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May 2026 Monthly Newsletter

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May 2026

Growth Over Comfort

Ambitious with their dreams

Continuous improvement

Passionate about their development

Achievement driven

Significance Beyond Success

Impact beyond self

Plays the infinite game

Deeply connected to purpose

Greater good for society

Bold Visionaries

Integral Relationships

Intentional with family, friends & self

Seeks fun and joy

Have it all vs. all or nothing (zero sum game)

Trustworthy & vulnerable

Abundance In Our Actions

Selfless

Generous with time & money

Maximizer vs. optimizer

Greater good

Horizon chasers- Think what is possible vs. realistic?

Dreams big and thinks what if How can we vs. why can’t we

2025-2026 Chapter Goals

Create a new programming playbook and execute annual programming under the RISE (Relationships, Insights, Self, Experiences) pillars.

Implement spousal engagement plan, improve spouse/partner satisfaction and increase engagement.

Improve our forum experience through increased investment and connectivity, including resources for sustained support, cross forum events, and additional moderator touchpoints for both member and spouse/partner forums.

Implement board proven process for seamless succession of board and staff member.

Recruitment process: proactive recruitment process to attract quality prospects in diverse geographies, increase female membership, and gain clarity on peerdom. Clarity of chapter vision and values embedded into the new member process and conveyed in both internal and external communications.

Chapter Manager

Bob Davis

1-813-766-9128

bob@ypoflorida.org

Contact YPO

YPO Florida Chapter

Chapter Experience Manager

Caroline Cheek 1-813-367-7005

caroline@ypoflorida.org

Events Director

Sarah Fairbairn 1-813-624-5484

sarah@ypoflorida org

Chapter Chair

John Wohlwend 1-941-350-9129

Chapter Experience Manager

Angela Kane 1-267-353-1754

angela@ypoflorida.org

john@customcrushers com

YPO Florida 4908 W Nassau St Tampa, FL 33607 Chapter Mailing Address

Access the full value of your global YPO membership by leveraging the people, power and programs that span YPO. Our knowledgeable global team of member guidance specialists are always at your service to answer any questions and connect you to the people and experiences that expand your YPO journey.

Let us help you with questions about

Congratulations to our members companies recognized as Best Places to Work in Tampa Bay!

Big Truck Rental Zach Martin

Miles Ahead Brands

Chris Whitney Founder, CEO Dan Singer President

Franklin Street Andrew Wright Saris Health Sean LeNeve

Trifecta Networks Chris Toepke

Creative Contractors Joshua Bomstein

Are you a new member?

Not sure where to start your YPO Journey? Visit My YPO Journey

Click here to visit My YPO Journey

Open the Door to Your Journey

Connection. Clarity. And a few curveballs. YPO Live: Apeiron is not your typical webinar. It’s your launching pad for all things YPO. This free, immersive program will show you and your spouse/partner what’s possible when you plug into our powerful global peer community. You’ll hear real stories, meet real people and learn how to turn your membership into real momentum as you discover how to leverage the magic of forum and the diversity of our networks.

Discover the limitless opportunities as you transform into an active and engaged member, ready to thrive with fresh perspectives, new friendships and a clear vision of the trust, support and connections that define the core of YPO. This program isn’t just about onboarding. It’s about belonging.

Click here to learn more about Apeiron.

NEW MEMBER SPOTLIGHT

GIL ALLOUCHE

METADATA INC

FOUNDER & CEO

EMAIL: GIL@METADATA IO

CITY OF BUSINESS: SAN FRANCISCO

CITY OF RESIDENCE: CLEARWATER

W H A T ’ S Y O U R W A K E U P R I T U A L ?

I start with a prayer: “יב

הבר הלמחביתמשנ” - grounding myself in gratitude for a new day. Then I do a quick 1-2 minute journal to capture thoughts or reflections, followed by washing up and my morning coffee.

F A V O R I T E T I M E O F D A Y ?

Late nights: deep in the rabbit hole of cutting-edge AI.

D E F I N E Y O U R S E L F I N T H R E E W O R D S ?

Relentless Curious Builder

A D V I C E T O Y O U R T E E N A G E S E L F ?

Start earlier. Take bigger swings. Trust your instincts. Stay authentic always. And learn how to communicate.

DANIEL VALLENCOURT

VALLENCOURT CONSTRUCTION

CEO

EMAIL: DANV@VALLENCOURT.COM

CITY OF BUSINESS: GREEN COVE SPRINGS

CITY OF RESIDENCE: GREEN COVE SPRINGS

W H A T ’ S Y O U R F A V O R I T E T I M E O F D A Y ?

I am definitely a morning person.

M O S T A D V E N T U R O U S T H I N G

Y O U ’ V E D O N E I N Y O U R L I F E ?

I flew myself from Florida to Las Vegas with stops in Sedona and the Grand Canyon

B E S T P I E C E O F A D V I C E

Y O U ’ V E R E C E I V E D ?

Right people on the bus and wrong people off the bus.

C O F F E E O R T E A

I’m a Sugar Free Red Bull guy.It’s sugar free so you know it’s healthy.

NEW MEMBER SPOTLIGHT

JON ALEXANDER

CRAYEX

CEO

EMAIL:

JON ALEXANDER@CRAYEX COM

CITY OF BUSINESS: DAYTON, OHIO / ATLANTA, GEORGIACITY OF RESIDENCE: TAMPA

B E S T P I E C E O F A D V I C E :

My first job, I was told to always keep my ears open and largely keep my mouth shut. Great advice for a junior role, still reasonable advice for a senior role. D R E A M C O U

Australia: We’ve never been, the golf in Tazmania is supposedly world-class, and it means that we can take a two-week vacation

Someone in their prime today…Taylor Sheridan. I don’t know much about him personally, but his breadth of writing, observations about people, the cast he’s able to attract, and his monologues are super impressive. It would be an interesting chat. O N E P

WHO’S IN YOUR CIRCLE?

YPO FLORIDA GROWS STRONGER WITH THE RIGHT PEOPLE AT THE TABLE. TAKE A MOMENT WHO DO YOU KNOW THAT WOULD TRULY ADD VALUE TO THIS CHAPTER?

WE’RE LOOKING FOR LEADERS WHO MEET YPO QUALIFICATIONS TYPICALLY FOUNDERS, CEOS, OR TOP EXECUTIVES LEADING SIGNIFICANT ORGANIZATIONS, WITH STRONG CHARACTER, A GROWTH MINDSET, AND A DESIRE TO ENGAGE MEANINGFULLY IN FORUM AND CHAPTER EXPERIENCES

IF SOMEONE COMES TO MIND, MAKE THE INTRODUCTION.

CONTACT CAROLINE AT CAROLINE@YPOFLORIDA ORG

UPCOMING EVENTS

Join the 35 families that have already registered!

JUNE 18 - 21, 2026 18 - 21, 2026

GRAND HOTEL | MACKINAC ISLAND, MICHIGAN HOTEL MACKINAC MICHIGAN

Jacksonville Miami

Past Events

Outgrow Alex Goldfayn Tampa

PopUP Bagels

Local Chapter Events - Your Role as Chair

One of the most powerful aspects of YPO Florida is that our best experiences are member-led. The events that resonate most—the ones people talk about for years—are almost always driven by members who step up to day chair and bring their vision to life.

As we build out the upcoming calendar, we’re looking for members who want to take a leadership role in shaping these experiences.

Current Day Chair Opportunities

We have several high-impact events penciled in that need a member champion:

January 2027 – Personal Development Event

April 2027 – Marquee Speaker Event

Day at the Ballpark – Behind-the-scenes with Rays leadership + game experience

December (TBD) – Volunteer Event (potentially with Feeding Tampa Bay)

February 2028 – Family Event

These are strong starting points but they are just that: starting points.

Have a Better Idea? Bring It.

Some of our most memorable “Only in YPO” experiences didn’t start on a calendar they started with a member saying, “What if we did this ”

If you have an idea for an event you’re passionate about and are willing to day chair, we want to hear it.

What Does a Day Chair Do?

You’ll work alongside our team to:

Shape the vision and experience

Help identify speakers, venues, or partners

Ensure the event delivers meaningful impact for members and families

You’re not doing it alone our team handles execution. You bring the idea, energy, and member lens.

Interested? Let’s Talk.

If you’re interested in stepping in as a Day Chair or have an idea you’d like to explore please reach out to:

Brynn Scarborough

Bob Davis

Angela Kane

Caroline Cheek

For more information, please contact:

BrynnScarborough

Chapter Learning Officer

Brynn renee84@gmail com

870-277-8787

BobDavis

Chapter Manager

Bob@ypoflorida org

813-766-9128

CarolineCheek

Chapter Experience Manager

Caroline@ypoflorida org

813-367-7005

AngelaKane

Chapter Experience Manager

Angela@ypoflorida org

267-353-1754

The Annual 3-Day Retreat

Serving as Event Chair is one of the chapter’s most coveted leadership honors – a rare opportunity to shape an exceptional shared experience for your fellow members and leave a lasting mark on the YPO Florida community.

16–18 months out

12–16 months out

9–12 months out

6–9 months out

3–6 months out

1 month out

Event week

● Vision & Venue

Select potential retreat dates and decide on a destination that sets the tone for the entire event. Your vision begins here.

● Site Visit

Experience the venue firsthand and confirm it meets the chapter’s standards for excellence

● Supplemental Venues

Book any additional venues needed for activities, dinners, or off-site experiences.

● Program Details

Finalize food & beverage selections, décor direction, and speaker lineup – the elements that make the retreat memorable.

● Guest Experience Touches

Approve welcome bags, name tags, and branded materials that greet members upon arrival

● Final Confirmation

Lock in all logistics, confirm the event timeline, and ensure every detail is in place

● Lead & Celebrate

Deliver the welcome address, host your fellow members, and enjoy the retreat you brought to life.

Collaborate with the Event Director and Chapter Administrator at every stage

Lead venue selection and contract review

Approve event theme, entertainment, and budget

Proof and approve all member-facing communications

Approve food, beverage, and hospitality choices

Deliver the welcome speech to open the retreat

�� Forum season is in full swing! Our mission is simple keep every forum strong, connected, and supported. Working alongside Bob Davis and Caroline Cheek, our goals this year are to:

Ensure forums are running at full strength

Train and place every new member within 60 days of Forum Basics Training

�� New Member Placement

We maintain a ranked list of forums open to new members. Here’s how it works:

1.Let us know if your forum is seeking a member.

2.When a candidate is ready, we complete a conflict check with the top forum on the list.

3.If clear, the moderator reviews the candidate.

4.Upon approval, the new member begins a 6-month trial. If it’s not a fit, the prospect moves to the next forum.

�� Forum Health Survey Reimbursement

Earn $500 per YPO Florida member in your forum when you meet these requirements:

Moderator is trained

All members (including non-Florida YPOers) complete the Forum Health Survey

Funds go directly to a Certified Forum Facilitator (CFF) or outside retreat resource

Payment is made directly to the facilitator/resource

�� Forum Basics: Where It All Begins

Forum is the heart of the YPO experience—and it starts with Forum Basics training. All members are required to complete training before placement, and spouse/partners are encouraged to attend. You’ll learn the language of YPO, build the foundation for Forum Confidential, and gain the skills for meaningful connection. Our chapter goal:

✅ Every new member completes Forum Basics within their first 60 days.

Forum. Confidential. Connected. YPO Florida Strong.

FORUM MODERATORS

Moderator Transition – Action Required

This is the time of year to identify your next Forum Moderator so they can complete required training before stepping into the role. What you need to do: Confirm your next Moderator

Email the name to bob@ypoflorida org

Important Update from YPO Global:

All Forum Moderators are now required to complete Moderator Training. Failure to meet this standard will negatively impact our chapter’s standing with YPO Global.

Upcoming Training (In-Person): Register now on ChapterPro Tampa August 5

8:45 AM – 4:00 PM

See virtual options below Questions?

Bob@ypoflorida.org

Caroline@ypoflorida org

Angela@ypoflorida org

FORUM TRAINING ONLINE

Forum Moderator Foundations virtual sessions,

9:00 AM - 2:00 PM 6/9, 6/25 11:00 AM - 4:00 PM 5/11, 5/19, 6/17,

Forum Basics virtual sessions, 9:00 AM - 1:00 PM, 5/13, 5/19, 5/21, 5/27, 6/2, 6/3, 6/4, 6/9, 6/11, 6/18, 11:00 AM - 3:00 PM, 5/14, 5/20, 5/26, 6/8, 6/10, 6/16

Welcome to YPO Florida Spouse/Partner Community

Stay Connected. Get Involved. Belong.

YPO isn’t just for members — it’s for families. As a YPO Florida spouse or partner, you’re part of a dynamic community that shares in the experiences, learning, and friendships that make YPO so special. Here’s how to stay plugged in and make the most of what’s available to you:

�� Join the Spouse/Partner WhatsApp Group

Stay in the loop with upcoming events, community news, and spontaneous get-togethers. It’s the easiest way to stay connected. YPO Florida Spouse/Partners WhatsApp Link.

�� Explore Online Resources

YPO Florida Website: www.ypoflorida.org

Find local events, chapter updates, and member resources. YPO Global: www.ypoconnect.org

Access global learning, networks, and events designed for members and spouses/partners.

�� Connect with Other Spouses & Partners

YPO Florida offers Spouse/Partner Forums small, confidential groups that provide support, shared learning, and authentic connection. Ask about how to join or start one!

Look for upcoming spouse/partner events in Tampa and Jacksonville!

�� Questions or Need Help?

We’re here to support you:

Liz Babby – Spouse/Partner Officer: liz@babby.com

Bob Davis – Chapter Manager: bob@ypoflorida.org

Caroline Cheek – Member Engagement: caroline@ypo

Angela Kane - Member Engagement: angela@ypof

Together, we create Only-in-YPO experiences — for memb families alike.

Join in, connect deeply, and make YPO Florida part

Strategic Partner Spotlight

CONTACT INFORMATION

DynastyFinancialPartnersprovidesaninnovative,fullyintegratedplatformoftechnology,investment solutions,businessoperationsandinvestmentbankingservices,supportedbyanexperiencedteam,to empowerindependentfinancialadvisorstolaunch,grow,andscaletheirfirms.ThroughourDynasty Connect™platform,wealsohelpmatchhigh-net-worthinvestorswithqualifiedindependentfinancial advisorsfromournationalnetwork,deliveringpersonalizedguidanceandtailoredwealthmanagement strategies.Learnmoreatdynastyfinancialpartnerscom

DynastyConnectisaserviceofferedthroughDynastyWealthManagement,LLC,anSEC-registered investmentadviserandawhollyownedsubsidiaryofDynastyFinancialPartners,LLC.

Jack Waltman

Jwaltman@dynastyfp.com 727-519-3125

Gordon Abel gabel@dynastyfp.com 212-373-1091

Protecting the Possible® risk management, insurance, employee benefits and wealth management advisors-simplifying complexity to protect what’s possible

Jeff Hughes jeff.hughes@baldwin.com 813-413-6615

Rich Tallo richard.tallo@baldwin.com 609-955-2307

One Fine Day, Inc. can turn your event dreams into reality. We are the dream makers, the "wow" creators, the magic wand holders. Whether your event is 20 guests or 2,000 guests - we have the team and the vision to bring it all to life.

Sarah Fairbairn

Sarah@onefinedayinc.com 813-624-5484

At Valley Bank, we don’t just invest in your business. We power your ambitions: how to focus them, grow them, and most importantly, make them resilient for the future. We’re the leading commercial bank built for growth—with over $62 billion in assets and more than 200 consumer branches and commercial banking offices in communities across the US.

Vince Chillura vchillura@valley.com 813-545-9292

BenDachepalli bdachepalli@bradley.com 813-559-5545

CraigMayfield cmayfield@bradley.com 813-559-5525

TroyCarnrite tcarnrite@bradley.com 813-559-5539

Bradley is a national law firm recognized for its innovative legal solutions and exceptional client service. The firm's diverse services include corporate and commercial transactions, banking and financial services, construction law, real estate, economic development, intellectual property, labor and employment, environmental law, healthcare, cybersecurity and privacy, and energy.

Jonathan Bowman jonathan.bowman@eosworldwide.com 727-643-3196

Jonathan Bowman is an Expert EOS Implementer, facilitating 700+ sessions for more than 75 entrepreneurial companies throughout the state of Florida. He is passionate about helping other entrepreneurs get what they want from their business via the Entrepreneurial Operating System (EOS) -- a set of timeless concepts and practical tools used by more than 275,000 + companies around the world to clarify, simplify, and achieve their vision.

2025-2026 YPO Florida Board

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May 2026 Monthly Newsletter by YPOFlorida - Issuu