Because Every Great Journey Begins with a Prelude - 

A refined introduction into The Elevé Philosophy, this complimentary, invitation-only immersion offers leaders an opportunity to experience the elevated dialogue, strategic insight, and the peer-level candor that defines The Elevé Experience.

 – The cost of The Elevé Prelude | Two 1/2 Day Immersion is fully covered by The Entrepreneurs Boardroom. To secure your preferred city and date, apply for consideration today – each date and location is limited to twelve executives.

Next Prelude Opportunity | February 18 – 20 | Boca Raton, FL

2026 Opportunities: 

March 18 – 20 | Austin, TX

April 15 - 17 | Seattle, WA

May 20 - 22 | Austin, TX

June 17 - 19 | Austin, TX 

July 15 - 17 | Raleigh, NC

August 19 - 21 | Austin, Texas

September 16 - 18 | Austin, Texas

October 21 - 23 | Phoenix, AZ

November 11 - 13 | Austin, TX

December 9 - 11 | Austin, TX

A Glimpse Inside

Day One: Connection & Context

A refined, evening welcome centered on intentional connection and high-level dialogue.

Highlights:
– Private reception and introductions
– Curated dinner with facilitated leadership conversations
– A reflective exchange exploring the moments that shaped each leader’s path
– Gentle close to the evening with guided foresight for the following day

Day Two: Immersion & Insight

A full day devoted to expanding perspective, unpacking challenges, and elevating strategic clarity.

Highlights:
– Morning Rise Up session
– Cultivating the Elevé Mindset
– Business overviews & challenge mapping
– Small-group working sessions
– Off-site dinner designed to inspire connection and creativity

Day Three: Integration & Impact

Turning insight into action with clarity, accountability, and aligned next steps.

Highlights:
– Morning Rise Up session
– Roundtable learning & shared takeaways
– Integration workshop
– Closing reflections and forward commitments

Where Visionaries Gather to Rise.

The Elevé Summit Series is the signature quarterly gathering of The Elevé Experience, bringing together leaders who have previously participated in The Elevé Prelude. These private, in-person sessions create space for accomplished founders and executives to step out of the business and reconnect with a trusted peer community – alongside other carefully curated leaders who share a similar level of responsibility and perspective.

Each Summit is designed as a private boardroom environment where former Prelude participants engage in strategic dialogue, shared learning, and peer-level exchange that deepens over time. Through thoughtful facilitation and collaborative intelligence, leaders refine vision, challenge assumptions, and leave with renewed clarity and actionable direction – strengthened not only by insight, but by continuity of relationships built through the Elevé community.

Key Value Pillars:

• Strategic Immersion | Time and space dedicated to deep thinking, recalibration, and long-range decision-making.
• Collaborative Intelligence | Insight sharpened through trusted peer exchange among leaders with shared responsibility.
• Elevated Facilitation | Thoughtful stewardship that advances clarity without directing outcomes.
• Curated Connection | Carefully selected participants to protect depth, discretion, and relevance.
• Sustained Momentum | Clarity that translates into disciplined action between Summits – not just during them.

Your Competitive Edge Begins with Clarity.

The Elevé Edge is the private, one-on-one advisory engagement within The Elevé Experience, designed for leaders who require personalized precision alongside peer-level perspective. This weekly cadence creates dedicated space for focused strategic thinking, alignment, and execution planning – tailored to each leader’s exact stage of growth.

The Elevé Edge is a confidential alliance. Each session places the leader at the table with a Boardroom-level strategist who brings clarity, accountability, and disciplined insight to complex decisions and next-step execution. The work is precise, discreet, and outcome-driven, supporting sustained momentum without distraction or noise.

Key Value Pillars:

• Clarity at the Core | Every engagement begins by cutting through noise to sharpen judgment and identify what truly matters now.
• Strategic Alignment | Decisions, priorities, and execution are aligned to the leader’s current stage, constraints, and long-term objectives.
• Focused Accountability | Progress is sustained through disciplined follow-through, clear commitments, and thoughtful challenge.
• Private Access | A confidential, one-on-one alliance that enables candid dialogue without filters, positioning, or performance.
• Sustained Elevation | Support designed for durable leadership growth rather than short-term gains.

Because True Legacy Is Built, Not Left.

The Elevé Legacy Retreat is the annual pinnacle of The Elevé Experience – an invitation-only gathering for leaders who have previously participated in The Elevé Prelude or other Elevé experiences. Designed for continuity rather than progression, the Retreat brings together trusted members of the Elevé community to pause, reflect, and realign their next chapter. It creates rare space for renewal, long-range perspective, and legacy-level decision-making beyond the demands of daily leadership.

Blending strategic foresight with personal reflection, the Legacy Retreat reframes success around what endures: purpose, people, and impact. Through curated dialogue and intentional design, leaders gain clarity not only on where they are going – but on what they are building, preserving, and shaping for the future alongside peers who share both history and responsibility.

Key Value Pillars:

• Reflection & Renewal | Intentional space to step away from operational demands and reconnect with clarity, purpose, and perspective.
• Legacy-Level Leadership | Conversation centered on stewardship, responsibility, and the long-term implications of leadership decisions.
• Strategic Visioning | Long-range thinking that extends beyond growth cycles toward enduring direction.
• Peer Community at the Highest Level | A rare gathering of leaders capable of engaging legacy conversations with depth, trust, and discretion.
• Continuity & Impact | Insight designed to influence not just the next decision – but the arc of leadership itself.

Because True Legacy Is Built, Not Left.

The Elevé Collective is the private membership community within The Elevé Experience, bringing together founders and executives who are part of the Elevé ecosystem. Designed as an ongoing environment for trusted connection, confidential dialogue, and shared momentum, the Collective sustains the relationships and perspective formed through the Elevé Experience over time.

Within the Collective, strategy becomes a shared pursuit. Through curated conversations, private forums, and intentional collaboration, members engage collective intelligence that sharpens judgment and strengthens leadership. In the Elevé Collective, success is never a solo endeavor – it is a collective standard upheld through continuity, trust, and disciplined exchange.

Key Value Pillars:

• Continuous Connection | Ongoing access to trusted peers without the formality or cadence of scheduled events.
• Collective Intelligence | Perspective sharpened through shared experience, diverse insight, and thoughtful exchange.
• Strategic Collaboration | A space where challenges are explored collaboratively and solutions emerge through dialogue.
• Access & Influence | Membership within a community of leaders whose experience and judgment compound over time.
• Sustained Momentum | Progress reinforced through relationship, accountability, and shared standards between gatherings.

• Currently Chief Industry Relations Officer at Lone Wolf Technologies

• Founding CEO of MoxiWorks (2012), scaling the company to $50M ARR

• Expanded the platform to 800+ residential brokerage clients

• Served 400,000+ agents, representing over 40% of all U.S. residential transactions

• Former leadership roles at Microsoft and Wall Data

• Known for bold, culture-forward leadership initiatives

• Bachelor’s in Computer Science, University of Southern California

• Chief Revenue Officer at MyOfficeOps, overseeing firm-wide revenue generation and serving as a Fractional CRO for select clients

• Promoted in 2025 after serving as Senior Vice President of Sales & Business Development (2023–2025)

• Leads initiatives to increase profitability, strengthen operational discipline, and position clients for successful exits

• Brings 24+ years of experience building and scaling organizations, including leadership across sales, business development, and advisory roles

• Recognized for guiding companies toward sustainable, sellable growth with a balance of strategy, financial insight, and execution

• Educational background includes a bachelor’s degree in Sports Medicine (University of Pittsburgh), a master’s in Physical Therapy (Widener University), and an MBA (Penn State)

• Former President & COO of JPAR – Real Estate, overseeing national operations, network performance, and strategic growth across one of the fastest-expanding brokerage organizations in the country

• Held senior leadership roles at Realogy Holdings (Anywhere Real Estate), supporting enterprise strategy, brand performance, and national operational infrastructure

• Accomplished senior executive specializing in organizational scaling, operational excellence, and executive-level fractional leadership

• Guided luxury market operations within the Christie’s International Real Estate network, strengthening affiliate standards, market execution, and global brand consistency

• Experienced mergers & acquisitions specialist, advising on valuation readiness, operational integration, and strategic exit positioning

• Facilitator of the M&A Accelerator, taught in partnership with The Entrepreneurs Boardroom, equipping leaders to navigate acquisition strategy and value creation

• Known for elevating performance through disciplined execution, refined leadership alignment, and a high-touch, human-centered operational approach

• Chief Executive Officer & Managing Partner, MyOfficeOps, overseeing the firm’s strategic direction and delivery of outsourced accounting, finance, and operational infrastructure for small- and mid-sized companies

• Co-Founder, Strategic Impact Advisory, providing integrated CFO and CRO services focused on operational stability, financial rigor, and revenue optimization

• Former Chief Financial Officer, with extensive experience leading financial operations, building scalable systems, and guiding organizations through periods of growth and operational transition

• Brings deep expertise in financial stewardship, operational architecture, back-office transformation, and disciplined organizational design

• Advises ownership and executive teams on profitability, structural readiness, and positioning businesses for sustainable scale or potential exit

• Holds a Bachelor’s degree in Accounting from Butler University

• Founder & CEO of The Entrepreneurs Boardroom, partnering with founders and C-suite executives to scale businesses, strengthen leadership, and build enduring enterprise value.

• Former Chief Operating Officer of Keller Williams Realty International, a global real estate franchisor supporting a network of more than 180,000 agents, leading operational scale, leadership optimization, and strategic execution through periods of rapid growth.

• Prior to serving as COO, held multiple senior leadership positions at Keller Williams, overseeing organizational development, leadership succession, coaching operations, and enterprise learning strategy across their global network.

• Served as Chief Revenue Officer of a multi-eight-figure company, driving revenue strategy, go-to-market alignment, and organizational performance.

• Built personal wealth through disciplined real estate strategy, scaling from single-family ownership to a diversified portfolio of 100+ residential units in under four years by strategically trading up assets, reinvesting tax efficiencies, and executing long-term growth discipline across multifamily, storage, energy, and private lending investments.

• Visionary entrepreneur and growth strategist with deep experience guiding organizations through inflection points, transformation, and sustained expansion.

• Two-time RIS Media Newsmaker, featured in HousingWire, INMAN, and RIS Media for leadership, innovation, and industry impact.

• Founder of the CEO Kids Foundation, with a mission to educate 100,000 children by 2032, and an active supporter of organizations including Make-A-Wish and Ekal Vidyalaya Foundation. 

• Chief Administrative Officer & General Counsel of The Entrepreneurs Boardroom, partnering with founders and C-suite leaders to align legal strategy, governance, and enterprise operations—supporting disciplined growth, accountability, and scalable execution.

• Former Assistant General Counsel, Keller Williams Realty International, serving as a trusted advisor to executive leadership and global business units across one of the world’s largest real estate franchises, with responsibility spanning product development, data privacy, intellectual property, regulatory compliance, expansion models, and enterprise growth initiatives.

• Former Vice President & Assistant General Counsel, Consumer & Community Banking, JPMorgan Chase & Co., advising senior banking leadership on regulatory compliance, enterprise risk management, digital transformation, market expansion, and complex negotiations within a global financial institution.

• Host of The Fraction podcast, leading candid, unscripted conversations with founders and executives that explore the realities of leadership—highlighting growth, failure, resilience, and the unseen lessons behind building enduring companies.

• Globally trained legal and strategic advisor, holding degrees from Georgetown University’s School of Foreign Service and New York Law School, bringing a policy-aware, operationally grounded perspective to decision-making in complex, highly regulated environments.

• President of the Board, Lake Travis Youth Association, providing governance leadership in support of youth development, community engagement, and organizational growth.

• Board Member, Love for Malawi, supporting mission-driven initiatives focused on education, empowerment, and global service.

• Chief Marketing Officer of The Entrepreneurs Boardroom, leading brand strategy, executive-level marketing architecture, and the development of client-facing programs, while providing fractional CMO advisory leadership across client organizations.

• Chief Administrative Officer for John L. Scott Real Estate, overseeing enterprise operations, corporate marketing, strategy, leadership development, productivity systems, technology alignment, and organizational communication for the #4 independently owned brokerage in the United States

• Held executive leadership roles for more than a decade with Long & Foster Real Estate, the nation’s #1 independently owned real estate company

• Led and managed the exclusive partnership with Christie’s International Real Estate, transforming the company's luxury brand position to #1 in the Mid-Atlantic, earning two global recognition awards for excellence in luxury marketing and partnership performance

• Guided strategic growth, elevated agent engagement, and optimized marketing operations across multiple regions, strengthening competitive positioning and driving organizational scale.

• Former Vice President of Corporate Marketing for Coldwell Banker Real Estate; Marketing lead for the mergers and acquisitions initiative that consolidated four companies into Coldwell Banker Mid-Atlantic and played a key role in establishing the operational structure, strategic alignment, and growth trajectory of the newly formed organization.

• Known for designing out-of-the-box strategies that expand revenue streams, elevate engagement, increase production, and drive sustainable organizational growth

• Recognized for expertise in luxury market strategy, brand elevation, agent engagement, proptech adoption, organizational transformation, and cross-functional operational leadership