2026 CFO Retreat: Ignite Your Leadership
Ponte Vedra Inn & Club
200 Ponte Vedra BoulevardPonte Vedra Beach, FL 32082
United States
Event Sold Out – Join the Waitlist!
If you’d like to be added to the waitlist, please email Kaleigh White Smolinski, PhD at kaleighsmolinski@misbo.com. Should space become available, we’ll reach out in the order requests are received. April 2026 | A 3.5-Day Transformational Experience for Independent School CFOs
Welcome to ThinqShift x MISBO: The Fabulous Leader Retreat
April 2026 | A 3.5-Day Transformational Experience for Independent School CFOs
Your operating environment is VUCA—volatile, uncertain, complex, and ambiguous. AI is reshaping finance and operations. Expectations from boards, audit partners, employees, and families are shifting faster than policies can update.
The World Needs Fabulous Leaders
Your operating environment is VUCA—volatile, uncertain, complex, and ambiguous. AI is reshaping finance and operations. Expectations from boards, audit partners, employees, and families are shifting faster than policies can update.
In this context, technical finance expertise is necessary—but not sufficient. This is not Finance 101. The CFOs who will thrive are those who can:
Redefine success on their own terms and for their institutions
Lead with personal power, not just positional authority
Stay cognitively adaptable and whole-brain in how they analyze, decide, and influence.
This retreat is designed to grow those leaders.
This experience is a win for both you & your school:
Why it matters for you?
Elevate from financial expert to institutional strategist—with a sharper leadership narrative, board-level influence, and cross-functional credibility.
Gain advanced tools and frameworks (Thinq360, Fabulous Leadership, 4 Voice Model) to navigate scenario planning, trade-offs, and change with more confidence and less burnout.
Why it matters for your school?
Positions the finance office as a driver of sustainability and culture, not just compliance and reporting.
Translates megatrends (AI, enrollment volatility, workforce shifts, VUCA dynamics) into actionable financial strategy—multi-year modeling, risk mitigation, and decisions that improve employee experience and student outcomes.
FROM A PAST ATTENDEE:
“attending this conference was a life changing moment for me. I so appreciate having been put into a place of discomfort and real learning as an adult! Our roles are primarily centered around people... people we lead with, people we collaborate with, and people within our organizations who need mentoring/training/guidance in their professional journeys. All of these human interactions involve different levels of complexity, and speaking personally, I am certain that the knowledge gained will be of significance as I better understand not only how or why folks think, respond, and prioritize what they say and do, but more importantly, why my thoughts and actions lean in one way or the other (and how to adjust them to best serve the people I engage with!!)”
What Is ThinqShift?
We help fabulous people do the hard stuff—creating focus, then shifting mindsets, behaviors, and culture across teams and organizations. We specialize in accelerating your top 10%—because identifying high performers isn’t enough; you have to invest in them.
We deliver a performance acceleration experience tailored for senior finance leaders and rising controllers/operations executives—and now we’re partnering with MISBO to bring this work to you.
About the Retreat
An immersive experience built for independent school CFOs and finance leaders. Step out of the day-to-day to reflect, reset, and rewire your leadership for the future of work and the future of school finance.
This goes beyond traditional finance training. You’ll apply whole-brain leadership models like Thinq360 and the Fabulous Leadership Framework to CFO realities: multi-year forecasting, tuition strategy and affordability, compensation and total rewards, capital planning and facilities, auxiliary revenue, risk and controls, technology ROI, and board engagement. Vipul Kapadia -- As ThinqShift's CEO, Vipul Kapadia is the driving force behind their leadership experiences. A visionary speaker, creator, and facilitator, Vips is dedicated to empowering exceptional leaders and high-performing executives to reach their next level of greatness.
Speaker
Vipul Kapadia -- As ThinqShift's CEO, Vipul Kapadia is the driving force behind their leadership experiences. A visionary speaker, creator, and facilitator, Vips is dedicated to empowering exceptional leaders and high-performing executives to reach their next level of greatness.
Get Social
Join the buzz for this event! #MISBOCFORetreat #MISBOIgniteYourLeadership
Event Policies
Click here to read the Event Registration and Cancellation Policies.
| Price | |
|---|---|
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Regular - Members
Registration Ends 4/26/26 at 2:00 AM EDT
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$1,795.00 |
| Price | |
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Regular Non-Members
Registration Ends 4/26/26 at 2:00 AM EDT
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$2,495.00 |
| Price | |
|---|---|
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Additional person
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$550.00 |
Join us at the renowned Ponte Vedra Inn & Club for a retreat designed to refresh your perspective, deepen your network, and ignite your leadership. Nestled along Florida’s Atlantic coastline, this AAA Five-Diamond resort offers a luxurious yet energizing backdrop for finance leaders ready to lead with clarity, confidence, and purpose.
From oceanview rooms to championship golf, spa treatments to fireside conversations, every element of this retreat is curated to help you step back from the day-to-day and lean into strategic vision. The historic charm of Ponte Vedra Inn & Club—combined with modern amenities and exceptional service—sets the stage for reflection, insight, and inspiration.
This is your opportunity to connect with fellow CFOs, challenge assumptions, and spark new ideas in a setting designed to elevate both thought and well-being. Come ready to reignite your passion for leadership—and return ready to drive impact.
Ponte Vedra Inn & Club
200 Ponte Vedra Inn & Club
Ponte Vedra Beach, FL 32082
Book your room here.
Discounted Rate: $369.00
Cutoff date: March 27, 2026
Check in: 4:00 pm
Check out: 11:00 am
Cancellation policy: 7 days prior to arrival
Agenda
| April 26 | |
| 3:00 PM - 6:00 PM | Arrival & Registration Check in, get settled, and get ready for this high-impact retreat! |
| 3:45 PM - 6:00 PM | Welcome & Opening Programming Two Misunderstood Words: Success and Leadership. -Interactive exploration of what “success” and “leadership” mean to you and how loaded, subjective, and often externally driven those definitions can be. |
| 6:30 PM | Dinner |
| April 27 | |
| 9:00 AM - 12:00 PM | Morning Leadership Session Dive into whole brain leadership frameworks, personal leadership style, and school needs |
| 12:00 PM - 1:00 PM | Lunch |
| 1:00 PM - 3:00 PM | It’s Time to ShiftUp: On Leadership & On Success How the VUCA era favors adaptability, learning agility, and whole-brain leadership over tenure and experience |
| 4:00 PM | Evening on Your Own Participants are free to choose their own dining and evening activities. |
| April 28 | |
| 9:00 AM - 12:00 PM | Interactive Strategy Session Apply learning to real scenarios and build a leadership playbook. |
| 12:00 PM - 1:00 PM | Lunch |
| 1:00 PM - 3:00 PM |
Thinq360: Fabulous Leaders Master Thinking Voices
Introduction to the Thinq360™ 4 Voice Model and why it’s essential to staying cognitively adaptable Your personalized Thinq360 results (completed before the program) |
| 6:30 PM | Dinner |
| April 29 | |
| 9:00 AM - 12:00 PM |
Final Integration Session: The Fabulous Leader & Your 5-Year Goals
The Fabulous Person Non-negotiables: What must be true for you to live and lead well Designing your 5-Year Life Goals across Career, Family, Friends, Self, and Money |
Continuing Education Information
Lead with personal power, not just positional authority
Stay cognitively adaptable and whole-brain in how they think, decide, and influence
This retreat is designed to grow those leaders.
HRCI Information
- Credit Type: Business
- Instructional Method: Webinar
- Program level: Basic
- Prerequisites: None
- Advanced Preparations: None

This program has been pre-approved for 15 Business recertification credit hours toward aPHR®, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®). MISBO is a recognized provider of recertification credits. HR Certification Institute® pre-approved this program for credits towards aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification.
SHRM Information
SHRM PDC Credit: 15.0
SHRM BoCK: Leadership & Navigation
MISBO is recognized by SHRM to offer SHRM-CP or SHRM-SCP professional development credits (PDCs). For more information about certification or recertification, please visit www.shrmcertification.org.
CPE Information
- Field of Study: Personnel/Human Resources
- Instructional Method: Group Internet Based
- Program level: Basic
- Prerequisites: None
- Advanced Preparations: None
- Recommended CPE Credits 15.0 in Personnel/Human Resources.
MISBO is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
