Success demands more than just innovation; it requires balance. The most transformative leaders know how to merge the power of cutting-edge technology with the timeless wisdom that guides strategic decision-making. At the Hero Club Summit in Puerto Rico, we will explore this vital intersection and uncover how leaders can harness both to drive long-term success and create a lasting impact.
The session is designed to empower leaders to navigate complex challenges with confidence. From AI-driven insights to sustainable practices, we’ll examine how embracing modern tools and blending them with proven principles can revolutionize business operations and inspire growth. This framework emphasizes foresight, adaptability, and the courage to innovate while remaining grounded in the values that define great leadership.
Join us to learn from industry trailblazers who’ve mastered the art of integrating high-tech solutions with human-centric strategies. Discover how to leverage technology to stay ahead of the curve while fostering collaboration, trust, and purpose-driven leadership.
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
Additional Event Logistics
Airport to Fly Into & Out Of:
Suggested Hotels
Palacio Provincial (across the street from El Convento)
Agenda (subject to change)
Sunday, March 23
3:00PM – Meet for a team activity
6:00PM – Informal get-together at La Vergüenza
(280 Calle Norzagaray)
Monday, March 24
8:30AM – Meet up at Chocobar Cortés (210 San Francisco St)
** The venue opens at 8AM. If you’d like to have breakfast here, you can come in earlier than 8:45AM
9:00AM – Depart for El Morro (18 mins walk)
9:30AM – Begin tour of El Morro
11:30AM – Depart El Morro & grab lunch
1:00PM – Programming begins
6:00PM – Programming ENDS
6:30PM – Dinner @ El Asador Grill House (350 Calle San Francisco)
Tuesday, March 25
Hero Club Summit
June 18-20 in Dallas, Texas
The Hero Club is coming to Dallas this summer! Our time together will begin with an Executive Mixer the afternoon of the 18th and our educational/learning time will be on the 19th (full day), and a half day on Friday, the 20th.
The Hero Club Summit in Dallas will explore the intricate dynamics of creating harmony between all critical pillars of business success. We will delve into how organizations can seamlessly integrate their sales strategies with robust people management practices and inspiring leadership. By addressing real-world challenges and providing actionable insights, the discussion will highlight how aligning these elements fosters sustainable growth, drives innovation, and empowers teams to exceed performance benchmarks.
You will gain a deeper understanding of the interconnectivity between leadership vision, team engagement, and sales execution. The Summit features proven frameworks and expert strategies on building a culture of collaboration, maximizing operational efficiency, and leveraging leadership to steer organizations toward long-term success.
Hero Club Summits 2024 (Phoenix & NYC)
In 2024, we explored the intricacies of planning and executing successful business exits -- examining strategies tailored to different business models and market conditions -- while also delving into purposeful growth and scaling impact. We also delved into learnings from the leadership that helped forge this country into a powerful nation -- from the Big Apple to the Valley of the Sun.
These discussions resonated with the entrepreneurial spirit of this community, sparking insightful discussions and meaningful connections. We discussed the intricacies of planning and executive successful business exits, explored the many strategies that cater to different business models and market conditions.
The Hero Club Summits are more than just events; it’s where visionary leaders converge with a shared commitment to learning, growing, and supporting one another.
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:
