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.
UPCOMING EVENTS
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
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
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
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
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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.
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