2025
YPO FLORIDA CORE VALUES
Growth Over Comfort
Ambitious with their dreams
Continuous improvement
Passionate about their development
Achievement driven
Integral Relationships
Intentional with family, friends & self
Seeks fun and joy
Have it all vs. all or nothing (zero sum game)
Trustworthy & vulnerable
Significance Beyond Success
Impact beyond self
Plays the infinite game
Deeply connected to purpose
Greater good for society
Abundance In Our Actions
Selfless
Generous with time & money
Maximizer vs optimizer
Greater good
Bold Visionaries
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.
Four Seasons Resort Orlando | August 28 - 29, 2025 Seasons | August
Join your fellow YPO members and their spouses for two days of connection, engagement, and inspiration!
Chris Barton Chris Barton
Founder and Creator of Shazam, Entrepreneur, Inventor, and Tech Investor, shares how to turn impossible ideas into reality
Avery Johnson Avery Johnson
NBA Champion, Coach of the Year, and Board Member of Dynasty Financial Partners reveals “Leadership lessons from the basketball court to the boardroom.”
1:00 - 2:00PM
2:00 - 3:00PM
3:00 - 5:00PM 6:00PM
8:00 - 9:00AM
9:00 - 10:00AM
10:30 - 12:00PM Powerful Insights from Visionary Speakers! PowerfulInsightsfromVisionarySpeakers!
New Member Mixer (Spouses Invited)
Networking & Registration
Chapter Updates & Roundtable
Cocktail Hour followed by Plated Dinner & Keynote by Chris Barton
Breakfast
Annual Meeting Agenda AnnualMeetingAgenda Thursday 8/28 Friday 8/29
Needs and Leads session with Kempton Schwab
Avery Johnson interviewed by Shirl Penney, YPO Member and President & CEO of Dynasty Financial Partners
This isn’t just another meeting! It’s your moment to recharge, reconnect, and reimagine what’s possible.
RSVP NOW! RSVPNOW!
Guest Speaker: Chris Barton GuestSpeaker:ChrisBarton
in of the obstacles Chris much of his time his in pools. experiences overcoming impossible. inspires people technology persistence, friction, big career, you
Chris Barton wanted a way to identify songs anywhere he heard them. There wasn’t one – so he invented an app called Shazam. Chris’s creation is nothing short of pure magic. Chris seeks to delight people by using technology to make seemingly impossible ideas come to life. Shazam is just one of them. It changed the way the world discovers music and laid the groundwork for the consumer AI industry we know today In addition to creating Shazam, Chris holds twelve patents and played key roles in the early days of Google and Dropbox Chris’s newest venture, Guard, aims to use AI to detect drowning in swimming pools – a never-before accomplished effort. In his speeches Chris’s story and storytelling completely captivate audiences. He inspires people to make big things happen in their organizations – to create called short life them way groundwork industry today addition creating holds and played in of and detect –effort his Chris’s audiences He to make in their to create magic in defiance of the obstacles. Today, Chris spends much of his time building his third startup company, Guard, an artificial intelligence system that detects drowning in swimming pools. When he has time, Chris enjoys speaking at events and sharing lessons learned from his experiences overcoming the impossible. He inspires people with firsthand stories that highlight key take aways across technology innovation, persistence, removing friction, and entrepreneurship. Chris gives audiences a new framework for making big things happen. His truly inspirational story motivates them to take action. Prior to his technology career, Chris was a strategy consultant and earned two master’s degrees from UC Berkeley and Cambridge University. When he isn’t working or speaking, you can find Chris enjoying the outdoors and spending time with his son, Jude.
Guest Speaker: Avery Johnson GuestSpeaker:AveryJohnson
Avery Johnson is a former NBA basketball player, NBA coach, and NCAA Men's basketball coach. New Orleans native, Mr. Johnson signed with the Seattle Supersonics in 1988 and went on to play a sixteen-season career with the NBA. Known as "The Little General" for his on-court leadership and diminutive stature, Mr Johnson played with seven different teams, most notably helping guide the San Antonio Spurs to their 1999 NBA Championship Mr Johnson's coaching career began in 2004, when he transitioned from player to assistant coach for the Dallas Mavericks. The following year, he took over as head coach and led the Mavericks to the team's first ever Western Conference Championship and was later named NBA Coach of the Year. In 2010, Mr. Johnson became head coach to a struggling New coach Mr went to play NBA and diminutive different helping guide NBA coaching when he from to assistant coach for the Dallas Mavericks The he took over as coach the Mavericks to the team's first ever Conference was later the In
Jersey emphasized discipline, 2019, to department men ' s time, variety speeches and he published his second book, Higher: Winning
Jersey Nets team where he emphasized discipline, attitude, and collaboration to lead the team on a remarkable turnaround. As a result, he was named the Eastern Conference Coach of the Month for October and November 2012. From 2015 - 2019, he was invited to join the University of Alabama's athletic department as the new head men's basketball coach where he guided the Crimson Tide to the 2018 NCAA tournament. During this time, Mr. Johnson also worked as a broadcast analyst for ESPN & CBS Sports, where he continues to be featured to this day. An entrepreneur at heart, Mr. Johnson has advised on business dealings in a variety of sectors including oil and gas, multi-family and commercial real estate. He is also a sought-after motivational speaker, known for his fireside chats with Fortune 500 CEOs, as well as his motivational speeches and management training sessions. In 2008, he published his second book, Aspire Higher: Winning On and Off the Court with Determination, Discipline and Decisions. In early 2020, Avery Johnson and John Bailey formed Allan Bailey Johnson Group, LLC, a national minority owned and operated commercial real estate advisory firm.
YPO Florida Roundtable with Paul Shoukry, CEO of Raymond James
This is a closed-door, off-the-record conversation exclusive to YPO Florida members and spouses. Come ready with questions, curiosity, and your own leadership reflections. Spots are limited. RSVP now to reserve your seat at the table.
We have a waitlist of 19 currently. If you are interested, please add your name to the waitlist. We are working on securing a larger location to accommodate the interest that has been shown.
PAST EVENTS
Opening Night
Build a boat races
S A R A H T H O M A S E D U CAT I O N
Scott and Thatcher Miller
Teen
YPO Florida Spouse/Partners
Building Stronger Connections Together
Liz Babby has already created excitement for our spouse/partner community. She got off to a great start facilitating 2 spouse partner events, one in Jacksonville and one in Tampa. She is busy working on keeping the momentum going. If you have any ideas, look for Liz at the Annual Meeting August 28-29 or send her an email. She would love to hear from you.
There is a NEW WhatsApp group specifically for spouse partners. This will be used to share event announcements and updates, relevant chapter reminders, Needs and Leads and to connect spouses/partners.
As we want to be respectful of your choice to opt in or out of the channel, Here is a link to join the group.
Liz is based in Jacksonville, and she’s looking for enthusiastic members in the Tampa and Sarasota areas to help support local spouse/partner events. If you're interested in lending a hand or helping lead in your region, please reach out—we’d love to have you on board.
Did you know that spouse/partners can also join a forum?
We already have four active spouse/partner forums in the chapter and are excited to launch more as interest grows. Forum is a powerful tool for connection, growth, and support— and it’s just as impactful for spouse/partners. If you’re curious about joining a forum (or want to know more about what forum is), connect with Bob, Liz, or Caroline, and we’ll help guide you through the process.
Even if you’re not ready to join a forum right now, we highly encourage all spouse/partners to complete Forum Training. It’s a great way to understand the format, the value it brings, and how it fits into the larger YPO experience.
We’re excited about all the ways our spouse/partner community is growing and evolving—and we hope to see you at an upcoming event!
Contact Information
For any questions regarding spouse/partner engagement or forums please reach out to:
· Spouse/Partner Officer: lbryan@spectrumscience.com
· Chapter Manager: bob@ypoflorida.org
· Chapter Experience Manager : caroline@ypoflorida.org
Jonathan Bowman is an Expert EOS Implementer, facilitating 700+ sessions for more than 75 entrepreneurial companies throughout the state of Florida. Jonathan is a lifelong entrepreneur, founding his first company right after graduating from college. After a period of rapid growth, his company "hit a ceiling". Implementing EOS helped get the company back on track towards exponential growth and ultimately leading to a successful exit in 2016 Jonathan is incredibly grateful for his partnership with YPO and implemented EOS at the board level in 2022 to assist in the continued growth of YPO Florida.
The Entrepreneurial Operating System (EOS) helps get everyone in your organization 100% on the same page with where you’re going and how you plan to get there EOS instills focus, discipline, and accountability throughout the company so that everyone executes on that vision – every day, while also helping company leaders become a more cohesive, functional, healthy leadership team.
EOS helps you “break through the ceiling” by organizing the hundreds of challenges you face every day and making them more manageable. You’re able to solve issues before they become problems, get the right people in the right seats, make meetings so productive that you actually look forward to them, and build a culture of accountability When you run on EOS, everyone is working toward the same goals. Your business runs more smoothly and profitably. You break through the ceiling to achieve growth. And you simply enjoy life more. Contact Jonathan at jonathan.bowman@eosworldwide.com or 727-643-3196.
CONTACT INFORMATION
Gordon Abel gabel@dynastyfp.com 212-373-1091
Jack Waltman Jwaltman@dynastyfp.com 727-519-3125
Dynasty Financial Partners provides an innovative, fully integrated platform of technology, investment solutions, business operations and investment banking services, supported by an experienced team, to empower independent financial advisors to launch, grow, and scale their firms. Through our Dynasty Connect™ platform, we also help match high-net-worth investors with qualified independent financial advisors from our national network, delivering personalized guidance and tailored wealth management strategies. Learn more at dynastyfinancialpartners com
Dynasty Connect is a service offered through Dynasty Wealth Management, LLC, an SEC-registered investment adviser and a wholly owned subsidiary of Dynasty Financial Partners, LLC.
Sarah Fairbairn
Sarah@onefinedayinc.com 813-624-5484
XavierSanchez
xavier@finestra-ld.com 760-992-6016
BrianaArenas briana@finestra-ld.com 727-366-2956
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.
Finestra is a luxury travel agency specializing in tailor-made experiences for both organizations—such as YPO and EO—and personal or family travel. Based in Mexico City and Los Angeles, we design seamless, high-end journeys worldwide, handling every detail to create unforgettable trips.
Chapter Part
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
Jonathan Bowman jonathan.bowman@eosworldwide.com 727-643-3196
Steven Blaser stblaser@deloitte.com
704-619-6418
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.
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.
Silver
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.
At Deloitte we provide audit and assurance, consulting, financial advisory, risk advisory, tax and related services, but we are more than the services we provide. We believe we’re only as good as the good we do…we aim to be the best at all we do—to work with clients and help them to realize their ambitions, to make a positive difference in society and to maximize the success of our people
