Hero CEO Summit -
San Juan, PR
Revenue By Design: What Today's CEOs Must Do Differently
March 29-31, 2026
Revenue is a CEO Decision
Today’s CEOs can no longer afford to treat revenue as a byproduct of effort or market conditions -- it must be intentionally designed. The most effective leaders are moving beyond fragmented sales tactics and building unified revenue engines where strategy, people, process, and technology are aligned. Revenue by design means creating clarity across the organization: who you serve, how you win, how value is communicated, and how performance is measured so growth becomes predictable, not reactive.
What today’s CEOs must do differently is lead revenue from the top. That means owning the revenue architecture, breaking down silos between sales, marketing, and operations, and holding teams accountable to outcomes, not activity. CEOs who design revenue with discipline and foresight don’t just grow faster; they build resilient organizations capable of scaling, adapting, and winning in any market.
AGENDA (Subject to Change)
Sunday, November 10
2:00PM -- Informal get-together
Location: Aunt Chilada's
(7330 N Dreamy Draw Dr., Phoenix, AZ 85020)
Monday, November 11
(Location: Desert Financial Credit Union)
148 N. 48th Street, Phoenix, AZ 85034
7:30AM -- Breakfast
8:00AM -- Start of Programming
9:00AM -- Executive Interview, Jeff Meshey -- President & CEO, Desert Financial
9:35AM -- Panel Discussion
10:15AM -- HERO CONNECTION TIME
10:35AM -- Executive Interview, Michele Woods -- Partner, Aunt Chilada's
11:20AM -- Hero Factor Discussion with Jeffrey Hayzlett -- Chairman, C-Suite Network™
12:20PM -- Working Lunch
1:50PM -- Rapid Fire Spotlights
3:15PM -- HERO CONNECTION TIME
3:30PM -- Panel Discussion
5:00PM -- Conclusion of Programming
6:30PM -- Dinner @ Stockyards Restaurant
(5009 E. Washington, Phoenix, AZ 85034)
Tuesday, November 12
(Location: Desert Financial Credit Union)
148 N. 48th Street, Phoenix, AZ 85034
8:00AM -- Breakfast
8:30AM -- Programming Begins
9:00AM -- Rapid Fire Spotlights
9:45AM -- Fireside Chat
11:30AM -- Executive Interview, Marcia Mintz -- CEO, Boys & Girls Club of the Valley
5:30PM -- C-Suite Network ™ Executive Mixer
OUR EVENT HOST
JEFFREY MESHEY
President & CEO,
Desert Financial Credit Union
HERO CLUB MEMBER HOSTS:
EVAN DASH
Chief Executive Officer, StoreBound
RACHEL DASH
Co-Founder & Chief Strategy Officer, StoreBound
Event Speakers:
OSCAR CANTÚ
Senior Vice President, Private Wealth Advisor
Family Wealth Director, Alternative Investment Director
Morgan Stanley
VINCENT J. SEGE
Senior Vice President, Private Wealth Advisor
Alternative Investment Director, Portfolio Manager
Morgan Stanley
NATE KIEVMAN
Chief Executive Officer, Clearlight
JENNIFER BERMAN
Chief Executive Officer, MZQ Consulting, LLC
GERARD FOX
Founder & Owner, Gerard Fox Law
MICHAEL WILLIAMS
General Manager & Managing Director
Summit One Vanderbilt
JOE TOLZMANN
Chief Executive Officer
RocketPlan Inc.
RAMEZ FAKHUORY
Vice President
IRA Club
JOSÉ ALARCÓN
Managing Partner
Intelligent Bills
MARIBEL LIEBERMAN
Chief Executive Officer
MarieBelle
ERIC EAGER
Chief Executive Officer & Co-Founder, 4impactdata
MICHAEL BRINKER
Chief Financial Officer
Give Corporation
Additional Speakers:e
MICHELE WOODS
Partner/Owner
Aunt Chilada's
MARCIA MINTZ
Chief Executive Officer
Boys & Girls Club of the Valleu
NATE KIEVMAN
Chief Executive Officer
Clearlightre
MELISSA ANDERSON
Chief Executive Officer
Public Goodere
MICHAEL VAN ERDEWYK
Chief Executive Officer
Bright Buckse
ANITA WINKLES
Chief Executive Officer
Renatus Care LLC
MICHAEL BRINKER
Chief Executive Officer
Renatus Care LLC
OLIVIA GAMBER
Chief Executive Officer
Career Evolved
TOM PARSONS
President
Media High Ground
JILL PARSONS
Founder
Media High Ground
DENNIS BLITZ
President
The IRA Club
RANDY TATE
Co Founder & Chief Executive Officer
iFlip Invest
IRINA ALEXANDER
Co Founder & Chief Executive Officer
The Academy of MotivAction
JOSH ANDERSON
Co Founder & Chief Executive Officer
Rule 27 Design
WARREN JONES
Founder
Rule 27 Design
AGENDA
(subject to change)
SUNDAY, JANUARY 18
2PM -- Partners Council Meeting
5:30PM -- Joint Thought Leader and CEO Reception
VIP Comedy Club Experience
MONDAY, JANUARY 19
6:00AM -- Breakfast Begins at Hotel
8:15AM -- Welcome
8:30AM -- Opening Keynote (Jeff Meshey, President & CEO, Desert Financial)
8:50AM -- Member Introductions
10:05AM -- HERO CONNECTION TIME
10:20AM -- Keynote (Jeffrey Hayzlett, Chairman, C-SUITE NETWORK™)
10:40AM -- Executive Presentation
11:10AM -- Panel Discussion
11:40AM -- Announcements
12:00PM -- WORKING LUNCH (Workshop)
1:30PM -- Executive Presentation
2:00PM -- Member Spotlights / Rapid Fire
2:30PM -- Spotlight
2:55PM -- Executive Interview
3:15PM -- HERO CONNECTION TIME / Workshop
4:00PM -- Executive Discussion
4:30PM -- Announcements
6:30PM -- Private CEO Dinner
TUESDAY, JANUARY 20
6:00AM -- Breakfast Begins at Hotel
8:15AM -- Programming Begins
8:30AM -- Panel Discussion
9:00AM -- Executive Interview
9:30AM -- HERO CONNECTION BREAK
9:40AM -- WORKSHOP
11:00AM -- Fireside Chat
12:00PM -- Announcements
12:30PM -- WORKING LUNCH / Executive Presentation
1:15PM -- Experiential Activity (Musical Instrument Museum)
5:00PM -- C-SUITE NETWORK™ Executive Mixer
7:30PM -- PRIVATE CEO DINNER
WEDNESDAY, JANUARY 21
Breakfast
Departure
** Registered members will receive additional information via texts/WhatsApp
Summit Highlights
- A curated program built exclusively for The Hero Club CEOs, founders, and investors
- Expert-led keynotes, workshops, and discussions exploring modern leadership, innovation, and the evolving role of AI in executive decision-making
- Practical frameworks and peer collaboration sessions that help you sharpen strategy, elevate clarity, and accelerate outcomes
- High-trust networking experiences — from evening receptions to focused working sessions -- crafted to spark partnerships, connections, and long-term partnerships
- A premium experience that blends purposeful programming with cultural immersion, providing space for reflection, focus, and meaningful connection
- A final night celebration and The Hero Club Pinning Ceremony recognizing leaders who embody principle-driven leadership and a commitment to service
Summit Inclusions
Everything is taken care of, so you can focus on connection, clarity and
the impact you’re here to make. Your Summit package includes:
3 Nights Accommodation the 4.5 Star Kimpton Hotel Palomar Phoenix
Settle into a premium King or Twin Share room at the Kimpton Hotel Palomar Phoenix, a 4.5 star, modern downtown hotel that offers comfort, style, and the perfect base for four days of leadership, collaboration, and connection.
Daily Breakfast, Lunch & Select Dinners
Most of your meals are arranged for you, including daily breakfast, relaxed shared lunches, and two evening group dinners — allowing you to stay fully present without managing logistics.
Welcome Reception, Before a Comedy Club Experience
Begin The Hero Club CEO Summit with welcome reception -- a relaxed, conversation-led gathering designed to spark connection and set the tone for the days ahead. The evening continues with a comedy club experience, offering a light and energizing way to ease into the Summit and meet fellow members.
Two Days of The Hero Club Executive Programming
Take part in highly-curated sessions led by C-SUITE NETWORK™ leaders and invited experts. These deep-dive workshops and forums explore modern leadership, AI-driven change, and practical strategies for business growth and community impact.
Group Excursion to the Musical Instrument Museum
Enjoy a curated visit to one of Phoenix’s most celebrated cultural attractions — a refreshing opportunity to shift pace, explore, and connect outside the meeting room.
Formal Farewell Dinner & The Hero Club Pinning Ceremony
Close the Summit with a meaningful evening that celebrates new connections, shared insights, and The Hero Club’s commitment to leading with integrity and purpose.
PRICING PACKAGES INCLUDE:
Hotel Accommodations
All Meals
Transport to/from Venues
Single Room: $2,399
Shared Room: $1,799
Event Only: $950
** (this includes meals & experiential activities. Does not include hotel or breakfast)
What You'll Learn:
Harness AI Without Losing the Human Advantage
Explore how AI can strengthen your leadership, enhance culture, streamline operations, and open new pathways to growth — all while preserving the values and vision that make your organization unique.
Learn from Visionary Leaders & Innovators
Hear from top voices in AI, leadership, and business strategy who are already transforming their companies and industries. Gain insights you can apply immediately to drive smarter decisions and unlock greater impact.
Build Relationships That Elevate Your Leadership
Connect with like-minded executives committed to leading with integrity, purpose, and performance. The Hero Club community is known for its authenticity, collaboration, and powerful support network
AGENDA (Subject to Change)
SUNDAY, OCTOBER 19
Late afternoon -- Informal get together
MONDAY, OCTOBER 20
8:00AM -- Morning Programming Begins (Panel Discussions, Executive Presentations, Workshops)
12:00PM -- Lunch
1:00PM -- Afternoon Programming Begins
(Panel Discussions, Executive Presentations, Workshops)
6:30PM -- Dinner
TUESDAY, OCTOBER 21
8:00AM -- Half-day of programming
Experiential Activity in the afternoon
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Puerto Rico, Phoenix, NYC
About The Hero Club
The Hero Club is an invitation-only membership organization for CEOs, founders, investors and influencers.
Our members lead by putting humanity at the forefront in their business, where the metrics of success are measured beyond profit. We believe in the values of leading with integrity, transparency, serving our communities and sharing in our success. Along with operational excellence, this enables our members to grow faster, smarter, and more sustainably – what we call, The Hero Factor. Together, we empower great leaders with the right resources, relationships, education, and experiences in order to drive change and take our member companies to the next level.
Learn more about The Hero Club on our website:
