

October 2025
Rhode Island 2025









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.


NEW MEMBER SPOTLIGHT
OSAMA SABBAH
BEDROCK TECHNOLOGY INC
FOUNDER, PRESIDENT & CEO
EMAIL: OSAMA@MYBEDROCK.COM
CITY OF BUSINESS: ST PETERSBURG
CITY OF RESIDENCE: ST PETERSBURG
W H A T ’ S O N E T H I N G P E O P L E D O N ’ T K N O W A B O U T Y O U ?
I was sworn in as a U.S. citizen on the field during a Tampa Bay Rays game, a moment that tied my personal and community journey together.
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 ?
I’m inspired by the energy in our community, entrepreneurs pushing boundaries, building companies, and giving back. It’s a reminder that leadership is about leaving things better than you found them.
B E S T P I E C E O F A D V I C E Y O U H A V E
R E C E I V E D ?
“Get the right people on the bus, and the wrong ones off.” Building a great team is less about talent alone and more about alignment, integrity, and shared purpose.
W H A T A R E T H R E E T H I N G S Y O U
C A N ’ T L I V E W I T H O U T ?
My daughters, great people around me who challenge me to grow, and the excitement of building something that matters.



UPCOMING EVENTS




E N G A G E M E N T
C O M M I T T E E P O P - U P :
B R E A K F A S T & B E S T
P R A C T I C E S
Start your day with a productive boost at our Breakfast & Best Practices event! Join fellow members for an engaging morning of networking, knowledge sharing, and professional growth Over a delicious breakfast or cup of coffee, you'll have the opportunity to connect with your peers, exchange insights, and explore best practices on a variety of topics.

T A M P A , F L
VENUE
Wrights Gourmet House
DATE

October 21, 2025
AUDIENCE
Members RSVP

R O M C O U C H T O
I N G P I N :
N T R E P R E N E U R I A L
A C T I C S F R O M
A R R Y S A N D E R S

om sleeping on couches to running one the world’s largest dedicated SEO encies Harry Sanders has redefined what global. In session, the his raw, rtup chaos, xpect a telling, al-time h noise, build on into scale, usiness or dy to take


VENUE
Tampa Yacht & Country Club (TPA)
Von Der Ahe Residence (JAX)
DATE
October 29, 2025 (TPA)
October 30, 2025 (JAX)
AUDIENCE
Members
Spouse/Partners


C O U R S E
C O N F I D E N T I A L : S T O R I E S B E H I N D
T H E G L E N K E R N A N


R E D E S I G N J A C K S O N V I L L E , F L
Step inside the ropes at the recently redeveloped Glen Kernan Club for an exclusive YPO golf and storytelling experience with Ryder Cup Captain and major champion, Jim Furyk Begin with utilizing the practice facilities and the Cam Smith inspired pitch and putt area, then gather for an intimate evening of food, drink, and conversation with golfing legend Jim Furyk and MG Orender, past President of The PGA of America In a fireside-style chat moderated by Andy Allen and Travis Norman, they’ll share personal journeys, insights from the PGA world, and the design philosophy behind Glen Kernan’s transformation complete with visuals and behind-the-scenes perspective Come for the course, stay for the stories

VENUE
Glen Kernan Club
DATE
November 4, 2025
AUDIENCE
Members

D I V E I N T O
D I S C O V E R Y : A N
E X C L U S I V E Y P O
E X P E R I E N C E A T
M O T E S E A
Be among the first to explore the all-new Mote SEA (Science Education Aquarium)
YPO FL and YPO Sarasota Gold come together for a private, behind-the-scenes tour of this groundbreaking marine science hub Spanning over one million gallons of aquatic exhibits and three stories of immersive innovation, this state-of-the-art facility blends science, conservation, and awe-inspiring design. Go beyond the glass to experience hands-on teaching labs, coral restoration initiatives, interactive murals, and cutting-edge diving programs guided by the visionaries bringing ocean education to life A one-of-a-kind opportunity to discover what’s next in marine science, only with YPO.

S A R A S O T A , F L
VENUE
Mote Science Education Aquarium
DATE
November 5, 2025
AUDIENCE
Members

C A P I T A L &
C H A R A C T E R :
R A Y M O N D J A M E S
C E O P A U L S H O U K R Y
I N C O N V E R S A T I O N

Join fellow YPO members for an intimate evening of dinner and insight with Paul Shoukry, CEO of Raymond James Financial


In this exclusive, closed-door conversation, Paul will share his journey to the top, lessons in leadership, and insights on the evolving financial landscape. Set in the private dining room of Fleming’s, this experience blends high-caliber business dialogue with fine dining and rich connection.
T A M P A , F L
VENUE
Flemings Prime Steakhouse
DATE

November 6, 2025
AUDIENCE
Members
Spouse/Partners
Join Waitlist

H O L I D A Y
C O N N E C T I O N S
C E L E B R A T I O N
Celebrate the season in style at this RISE: Relationships gathering. It will be an evening dedicated to joy, connection, and community. Hosted at the enchanting and totally unique Surya Estates, the family property of hosts Shilen & Parita Patel and location of Tampa’s largest private residence, this festive affair promises memorable entertainment, exquisite food & drink, and warm company Join fellow YPO members for a night of holiday magic and meaningful moments

T A M P A , F L


VENUE
Surya Estates
DATE
December 4, 2025
AUDIENCE
Members
Spouse/Partners RSVP

P E A K
P E R F O R M A N C E : A N
E X C L U S I V E Y P O
E X P E R I E N C E A T I M G
A C A D E M Y

Join us for an exclusive behind-the-scenes experience at IMG Academy in Bradenton, Florida in partnership with YPO Gold Sarasota. Known for its world-class sports education programs, IMG supports student athletes at every stage of their development from early exploration to elite specialization. Home to a top-tier boarding school, sports camps, pro athlete training, and major events, IMG Academy, in partnership with NCSA College Recruiting, is revolutionizing sports and education You’ll also have the opportunity to engage with top leadership, offering a unique insight into how IMG’s innovative approach shaping the future of sport and leadership

S A R A S O T A , F L

VENUE
IMG Academy
DATE February 25, 2026
AUDIENCE
Members
Spouse/Partners
RSVP

T A S T E S T H A T L I N G
: B A R T E R R O I R , E X C L U S I V E L Y O U R S



We’ve secured an exclusive buyout of Bar Terroir, one of Tampa’s most buzzworthy food and wine destinations, for an evening of indulgence and connection. This RISE event invites YPO members to enjoy a private culinary journey featuring chefcurated small plates and expert wine pairings in an intimate, stylish setting. With the entire space reserved just for us, expect a rich, sensory experience designed to deepen relationships and celebrate the art of gathering over exceptional food, wine, and conversation.
T A M P A , F L

VENUE
Bar Terroir,
DATE
February 5, 2026
AUDIENCE
Members
Spouses/Partners


PAST EVENTS
Dusty Holcomb
From Bottleneck to Breakthrough



OCT. 2ND



Couples Retreat Rhode Island



World Tennis Hall of Fame
America’s Cup Boating Crews









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


Chris Barton
Avery Johnson & Shirl Penny
ANNUAL MEETING 2025 FEEDBACK SURVEY LINK






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 process moves to the next forum.
�� Moderator Engagement
Moderator Dinners:
Jacksonville: November 12 | 6:30 PM | 14 Prime
Tampa: Tentative November 19 | 6:30 PM | TBD
Moderator Training:
Trained moderators are essential to healthy forums it’s an expectation of both YPO and YPO Florida.
�� 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 Fundamentals Training - In-Person
October 22 8:30 AM - 4:00 PM
AGENDA
22 OCT 2025 WED8:30 AM - 4:00 PM
8:30AM - Coffee & continental breakfast
8:45AM - Hard Start
10:30AM - Morning Break
12:00PM - Working buffet lunch in room
2:30PM - Afternoon break
4:00PM - Conclusion
Forum Basics virtual sessions, registration link
9:00 AM - 1:00 PM
10/21, 10/23, 10/28, 10/29, 10/30, 10/31, 11/3, 11/4, 11/5, 11/7, 11/10, 11/12, 11/13, 11/19, 11/20, 11/24
11:00 AM - 3:00 PM
10/21, 10/22, 10/24, 10/27, 10/29, 11/4, 11/6, 11/10, 11/14, 11/17, 11/18, 11/20, 11/21, 11/25
Forum Moderator Foundations virtual sessions, registration link
9:00 AM - 2:00 PM
11/6, 11/10, 11/14, 11/19, 11/21, 11/25, 12/2, 12/11
11:00 AM - 4:00 PM
10/16, 11/3, 11/5, 11/17, 11/24, 12/3, 12/9
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:
���� Meet Your Spouse/Partner Officer
Liz Babby leads engagement and programming for YPO Florida spouses and partners. She’s your go-to resource for connection, questions, or ideas.
�� liz@babby.com
�� 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!
�� Questions or Need Help?
We’re here to support you:
Liz Babby – Spouse/Partner Officer: liz@babby.com
Bob Davis – Chapter Manager: bob@ypoflorida. Caroline Cheek – Member Engagement: caroline@ypo
Together, we create Only-in-YPO experiences — for memb families alike.
Join in, connect deeply, and make YPO Florida part



YPO Jacksonville Integrated has opened this event to YPO Florida members and spouse/partners.
V.I.Pete’s Event - YPO Jax Does Pete’s Bar like you’ve never done before November 1, 8:30 pm to 11:30 pm + Day Chair: Kelly Dyer
Members and Spouse/ Partners
Location: Pete’s Bar (117 First St, Neptune Beach, FL 32266)
Join us for a VIP access night of fun at Pete’s Bar in Neptune Beach. You may or may not have been to Pete’s Bar before, and if you have you likely don’t go there often now, but this is an opportunity to experience it in true YPO style. Pete's Bar was the first bar to “legally” open in Duval County after Prohibition was repealed in 1933. The establishment precedes the founding of Neptune Beach as a city in 1931.
We have exclusive and private access to our private venue, no front door or line required. We have our own private bartender and private porch (and private bathrooms), to enjoy the scene in comfort and with friends. Enjoy drinks inside, cigars on the porch, connecting with local YPO’ers, and witnessing the insanity that is Pete’s bar from a comfortable elevated oasis.
On the heels of the FL vs GA game, you can experience the lively crowd and scene without being forced to be a part of the chaos (unless you choose to be). Drinks and private bartender included, and fun is guaranteed!


GLOBAL EVENTS






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





The First-Ever YPO Women’s Wellness Summit
Theaward-winning Health and Wellness Networkproudly presents the inauguralWomen’s Wellness Summit a groundbreaking event designed exclusively by women, for women. This is not just another wellness retreat. It is adata-driven, science-based transformationled by themost sought-after MDs, PhDs and specialistsinwomen’s health, longevity and performance.

Redefining Leadership for a New Era
Redefine what leadership means in today’s complex global landscape through the Oxford Presidents’ Program. Rooted in Oxford’s renowned Politics, Philosophy and Economics (PPE) degree, this immersive weeklong experience invites YPO leaders to explore bold ideas, work alongside the leaders of tomorrow and answer deep questions—across PPE, literature, music, history and technology. In the process, you can refine your leadership style, engage with your peers and walk away equipped to lead with clarity, empathy and conviction

An Elite Program for YPO Leaders and Entrepreneurs
The London Business School Program 2026 is a premier Executive Education experience designed for YPO members who want to think bigger, lead with agility and redefine what’s possible for their businesses.
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

BenDachepalli bdachepalli@bradley.com 813-559-5545
CraigMayfield cmayfield@bradley.com 813-559-5525
TroyCarnrite tcarnrite@bradley.com 813-559-5539

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

Steven Blaser stblaser@deloitte.com 704-619-6418
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.
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 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.
At Deloitte we provide audit and assurance, consulting, financial advisory, risk advisory, tax and related services, but we are more than the services we provide. We believe we’re only as good as the good we do…we aim to be the best at all we do—to work with clients and help them to realize their ambitions, to make a positive difference in society and to maximize the success of our people





