We offer different Peer Advisory Groups for CEOs, Small Business Owners, VPs / Directors of Sales, and Management Teams.  Each of our forums meet regularly with non-disclosure agreements backed by our national headquarters, so our members know they can speak freely in a confidential group of their peers.

There are usually three components to an REF peer group meeting:
Peer Roundtable Discussion


Group members have the opportunity to share questions, updates, best practices and issues to get feedback and advice from their fellow Executive Forum members. Our Forums provide a safe place for business owners to discuss their challenges in order to brainstorm ideas and gain a much broader perspective from peers, away from the day to day pressures of the office.


Educational Component


We source relevant subject matter experts to speak to our members in their small group meetings.  Unlike large room presentations, our members can freely ask questions and have in depth discussions that are pertinent to their specific businesses. 

Twice a year, we also host workshops focused on business trends, strategic concepts, management books and leadership tools to help our members be more insightful and effective leaders. 


Focused Executive


Our members have a chance to use the group as a board of advisers for their businesses.  When requested, they are given scheduled time on the agenda to present on any challenge they are facing or new practices they are thinking of implementing in their companies. Meeting regularly with the same group of executives allows your board of advisers to know your backstory and your vision on a much deeper level than a typical board of directors would.  Your board of advisers is able to give you meaningful feedback and implementable advice, allowing you to gain insight from the extensive knowledge and business expertise of your group. This valuable process produces the perspective needed to achieve your goals faster and with more confidence in your decisions. Many members have reported experiencing true breakthroughs in their businesses as a result of this process.

Strategies For Success Retreat


Each year, we hold an off-site retreat at a top destination where significant others are invited to attend. The affiliaition with the global REF organization brings in the latest authors and trainers, who design personalized workshops exclusively for our members to learn and grow in both their personal and professional lives.  


Past topics have included:

•  Triggers by Marshall Goldsmith 

•  The Great Game of Business by Jack Stack
•  The Breakthrough Company by Keith McFarland
•  PEAK - How Great Companies Get their Mojo
 by Chip Conley

•  SCALE - Grow Your Business and Get Your Life Back

    by Jeff Hoffman and David Finkel

Outside Support


You have the opportunity to bring facilitator Alison Conners in to work with your leadership team when requested, so you can share what you learn in your forum with the rest of your office. Some examples include: development of strategic campaigns; sales presentation coaching, identification of market differentiators and sourcing outside vendor partners to help implement action items.


Continual Learning Opportunites


Executive Forum membership provides a wealth of information to members through best selling books, outside coaching, and a national network of subject matter experts. Each month, the global organization hosts an interactive webinar featuring a well known speaker or author that all of our members across the country can attend, allowing you to stay connected to the larger network outside of your own peer group. We also host workshops and seminars that extend to members’ employees, and we develop themed training courses focused on business development for the members' management teams which is unique to REF.


To talk to us about what it means to join: