An Intimate Forum for EdTech CEOs and Presidents to Engage in Authentic Dialogue About the Challenges of Leading Successfully

June 16-18, 2025 at Red Ledges Premier Private Community (Heber City, UT)

Being a President or CEO can be exhilarating and rewarding. It’s also one very tough job, and commonly frustrating, exhausting and lonely. Wheelan Advisory Group is proud to announce the inaugural “CEOs Unplugged” Leadership Retreat, a two day workshop exclusively designed to enable Presidents and CEOs who lead mission-driven, technology-enabled companies in the broadly defined education sector (both nonprofit and for profit) to “unplug” and authentically connect with others who are navigating a similar journey.

Led by Pete Wheelan, a 25 year veteran of C-Suite and Board roles and Founder CEO of Wheelan Advisory Group, this highly interactive workshop will provide an intimate (no more than 8 attendees), relaxed and confidential forum for EdTech leaders to meet other leaders and to engage in unfiltered discussion about some of the most common challenges they face, and the various tools and approaches for succeeding in an increasingly challenging operating environment.

Specific topics over the course of two days of working sessions will include: 

  • The Dimensions of Organizational Maturity – Navigating from “Start-up to Grown-up”
  • CEO Adaptability and Growth Mindset
  • Executive Communication and “Presence”
  • Leadership Team Development and Alignment
  • Board Management

What to expect:

  • A unique opportunity to unplug, reflect, connect and grow
  • A beautiful mountain setting that will relax and inspire
  • Valuable leadership content curated and synthesized from 5000+ hours of coaching CEOs
  • Deep discussion and engagement with similarly-situated leaders
  • An opportunity to develop peer-mentoring relationships
  • 2+ days to recharge, enjoy some great food, and have some fun!

The pricing for this unique event include:

  • A pre-retreat intake coaching session and a post-retreat debrief coaching session
  • ~20 hours of curated content, engaging discussions and interactive exercises
  • 3 self assessments to inform your personal/leadership growth
  • An opportunity to share your biggest challenges in a structured and confidential forum with 7 other “peer mentors”
  • Access to Wheelan Advisory Group’s proprietary content – dozens of tools and resources to support your leadership success
  • All meals during the retreat
  • Local transportation to/from the Salt Lake City (or Provo) airport
  • Local transportation during the conference

NOTES:

  • The retreat will start at 4:00 PM on Monday, June 16, and end at 4:00 PM on Wednesday, June 18.
  • Lodging is NOT included in the pricing, but a block of rooms has been held at the nearby Best Western Plus (< 5 minutes from the retreat venue). The negotiated total for the two night stay is $365, inclusive of all taxes and fees. Should you be interested in a third night (before or after the retreat), the negotiated nightly rate is $173, also inclusive of all taxes and fees.