EO Cleveland Event Launch Book 2023-24

2023-2024 Event Playbook

Letter from Don Polyak Chapter President

Cleveland EO Members, Shoshin is the beginner’s mindset. For me, it’s like the first day I was given a bike as a child – I knew I had new adventures ahead of me and I was ready to find them!

Everyday we have a choice in how we show up. I challenge us as individuals and as an organization to show up with curiosity, excitement, intentionality, and openness to the adventure ahead of us.

First, I would like to express my heartfelt gratitude to our past leadership for gifting us this organization. I would also like to thank the membership that has entrusted me with this leadership role. I assure you that I am wholeheartedly committed to steering our organization towards new heights of success, growth, and adventure.

As entrepreneurs, we are united by our unwavering passion, drive, and determination to challenge the status quo and create meaningful change. This upcoming year promises to be nothing short of extraordinary, as we have carefully crafted an exhilarating lineup of events, initiatives, and opportunities that will both inspire and equip you for success.

Our foremost objective is to foster a vibrant and inclusive community that thrives on our core values; TRUST and RESPECT, thirst for LEARNING, think BIG, be BOLD, together we GROW. We firmly believe that by harnessing the collective brilliance and diverse expertise of our members, we can unlock unparalleled opportunities for personal and professional growth.

To kickstart the year, we have curated an exceptional range of expert-led learning events, social opportunities, and can’t miss - WOW events. Brace yourselves for captivating conversations and transformational insights that will revolutionize your personal life and your entrepreneurial journey.

In addition to our regular events, we have strong strategic alliance partners. These are our regions renowned industry leaders and organizations that bring us exclusive opportunities for forum content, experience sharing in their areas of expertise, and additional amazing relationships for our growth.

What about our Think BIG Space? Thanks to last year’s boards vision, we will drive our goal of membership engagement and connection within our own space. I am looking forward to all of the connections, laughs, learning and magic that will fill OUR space!

Together, let us ignite the spark of innovation, embrace challenges as opportunities, and shatter barriers as we share this extraordinary journey of entrepreneurship. With each step we take together, we will not only redefine success but also shape the future of our world.

Show up! Shoshin.

2

EO Cleveland

Letter from Laura Steinbrink

Learning Chair

Show up. Shoshin.

A beginner’s mind.

This year, EO Cleveland will bring a beginner’s mindset to learning. From economics to death, sex to storytelling, we will uncover the latest on these topics. With a primary focus on learning from the leaders among us, we will also explore how ChatGPT and AI will shape the future of business and co-create opportunities to learn from each other. Later in the year, “EO Book Club” invites you to leave your mark by sharing your experiences from applying concepts from your favorite book, or one of the many resources in EO’s library of nano-learning and podcasts.

What will the story you tell say about how you showed up to learn this year?

Letter from Heather Lenz

Think Big Space Chair

Think Big Space.

EO Cleveland is learning into one of our Core Values, think Big, be Bold, more than ever with the opening of the EO Cleveland Think Big Space! Located in the heart of downtown at 1020 Bolivar Road, our 4700+ sq. ft. 24-hour office space features a hip bar area, individual co-working space, 4 conference rooms, a lounge, a rooftop patio, a gym, and more.

As the incoming EO Cleveland Think Big Space Chair, I’m looking forward to making sure every EO and EOA Cleveland member has a great experience in our new building. Whether you’re hanging out with your EO Cleveland colleagues, hosting a forum meeting, attending an EO Cleveland event, or just looking to co-work and socialize with your EO tribe, I can’t wait to see you at the Think Big Space!

2023-2024 Event Playbook

3

Board Members 2023-24

Don Polyak Board Chair Partner, The Impact Group polyak@igpr.com 310.497.6428

Casey Zulandt Internal MarComm Chair CEO, Ten10 Design casey@ten10design.com 585.576.5481

Alex Gertsburg Governance Chair Partner, Gertsburg Licata agertsburg@gertsburglicata.com 216.526.2100

Celena Tousley Spouse and Life Partner (SLP) Chair SLP to Keith Tousley tousley.celena@gmail.com 216.650.6152

Ben Bebenroth WOW Events Chair CEO, Spice Kitchen + Bar, Spice Acres, Boom’s Pizza ben@spiceheadquarters.com 440.623.9990

Christian Klein Membership Chair CEO, Company 119 christian@company119.com 216.409.3420

Bill Onion Strategic Alliance Partnership (SAP) Chair Managing Director, Briteskies bill.onion@briteskies.com 216.598.8452

Bridget Thibeault Member Engagement Chair CEO, Luna Bakery & Cafe bridget@lunabakerycafe.com 216.246.2778

4

EO Cleveland

Dan Weiss Mentorship Chair President, Adatasol, Inc. danw@adatasol.com 440-338-6874

David Edelman External Engagement Chair CEO, Thrivable david@thrivable.app 216.402.1573

Hayley Washtock Director of First Impressions hayley@eocleveland.com 330.592.8119

Kelly Rodenfels Executive Director kelly@eocleveland.com 614.404.1177

Heather Lenz Think Big Space Chair Founder & CEO, Sangfroid Strategy heather@sangfroidstrategy.com 480.620.1062

Kirk Zehnder Forum Chair CEO, Earnest Machine kpz@earnestmachine.com 216.233.0033

Jill Banner Key Executive Forum Chair Founder & CEO, iPlan Group jbanner@iplangroup.com 440.554.3301 Jim Forquer EO Accelerator Chair CEO, Forquer Heating and Air Conditioning, Inc. jim.forquer@forquerheating.com 330.414.8903 Joe Stimac Finance Chair CEO, Thales Consulting jstimac@thales-consulting.com 530.979.1648 Karen Hilderbrand Social Chair and President Elect CEO, Twin Sisters karen.hilderbrand@twinsisters.com 330.730.9558

Keith Tousley MyEO Chair Founder & CEO, Golden Standard keith@gsecleaning.com 216.577.5269

Laura Steinbrink Learning Chair CEO, Emerald Built Environments lsteinbrink@emeraldbe.com 440.292.7073

Ryan Schmidt Global Student Entrepreneur Awards (GSEA) Chair Founder & CEO, SKYCATCHFIRE ryanschmidt@hey.com 330.933.6279

Sue Grabowski External MarComm Chair CEO, Desidara sue.grabowski@desidara.com 330.608.1651

Adam Fleischer Immediate Past President CEO, The Wine Spot adam@thewinespotonline.com 216.496.0073

2023-2024 Event Playbook

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July 2023 11 Let’s kick off another year of world-class learning events, connecting on deep level with fellow EO members, developing connections with SAP’s,

TUES

Moderator Welcome Meeting

3 - 4:30 p.m.

12 - 2 p.m.

Think Big Space 1020 Bolivar Rd Cleveland, OH 44115

Location TBD

15

SAT

Dinner Party in Blanc in Public Square TOGA PARTY 6 - 10 p.m.

Kicking off the summer with a party at Public Square reserved just for EO. Dress in white (en Blanc) and think Toga Party minus the animal house!

Toga and/or white attire is requested.

Featured band will be The Joey Amato Band plus lots of surprise entertainment throughout the night.

Mocktails, cocktails, and food of course. Let’s get in the summer spirit!

Who: Member, EOA, SLP, SAP Public Square Cleveland, OH 44115

Day Chairs: EO Committee

6

EO Cleveland

FRI

Board Meeting

engaging SLP’s and family.

Show Up. Shoshin.

14

02

WED

Board Meeting 3 - 4:30 p.m.

Think Big Space

Slur & Learn 4:30 - 6 p.m.

Come meet our SAPs to learn how they can support your EO journey.

Stay for happy hour and refreshments.

Who: Member, EOA, SAP, KE Think Big Space

09

August 2023

WED

Learning Day: Cash 8:30 a.m. - 4:30 p.m.

Learn to examine cash acceleration strategies – including how to measure the time between spending a dollar (on marketing, design, rent, wages, etc.) and earning that dollar back.

Who: Member, EOA, KE Think Big Space

04

Think Big Space “BIG REVEAL!” 5 p.m.

&

You won’t want to miss the Grand Opening Reception of the EO Cleveland Think Big Space!

19

WOW EVENT

FRI

Keynote speaker Caleb Campbell will share his incredibly humbling and motivating story. A West Point graduate, Army Officer, and NFL Player – Caleb Campbell brings high-level achievement lifestyle into the forefront of developing resilience and maintaining enhanced well-being.

Think Big Space, 1020 Bolivar Rd

Guardians Game 7:10 p.m.

Immediately following the Grand Opening Reception, join us for the Guardians v.

White Sox game and stay for the largest fireworks display of the baseball season!

Cocktails and appetizers will be available at the Grand Opening Reception. Ballpark food and drinks available at the game. Caleb Campbell and his wife will be joining us for the game.

Who: Member, EOA, SAP, and Family Day Chair: Ben Bebenroth

SAT

Pool Party at the Tousley’s 6 - 10 p.m.

Summer continues with a pool party! Keith and Celena Tousley are graciously opening their house to us.

Bring your bathing suit for lots of fun.

Towels will be provided.

Who: Member, EOA, SLP, SAP 3654 West Galloway Dr. Richfield, OH 44286 Day Chairs: Keith & Celena Tousley

DATE TBD

Is Your Strategy FDIC Insured?

Time TBD Presentation on current economic trends by the Federal Reserve Bank of Cleveland.

Guhan Venkatu is a Group Vice President, in the Research Department of the Federal Reserve Bank of Cleveland. He leads the department’s regional analysis and outreach group.

Who: Member, EOA Federal Reserve Bank of Cleveland 1455 E 6th St Cleveland, OH 44114 Day Chair: Laura Steinbrink

2023-2024 Event Playbook

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September 12

2023

TUES

Board Meeting 3 - 4:30 p.m.

26

TUES

Stop Whining.

Let’s Figure It Out.

Think Big Space

3 - 7 p.m.

Slur & Learn

Are you a fan of Wendy (from Billions)? Do you revel in how she kicks teammates in the a** and gets them focused on goals?

Meet Cleveland’s own business psychologist for a workshop on how you can stop your own b*tching and move forward.

4:30 - 6 p.m.

Each month one of our SAPs will share more about how they can support your EO journey. Stay for happy hour and refreshments.

Who: Member, EOA, KE, SAP Think Big Space

Join EO and EOA members for lunch with a CEO.

Dr. Stacy Feiner, Ph.D. is an innovative psychologist nationally known for leveling-up the output of elite performers and the complex systems they lead. Stacy’s pro-growth, prohealth consulting process ensures leaders solve emotionally-charged situations and move forward to increase enterprise value, team alignment, and family harmony.

Who: Member, EOA Think Big Space

Who: Member, EOA, SAP Think Big Space

13

WED

Lunch with a CEO 12 - 2 p.m.

Day Chair: Laura Steinbrink

15

FRI

Mentorship Pairing Event 9 a.m.

Who: Member, EOA Think Big Space Day Chair: Dan Weiss

8

EO Cleveland

03

TUES

15

SUN

EO Reads - Planning Event

Browns Game in Suite

4 - 6:30 p.m.

12 p.m.

One thing is for sure, EO members are avid readers (and listeners). EO Reads is a learning and engagement initiative that allows us to share our favorite business books and experience shares around how the learnings helped you grow your business. Anyone willing to lead a discussion (we want six) should sign up for this organizing event.

Join one of our EO Cleveland SAP’s, Mark Tepper - CEO of Strategic Wealth Partners. Mark has invited us to watch the Browns v. 49ers game in his suite. Sign up early space is very limited. Only 10 people can attend.

Who: Members, EOA Think Big Space

18

Day Chair: Laura Steinbrink

04

Who: Member First Energy Stadium

WED

Past Presidents Council Meeting WED

12 - 3 p.m.

Think Big Space

Board Meeting 3 - 4:30 p.m.

Think Big Space

Slur & Learn 4:30 - 6 p.m.

21

SAT

Who: Member, EOA, SAP, KE Think Big Space

Family Fall Fest

11

Embrace fall traditions with fellow EO Cleveland families at our Think Big Space. We will have cookie and pumpkin decorating, trick or treat startions, and of coarse traditional favorite fall treats. Kids (and adults) are encouraged to dress in a costume. Hope to see you there!

WED

Lunch with a CEO 12 - 2 p.m.

Join EO and EOA members for lunch with a CEO. Who: Member, EOA Think Big Space

3:30 - 6:30 p.m.

Who: Member, SLP, Families Think Big Space

October

2023

TBD Don’t Be a D*ck When You Die 4 - 7 p.m.

We are all going to die one day.

Whether it is tomorrow or a long time off, releasing fear and worry about the end of life is an opportunity for exploration. In this session, we will work with a certified death doula to uncover our own beliefs and fears about end of life, and to create a plan to ease the impact of our inevitable departure.

Certified Death Doula Joni Marra Esq. A Death Doula, also known as End of Life Doula, is one who is trained to provide physical, emotional, and spiritual care at end of life. In addition, Death Doulas also educate and provide support for the patient’s family and loved ones. It is a non-medical position that guides others. You will leave with a plan.

Who: Member, EOA, SAP, SLP Chapel at Wade Park Lakeview Cemetery 12316 Euclid Ave, Cleveland 44106 Day Chair: Laura Steinbrink

2023-2024 Event Playbook

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November

2023

01

WED

Board Meeting 3 - 4:30 p.m.

Think Big Space

1 - 3 p.m.

Slur & Learn

Join EO Speaker and Author Christina Harbridge for a highly interactive behavioral experience to naturally present for action.

4:30 - 6 p.m.

Who: Member, EOA, SAP, KE Think Big Space

08

WED

8:30 a.m. - 4:30 p.m.

Learn the keys to create sustainable top line growth: knowing your core customer, developing a clear brand promise, and developing your BHAG® (Big Hairy Audacious Goal).

Who: Member, EOA, KE Think Big Space

17

Think Big Space Who: KE

Boy, Have I Got a Story to Tell You

Learning Day: Strategy

FRI

Tenured Member Happy Hour 6 - 10 p.m.

The Annual Tenured Member Happy Hour is once again at the Velvet Tango Room. Just EO members with over 10 years in EO for a night of great food, cocktails, and conversation.

Not sure if you qualify? Email Karen Hilderbrand at karen@twinsisters.com.

Who: Member, EOA, Key Execs Velvet Tango Room Day Chairs: Karen Hilderbrand & Kirk Zehnder EO Cleveland

WED

Fake You. It’s Not a Good Look Workshop for Key Executives

Each month one of our SAPs will share more about how they can support your EO journey. Stay for happy hour and refreshments.

10

15

4 - 5:30 pm - Content 5:30 - 8 pm - Social Storytelling is a feeling.

A narrative can drive commitment when a person is natural and harnesses physiology not just emotion. In this highly interactive behavioral experience, learn about Storybeing™ an easier more effective way to accelerate outcomes.

Think Big Space Who: Member, EOA, SAP Day Chair: Laura Steinbrink

16

THUR

BELIEVE in You. Show Up Authentically.

9 a.m. - 12 p.m.

Join us for part two of the storytelling workshop with Christina Harbridge.

We will build on the content from the Wednesday evening event. Outcome oriented influence – an interactive learning experience where attendees practice using narrative in a type of communication of their choosing (elevator pitch, sales, all hands, presentations, etc).

Who: Member Think Big Space Day Chair: Laura Steinbrink

06

December

2023

WED

Board Meeting 3 - 4:30 p.m.

Think Big Space

Slur & Learn 4:30 - 6 p.m.

Each month one of our SAPs will share more about how they can support your EO journey. Stay for happy hour and refreshments.

Who: Member, EOA, SAP, KE Think Big Space

13

WED

Lunch with a CEO 12 - 2 p.m.

09

Join EO and EOA members for lunch with a CEO. SAT

Who: Member, EOA Think Big Space

Gingerbread House Competition & Visit From Santa 12 - 4 p.m.

Bring the family out to decorate Gingerbread Houses for all ages.

Santa will also be visiting with lots of surprises for the kids! Great food and a fun family time is to be expected!

Who: Member, EOA, SLP, SAP, and Families Think Big Space Day Chairs: Karen Hilderbrand & Bridget Thibeault

2023-2024 Event Playbook

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03 January 2024

WED

11

THURS

Mid Year Summit

Word of the Year

8:30 a.m. - 4:30 p.m.

Time TBD

Think Big Space

10

WED

Lunch With a CEO 12 - 2 p.m.

Join EO and EOA members for lunch with a CEO. Who: Member, EOA Think Big Space

Your WORD of the year is a proven model used by thousands of successful individuals and businesses to remain focused, easily achieve goals, and have sustainable success.

Krista Moore, draws on her 19 years as the CEO and certified business coach behind K.Coaching, Inc. and her 20-year executive career in Corporate America, leading sales for Fortune 500 companies. Thousands of companies have used her online learning platform The Sales Vault to enhance sales skills, processes, and leadership. You will receive a workbook in this interactive event as she walks us through this process.

This virtual event is not one you are going to want to miss.

Who: EO, EOA, SLP Virtual Event Day Chair: Celena Tousley

24

WED

Curling Competition 8:30 a.m. - 12 p.m.

Get ready to learn the basics of curling - delivery, sweeping, and strategy. After the instructional clinic you will compete with fellow EO members in your first curling game.

Limited to 40 people.

Who: EO Members Mayfield Curling Club 23103 Miles Rd Suite D Warrensville Heights, OH 44128 Day Chair: Eric Ludwig

12

EO Cleveland

03

SAT

GSEA Competition & Kids Market 8:30 a.m. - 12 p.m.

Don’t miss the EO Cleveland Global Student Entrepreneur Awards (GSEA) competition. Encourage your children to participate in the Kids Market to sell their products.

Who: Member, EOA, SAP, SLP, Families Think Big Space Day Chair: Ryan Schmidt

07

WED

Board Meeting 3 - 4:35 p.m.

Think Big Space

Slur & Learn 4:30 - 6 p.m.

Who: Member, EOA, SAP, KE Think Big Space

08

THURS

Go F*** Yourself

February

2024

3- 7 p.m.

Dr. Margaret McKenzie, President of Southpoint Hospital, Assistant Professor of Surgery at Cleveland Clinic Lerner College of Medicine of Case Western Reserve University.

A presentation on the importance of a healthy sex life for entrepreneurs mental health. Tutorial from a trained professional on what you need to know about how bodies change over the decades, and how to please yourself and others. BDSM Index Interpretation.

16

FRI

Mentorship Pairing Event 9 a.m.

Who: Member, EOA Think Big Space

Who: Member, EOA Think Big Space Day Chair: Dan Weiss

14

22

WED

THURS

Learning Day: People

Forum Next Level Event

8:30 a.m. - 4:30 p.m.

6 - 10 p.m.

Become a Magnet for A-players Who Are Dedicated to Results. Growth companies’ most difficult decisions involve getting the right people in the right seats.

Who: Member Think Big Space

Who: Member, EOA, KE Think Big Space

2023-2024 Event Playbook

13

Two Day Event!

March 2024

11

MON

Jimmy May Combat Tactics Training

Commander Jimmy May USN Retired SEAL 3 - 5 p.m.

Join Commander Jimmy May USN SEALS retired 2023 for an Airsoft combat training takeover.

Commander Jimmy May leads Mayday Executive Training and Beyond The Brotherhood – an outstanding non-profit that places SEALS in the workforce post-service.

Jimmy May has leadership dripping off his brow all day everyday.

06

WED

Board Meeting 3 - 4:30 p.m.

Think Big Space

Slur & Learn 4:30 - 6 p.m.

Who: Member, EOA, SAP, KE Think Big Space

09

You won’t want to miss his keynote speaking engagement and happy hour. You will never forget this event for as long as you live. Be there or hear stories about what you could have done.

Who: Member Think Big Space Day Chair: Ben Bebenroth

13

WED

Lunch with a CEO 12 - 2 p.m.

SAT

Coffee Tasting 10 a.m.

Ready Set Coffee Roasters is a hidden gem currently gaining popularity in the Cleveland area with their new building that opened in 2021 in Gordon Square. Join us for coffee tasting & pastries while we listen to the owners tell their fun and inspirational story of how they started their business.

Who: EO, EOA, SLP Ready Set Coffee Roasters 7306 Detroit Ave Suite 101 Cleveland, OH 44102 Day Chair: Celena Tousley EO Cleveland

TUES

3 - 5 p.m.

Who: Member, SLP, Families - kids 10+ MK Airsoft Medina 220 N State Rd Medina, OH 44256

14

12

WOW EVENT

Join EO and EOA members for lunch with a CEO. Who: Member, EOA Think Big Space

20

WED

Path of Leadership: Board Member Orientation 3 - 5 p.m.

Have you thought about becoming a Leader in EO, but not sure what that looks like? Join the incoming Board of Directors for an Orientation on what to expect as a leader in EO Cleveland.

Who: Member Think Big Space Day Chair: Kelly Rodenfels

03

April 2024

WED

Board Meeting 3 - 4:30 p.m.

Think Big Space

Slur & Learn 4:30 - 6 p.m.

Each month one of our SAPs will share more about how they can support your EO journey. Stay for happy hour and refreshments.

Who: Member, EOA, SAP, KE Think Big Space

10

WED

13

SAT

Lunch with a CEO

Women’s Wellness Event

12 - 2 p.m.

10 a.m.

Join EO and EOA members for lunch with a CEO.

Our 3rd annual Women’s Wellness Event will be one to remember. Come and hang out with new and old friends in this powerful EO Cleveland Community!

Who: Member, EOA Think Big Space

Who: Member, EOA, SLP Mayfield Country Club 1545 Sheridan Rd South Euclid, OH 44121 Day Chair: Celena Tousley

2023-2024 Event Playbook

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May 2024 01

08

WED

Learning Day: Execution 8:30 a.m. - 4:30 p.m.

Learn tactics to improve execution habits and increase profitability. One common challenge that sneaks up on successful companies is the subtle transition from precise execution to passivity, and eventually poor execution disciplines.

Who: Member, EOA, KE Think Big Space

WED

3 - 4:30 p.m.

Think Big Space

Slur & Learn

Past Presidents Council Meeting 12 - 3 p.m.

Think Big Space

22

WED

18

8:30 - 10:30 a.m.

SAT

4:30 - 6 p.m.

Who: Member, EOA, SAP, KE Think Big Space

SAT

Mother’s Day Cooking Class at STIR 4 p.m.

If you have not been to a cooking class at Stir you are in for a treat.

At Stir, they are turning the idea of cooking classes upside down. They have built stunning studios, filled with rockstar instructors, cooking interesting food, and delivering a compelling guest experience. Women bring your child(ren) or Mother to this special event. Space is limited.* Ages 10 and up Who: Member, SLP Stir, Chagrin Falls 100 N. Main St. Chagrin Falls, 44022 Day Chair: Celena Tousley 16

WED

Breakfast Without the CEO

Board Meeting

04

15

EO Cleveland

Skurnik Wine Event 6- 10 p.m.

Don’t miss this once-in-a-lifetime opportunity to experience the real world of wine from an insiders perspective.

Michael Skurnik started Michael Skurnik Wines in 1987. He will join us to talk about his path as an entrepreneur and how he built one of the most respected wine and spirits companies. He will hand-select wines for us to enjoy throughout the evening.

Who: Member, EOA, SAP, SLP Think Big Space Day Chair: Adam Fleischer

Our very own Kirk Zehnder’s April Fool’s joke has turned into one of our Chapter’s most impactful events.

Come for breakfast and stay for an expanded Forum experience with a larger group.

Let’s dive into the 5% together!

Who: Member Think Big Space Day Chair: Kirk Zehnder

30

THURS

End of Year Celebration 4:30 - 8 p.m.

Join us for our 3rd annual end of year celebration recognizing our amazing SAPs, our members and our 20232024 Board of Directors. Show Up. Shoshin.

Who: EO, EOA, SAP, SLP Shoreby Club

05

WED

Board Meeting 3 - 4:30 p.m.

13

THURS

EO Accelerator Retreat

Think Big Space

Who: Member, EOA Location TBD

08

22

SAT

Father’s Day Tee Time 10 a.m. - 1 p.m.

Dad's bond your child(ren) or bring your Father for Father's Day while practicing your golf swing!

Who: Member, SLP, Families Top Golf 5820 Rockside Woods Blvd.

Independence, OH 44131 Day Chair: Celena Tousley

June 2024

WED

House Party at the Opsitnick’s 6 - 10 p.m.

Tim and Janet welcome you to their home for an end of the year celebration and the beginning of summer! Enjoy great food, drinks, and conversation! Sure to be a fun way to kick off your summer.

Who: Member, SLP, SAP Day Chairs: Tim & Janet Opstitnick

My EO Events Take advantage of MyEO events geared specifically toward your passions! Events can include family, lifestyle, business, adventure, bucket list, and social enterprise.

Do you have a personal passion that can drive the creation of a MyEO Event or Group?

Contact MyEO Chair to share your interest or to champion an event.

Keith Tousley, My EO Chair keith@gsecleaning.com 216.577.5269 --September 2023 Family Boating Day, Cleveland Yacht Club White Water Rafting, West Virginia January 2024: Sun Valley Ski Trip, Event Champion: Gabe Torok February 2024: Men’s Ski Trip, Holimont May 2024: Spring Shooting Event, Beaver Creek Shooting Club

November 2023

March 2024

Le Blanc Adult Resort

BVI Luxury Catamaran Trip

Join Keith and Celena Tousley along with other EO Couples at one their favorite places on earth - Le Blanc Resort, Cancun. Take advantage of the 20% off the best online listed rate negotiated rate as well $1,500 in credits, luxury airport shuttle service, massage with manicure and pedicure upon arrival, VIP concierge services, and 24 hour butler service. Connect with your partner and relax and recharge before the holiday season.

Sail one of the most beautiful places on earth in a luxurious catamaran.

Visit amazing locations such as the Baths and the Bitter End Yacht Club and the world famous Soggy Dollar Bar. Enjoy amazing snorkeling sites and great experiences as you island hop with other EO members and their spouses Who: Member, SLP

Who: Member, SLP 2023-2024 Event Playbook

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18

EO Cleveland

2023-2024 Strategic Partners CATEGORY: HEALTHCARE

Bow Tie Medical Chris Yessayan Chief Integration Officer cyessayan@bowtiemedical.com 440-213-6044

CATEGORY: EOS SOFTWARE

NINETY.io

Kris Snyder Head of Partnership and Finance kris@ninty.io 440-823-1660

CATEGORY: ROOFING

Roofsmith Restoration Erik Carpenter Sales Manager erik@roof-smith.com 912-658-9557

CATEGORY: STAFFING PARTNER

Cápita Works Adrián J. Romero Chief Expansion Officer 619-845 2155

2023-2024 Event Playbook

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20

EO Cleveland

2023-2024 Event Playbook

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22

EO Cleveland

2023-2024 Event Playbook

23

24

EO Cleveland

NFP is a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor that provides solutions enabling client success globally through employee expertise, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors, and financial institutions.

Benefits and Life: Creating and servicing benefit plans that enhance employers’ ability to attract and retain talent and support diverse employee needs, as well as life insurance programs that help people protect their families and establish their legacies.

Property and Casualty: Addressing each client’s risks with solutions designed to protect every aspect of their business, including their operations, property, people and reputation.

Wealth and Retirement: Offering wealth management and retirement advisory expertise to help individuals and families preserve, protect and grow their assets as they prepare for their desired future.

Personal Insurance: Delivering solutions (beyond standard homeowners insurance) to cover a variety of personal property, including vacation homes, automobiles, watercraft, jewelry and art.

Sr. Vice President

2023-2024 Event Playbook

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Meg Mayhugh meg@ninety.io 216-213-3038 *Contact to Book Space 26

EO Cleveland

Jim Haviland jim@ninety.io 216-849-9963

Kris Snyder kris@ninety.io 440-823-1660

CATEGORY: ROOFING ROOF SMITH Roofsmith is a full-service roofing, gutter and insulation contractor dedicated to the maintenance, upkeep, & replacement of residential and commercial roofs, gutters, and insulation throughout NE Ohio, Greater Cincinnati, & Greater Nashville, TN areas.

Roofing: Whether you’ve experienced storm damage and need to file a claim with your insurance company or your roof is at the end of its life, we can walk you through the entire process with ease and professionalism.

Gutters: Gutters and downspouts divert water from your home to help avoid water damage. By directing roof runoff away from foundation walls, a gutter drainage system keeps water out of your basement or crawl space.

A well-functioning home gutter and downspout system also preserves the topsoil surrounding the foundation of the house. It protects exterior siding and trim from backsplash water that can damage paint and cause wood rot.

Insulation: Proper roof insulation improves your home’s efficiency. Insulation is that extra barrier between your home and the elements. With optimal roof insulation, your home will stay snug and warm in the winter and cool and comfortable in the summer. Blown-in insulation for attics offers a quick, affordable and effective option for insulating your home. Roofsmith Restoration offers free estimates for the installation of attic insulation.

Insurance restoration: One of the things we are experts at is helping the homeowner navigate the insurance restoration process.

We educate the homeowner on the advantages and or disadvantages of filing a claim for their roof replacement.

All insurance companies are not the same, nor are their policies: Many times homeowners aren’t aware of what’s in their policy or what their rights are as a policy holder.

How often should I have my roof and attic inspected: This is a popular question we get all the time. We help homeowners by taking an educating, problem-solving approach. This removes the fear of being “sold” and puts the power in the homeowners’ hands.

How to build a healthy culture: Roofsmith operates with a transformational leadership mindset, meaning we believe that a healthy balanced employee that is thriving both personally and professionally will be an engaged effective employee.

The Three Radicals: At Roofsmith we practice Radical Grace, Radical Curiosity and Radical Listening. I teach what these are and how they can transform your culture.

Erik Carpenter Sales Manager

Erik@roof-smith.com 912-658-9557 2023-2024 Event Playbook

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CATEGORY: HEALTHCARE BOW TIE MEDICAL BowTie Medical delivers Health Guardianship as an alternative to the current “Sick Care” system.

Members have unlimited, 24/7 access to primary & acute care, through an experienced team of BowTie Health Guardians™ who engage & navigate them along their care journey. Our Primary Care physicians provide a total care experience, integrating mental health, primary, acute and specialty care, centered on the member, supplemented with concierge-level health navigation.

Guardianship Services Guardianship: BowTie Health Guardians™ provide healthcare navigation, decision support, and referrals to best quality / fairest price service providers. They schedule appointments, answer health-related questions and empower members to become better consumers of healthcare.

Primary Care: BowTie Board Certified Physicians are available from 8 am to 8 pm EST Monday through Friday and can be reached from the privacy of your preferred location. In addition, our physicians provide common specialty care and mental health services, and have access to a nationwide network of virtual specialists to support them.

24 x 7 Tele Urgent Care: BowTie provides tele urgent care 24 hours a day, 7 days a week so you can avoid expensive, time consuming urgent care clinics and emergency rooms.

Customized Treatment Plans: Every member has a customized care plan that includes risk mitigation, wellness and care for the most common chronic medical conditions using Optimal Medical Therapy (OMT) scientific principles, which increases patient engagement, improves health, reduces hospitalizations and lowers cost.

Reporting: Our reporting packages provide a 360⁰ view of your population, measuring Access, Engagement, Health Impact, Cost Reductions and Customer Satisfaction.

Engaging your Employees to become better healthcare consumers: Learn strategies and tactics to help engage your employees in treating healthcare as a responsible consumer Strategies for lowering your healthcare costs: Structuring your organization’s approach to healthcare with supporting processes that create a culture of health and empower you to regain control of your healthcare spend

Chris Yessayan Chief Integration Officer

cyessayan@bowtiemedical.com 440-213-6044 28

EO Cleveland

Health Guardianship…The future of healthcare: See inside the “Sick Care” system and learn how health guardianship can protect your business and your employees from high cost, unnecessary care and poor health outcomes Virtual Care…Does it really work? Deep dive into the COVID-taught lessons on the rapidly expanding success of virtual care delivery models. Learn why virtual care is so effective and how you can best leverage it for your employees

Al Yambor, CFP® Director, Family Wealth 234-466-1326 ayambor@sequoia-financial.com 2023-2024 Event Playbook

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CATEGORY: STAFFING PARTNER CÁPITA WORKS A staffing partner for American entrepreneurs.

Our core focus: Helping entrepreneurs scale by leveraging high-performing nearshore virtual assistance.

We are a PEO (Professional Employer Organization) helping entrepreneurs run their businesses in a more efficient way by hiring high performance Virtual Assistance in the LATAM region.

The Cápita Works™ Advantage: • • • • • • • • •

Deal with a US entity.

Personalized recruitment process.

Same time zone, right at the border.

VAs are VIP. Training and development.

Running on EOS? No problem.

Impactful CSR programs.

No cutting corners.

Insured in the US.

Top Roles EOers are Hiring Right Now 1. Executive Assistant 2. Administrative Assistant 3. Project Assistant 4. Bookkeeper 5. Customer Service Rep 6. Marketing Coordinator 7. Developers/ I.T 8. Video Editor 9. Sales Support 10. Data Entry

Adrián J. Romero Chief Expansion Officer capitaworks.com 619-845-2155 30

EO Cleveland

Schedule a meeting to know more about our service, here:

Barbra Muñoz Head of Client Experience 619-996-9331 +52 664-115-1031

Rockefeller

Wolstein

EOA Booster*

Annual Investment

$20k

$12k

$5k

Exclusive industry vertical – you own your seat without any competitors participating as SAPs during your term

Yes

No

Yes

Right of first refusal upon renewal term, if available (first come, first served)

Yes

No

Yes

Partner logo included on most chapter communications, including email, marketing, invitations and press releases (with links to Sponsor websites); introductions at chapter events

Yes

Yes

Yes

Invitations to monthly EO learning events

Yes (At least 12 per year)

Yes (6 total)

N/A

Invitations to a limited number of social events

4-6

3

No to EO events.

Yes to EOA social events.

Rare access to chapter private Forum meetings

Yes

Yes

N/A

Custom Partner event: Create a relevant learning event inviting all chapter members to attend (one per calendar year). Partner responsible for all content, venue and catering.

Yes

Virtual only

Yes

Highlighted in EO SAP directory/resource guide

Yes

Yes

Yes

Access to EO member list. Not for solicitation; for research only. Member names and company info only.

Yes

Yes

Yes for Accelerator

Invitation to participate in SAP-only Forum

Yes

No

N/A

Additional guest invites to EO learning events (employees, executives, clients, spouses etc.)

3

2

N/A

Contribution to quarterly SAP “insider information” newsletter highlighting your expertise

Yes

Yes

Yes

SAP Engagement and Celebration Event (including business development mastery briefing)

Yes

Yes

Yes

* EOA is our EO Accelerator Program. There are currently 27 EOAs in the program, all owning businesses with revenues between $250,000 and $1 million. The goal of the EOA program is to help EOA members break $1 million in revenue and “graduate” to full EO membership. The EOA “Booster” is available to Rockefeller-level SAPs only.

2023-2024 Event Playbook

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EO CLEVELAND CHAPTER FACTS-AT-A-GLANCE

181 members

5.5 million median sales

4,118 total employees

24 years as a chapter

EO GLOBAL FACTS-AT-A-GLANCE

18,000+ members

62 countries

200+ chapters

13 new chapters launched last year

5,000,000 median EO member sales

294 on average EO member employees

4,100,000 total # workers EO members employ

30+ years as an organization

Events are also listed online, be sure to visit the events section of eonetwork.org often to see what’s new in our Chapter, Region, and Globally.

Through EO Cleveland, you will build the foundation to help you grow your business.

A chapter of the Entrepreneurs’ Organization, Cleveland EO is a peer-to-peer network of local business owners that help each other achieve greater success in business and beyond.

©2023 | EO Cleveland