March 2026 Monthly Newsletter by YPOFlorida

March 2026

YPO FLORIDA CORE VALUES

Growth Over Comfort

Ambitious with their dreams

Continuous improvement

Passionate about their development

Achievement driven

Integral Relationships

Intentional with family, friends & self

Seeks fun and joy

Have it all vs. all or nothing (zero sum game)

Trustworthy & vulnerable

Significance Beyond Success

Impact beyond self

Plays the infinite game

Deeply connected to purpose

Greater good for society

Abundance In Our Actions

Selfless

Generous with time & money

Maximizer vs. optimizer

Greater good

Bold Visionaries

Horizon chasers- Think what is possible vs. realistic?

Dreams big and thinks what if How can we vs. why can’t we

2025-2026 Chapter Goals

Create a new programming playbook and execute annual programming under the RISE (Relationships, Insights, Self, Experiences) pillars.

Implement spousal engagement plan, improve spouse/partner satisfaction and increase engagement.

Improve our forum experience through increased investment and connectivity, including resources for sustained support, cross forum events, and additional moderator touchpoints for both member and spouse/partner forums.

Implement board proven process for seamless succession of board and staff member.

Recruitment process: proactive recruitment process to attract quality prospects in diverse geographies, increase female membership, and gain clarity on peerdom.

Clarity of chapter vision and values embedded into the new member process and conveyed in both internal and external communications.

WELCOME to the team!

Angela Kane joins theYPO Florida Chapter, bringing more than four years of global event leadership within YPO’s Iconic and Flagship portfolios. She led some ofYPO’s most high-profile programs—including Buenos Aires Presidents’ University, the GLC Spouse/Partner Program, and Necker Island with Richard Branson—earning toptier satisfaction scores and recognition for her strategic planning, creative design, and collaborative leadership. Before joining YPO, Angela spent nearly a decade at the University of Pennsylvania, partnering with theTrustees and the President’s Office on global initiatives and high-level institutional priorities.

In her new role, Angela will focus on elevating member engagement, strengthening chapter programming, and delivering exceptional experiences across Florida. Known for her attention to detail, relationship-driven approach, and passion for creating meaningful moments, she is excited to bring her global expertise to the local chapter community.

A Philadelphia native, Angela now lives in Tampa with her family and remains an enthusiastic ambassador for theYPO network.

NEW MEMBER SPOTLIGHT

SARA AGUILA

TRANSCOM SOLUTIONS

CEO

EMAIL: SARA@TRANSCOM-SOLUTIONS.COM

CITY OF BUSINESS: TAMPA

CITY OF RESIDENCE: TAMPA

W H A T ’ S Y O U R W A K E U P R I T U A L ?

Coffee then work out!

Living on the Edge

W H A T ’ S I N S P I R I N G Y O U I N L I F E

R I G H T N O W ?

Connections, learning and experiencing!

Be in several places at once…clone

UPCOMING EVENTS

GRAND HOTEL | MACKINAC ISLAND, MICHIGAN GRAND HOTEL MACKINAC MICHIGAN JUNE 18 - 21, 2026 18 - 21, 2026

What if the biggest threat to your business wasn’t the competition, but your own thinking? While most people recognize that AI is the future, many don’t know where to start and feel like they’re falling behind WHAT MAKES THIS A "ONLY IN YPO" EXPERIENCE

An intimate, candid conversation with a thought leader who is trusted by founders, CEOs, and Fortune-level executives. Content specifically curated for highperforming leaders and spouses/partners focusing on strategic impact, not technical jargon.

A rare opportunity to rethink how you lead, decide, communicate, and compete in a world where the pace of change is accelerating. This is the leadership conversation you will look back on in 12 months and realize: This changed everything.

T A M P A

VENUE

Tampa Yacht & Country Club

DATE

March 5, 2026

AUDIENCE

Members

Spouse/Partners Join

F A M I L Y F U N A T

Z U B R I C K M A G I C

T H E A T R E

✨ Experience an Exclusive Family Magic Event at Zubrick Magic Theatre! ✨ Looking for a fun and unforgettable family outing in St Pete? Join us for an exclusive showing at Zubrick Magic Theatre, where world-class magic, laughout-loud moments, and interactive acts come together in an intimate, familyfriendly experience. Designed to delight kids and parents alike, this high-energy performance is packed with surprises that will leave everyone amazed. Don’t miss this rare opportunity to share a truly magical moment together!

S T . P E T E R S B U R G

VENUE

Zubrick Magic Theatre

DATE

March 29, 2026

AUDIENCE

Family Join the waitlist

W O R K S H O P

F E A T U R I N G A L E X G O L D F A Y N

Why This Matters

Outgrow is to sales what EOS is to operations. It is a practical, execution-focused growth system designed to help leaders drive consistent, organic revenue without aggressive tactics, discounting, or personality-driven selling At its core, Outgrow reframes sales as proactive leadership communication staying top of mind, articulating value before it’s requested, and replacing hesitation with confident, disciplined outreach. The system gives leaders and teams clear principles, habits, and language that can be adopted across an organization, not just by “natural salespeople.”

What makes Outgrow especially powerful is its simplicity and transferability It provides a repeatable framework for when to reach out, what to say, and how to communicate value in everyday interactions The result is more inbound opportunity, stronger client relationships, and sustainable growth driven by disciplined action rather than pressure or persuasion

DATE April 8, 2026

AUDIENCE

Members

Key Executives

O U T G R O W S A L E S

W O R K S H O P

F E A T U R I N G A L E X G O L D F A Y N

Why This Matters

J A C K S O N V I L L E

VENUE

DATE April 7, 2026

AUDIENCE

The Lodge & Club Ponte Vedra Beach RSVP Here

Members

Key Executives

Y P O F A M I L Y N I G H T

A T P O P U P B A G E L

Bagel-Making Bash + Custom Drink Experience

We’re hosting a high energy, family friendly YPO event at PopUp Bagels! A hands on, YPOonly after hours experience designed to bring kids and parents together for food, fun, and connection.

What to expect:

�� Bagel-Making Experience: kids and adults get a behind the scenes glimpse into how our bagels are made, flour, mess, and all!

☕ Custom Drink Station: Featuring a drink specialist offering Instagram-worthy beverages for kids and adults alike.

�� Entertainment + Crafts: Live DJ spinning family friendly vibes while kids rotate through optional outdoor crafts.

T A M P A , F L

VENUE

Popup Bagels

DATE April 10, 2026

AUDIENCE

Families RSVP Here

S A R A S O T A P O L O C L U B

V I P C H A M P A G N E

L O U N G E

Join us for an unforgettable afternoon at the Sarasota Polo Club as our YPO community enjoys exclusive access to a private VIP viewing area. Sip champagne, savor a delicious lunch, and take in the excitement of the match from the best seats in the house This is the perfect way to celebrate spring with friends, fun, and a little friendly competition on the field. Space will be limited secure your spot and come enjoy one of Sarasota’s most iconic experiences!

S A R A S O T A , F L

VENUE

Sarasota Polo Club

DATE April 12, 2026

AUDIENCE

Members

Spouse/Partners Join the waitlist

Join us for exclusive private access to Sky Zone Trampoline Park in Tampa, Florida, where you and your kiddos of all ages can jump, play, and connect with your YPO Spouse/Partner community without the crowds! Whether you're new to the area or YPO, looking to meet up with friends, or simply craving quality time with your little ones, this event is meant to provide a casual, fun and easy way to meet and connect. While the kids bounce, climb, and burn off energy, Spouse/Partners can mingle or get in on the jumping fun.

Expect a lively atmosphere, safe and supervised play zones, and plenty of opportunities to chat. And if you don't have kids or they can't make it, please join anyway!

VENUE Sky Zone

DATE April 25, 2026

AUDIENCE

Spouse/Partners Kids

T A S T I N G &

S T O R Y T E L L I N G

For one night only, YPO takes over Jacksonville’s most acclaimed modern steakhouse 14 Prime for a private, chefcurated culinary experience. This full buyout event offers exclusive access to the restaurant's intimate setting, where members and spouses will enjoy a multicourse tasting menu with optional wine pairings Between courses, the executive chef will guide you through the evening with personal storytelling, behind-thescenes insights, and live-fire presentations that bring the kitchen to the table. Limited seats. Maximum flavor. One unforgettable night

J A C K S O N V I L L E , F L

VENUE 14 Prime DATE May 20, 2026

AUDIENCE

Members Spouses/Partners

What is an Event Champion/Day Chair

What is a Day Chair?

FrequentlyAskedQuestions

WhatdoesitmeantobeaDayChair?

Day Chairs assist the learning officer and YPO staff with event design, content, and logistics coordination They provide ideas and resources to facilitate the event planning process

WhodoIcontactwithaneventidea?

Please reach out to your City Ambassador:

JohnWohlwend

Sarasota Ambassador/ Chapter Chair

john@customcrushers com

BrynnScarborough

Tampa Ambassador/ Engagement Officer brynn renee84@gmail com

CharlieJimerson

Jacksonville Ambassador/ Learning Officer cjimerson@jimersonfirm com

WhenshouldIsharemyideaforaneventoravailableresource?

The sooner the better! We are always interested in hearing new ideas for events or amazing speakers, experiences, venues you ’ ve encountered

WhatisthefirstthingIneedtodo?

Connect with your CityAmbassador on your proposed event Once your idea has been communicated with the City Ambassador, they will work with YPO staff to confirm the date and location Please relay any connections to resources you may have at this time and any dates which are not feasible for you

Myeventhasbeengreenlit...whodoIgotowithquestions&nextsteps?

Please reach out to your YPO Staff and ensure Sarah Fairbairn is copied on all event related messages

SarahFairbairn

Chapter Event Director

Sarah@ypoflorida org

813-624-5484

BobDavis

Chapter Manager

Bob@ypoflorida org 813-766-9128

CarolineCheek

Chapter Experience Manager

Caroline@ypoflorida org 813-367-7005

AngelaKane

Chapter Experience Manager

Angela@ypoflorida org 267-353-1754

DoIhavetobookthevenue,speaker,andvendors?

No. Day Chairs provide input and resources/connections, as applicable, but after the brainstorming, the YPO events team takes over the planning. They will coordinate with the venue, book the vendors, and negotiate the contracts.

For more information, please contact:

SarahFairbairn

Chapter Event Director

Sarah@ypoflorida org

813-624-5484

BobDavis

Chapter Manager

Bob@ypoflorida org 813-766-9128

CarolineCheek

Chapter Experience Manager

Caroline@ypoflorida org 813-367-7005

AngelaKane

Chapter Experience Manager

Angela@ypoflorida org 267-353-1754

What is a Day Chair?

FrequentlyAskedQuestions

DoIhavetosigncontractsorpayinvoices?

No The Chapter Chair is the only member who may sign contracts for event venues, speakers, and outside vendors Please ensure all contracts include John Wohlwend as the signatory All invoices and contracts should be sent to SarahFairbairnandBobDavis for payment and processing

WillIberesponsibleformarketingtheevent?

YPO Staff will manage event promotion through ChapterPro, WhatsApp, and the newsletters However, member-to-member outreach is both effective in bolstering registrations and greatly appreciated Past Day Chairs have found success with a short video explaining the event as well Feel free to make it your own!

Myeventisin3months(orless) whatdoIdo?

Attend monthly RISE committee calls on the first Fridayofthemonth This is the time to work out any lingering details, troubleshoot any issues, and confirm we are on track for your event

Promote the event to your fellow members - in person, at forum, via text, etc

A shortvideomessage is encouraged to further market the event This can be circulated via WhatsApp

Prepare a shortspeech for the event This is just a few words to welcome people to the event It can include:

Introduction of who you are and your connection to the event

Introduction of the event topic and agenda

Brief overview and introduction of the speaker, if applicable

Welcome to any new members or strategic partners, if applicable

Highlight a few upcoming events or important chapter updates

Reminder to everyone to complete the post event survey

If you have any event questions, check in with Sarah Fairbairn.

WhatdoIneedtodoonthedayoftheevent?

Depending on the event type, the Day Chair will be expected to arrive at least 30 minutes prior to the event start time, provide a brief overview and introduce the speaker, network with the attendees, and encourage completion of the post event survey YPO event staff will be in attendance to support event execution

PleasekeepSarahFairbairn(sarah@ypoflorida.org)copiedonALLevent

For more information, please contact:

SarahFairbairn

Chapter Event Director

Sarah@ypoflorida org

813-624-5484

BobDavis

Bob@ypoflorida org

813-766-9128

PAST EVENTS

Florida Holiday Party

Couples Retreat Rhode Island

World Tennis Hall of Fame

America’s Cup Boating Crews

Dusty Holcomb

From Bottleneck to Breakthrough

OCT. 2ND

Four Seasons Resort Orlando | August 28 - 29, 2025 Seasons | August

Chris Barton

Avery Johnson & Shirl Penny

ANNUAL MEETING 2025 FEEDBACK SURVEY LINK

Forum

YPO Florida Forum

�� Forum season is in full swing! Our mission is simple keep every forum strong, connected, and supported. Working alongside Bob Davis and Caroline Cheek, our goals this year are to:

Ensure forums are running at full strength

Train and place every new member within 60 days of Forum Basics Training

�� New Member Placement

We maintain a ranked list of forums open to new members. Here’s how it works:

1.Let us know if your forum is seeking a member.

2.When a candidate is ready, we complete a conflict check with the top forum on the list.

3.If clear, the moderator reviews the candidate.

4.Upon approval, the new member begins a 6-month trial. If it’s not a fit, the prospect moves to the next forum.

�� Forum Health Survey Reimbursement

Earn $500 per YPO Florida member in your forum when you meet these requirements:

Moderator is trained

All members (including non-Florida YPOers) complete the Forum Health Survey

Funds go directly to a Certified Forum Facilitator (CFF) or outside retreat resource

Payment is made directly to the facilitator/resource

�� Forum Basics: Where It All Begins

Forum is the heart of the YPO experience—and it starts with Forum Basics training. All members are required to complete training before placement, and spouse/partners are encouraged to attend. You’ll learn the language of YPO, build the foundation for Forum Confidential, and gain the skills for meaningful connection. Our chapter goal:

✅ Every new member completes Forum Basics within their first 60 days.

Forum. Confidential. Connected. YPO Florida Strong.

FORUM TRAINING

Forum Basics virtual sessions,

9:00 AM - 1:00 PM,

3/5, 3/13, 3/17, 3/25

11:00 AM - 3:00 PM, 3/4, 3/9, 3/23, 3/24

Forum Moderator Foundations virtual sessions,

9:00 AM - 2:00 PM

3/4, 3/11, 3/12, 3/16, 3/18, 3/24

11:00 AM - 4:00 PM

3/3, 3/9, 3/10, 3/18, 3/24

Welcome to YPO Florida Spouse/Partner Community

Stay Connected. Get Involved. Belong.

YPO isn’t just for members — it’s for families. As a YPO Florida spouse or partner, you’re part of a dynamic community that shares in the experiences, learning, and friendships that make YPO so special. Here’s how to stay plugged in and make the most of what’s available to you:

�� Join the Spouse/Partner WhatsApp Group

Stay in the loop with upcoming events, community news, and spontaneous get-togethers. It’s the easiest way to stay connected. YPO Florida Spouse/Partners WhatsApp Link.

��

Explore Online Resources

YPO Florida Website: www.ypoflorida.org

Find local events, chapter updates, and member resources.

YPO Global: www.ypoconnect.org

Access global learning, networks, and events designed for members and spouses/partners.

�� Connect with Other Spouses & Partners

YPO Florida offers Spouse/Partner Forums small, confidential groups that provide support, shared learning, and authentic connection. Ask about how to join or start one!

Look for upcoming spouse/partner events in Tampa and Jacksonville!

�� Questions or Need Help?

We’re here to support you:

Liz Babby – Spouse/Partner Officer: liz@babby.com

Bob Davis – Chapter Manager: bob@ypoflorida.org

Caroline Cheek – Member Engagement: caroline@ypo

Angela Kane - Member Engagement: angela@ypof

Together, we create Only-in-YPO experiences — for memb families alike.

Join in, connect deeply, and make YPO Florida part

GLOBAL EVENTS

Global Leadership Events

Education is the cornerstone of every YPO Global Leadership event. But, with these events, education isn't just one piece; learning permeates throughout the program through EDGE, the Global Business Summit (GBS), Global Leadership Conferences (GLC) and Presidents' Universities.

The Global Business Summit is YPO's flagship business event, where leaders come together to transform their business through connection, learning and transacting all within the trusted, peer-driven setting of YPO.

With YPO’s nonsolicitation policy lifted, members can pitch, partner and transact freely at the Global Business Summit (GBS). Created by members for members, GBS unites learning, capital and connection. Transformation happens through trust, shared insight and leaders supporting each other.

November 1-6, 2026

Reshaping Leadership

Gain the insights and frameworks needed to thrive in today’s rapidly evolving global environment at Global Business and Strategic Leadership at Georgetown. Being a CEO is more complex than ever — demanding the ability to navigate politics, technological disruption and societal expectations. This Only-in-YPO program, hosted in the heart of Washington, D.C., offers an immersive experience with direct access to policymakers, global institutions, diplomatic circles and private and tech sector leaders — revealing firsthand insights into how policy and politics shape each other. Build a framework for purposeful decision-making in complex environments and enhance your clarity and confidence to lead effectively.

Key Takeaways

Strategic Global Leadership. Uncover tools to navigate and anticipate complex geopolitical and economic shifts.

New Rising Markets. Examine data-driven and on-the-ground perspectives from Georgetown experts and insiders across the intersection of policy, business and technology.

Ethics in Action. Learn how to lead with integrity and social responsibility without compromising performance.

Cross-Sector Perspectives. Engage with thought leaders from intelligence, academia and business and technology to gain insights on risk assessment and medium/long-term strategy. Participants receive a Georgetown University certificate of completion and a Credly digital badge to display on social media.

Iconic Events Page Link

Are you a new member?

Not sure where to start your YPO Journey? Visit My YPO Journey Click here to visit My YPO Journey

Open the Door to Your Journey

Connection. Clarity. And a few curveballs. YPO Live: Apeiron is not your typical webinar. It’s your launching pad for all things YPO. This free, immersive program will show you and your spouse/partner what’s possible when you plug into our powerful global peer community. You’ll hear real stories, meet real people and learn how to turn your membership into real momentum as you discover how to leverage the magic of forum and the diversity of our networks.

Discover the limitless opportunities as you transform into an active and engaged member, ready to thrive with fresh perspectives, new friendships and a clear vision of the trust, support and connections that define the core of YPO. This program isn’t just about onboarding. It’s about belonging.

Click here to learn more about Apeiron.

Want something more than a virtual experience?

Check out these opportunities!

Get Ready For A Dynamic New Member Experience!

Embark on your YPO journey with YPO Apeiron — a dynamic and immersive introduction designed to inspire and connect. The YPO community is unlike any other — and it all starts here. Join us for a complimentary experience with your spouse/partner to connect, learn and discover what makes YPO extraordinary. Engage deeply with the power of forum, explore your passions through YPO networks and gain invaluable insights from experienced members who will share their impactful stories. Walk away with meaningful connections and a profound understanding of the boundless opportunities that await you within YPO. Space is limited, so sign up today.

Click the banners to learn more

Unlock Harvard-Level Learning for Your Family

For the first time ever, YPO family businesses can tap into the full depth of knowledge, influence and global connections offered through YPO’s exclusive relationship with Harvard Business School (HBS). Bring your family into the fold of world-class executive education, fostering shared growth, strategic alignment and nextgen leadership.

Registration Link

Taking Your Family Business to the Next Level

Now in its 11th year, this popular annual conference brings families together to strengthen and sustain multigenerational businesses. Three days of education and relationship building set the stage for owners, key associates and all family members — including those active in management, shareholders, married-ins and next generation — to supercharge the family business, family council and family relationships.

Registration Link

CONTACT INFORMATION

Gordon Abel gabel@dynastyfp.com 212-373-1091

Jack Waltman Jwaltman@dynastyfp.com 727-519-3125

Dynasty Financial Partners provides an innovative, fully integrated platform of technology, investment solutions, business operations and investment banking services, supported by an experienced team, to empower independent financial advisors to launch, grow, and scale their firms. Through our Dynasty Connect™ platform, we also help match high-net-worth investors with qualified independent financial advisors from our national network, delivering personalized guidance and tailored wealth management strategies. Learn more at dynastyfinancialpartners com

Dynasty Connect is a service offered through Dynasty Wealth Management, LLC, an SEC-registered investment adviser and a wholly owned subsidiary of Dynasty Financial Partners, LLC.

Jeff Hughes jeff.hughes@baldwin.com 813-413-6615

Rich Tallo richard.tallo@baldwin.com 609-955-2307

Sarah Fairbairn

Sarah@onefinedayinc.com

813-624-5484

Protecting the Possible® risk management, insurance, employee benefits and wealth management advisorssimplifying complexity to protect what’s possible

One Fine Day, Inc. can turn your event dreams into reality. We are the dream makers, the "wow" creators, the magic wand holders. Whether your event is 20 guests or 2,000 guests - we have the team and the vision to bring it all to life.

Vince Chillura

vchillura@valley.com

813-545-9292

At Valley Bank, we don’t just invest in your business. We power your ambitions: how to focus them, grow them, and most importantly, make them resilient for the future. We’re the leading commercial bank built for growth—with over $62 billion in assets and more than 200 consumer branches and commercial banking offices in communities across the US.

BenDachepalli bdachepalli@bradley.com 813-559-5545

CraigMayfield cmayfield@bradley.com 813-559-5525

TroyCarnrite tcarnrite@bradley.com 813-559-5539

Bradley is a national law firm recognized for its innovative legal solutions and exceptional client service. The firm's diverse services include corporate and commercial transactions, banking and financial services, construction law, real estate, economic development, intellectual property, labor and employment, environmental law, healthcare, cybersecurity and privacy, and energy.

Silver

Jonathan Bowman jonathan.bowman@eosworldwide.com 727-643-3196

Jonathan Bowman is an Expert EOS Implementer, facilitating 700+ sessions for more than 75 entrepreneurial companies throughout the state of Florida. He is passionate about helping other entrepreneurs get what they want from their business via the Entrepreneurial Operating System (EOS) -- a set of timeless concepts and practical tools used by more than 275,000 + companies around the world to clarify, simplify, and achieve their vision.