Every institution I have advised in six decades has faced the same quiet moment. The board is asking whether the supplier-inclusion program produces. The reporting says the program is on target. The sponsor knows, before the discussion opens, that the numbers do not answer the question.
The Retreat is designed for that room.
Two days. A curated cohort of twenty-four senior executives. A working session — not a lecture — organized around the four-pillar audit and closed by a written commitment each participant carries out on Monday.
This is not a conference. It is a program. There is no expo floor. There is no plenary. There is a room, a framework, a facilitator with the record and the tools, and the twenty-four executives who show up ready to work.
The commitment I make is this: every participant leaves with a written framework calibrated to their own institution, and a Monday-morning action their sponsor has already sanctioned.
If that describes work you are ready to do, this is your invitation.
— Harvey L. Phelps
| Time | Session |
|---|---|
| 08:00 | Coffee · Registration Statler Ballroom Foyer |
| 09:00 | Welcome · Framing Sponsor opens · Harvey framing |
| 09:30 | Opening Keynote Access opens doors. Strategy builds institutions. |
| 11:00 | Working Session I · The Four-Pillar Audit Small-group tables · your institution |
| 14:00 | Fireside · The DFW Record Case-driven conversation with sponsor Q&A |
| 15:15 | Working Session II · Framework Application Your institution · one pillar to name |
| 17:00 | Close · Cocktail Reception Rooftop terrace |
| Time | Session |
|---|---|
| 09:00 | Executive Panel Three CEO voices · moderated by Harvey |
| 11:00 | Working Session III · The Commitment One framework, one owner, one Monday action |
| 13:00 | Lunch · Book Signing Unconscious Bias · signing table |
| 14:00 | Working Session IV · The First 30 Days Executable plan · sponsor sign-off |
| 15:30 | Board Debrief Sponsor board present · Harvey closes |
| 16:30 | Close · Group Photograph · Depart |