Revenue Retreat 2024
September 9–12, 2024 | Portland and the Willamette Valley, Oregon
Wine, Dine and Redefine
Imagining the Future of Our Field
Get ready for our next Revenue Retreat, taking place in Oregon this September! The purpose of this year’s Revenue Retreat is to REIMAGINE how we do things. Let’s take a fresh look at how we see our bricks and mortar, community life and business development. To create a foundation to build a successful HumanGood, we’ve planned an event-filled trip to the Pacific Northwest, jam-packed with dynamic learning activities and plenty of other fun endeavors.
Oh, and also, wine!
Schedule
What’s in Store?
Day 1
Monday, Sept. 9
Day 2
Tuesday, Sept. 10
Day 3
Wednesday, Sept. 11
Day 1
Monday, Sept. 9
Travel & Hotel Check-In
Monday is a travel day! Arrive at Portland International Airport and take an Uber/Lyft/taxi to the Duniway Portland hotel, where you can check in and get settled before our welcome reception and dinner! Check-in is at 3 p.m.
Kickoff & Cocktails
Our special guest is Jennifer Werdel, sales, marketing and PR professional, who will get us ready to reimagine during this welcome party where we will enjoy food, drink and each other!
Day 2
Tuesday, Sept. 10
Coffee in the Lobby
Breakfast on Board
Rose Villa Visit
Get ready for our first full day together! We'll arrive at Rose Villa, an award-winning Life Plan Community in suburban Portland, where we will hear a presentation on the community and take a tour.
Board the Bus for Lunch
We will travel back to downtown Portland for lunch and a general session at Fogo de Chão, a Brazilian steakhouse!
Lunch & Revenue Team Roadmap to Success
Over a festive lunch, get pumped up about the future of our team, presented by Dennis Gradillas, SVP of Revenue; Suzanne Nagel, VP of Marketing; and Nikole Jay, Post-Acute Occupancy Development Director.
How Did You Do That? Peer-to-Peer Panel Chat
Our friend and colleague, John Rogers, Director of Sales at The Terraces at Summitview, will moderate a panel conversation on building sales culture and PAL best practices.
Break
HumanGood Inclusion Council Presents: Mindset Training
Can we strengthen our teams by addressing our biases? What does true inclusion look like in our work environment? How can we improve both support and engagement with one another?
Experienced facilitator, trainer and coach of the ASPIRE Group, Diane Burbie will host this interactive workshop.
Relax & Refresh
We will take a quick walk back to the Duniway Portland hotel. Enjoy a little over an hour of time to rest and relax before our dinner cruise later in the evening.
Board the Bus
Dinner Cruise
We'll board the Portland Spirit on the Willamette River and sail along, taking in the dazzling city sights and lights! You'll enjoy drinks, a three-course meal, a caricaturist and the sights of Portland!
Day 3
Wednesday, Sept. 11
Coffee in the Lobby
Breakfast on Board
Board the bus no later than 8 a.m. as we head to Hillside, located south of Portland in McMinnville. Breakfast will be served on the bus.
Baseline Coaching
How can we work together to create a highly productive environment?
Expert sales leadership trainer and executive coach, Dennis Connelly will lead a session focusing on maintaining organizational health and fostering continuous improvement so we can enjoy even greater success together in 2024, 2025 and beyond!
Reimagine Hillside
Hear from Sarah Jolles, Senior Director of Brand Marketing; Karmen Hudson, Regional Sales Director; and Tim McDade, Regional Director of Buildings & Grounds, as they paint a picture of what it means to reimagine one of our newest HumanGood communities.
Lunch Break & PAL Headshots
Break for lunch and for our PAL team, take five minutes to say "cheese" and have your headshot snapped by our own Loren Roberts, Marketing Specialist.
Hillside Campus Tour
After hearing about what it means to reimagine Hillside in the morning, we'll kick off our afternoon by touring the beautiful 57-acre campus.
The tour will be hosted by Karmen Hudson, Regional Director of Sales; Stephanie Cook, Executive Director, Hillside; and Roberta Carlson, Director of Sales, Hillside.
Health Services Leadership - PAC Partnerships
Nikole Jay, Post-Acute Occupancy Development Director and special guests will deliver a high-level look at building business opportunities!
The Power of Google Reviews
Google reviews are a crucial part of our digital marketing strategy. Demi Mallios, Senior Marketing Manager, and key presenters will explain why Google reviews are so important and how we can all contribute.
Design Thinking To Reimagine Our Business
Can design thinking help us reimagine how we do business?
For our last session of the day, executive coach, author and speaker Diane Flynn, co-founder and CEO of Reboot Accel, will host an engaging session focused on business excellence and personal empowerment.
Bubbly on Board!
Depart Hillside on the bus to head to Stoller Family Estate winery! We'll enjoy bubbly on board to kick-start our third evening together.
Wine Experience Dinner
We promised wine! At the Stoller Family Estate winery, located in the heart of the Willamette Valley, we'll step inside for a special wine experience and dinner.
Hear closing remarks from Dennis Gradillas, SVP of Revenue, and relive the memories of the past three days with a special video presented by Roberto San Luis, Art Director.
Back to the Hotel
After a long day, we'll board the bus for a final time and head back to The Duniway Portland.
Location
Where We'll Find
the Fun!
Portland International Airport (PDX)
7000 NE Airport Way, Portland, OR 97218
The Duniway Portland
545 SW Taylor Street, Portland, OR 97204
Rose Villa
13505 SE River Road, Portland, OR 97222
Fogo de Chão Brazilian Steakhouse
930 SW 6th Avenue, Portland, OR 97204
Hillside
300 Hillside Park Way, McMinnville, OR 97128
Stoller Family Estate
16161 NE McDougall Road, Dayton, OR 97114
What to Expect
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FAQ
Got Questions?
- Monday - Welcome Reception: fun, casual wear (Yes, jeans are fine!)
- Tuesday - Rose Villa Visit and General Session: business casual
- Tuesday - Dinner Cruise: fun and casual (Bring a sweater or jacket.)
- Wednesday - Hillside Visit and Wine Experience Dinner: casual cocktail or “wine country chic” (OK, this term is lame, but you get the idea.) Dress for both events! There will not be an opportunity to go back to the hotel between these experiences.
Yes, vegetarian and gluten-free options will be available during our retreat.
Contact
Have questions?
We’ve got answers.
If you have any questions before or during the event, please reach out to Karmen Hudson,
Regional Sales Director.