Hero CEO Summit:
The Power of Enchantment
Hero CEO Summit:
The Power of Enchantment
Harnessing the Forces that Shape Extraordinary Leadership and Scale
March 29-31, 2026
San Juan, Puerto Rico
Hero CEO Summit
About the Summit
In Puerto Rico -- La Isla del Encanto, the Island of Enchantment -- power is not myth. It is engineered.
The Hero CEO Summit brings together scaling CEOs, founders, and investors who are building companies, platforms, and portfolios that matter. This is where leaders learn how to systematically harness their most valuable resources — capital, talent, technology, relationships, and intellectual property — and turn them into accelerated growth and durable enterprise value.
Enchantment, in this context, becomes a competitive advantage — the ability to see opportunity before others, align power centers, and mobilize resources at speed.
This is not inspiration.
This is not theory.
This is execution.
A private summit for leaders committed to scale, impact, and legacy. Welcome to The Power of Enchantment.
This summit is for operators who deliver results. Over an intensive, high-value experience, we will:
Unlock
Unlock growth constraints and deploy capital with precision
Access
Access funding pathways, strategic capital partners, and co-investment opportunities
Build
Build acquisition, partnership, and expansion strategies that scale
Architect
Architect ecosystems that compound influence and revenue
Form
Form lifelong alliances with elite, like-minded leaders
Hero CEO Summit:
The Power of Enchantment
Harnessing the Forces that Shape Extraordinary Leadership and Scale
March 29-31, 2026
WHAT TO EXPECT:
In Puerto Rico -- La Isla del Encanto, the Island of Enchantment -- power is not myth. It is engineered.
The Hero CEO Summit brings together scaling CEOs, founders, and investors who are building companies, platforms, and portfolios that matter. This is where leaders learn how to systematically harness their most valuable resources — capital, talent, technology, relationships, and intellectual property — and turn them into accelerated growth and durable enterprise value.
This summit is for operators who deliver results. Over an intensive, high-value experience, we will:
• Unlock growth constraints and deploy capital with precision
• Access funding pathways, strategic capital partners, and co-investment opportunities
• Build acquisition, partnership, and expansion strategies that scale
• Architect ecosystems that compound influence and revenue
• Form lifelong alliances with elite, like-minded leaders
Enchantment, in this context, becomes a competitive advantage — the ability to see opportunity before others, align power centers, and mobilize resources at speed.
This is not inspiration.
This is not theory.
This is execution.
A private summit for leaders committed to scale, impact, and legacy. Welcome to The Power of Enchantment.
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
PRICING PACKAGES INCLUDE:
Hotel Accommodations
All Meals
Transport to/from Venues
Single Room: $2,499
Shared Room: $1,899
Event Only: $1450
** (this includes lunches, dinners & experiential activities. Does not include hotel or breakfast)
AGENDA
(subject to change)
SUNDAY, MARCH 29
2:00PM -- Member Introductions
5:30PM -- Informal Reception
MONDAY, MARCH 30
7:00AM -- Breakfast Begins at Hotel
8:30AM -- Morning Programming Begins
12:00PM -- LUNCH
1:00PM -- Afternoon Session
6:30PM -- Private CEO Dinner
TUESDAY, MARCH 31
7:00AM -- Breakfast Begins at Hotel
8:30AM -- Programming Begins
11:00AM -- Fireside Chat
12:00PM -- Announcements & Lunch
Summit highlights:
A curated executive program designed to bring together CEOs, founders, and investors in a trusted, high-calibre environment.
Expert-led discussions and facilitated working sessions focused on leadership, influence, capital strategy, partnerships, and scaling enterprises with intention and discipline.
Practical, peer-driven frameworks that support strategic clarity, sharper decision-making, and sustainable business and portfolio growth.
Connection experiences, from opening sessions to focused collaboration forums, intentionally designed to foster partnerships, deal flow, and long-term alliances.
A premium San Juan experience that combines structured executive programming with cultural immersion, creating space for focus, reflection, and meaningful connection beyond day-to-day operations.
A closing session and shared conclusion that consolidates insights, reinforces commitment, and strengthens The Hero Club network through aligned leadership and shared purpose.
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.
Learn:
How to develop “strategic sight” -- the ability to recognize opportunities, threats, and leverage points before they become obvious to the market
How leaders are aligning capital, talent, technology, and influence into a single force that accelerates scale
How to mobilize resources at speed, eliminating friction that slows growth and decision-making
Turning complexity into clarity by designing ecosystems that compound revenue, authority, and enterprise value
How to operate as a power center -- orchestrating partnerships, acquisitions, and alliances that multiply impact
How extraordinary leaders use “enchantment” as a competitive advantage: influence, positioning, and momentum that attracts opportunity rather than chases it
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
HERO CLUB SUMMIT (BLACK HILLS)
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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:
