social services programs. Throughout and across his career endeavors, Nick has gravitated toward people.

As a 3rd generation restaurateur, Nick pursued this career path despite his academic focus on government and social services. With half a decade devoted to corporate and family-owned restaurant life, he eventually returned to his interest in civic service. Again, pursuing his passion for people, Nick completed a Master of Urban Affairs at Boston University, during which time he was deeply affected by the incidence of homelessness in that city. His experience in Boston led him to his first key position as executive director of an experimental housing program for homeless families. This award-winning program was the launch pad that took Nick to professional leadership roles in both state and national housing ventures.

Returning to the for-profit sector, Nick stepped back into the restaurant industry and a focus on people through positions in operations and training. When the entrepreneurial bug bit, Nick launched his own restaurant concept where he remains engaged as CEO. With the intent to continue developing his professional interests and goals, Nick is currently developing his restaurant brokerage and consulting practice, as well as expanding his new role as a ForumSherpa certified facilitator.

An EO veteran of over 16 years (currently on sabbatical), he served his San Antonio Chapter as Learning Chair, president, and two-terms as Forum Chair. With over 6 years’ experience as a certified EO facilitator and building on his MBA in Organizational Design, Nick refined his skills in guiding Forum teams toward achieving meaningful group and self-discovery. With his unassuming nature, Nick reflects on the power of transparent vulnerability and the sense of connectedness this soulful state of being naturally evokes among peers.

Nick and his wife, Mary, enjoy the challenges of raising their blended family (six boys!), as well as live music, good wine, and quiet movie nights at home.

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Mitch Priestley

Facilitators

ForumSherpa Certified Facilitator


Mitch Priestley, life-long entrepreneur and award-winning businessperson, is a ForumSherpa Certified Facilitator. Mitch travels to speak, to train, and to facilitate Forum retreats, where he introduces breakthrough Forum 2.0® ideas, tools, and resources to assist Forums in reaching their next level of success and depth.

I WORK WITH

• EO Member Forums
• YPO Member Forums
• Independent Forums
• Peer Groups
• Young Adult Forums
• Corporate Team Leaders
• Senior Leadership Teams
• C-Suite Executives
• Franchisors & Franchisees
• Facilitators & Coaches
• Non-Profit Leaders
• Church Leaders

CERTIFICATIONS

John Maxwell Certified Coach
• Forum 2.0® Certified
• ForumSherpa Certified Facilitator

AREAS OF EXPERTISE

• Forum Basics
• Forum 2.0®
• Forum Depth
• Strategic Planning
• Goal Setting
• Accountability
• Building Trust
• Business Deep Dive
• Leadership Development
• Communication
• Conflict Resolution
• Team Building
• Transitions
• Effective Meeting Strategies
• Negotiation Skills

RATES

$2,500 – $6,000 depending on the length of facilitation

My Story

Mitch Priestley is a lifelong learner with degrees in Leadership (2012) and Economics (2019). Mitch began his entrepreneurial journey at the age of 17, founding a computer training company, which he led for 28 years to a successful sale before retiring at age 45. His company received local and national awards for quality, fast-growth, and “best companies to work for.”

Mitch specializes in facilitating retreats for groups desiring to explore level three bonding. He brings the fresh approach of Forum 2.0® tools to bear in the confidential, high-trust environment of a solid Forum.

Mitch is a negotiation and leadership skills trainer who enjoys computer programming, skiing, motorcycling, and scuba diving. He currently is studying Spanish and hopes one day to walk the 500-mile Camino de Santiago in Spain.

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Maureen Schantz

Facilitators

ForumSherpa Certified Facilitator


Maureen Schantz has been a ForumSherpa Certified Facilitator since 2012. Maureen is a motivator and excels at providing Forum structure, implementing creativity, accountability in presentations, and improving take-home value during monthly meetings.

I WORK WITH

• EO Member Forums
• YPO Member Forums
• Spouse & Life Partner Forums
• Independent Forums
• Peer Groups
• Young Adult Forums
• Facilitators & Coaches
• Non-Profit Leaders
• Alumni Forums

AREAS OF EXPERTISE

• Forum Basics
• Forum 2.0®
• Forum Depth
• Strategic Planning
• Goal Setting
• Accountability
• Building Trust
• Business Deep Dive
• Conflict Resolution
• Team Building
• Legacy
• Transitions
• Priorities & Time Management
• Effective Meeting Strategies

RATES

$2,500 – $4,500 depending on the length of facilitation

"Maureen was the perfect facilitator for what we needed. The tools she led us through are simple, yet powerful. We invest so much collective time in our forum meetings...it's important that we use that time wisely. Looking forward to better ROI from my EO investment."

— Ed, EO San Antonio Forum Member

My Story

Maureen Schantz has been a ForumSherpa Certified Facilitator since 2012. Maureen is a motivator and excels at providing Forum structure, implementing creativity, accountability in presentations and improving take home value during monthly meetings. 

Maureen was a member of the Entrepreneurs’ Organization (EO) for over ten years and still participates in a weekly accountability group. In addition to her own Forum and Moderator experience, Maureen has served EO DC as Accelerator president and Mentorship Chair. 

Maureen is the owner of Alternative Health Associates, a wellness center and day spa with multiple locations, based in Old Town, Alexandria, VA. She has an MA in exercise science from George Washington University, holds numerous health certifications and is an expert trainer in her industry. Maureen leads a staff of twenty-five people and is currently expanding her company thru vertical markets and acquisitions. She likes to implement accountability, organization, life balance, creativity and fun by using Forum 2.0® tools, and she has applied them successfully in her own business. Forum 2.0® has enabled her to develop her own leadership team to a point where she could cut her work hours by more than 50%, spend less time working IN the business and focus more strategically working ON her business. 

Maureen is married to Ken and is the proud mother of two adult daughters, Leia and Serenna. She is an avid pickleball player, president of her local book club and mentors teens in entrepreneurism and goal setting. She loves international travel and spending time with friends and family. 

Testimonials from prior retreats: 

  • “We were all amazed at the depth and vulnerability that showed up in the space under Maureen’s guidance and care.” 
  • “We have a strong forum group, but I am amazed at how much tighter we have gotten because of this process. Great job, Maureen!” 
  • “Many thanks to Maureen for helping us create such a brilliant foundation for our ongoing relationships.” 
  • “The survey question ‘Facilitator ability to adjust and adapt content as needed’ was really fantastic. Maureen gets 11 out of 10!” 
  • “Maureen was excellent. This was our first time using a facilitator and now I understand the value.” 
  • “I didn’t realize how much we needed a facilitated retreat until we were in the middle of it. We learned some new Forum 2.0 presentation styles that will deliver much greater value to our Forum moving forward. Our forum was getting stale but now we’re re-energized!” 
  • “I loved how Maureen was able to shoot straight with our group and uncover issues that we didn’t all know even existed within our group. She helped us save a few members and probably the whole forum by helping us address some root issues that could potentially dismantle the group.” 

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Matthew Abrams

Facilitators

ForumSherpa Certified Expert Facilitator


Matthew is a gifted facilitator with 15 years of experience. He has facilitated over 60 Forum Retreats and is consistently rate in the high 9s. He is also a professional EOS Implementer and a contributor to Forbes.

I WORK WITH

• EO Member Forums
• YPO Member Forums
• Corporate Team Leaders
• Senior Leadership Teams
• C-Suite Executives
• VCs & Investors

CERTIFICATIONS

• EOS Implementer
• Forum 2.0® Certified
• ForumSherpa Certified Expert Facilitator

AREAS OF EXPERTISE

• Forum Basics
• Forum 2.0®
• Forum Depth
• Strategic Planning
• Goal Setting
• Accountability
• Building Trust
• Business Deep Dive
• Leadership Development
• Communication
• Conflict Resolution
• Team Building
• Life Design

RATES

$2,000 – $5,000 depending on the length of facilitation

"Matthew had a very keen ability to come into a new organization and quickly understand the issue we face. Not that he has all the answers but he walks us through a process to help us get to a resolution...which is how it should work! Great listener. Very impressed with him."

— Garth, Pacific Mobile Structures

My Story

Matthew is a sought-after speaker, writer, and consultant who has facilitated retreats for hundreds of CEOs, written extensively on business and leadership, and has delivered keynote addresses at leading business conferences and TED events.

Beyond his firsthand experience as a CEO, Matthew brings 15 years of facilitation experience. He has a unique ability to normalize discomfort and encourage teams to bring their full selves to the work, which in turn, enables them to access experience, insights and connections they haven’t yet attained in Forum. 

Trained in EOS, Matthew has mastered a suite of 20+ tools and processes designed to support leadership teams and Forums toward building alignment and vision, healthy teams and cultures, and traction toward their goals.

Matthew writes on leadership, innovation and purpose-driven entrepreneurship for publications such as the Huffington Post, The Guardian of London and the Stanford Social Innovation Review as well as being a contributor to Forbes

He has earned a master’s degree in Leadership and Management from the SIT Graduate Institute. He has also founded, and for 7 years, served as CEO of Mycelium; a startup incubator for purpose driven entrepreneurs.

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Mark Sanna

Facilitators

ForumSherpa Certified Expert Facilitator


Mark is a professional coach and ForumSherpa Certified Expert Facilitator. An Entrepreneurs’ Organization (EO) Member for over a decade, Mark works with individuals, EO and YPO Member and Spousal Forums, and corporate teams to inspire them to dig deeper and reach higher.

I WORK WITH

• EO Member Forums
• YPO Member Forums
• Spouse & Life Partner Forums
• Independent Forums
• Peer Groups
• Young Adult Forums
• Corporate Team Leaders
• Senior Leadership Teams
• C-Suite Executives
• Franchisors & Franchisees
• Facilitators & Coaches
• Non-Profit Leaders
• Military Leaders
• Church Leaders

CERTIFICATIONS

• Certified STAAR™ Navigator
• BTC Certified Coach
• Forum 2.0® Certified
• ForumSherpa Certified Expert Facilitator

AREAS OF EXPERTISE

• Forum 2.0®
• Strategic Planning
• Goal Setting
• Accountability
• Building Trust
• Business Deep Dive
• Leadership Development
• Conflict Resolution
• Legacy & Transitions
• Life Design
• Time Management
• Effective Meeting Strategies
• Vivid Vision Boarding
• Boost for Mature Forums

RATES

$3,000 – $5,000 depending on the length of facilitation

"Mark did an incredible job providing our Forum with tools and processes to help improve our Forum dynamic."

— Vijay, EO Austin Forum

My Story

Mark is a professional Coach and Forum 2.0® Certified Facilitator. An Entrepreneurs’ Organization (EO) Member for over a decade, Mark has served two terms as the President of the South Florida Chapter. He uses his experience to help Forums improve alignment and maximize their Forum experience. His expertise includes the popular Forum Boost retreat that helps Forums build a pipeline of high-quality presentations by streamlining their monthly update, coaching, and presentation processes. Mark works with individuals, EO and YPO Member and Spousal Forums and Corporate teams to inspire them to dig deeper and reach higher.

Mark begins each retreat with in-depth planning involving the retreat planner and Forum Moderator. He sends a pre-retreat survey to all Forum Members to ensure the retreat is custom designed to ensure expectations are met and exceeded. He also provides a custom workbook of exercises to each attendee. Mark’s goal is to engage the Forum and help them reach deeper levels of personal and business growth. His Bringing Your Core Values Alive and Goal Achievement retreats are always rated highly for take away value.

Mark helps mature Forums derive greater value from their Forum experience through Forum 2.0® technology. This includes the techniques of Walk in My Shoes, Debate, Brainstorming, Six Thinking Hats, and Cloaking. These tools help Forum members achieve the maximum level of experience sharing while maintaining the safe and confidential environment of trust and respect, crucial to a successful Forum.

The founder and CEO of Breakthrough Coaching, an international personal and business coaching company, Mark is the author of four books, including his latest publication: Breakthrough the Insanity: Embrace Positive Change in Business & Life. He believes that every success story is a tale of constant adaptation, revision, and change and that embracing positive change is the key to your success in business and life. According to Mark, “You never change things by fighting the existing reality. When you accept change, learn from it, and become all the better for experiencing it, change is no longer the enemy. It becomes your teacher.”

Mark is based in Miami, where his local knowledge helps Forums access the best retreat experiences in South Florida. He is also an avid global traveler and enjoys working with Forums in the location of their choice.

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Kyle Breishcraft

Facilitators

ForumSherpa Certified Facilitator


Kyle is serial entrepreneur, long-time EO member, and a Certified EOS/Traction Implementer. Kyle is now a trusted advisor to many successful companies of various sizes and diverse industries, including serving in official capacities on corporate and non-profit Boards of Directors.

I WORK WITH

• EO Member Forums
• YPO Member Forums
• Independent Forums
• Peer Groups
• Corporate Team Leaders
• Senior Leadership Teams
• C-Suite Executives
• Facilitators & Coaches
• Military Leaders

CERTIFICATIONS

• EOS Implementer
Kolbe Certified
National Association of Corporate Directors
• Forum 2.0® Certified
• ForumSherpa Certified Facilitator

AREAS OF EXPERTISE

• Forum Basics
• Forum 2.0®
• Strategic Planning
• Goal Setting
• Accountability
• Building Trust
• Leadership Development
• Team Building
• Effective Meeting Strategies

RATES

$3,500 – $8,500 depending on the length of facilitation

My Story

Kyle has a wide-ranging and diverse background that includes extensive entrepreneurial experiences, broad public safety experience, and military service. Kyle is now a trusted advisor to many successful companies of various sizes and diverse industries, including serving in official capacities on corporate and non-profit Boards of Directors.

Kyle has been a member of the Entrepreneurs’ Organization for the last seven years, serving on the Board of the Raleigh-Durham chapter in various capacities and participating in a Forum. He has also received numerous honors including the Triangle Business Journal’s “Top 40 under Forty Leadership Award” and he was awarded the NACD Governance Fellow, issued by the National Association of Corporate Directors (NACD).

The two notable skills that transcends Kyle’s entire career are his innate leadership abilities and his “help first” passion. Kyle has held various leadership positions in government, non-profit, labor union and for-profit corporate organizations.

Kyle is a serial entrepreneur and has started and operated multiple companies, the two most recent companies being Unite Advisors and Stealth Vigilance. Unite Advisors is a firm that helps business owners get the most out of their company by implementing Traction/EOS (Entrepreneurial Operating System). EOS® is a complete set of simple concepts and practical tools that has helped thousands of entrepreneurs get what they want from their businesses. Stealth Vigilance is a private investigations firm providing K-9 detection services, both drug dogs and bomb dogs.

Prior to Unite Advisors, Kyle was the President and Chief Executive Officer of Emergency Technologies, Inc. (ETI), where he focused on the long-term strategic development of the company and managed day-to-day operations. Kyle directed and coordinated the operational efforts to meet the strategic goals of the company, which include restructuring the company and fueling ETI’s continued growth and increased market presence. ETI was acquired by a strategic partner in 2013.

Kyle brings over ten years of public safety experience, working in various capacities including Fire Fighter, EMT, Police Officer, Detective and as a fully cross-trained Public Safety Officer. During his public safety tenure, Kyle received awards for his service during an assignment in which he responded to New York City after the September 11th attacks, where he provided critical incident stress debriefings to NYPD officers

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Joe Lindenmayer

Facilitators

ForumSherpa Certified Facilitator


Joe Lindenmayer is an Entrepreneur, Husband/Father, and Combat Veteran of the United States Marine Corps. Having started, operated, and sold several businesses, Joe is a passionate developer of Teams and believes Leadership is the ultimate Force Multiplier. He enjoys faciliating, speaking, and working with organizations of all sizes to help Leaders and their Team Members make a difference.

I WORK WITH

• EO Member Forums
• YPO Member Forums
• Spouse/Partner Forums
• Independent Forums
• Peer Groups
• Young Adult Forums
• Corporate Team Leaders
• Senior Leadership Teams
• C-Suite Executives
• Franchisors & Franchisees
• Facilitators & Coaches
• Non-Profit Leaders
• Military Leaders
• Educators
• Entrepreneur Groups/Start-ups

CERTIFICATIONS

Coaching Certification
Certified Franchise Executive
• Forum 2.0® Certified
• ForumSherpa Certified Facilitator

AREAS OF EXPERTISE

• Forum Basics
• Forum 2.0®
• Forum Depth
• Strategic Planning
• Goal Setting
• Accountability
• Building Trust
• Business Deep Dive
• Leadership Development
• Communication
• Conflict Resolution
• Team Building
• Legacy
• Transitions
• Life Design
• Time Management
• Effective Meeting Strategies
• Coaching
• Brand/Customer Loyalty

"Joe observed well and catered the material to our group well."

— John, YPO Southern 7 Forum

My Story

As a Marine sitting in his M60A-2 tank waiting to cross the minefield into Kuwait in 1991, Joe realized life was fleeting and it needed balance to be fully enjoyed. Over his nearly 30 years since, he’s been the co-owner of a 210+ unit Franchise company, started several other businesses, selling several, and from 2015-2019 was leading the $240MM Franchising division for California Closets.

Recently leaving his Corporate roles and purchasing the California Closets Franchise in the Gulf Coast, he focuses his time on family, work and friends. Joe enjoyed helping form the Kuyahoora Valley Foundation, along with childhood friends, to give back to their community, which has given over $500,000 to date.

Some of Joe’s skills outside of business operations and ownership involve mentoring Veterans as a former Chair of the VetFran Committee within the International Franchise Association Foundation. Joe also teaches the skills of Coaching, Goal Setting, Priority Management and being the Brand Advocate within FirstService Brands, helping publish a Harvard Business School case study focusing on Customer Loyalty.

Having participated in multiple Forums and working Flight Groups over the years, Joe joined ForumSherpa in 2019 and has worked with YPO, EO and other organizations around their culture, meeting structure, and making the most out of their time and investment. He has a wife of 21 years and a teenage daughter he loves deeply and splits his time between Atlanta and New Orleans.

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