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Punta Mita Education

Education Schedule

Registration required for the following education lunch offerings:

Power Lunch with Ellie Byrd
10 Ways to Raise Value in Forum Meetings
Thursday 12:30-1:30
No cost to attend but pre-registration required
Maximum 12 people

Power Lunch with Steve Gilliland
Find Your Voice: A Guide to Becoming a Speaker and Best Selling Author
Thursday 12:30-1:30 pm
$75 per person
Maximum 12 people

Power Lunch with Steve Forbes and Celina Realuyo
Q&A: Politics, Economy, and National Security...Your Biggest Questions Answered
Saturday 12:30-1:30 pm
$75 per person
Maximum 12 people

Resource Bios

Michael Breus

• Friday Keynote: "A Recipe for Better Sleep"

• Saturday Workshop: "Sleep Compatibility: How to be 'Good in Bed'"

Michael J. Breus, Ph.D., is a Clinical Psychologist and both a Diplomate of the American Board of Sleep Medicine and a Fellow of The American Academy of Sleep Medicine. He was one of the youngest people to have passed the Board at age 31 and, with a specialty in Sleep Disorders, is one of only 163 psychologists in the world with his credentials and distinction. Dr. Breus is on the clinical advisory board of The Dr. Oz Show and appears regularly on the show (>30 times in 4 years).

Ellie Byrd

• Thursday Lunch: "10 Ways to Raise Value in Your Forum Meetings" (pre-registration required)
Do you look forward to your Forum meetings as an opportunity or an obligation?  If it’s more of an obligation, then it may be time to kick up the take-away value in your Forum meetings.  Join Ellie for a fast-paced look at 10 innovative ways to raise the value proposition in your Forum meetings.

Ellie started her first company in the 1980’s, focused on corporate software training and specializing in global implementations of ERP systems – primarily SAP and PeopleSoft.

Over the past 20 years, Ellie has started several more companies, all related to leadership development, executive retreats and CEO peer teams. She currently owns and serves as CEO of ForumSherpa, Inc. She has certified 10 facilitators to deliver her retreat programs and workshops around the world.

Ellie enjoys music, skiing, hiking and cooking. She maintains homes in both Portland, Oregon and Atlanta, Georgia, spending time in both cities every month. A classically trained concert pianist, Ellie enjoys playing the piano at conferences, churches and elder-care facilities in her spare time, blending her passion for music with a message of joyful perseverance. Click here for full bio

Steve Forbes

• Closing Keynote: "Steve Forbes on Politics, Trade, Economy, and the Future of Capitalism in America"

• Saturday Power Lunch with Celina Realuyo: "Q&A: Politics, Economy, and National Security...Your Biggest Questions Answered" (pre-registration required)

Steve Forbes is Chairman and Editor-in-Chief of Forbes Media.

The company’s flagship publication, Forbes, is the nation’s leading business magazine, with a circulation of more than 900,000. Forbes combined with Forbes Asia, Forbes Europe, and the company’s licensee editions together reach a worldwide audience of more than 5 million readers. has become one of the world’s most influential websites, with more than 80 million unique visitors a month.

Mr. Forbes writes editorials for Forbes under the heading of “Fact and Comment.” A widely respected economic prognosticator, he is the only writer to have won the highly prestigious Crystal Owl Award four times. The prize was formerly given by U.S. Steel Corporation to the financial journalist whose economic forecasts for the coming year proved most accurate.

In both 1996 and 2000, Mr. Forbes campaigned vigorously for the Republican nomination for the Presidency. Key to his platform were a flat tax, medical savings accounts, a new Social Security system for working Americans, parental choice of schools for their children, term limits and a strong national defense. Mr. Forbes continues to energetically promote this agenda.

Mr. Forbes’ recent book: Reviving America: How Repealing Obamacare, Replacing the Tax Code and Reforming the Fed will Restore Hope and Prosperity, co-authored by Elizabeth Ames (McGraw-Hill Professional), came out in December, 2015.

His other books include Money: How the Destruction of the Dollar Threatens the Global Economy – and What We Can Do About It, co-authored by Elizabeth Ames (McGraw-Hill Professional); Freedom Manifesto: Why Free Markets are Moral and Big Government Isn’t, co-authored by Elizabeth Ames (Crown Business, August 2012); How Capitalism Will Save Us: Why Free People and Free Markets Are the Best Answer in Today’s Economy, co-authored by Elizabeth Ames (Crown Business, November 2009); and Power Ambition Glory: The Stunning Parallels between Great Leaders of the Ancient World and Today…and the Lessons You Can Learn, co-authored by John Prevas (Crown Business, June 2009). He also wrote: Flat Tax Revolution: Using a Postcard to Abolish the IRS (Regnery, 2005); and A New Birth of Freedom (Regnery, 1999), a book of bold ideas for the new millennium.

In 1985, President Reagan names Mr. Forbes Chairman of the bi-partisan Board for International Broadcasting (BIB). In this position, he oversaw the operations of Radio Free Europe and Radio Liberty. Broadcasting behind the Iron Curtain, Radio Free Europe and Radio Liberty were praised by Poland’s Lech Walesa as being critical to the struggle against communism. Mr. Forbes was reappointed to his post by President George H. W. Bush and served until 1993.

Steve Forbes was born on July 18, 1947, in Morristown, New Jersey. He received a B.A. in history from Princeton in 1970.

Mr. Forbes serves on the boards of The Ronald Reagan Presidential Foundation, the Heritage Foundation and The Foundation for the Defense of Democracies. He is on the Board of Overseers of the Memorial Sloan-Kettering Cancer Center and on the Board of Visitors for the School of Public Policy of Pepperdine University. He previously served on the Board of Trustees of Princeton University for ten years.

Gary Gibson

• Thursday and Saturday Morning Devotionals

• Thursday Workshop: "Spirituality in the Workplace"
We all take our spirit to work with us each day, the question is how healthy is it? Contrary to popular belief we do not leave our spirit at home on the kitchen counter or on the hall table on our way out the door or on the front seat of the car. We do indeed take it with us. Have you ever said to yourself on a morning drive to the office: “why am I doing this, why don’t I just turn around and go back home because my heart is not in this? Where do you stand when it comes to the health and wellness of your sprit in the place you work? Could it be improved for you and your co-workers and are you willing to be the leader?

• Friday Workshop: "How a Healthy Spirit Enhances Your Life Journey
Assessing your spirituality involves asking some serious questions and looking to your inner self for answers. Such a process can be frustrating initially, since we are rarely encouraged to look within for answers. We have been taught by both society and our culture that the most powerful solutions to our difficulties are provided by outside sources. Spirituality, on the other hand suggests that the most powerful solutions to our difficulties can be found within. In fact, your spirit probably receives more energy, attention and enthusiasm through what you do each day than any other time and place in your life.

Pastor Gary A. Gibson has been a national speaker for enhancing the quality of life through a healthy spirit for many years. He has been a speaker for various national organizations, colleges, churches and civic groups. Pastor Gary currently serves the North Buffalo Presbyterian Church in Washington Pennsylvania where he has been for the past twenty-three years. His work in spirituality includes serving as the Director of Pastoral Care for Presbyterian Senior Care's Washington, Pa. Campus. He also serves on the staff the Washington Hospital as their Oncology Chaplain and Spiritual Counselor for the past twenty-five years. Gary's Chaplaincy and Clinical Pastoral Education were completed at West Virginia University where he also did his residency program. His religions studies include Pittsburgh Theological Seminary, Wheeling Jesuit University and Washington and Jefferson College where he serves as Spiritual Advisor and Chaplain. Pastor Gary is a proud veteran that served his country in the United States Navy.  He has a real practical approach to the importance of a healthy spirit in our daily lives but especially in the work place. Life is indeed a journey, for some it is a journey of faith, for others it is journey of religion and for others it is rooted in their own individual spirit. Maintaining a healthy spirit can and should carry us through the work week with purpose, motivation and a natural desire to help ourselves grow as well as others. Taking the time to nurture our spirit can and should give us the opportunity to grow, learn and succeed. "The journey of life is not meant to be feared and planned; it is meant to be travelled and thoroughly enjoyed". Pastor Gary and his wife Kathy of 46 years have two daughters and one granddaughter. They reside in Washington Pa.

Steve Gilliland

• Thursday Keynote: "Enjoy the Ride: The True Joy of Life is the Journey not the Destination"
A blueprint for getting the most out of life, ENJOY THE RIDE™ is a hilarious and brilliantly conceived keynote that causes people to examine where they are personally and professionally. It lifts people up and inspires them to evolve and appreciate, rather than simply maintain and exist.

• Thursday Power Lunch: "Find Your Voice: A Guide to Becoming a Speaker and Best Selling Author" (pre-registration required)

The Speaker - A member of the Speaker Hall of Fame, Steve Gilliland is one of the most in-demand and top-rated speakers in the world. Recognized as a master storyteller and brilliant comedian, he can be heard daily on SiriusXM Radio’s Laugh USA and Blue Collar Radio. Presenting to over 250,000 people a year, more than two million have now heard him speak, with audiences encompassing nearly three dozen industries. Steve has the distinction of speaking in all 50 states and in 15 countries. As one newspaper stated, “Steve is what happens when the humor of a stand-up comic collides with the inspiration of a motivational speaker.”

The Author - In addition to his brilliant speaking career, Steve is a prolific, accomplished author, evidenced by four of his books—Enjoy The Ride, Making a Difference, Hide Your Goat and Detour—perennially making the publisher’s bestseller list and his being named Author of the Year. His thought-provoking writing style makes his articles a favorite with nationally prominent magazines. He influences the lives of millions through his presentations, books, CDs and DVDs.

The Businessman - Steve built a multimillion-dollar company from the ground up on the same philosophy he expounds to his audiences. If you continually learn more about your company, your industry, your customer and yourself, you will always be a leader. You will be purpose-driven rather than process-driven, and you will make a difference.

Heidi Hanna

• Thursday Workshop: "Recharge Your Brain and Your Business: Practical Tools to Boost Your Brainpower at Home and Work"

Participants will learn how to train the brain to manage energy more efficiently in order to radically improve resilience, productivity and performance. Energy management is discussed using an applied neuroscience approach, starting first with techniques to balance brain chemistry, build brain health and boost brainpower. With the brain in an energized state, we are then able to bring our best attention and effort to the task at hand. Techniques for enhancing energy and engagement within teams and throughout the organization will also be discussed. For this special YPO program, Dr. Hanna will also include guidelines for brain healthy practices at home that include kids of all ages.

• Friday Meditation: "Transforming Stress into Success"

In this interactive session, Dr. Heidi Hanna will guide participants through a simple approach to mindfulness meditation using breath regulation, positive visualization, and connection with a personal mantra or focus phrase. Spend a few minutes understanding the elements of meditation and why it’s considered one of the most powerful techniques for reducing stress, boosting energy and enhancing performance. This kick-start practice will help you create your own unique pathway for mastering mindfulness at work and at home.

• Friday Workshop: "Stressaholic: 5 Ways to Transform Stress Into Success"
In Transforming Stress, participants will understand the impact of chronic stress on the brain and body, learn how a simple shift in mindset can dramatically alter physiological responses to stress, utilize brain-training techniques for mental strength, flexibility, and endurance, practice simple techniques for altering daily stress patterns to improve natural rhythms, and create an action plan to support personal energy management. Instead of stopping stress, this program helps participants embrace stress as an opportunity to learn, make course corrections and optimize performance as a result of tackling challenges head on. For this special YPO program, Dr. Hanna will also include guidelines for stress management techniques that include kids of all ages.

• Saturday Meditation: "Prime Time: Setting Intentions Meditation"
In this interactive session, Dr. Heidi Hanna will guide participants through a simple approach to mindfulness meditation using breath regulation, positive visualization, and connection with a personal mantra or focus phrase. Spend a few minutes understanding the elements of meditation and why it’s considered one of the most powerful techniques for reducing stress, boosting energy and enhancing performance. This kick-start practice will help you create your own unique pathway for mastering mindfulness at work and at home.

Dr. Heidi Hanna is a New York Times bestselling author, Chief Energy Officer and founder of Synergy, a consulting company providing brain-based health and performance programs to organizations, and the Executive Director for the American Institute of Stress.

As a global speaker, Heidi has been featured at the Fortune Magazine’s Most Successful Women in Business Summit, the ESPN Women in Leadership Summit, and the Million Dollar Round Table. Her clients have included Microsoft, GE, Google, Starbucks, Boeing, Morgan Stanley, Ameriprise, Nationwide, the NFL, the PGA Tour, and many more.

For fun, Heidi is a national board member for Blessings in a Backpack, a volunteer speaker for the Alzheimer’s Association, and established a non-profit called Beyond Funny that provides resources related to humor and the brain. She is a frequent lecturer at Canyon Ranch Resort and Spa, and has recently been appointed to a senior faculty position with the International Brain Health Education Institute.

Bryce Hoffman

• Opening Keynote: "American Icon: Alan Mulally and the Fight to Save Ford Motor Company"

At the end of 2008, Ford Motor Company was just months away from running out of cash. With the auto industry careening toward ruin, Congress offered all three Detroit automakers a bailout. General Motors and Chrysler grabbed the taxpayer lifeline, but Ford decided to save itself. Under the leadership of charismatic CEO Alan Mulally, Ford had already put together a bold plan to unify its divided global operations, transform its lackluster product lineup, and overcome a dysfunctional culture of infighting, backstabbing, and excuses. It was an extraordinary risk, but it led to one of the greatest turnarounds of all time. Mulally and his team pulled off one of the greatest comebacks in business history. As the rest of Detroit collapsed, Ford went from the brink of bankruptcy to being the most profitable automaker in the world. Bryce Hoffman, who chronicled this inspiring story in his bestselling book American Icon tells how Ford pulled it off, and shares the important lessons he learned from Mulally — lessons that you can use to help your business succeed.

Bryce G. Hoffman is an author, speaker, strategic adviser, and management consultant who believes that individuals have the power to transform companies and cultures.

Hoffman wrote the bestselling book American Icon: Alan Mulally and the Fight to Save Ford Motor Company, which has become a manual for leaders who want to transform their companies. His highly anticipated new book, Red Teaming: How Your Business Can Conquer the Competition by Challenging Everything, will be published in May 2017 by Crown Business.

Red teaming is a system developed by the U.S. Military and intelligence agencies to make critical and contrarian thinking part of an organization’s strategic planning process. Red Teams operate as specific divisions within an organization whose sole purpose is to stress-test strategies, identify missed opportunities, and expose hidden threats.

In 2015, Hoffman became the first and only civilian to graduate from the U. S. Army’s Red Team Leader Program at the University of Foreign Military and Cultural Studies at Fort Leavenworth, Kansas.

Hoffman spent 22 years as a business reporter, covering Silicon Valley, the biotech industry in the San Francisco Bay Area and the automobile industry in Detroit. His work received numerous awards from the Society of Professional Journalists, the Society of American Business Editors and Writers, the Associated Press and the California Newspaper Publishers Association. He was also a three-time finalist for the Gerald Loeb Award, the most prestigious honor in business journalism.

Hoffman left journalism in 2014 to work as a consultant full-time, but he continues to write a column on leadership and business culture for In addition, he appears regularly on television and radio shows in the United States and around the world, including the BBC, NPR, CNN, FOX, PBS, CBS, CNBC, Fox Business, Bloomberg, the CBC, RTÉ, Radio New Zealand, al Jazeera, Deutschland radio and other local, national and international networks.

A native of California, Hoffman majored in Anthropology and Philosophy at San Francisco State University and later completed a fellowship in economics at the California State University in Hayward. He now resides with his wife in Fenton, Michigan.
Alan Mulally

• Thursday Keynote: “What I Learned Saving the American Automobile Industry... From Itself!”
In 2006, the Ford Motor Company suffered a devastating 12.7 billion dollar loss. At the time, Ford had witnessed a downgrade in stock-value and its brand mismanaged; however, under the leadership of a newly appointed president and CEO, Alan Mulally, the organization saw a remarkable return to profitability and was later in fact the only American car manufacturer to not accept a bailout from the United States government.  With Mulally’s vision and commitment, Ford was able to recommit itself to quality, develop a comprehensive strategy and implement a new sense of identity. His renowned leadership skills transformed Ford into one of the world’s leading automobile companies and the #1 automobile brand in the United States. Mulally expounds on his strategic leadership and inspires audience members to explore their own set of skills as they apply to and enhance their organization.

Alan Mulally, the man credited with saving the America automobile industry, served as CEO of Ford Motor Company from 2006-2014. The year Mulally took over Ford (2006), the company reported a $12B loss. Mortgaging the entire company to fund his turnaround, Mulally left Ford 8 years later with a record market value and $20B in net profit for 2014. The only American automobile company not to take a government bailout, Mulally will share how he transformed Ford and the entire American automobile industry. Prior to Ford, Mulally was CEO of Boeing Commercial Airplanes. Mulally is currently a member of the Board of Directors of Alphabet/Google.

Chris Porter

• Friday Workshop: "Big Shifts Ahead: Seismic Demographic Changes and Wat it Means for Your Business, Your Family, and Your Country"
Demographics determine the direction of your business, regardless of industry. Demographic trends can be overwhelming, misleading, confusing, conflicting, and difficult to predict. Not anymore. Highlighting findings from the research behind the book "Big Shifts Ahead: Demographic Clarity for Businesses," Chris Porter will share some frameworks to make demographic trends easier to understand, quantify, and anticipate. Understanding these trends will give business leaders a huge competitive advantage because they will be making decisions with facts, and they will be better able to adjust their strategies when unanticipated events shift prevailing trends.

• Saturday Workshop: "Leading Across Generations"
What resonates with the CEO may not ring true for all employees, especially when different generations are involved. Chris Porter, co-author of "Big Shifts Ahead: Demographic Clarity for Businesses," will present a case study of how one group of next generation leaders reinterpret the business philosophies that resonate very well with senior management. Chris will also present on how to manage this next generation of leaders, who may have a different take on mission, vision and values of a company.

Chris Porter is the Chief Demographer at John Burns Real Estate Consulting, an Irvine, California-based firm that provides independent research and consulting services related to the US housing industry. In his role, Chris helps the firm’s clients understand the role demographics plays in shaping the demand for housing. Chris was instrumental in developing many of the company’s housing demand models, and the research he leads informs many of the firm’s forecasts.

With CEO John Burns, Chris co-authored the book Big Shifts Ahead: Demographic Clarity for Businesses to help make demographic trends easier for business executives – regardless of industry – to understand, quantify, and anticipate. The best-seller has received high praise for challenging the conventional wisdom on demographics, and for providing new frameworks through which to view demographic shifts.

Before joining John Burns Real Estate Consulting, Chris worked for Reed Business Information’s web site, and was also Director of Electronic Media for Reed’s Building and Construction Group. Before that he was an analyst at Rogerscasey, an investment consulting firm.

Chris has a B.A. in Economics from Princeton University and a M.S. from Northwestern University’s Medill School of Journalism.

Chris was involved with Toastmasters International for more than seven years, working to enhance his public speaking skills and helping others do the same.
Celina Realuyo

• Thursday Workshop: "Inside the Lines of the Mexican Drug War"
Mexican authorities have been waging a bloody war against the drug cartels for over a decade with limited success; over 100,000 lives have been lost since 2006.  To stem the northbound flow of drugs like heroin, methamphetamine, fentanyl, and cocaine, the U.S. has committed more than $2 billion in assistance to Mexico’s counternarcotics efforts over the past 10 years, but the opioid crisis in the U.S. has actually reached epidemic proportions.  The U.S. and Mexico are arduously designing more comprehensive strategies to reduce the demand for and supply of these highly addictive drugs.

• Saturday Keynote: "Fear Not! What's Really Happening in America's Global War on Terror" (pre-registration required)
The Islamic State has been routed out of Iraq and Syria by the U.S.-led global coalition to defeat ISIS in 2017 - that’s the good news! However, ISIS “the terrorist movement” has metathesized, and its sympathizers and foreign fighters are conducting ISIS-directed and ISIS-inspired attacks in the U.S., Europe, Asia and Africa. The Pulse nightclub, San Bernardino, NY Westside Highway, and NY Port Authority attacks demonstrate that the U.S. in not immune to terrorism, but rest assured, the U.S. is extremely well prepared to detect, address, and respond to terrorism and to promote a culture of resilience to preserve our way of life.

• Saturday Power Lunch with Steve Forbes: "Q&A: Politics, Economy, and National Security...Your Biggest Questions Answered"

Celina Realuyo is President of CBR Global Advisors, LLC and Professor of Practice at the William J. Perry Center for Hemispheric Defense Studies at the National Defense University where she focuses on U.S. national security, illicit networks, transnational organized crime, counterterrorism and threat finance issues. As a former U.S. diplomat, international banker with Goldman Sachs, State Department Director of Counterterrorism Finance Programs, consultant, and professor at the National Defense, George Washington, and Joint Special Operations Universities, Celina has two decades of international experience in the public, private and academic sectors. She speaks regularly in English and Spanish on "Managing U.S. National Security in 21st Century,” “The 3 R’s: Responding to Risk with Resourcefulness,” “Following the Money Trail to Combat Terrorism, Crime, and Corruption,” and "Combating the Convergence of Illicit Networks in an Age of Globalization." Celina is a regular commentator on global affairs for CNN en Español, Foreign Policy, Reuters, and Univision and has testified before Congress on national security, terrorism, and crime issues. She is a graduate of the Harvard Business School, Johns Hopkins University School of Advanced International Studies, and Georgetown University School of Foreign Service.
Pat Williams

• Friday Keynote: "Leadership Excellence for the 21st Century"

As the father of 19 children—including 14 adopted from four foreign countries—and a sports personality, Pat has plenty of experience and insights into being involved as both a parent and a mentor in a teenager’s life.  In this invigorating speech, Pat gears his remarks towards guardians and people working with today’s youth.  Intimate and insightful, powerful and practical, this talk offers encouragement and instruction to fostering the relationship you desire with your children.

• Saturday Workshop: "Extreme Winning: The 12 Qualities of Extreme Winners"
Pat Williams is a basketball Hall-of-Famer, currently serving as co-founder and senior vice president of the NBA’s Orlando Magic. Also one of America’s top motivational, inspirational, and humorous speakers, Pat has addressed employees from many of the Fortune 500 companies. Pat is also the author of 100 books, his most recent title highlighting the secrets to peak performance in COACH WOODEN’S FORGOTTEN TEAMS.

Since 1968, Pat has been the general manager with teams in Chicago, Atlanta, Philadelphia and Orlando, including the 1983 World Champion 76ers. In 1996, Pat was named as one of the 50 most influential people in NBA history. In 2012, Pat received the John W. Bunn Lifetime Achievement Award from the Naismith Memorial Basketball Hall of Fame.

Pat and his wife, Ruth, are the parents of 19 children, including 14 adopted from four nations. Pat and his family have been featured in Sports Illustrated, Readers Digest, Good Housekeeping, Family Circle, USA Today and The Wall Street Journal.

Pat was diagnosed in February of 2011 with Multiple Myeloma, an incurable form of cancer. However, after several rounds of chemo, Pat’s doctors have told him that they are unable to detect any myeloma in his body and have given him a clean bill of health. 
more Event Calendar

9/6/2018 » 9/7/2018
Moderator Summit

9/27/2018 » 9/30/2018
2018 Fall Meeting - Austin

6/23/2019 » 6/28/2019
2019 Family Meeting - Hawaii

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