Nov. 4, 2026

Should I Stay or Should I Go?

EO Members, SAPs, Significant Others & Business Partners
Wednesday, November 4, 2026, 12p - 2p
Northwestern Mutual - Portland
200 SW Market St. #1600, Portland, OR 97201

Should I Stay or Should I Go?

“Besides being a great song from the 80’s, “Should I Stay or Should I Go” is a question that many people are asking lately.” For many successful business owners in the Pacific Northwest, relocating (I would say “moving away from Oregon”) to a lower-tax state such as Idaho, Nevada, or Arizona can look like an obvious financial win. But the answer is rarely that simple.

Tax conversations can become complicated quickly, particularly because income taxes and estate taxes are often discussed as though they are the same issue. They are not. A move that creates advantages in one area may have little impact in another, and the financial tradeoffs are only part of the equation.

More importantly, the decision should not begin with, “How do I get away from taxes?” In our opinion it should begin with a broader question: “What do I want my life and my family’s life to look like?”

Join us for a Lunch & Learn exploring how residency decisions fit into a larger financial and estate planning picture. We will discuss:

• Potential tax savings

• Residency and compliance requirements

• Estate planning considerations

• And the less obvious costs of relocating, including maintaining multiple homes, increased travel, and the impact on family, community, and lifestyle

Nov. 17, 2026

When Roles Reverse: A Road Map for Caring for Aging Parents

EO Members, SAPs, and SLPs
Tuesday, November 17, 2026, 12p-2p
Kiln
1120 SE Madison St.
Portland, OR 97214

This Quarterly Learning Lab, We'll Learn from Barbara Stratte, Founder of The Sandwiched Gen and author of When Roles Reverse: A Road Map for Caring for Aging Parents

Some nights Barbara's up because of her business. Some nights it's her mom. Some nights, both.

She's living in the exact place this room lives too. Sandwiched between running a business, raising a family, and caring for the parent who raised her. Client calls in one hand, a doctor's appointment in the other. Two to-do lists, one for the business and one for mom, and no one else to hand either of them to.

You're already the one everyone in your business counts on. This session is for the other half, the family that counts on you too.

Barbara isn't here to tell you to slow down. She's here to hand you the systems and the permission to finally enforce those same boundaries at home.

DEC. 10, 2026

EO Holiday Party 2026: A Country Christmas

EO Members, SAPs, EOA and Significant Others
Thursday, December 10, 2026, 7:00p - 11:00p
The Get Down
680 SE 6th Ave.
Portland, OR 97214

Dust off your boots and join us for a Country Christmas!

We’re bringing the EO Portland community together for a festive evening with a Western twist! Come dressed in your country best, whether that means denim and boots, festive flannel, a little Nashville sparkle, or your finest cowboy hat.

We’ll gather at The Get Down, where a live band will treat us to a couple of short sets featuring favorite country covers. And of course we'll eat, drink, mingle, and celebrate the season together.

Significant others welcome! It’s the perfect chance to relax, reconnect, and raise a glass to another year together.

Dec. 17, 2026

Business Mastery: Strategy Day

EO Members
Thursday, December 17, 2026, 8:30a - 5p
Oregon Executive MBA in Portland
2800 Northeast Liberty Street
Portland, OR 97211

The Fundamentals Don't Stop Mattering When You Cross $1M in Sales

EO Members are invited to learn alongside our Accelerators in this one-day workshop led by EO Global Certified Trainer Nick Thompson.

EO Accelerator Days are built around the four core disciplines of a scalable business: Cash, Strategy, People, and Execution. For EO members, these days offer an opportunity to get back to basics, revisit proven tools and frameworks, and look at your business with fresh eyes.

Step out of the weeds and reconnect with where you’re going—and why. Details on Eventbrite!

Jan. 19, 2027

Build the Leadership Team You Want (Metronomics Series)

EO Members, SAPs, and Key Execs
Tuesday, January 19, 2027, 12p - 1:30p
Virtual (Microsoft Teams) - Bring your own lunch!

Build a Leadership Team That Doesn’t Need You in Every Room

A strategy is only as strong as the team carrying it out. Shannon shares how to build a cohesive leadership team of A-Players who can make decisions without the CEO in the room. That includes healthy conflict, clear accountability, and growing your leaders as fast as the business is growing. Come ready to look honestly at your own team and leave with practical tools you can use right away.

Part of a Four-Part Growth Series with Shannon Susko!

We’re taking full advantage of having Metronomics founder Shannon Susko as our new Strategic Alliance Partner! Across four workshops this year, Shannon will take us through a connected progression from growth, to leadership, to strategy, to execution. Each session builds on the bigger picture, but also stands completely on its own, so join us for one or come for all four.

This is work Shannon typically delivers as part of a significant investment for leadership teams, and EO Portland members are getting direct access to her tools, frameworks, and expertise throughout the year.

Feb. 26, 2027

Sales & Marketing Intensive

EO Members, EOA, SAPs & Prospective Member Guests
Friday, February 26, 2027, 10a - 5p
Oregon Executive MBA in Portland
2800 Northeast Liberty Street
Portland, OR 97211

How Do You Create Something People Care About?
Morning: Everything Is Marketing with Jelani Memory

Founder, product leader, author and creative entrepreneur Jelani Memory brings a career spanning technology, publishing, brand and product development. He co-founded Circle, created A Kids Co., and now serves as a Managing Director at Instrument. Drawing on lessons from building his own companies and working across brands and products, Jelani will explore how great ideas become products people want, brands people care about, and businesses built to grow.

How Do You Build Your Brand Around It?
Lunch: Brand Strategy with Eleazar Ruiz

Odd Notion founder Eleazar Ruiz will break down how to translate what makes your business distinctive into a brand customers understand, remember, and trust.

How Do You Build a Sales & Marketing System Around It?
Afternoon: Sales & Marketing Systems with Nick Thompson

Turn strategy into action with practical frameworks for identifying the right sales and marketing KPIs, measuring what matters, capturing and converting valuable new business, and strengthening your approach to negotiation, referrals, and account growth.

March 3, 2027

Moderator Training

EO Members & Key Executive Forum Members Only
Wednesday, March 3, 2027, 8:30a - 5p
Location TBD in Portland

Elevate Your Leadership in Forum Meetings

Designed for incoming Moderator-Elects but open to all EO Forum members, this training presents important best practices that will help you lead a strong and transformational Forum experience.

Leading great meetings requires more than an agenda. We'll explore group dynamics and tips for maximizing meetings. This is also a great chance to connect with other people who are tackling the Moderator role and learn what others are doing.

March 15, 2027

Mapping Out Your Strategy (Metronomics Series)

EO Members, SAPs, and Key Execs
Monday, March 15, 2027, 3p - 5p
Virtual (Microsoft Teams)

Turn Your Big Ideas Into an Actual Strategy

Most strategic plans are really just aspirations. In this working session, Shannon introduces the 3HAG™ (3-Year Highly Achievable Goal). It's a three-year strategic picture based on real market insight and clear enough for your whole team to see. You'll learn how to identify where you truly win against competitors and define your core customer. Then you'll map the few moves that set you apart, so your strategy stops being a guess.

Part of a Four-Part Growth Series with Shannon Susko!

We’re taking full advantage of having Metronomics founder Shannon Susko as our new Strategic Alliance Partner! Across four workshops this year, Shannon will take us through a connected progression from growth, to leadership, to strategy, to execution. Each session builds on the bigger picture, but also stands completely on its own, so join us for one or come for all four.

This is work Shannon typically delivers as part of a significant investment for leadership teams, and EO Portland members are getting direct access to her tools, frameworks, and expertise throughout the year.

March 18, 2027

Business Mastery: People Day

EO Members
Thursday, March 18, 2027, 8:30a - 5p
Oregon Executive MBA in Portland
2800 Northeast Liberty Street
Portland, OR 97211

The Fundamentals Don't Stop Mattering When You Cross $1M in Sales

EO Members are invited to learn alongside our Accelerators in this one-day workshop led by EO Global Certified Trainer Nick Thompson.

EO Accelerator Days are built around the four core disciplines of a scalable business: Cash, Strategy, People, and Execution. For EO members, these days offer an opportunity to get back to basics, revisit proven tools and frameworks, and look at your business with fresh eyes.

Revisit one of the hardest parts of scaling: getting the right people doing the right things. Details on Eventbrite!

april 1, 2027

My $10,450,000 Mistake

EO Members, EOA, SAPs, and Key Executive Leadership
Thursday, April 1, 2027, 2:00p - 5:30p
Oregon Executive MBA in Portland
2800 Northeast Liberty Street
Portland, OR 97211

How much is this same blind spot costing you?

We are bringing the Profit Doctor, Ben Hansen, to EO Portland!

In this two-part event, he will begin with storytelling: in a true 5% share, Ben reveals the decision that sank his $13M staffing and recruiting company by believing that growing revenue would also fix profit.

Hear why a laser focus on growth (the water every CEO swims in) hides profits, and why profit can be fixed independent of revenue.

In the second part, Ben walks you through the Profit X-Ray using the Underpaid CEO Scorecard and the Profit Leakage Detector, with plenty of time for Q&A on what your results mean. You'll walk away with:

• Your real net profit, adjusted for what the company pays its owners

• Your top three profit leaks, ranked

• A rough range for what fixing them could be worth each year

You work on your own numbers. Nothing is shared with the group unless you choose to share it.

We've designed this event for business owners and their executive leadership.

Profits get fixed faster when two people see the same numbers. Bring the executive/s that you trust with yours. Note that they will see owner salary during conversation.

May 18, 2027

Execution: How to Make Your Plans Stick (Metronomics Series)

EO Members, SAPs, and Key Execs
Monday, March 15, 2027, 3p - 5p
In Person: Location TBA

Make the Plan Actually Happen

A great strategy means nothing if it isn't carried out. In this hands-on, in-person workshop, Shannon shows how to turn your three-year plan into quarterly priorities your team owns. You'll set up a meeting rhythm that replaces status updates with decisions and connect your plan to your cash forecast so the results add up quarter after quarter. You'll leave with a draft quarterly plan and the steps to run it without the CEO chasing every item.

Part of a Four-Part Growth Series with Shannon Susko!

We’re taking full advantage of having Metronomics founder Shannon Susko as our new Strategic Alliance Partner! Across four workshops this year, Shannon will take us through a connected progression from growth, to leadership, to strategy, to execution. Each session builds on the bigger picture, but also stands completely on its own, so join us for one or come for all four.

This is work Shannon typically delivers as part of a significant investment for leadership teams, and EO Portland members are getting direct access to her tools, frameworks, and expertise throughout the year.

June 10, 2027

Business Mastery: Execution Day

EO Members
Thursday, June 10, 2027, 8:30a - 5p
Oregon Executive MBA in Portland
2800 Northeast Liberty Street
Portland, OR 97211

The Fundamentals Don't Stop Mattering When You Cross $1M in Sales

EO Members are invited to learn alongside our Accelerators in this one-day workshop led by EO Global Certified Trainer Nick Thompson.

EO Accelerator Days are built around the four core disciplines of a scalable business: Cash, Strategy, People, and Execution. For EO members, these days offer an opportunity to get back to basics, revisit proven tools and frameworks, and look at your business with fresh eyes.

Most entrepreneurs don’t suffer from a shortage of ideas. The challenge is creating the rhythm, priorities, measurements and habits that consistently turn those ideas into results. Details on Eventbrite!