CEO Fly In: Resources + Materials

CEO Fly In: Resources + Materials

Sunday, July 26 – Tuesday, July 28, 2026 | The Broadmoor in Colorado Springs, CO

Join a small group of foundation CEOs at The Broadmoor, one of the world’s most storied mountain resorts, for an immersive leadership retreat. Over two and a half days, you’ll engage in candid, CEO-only conversations, learn from peers across foundation types, and experience the history, beauty, and hospitality of Colorado Springs—from the legacy of Broadmoor Founder Spencer Penrose to a remarkable evening at 1858 in Seven Falls.

You’ll leave with new ideas, renewed clarity, and a trusted network of fellow CEOs who understand the complexity of the role of the CEO.

Agenda

Presentation materials are attached at the bottom of this page. 

Leading Under Pressure: EQ as Decision Infrastructure

In today’s environment, senior leaders are expected to make critical decisions under conditions of compressed time, elevated visibility, and meaningful consequence. While values and strategy may remain constant, the ability to lead effectively often depends on how leaders interpret pressure, regulate responses, and signal intent in moments that matter most.

Leading Under Pressure: EQ as Decision Infrastructure is an interactive session that positions emotional intelligence (EQ) not as a personal trait, but as a practical leadership capability—one that directly shapes decision quality, communication clarity, and stakeholder trust when stakes are highest. The best-selling book, “Emotional Intelligence 2.0,” and its online assessment will serve as a foundation.

This session is designed as a peer-level, scenario-based experience rather than a traditional leadership workshop. Participants engage in thoughtful discussion, analyze realistic leadership situations, and examine how emotional intelligence influences the way decisions are made—and experienced—across Boards, teams, and key stakeholders.

 

Economic Market Outlook

Financial markets and the economy influence business and investment decisions and shape the path for philanthropic decision making. Hear from a leading market analyst on what to expect as we enter the remaining quarters of 2026, and what is on the horizon in 2027.

 

Leadership by Two: Effective Strategies for Capacity Building & Succession Planning

For nonprofits, the next era of leadership is not individual—it is intentional, aligned, and shared.

This session explores the “Leadership by Two” approach, a model for developing complementary leadership partnerships (e.g., CEO–Board Chair, CEO–Deputy, or co-executive structures) that strengthen alignment, accountability, and organizational resilience. Participants will learn how shared leadership enhances governance, builds stronger succession pipelines, and sustains mission impact during times of transition. Walk away with practical strategies to build leadership capacity, implement effective succession planning, and ensure continuity in an increasingly complex nonprofit environment.

 

CEO Strategy Circles by Foundation Type

Gather in structured peer groups aligned by foundation type (e.g., family foundations, corporate foundations, community foundations, independent/private foundations).

Each group will focus on:

  • Role-specific challenges: Governance dynamics, succession issues, donor/parent company influence, and public visibility specific to their type.
  • Strategic opportunities: Collaborative funding, influencing policy, leveraging endowments and mission-related investments, and aligning operations with values.
  • Practical problem-solving: CEOs will bring one live leadership or institutional challenge to the group and leave with peer feedback and concrete options.

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