September 30th, 2026 | 8:30am – 10:00am
Santa Rosa, CA

The Last 90 Days; What to Quit to Find Your Traction

Adding is easy. Subtraction is the discipline.

Most of us are carrying more than we can finish. A few projects that mattered in January. A commitment we said yes to out of politeness. Something we’ve been almost done with since spring. None of it is failure — it’s the natural accumulation of an ambitious year. But carried all at once, it’s drag. And drag is what makes good work feel slow.

Traction doesn’t come from volume. It comes from focus. The people who consistently finish things aren’t working more hours; they’re running one track and defending it against everything else. That defense is the work ethic nobody talks about.

This session is about doing that deliberately. We’ll look honestly at what you’ve taken on, sort it into what you’ll finish and what you’ll release, and choose the one track worth your full commitment through the end of the year.

Quitting is the part most people avoid, because it feels like giving up. It isn’t. Deciding what to abandon is the most disciplined thing on this list — it’s how you free the capacity to finish what you actually meant to do. We’ll do it out loud, together, which makes it considerably easier.

Whether you answer to a board, a boss, or only yourself, the shape of this is the same: less on the plate, more in the tank, one thing done well.

You’ll leave with a short list, a clear track, and the commitment to run it.

Speaker | Heather Simpson

$47 Breakfast + Beverage Bar Included

Start the day with Breakfast Club 👇

Why You Work the Way You Do; An Introduction to the Enneagram

October 28th, 2026 | 8:30am – 10:00am
Santa Rosa, CA

You already know how you work. Most people don’t know why.

There’s a pattern underneath the way you operate — the kind of problems you move toward, the kind you avoid, what you’ll stay late for, what you’ll take on rather than hand off. It’s consistent enough that the people who work with you could describe it without hesitating. Most of us have never described it ourselves.

That pattern isn’t a flaw. It’s usually the source of everything you’re good at. But it runs whether you’re paying attention or not, and when it runs unexamined it costs you: the conversations that go sideways for the same reason every time, the work you keep absorbing because it’s faster than explaining, the confidence that wavers in the one situation that always gets you.

The Enneagram is a map of those patterns. Nine of them. It has a reputation for being either profound or a parlor game, and which one it turns out to be depends entirely on how it’s taught.

Patti teaches it as a working tool. In this session she’ll walk through the nine patterns in plain language, help you recognize your own, and show what it explains about the way you communicate, the way you make decisions, and where your capacity goes. You’ll also start to see it in the people around you — which is where it changes how you lead, how you’re managed, and how you handle the person you’ve never been able to read.

Whether you answer to a board, a boss, or only yourself, the shape of it is the same: you work better when you stop fighting your own wiring.

You’ll leave able to name your pattern, see it operating, and use it on purpose.

$47 Breakfast + Beverage Bar included

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Continue the day with an in depth workshop 👇

11:00am – 2:00pm
Santa Rosa, CA

The morning is where you see the pattern. This is where you do something about it.

Every Enneagram type leads with a set of strengths, and every set of strengths has costs attached. The person who anticipates what’s needed absorbs work nobody assigned. The person who gets it right the first time spends hours on the last ten percent. The person who keeps the peace carries the tension instead of naming it. The costs are hard to see because they look like competence — and because they’ve been running long enough to feel like just how the job is.

Knowing your type is interesting. Applying it is where things change. This is a hands-on afternoon spent doing exactly that: finding where your natural strengths are costing you time and energy, and deciding what to do differently.

You’ll leave with practical, personalized shifts in what you carry, how you work, and where you choose to invest your capacity. 

$197 Lunch + Beverage Bar Included 

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Speaker | Patti Hoelzle

Patti Hoelzle spent nearly two decades as a school counselor before building a coaching practice around a single observation: insight and change are not the same thing. She sat with hundreds of people who understood their own patterns clearly and still couldn’t move — the self-awareness was there, the practical path forward wasn’t.

That gap is what she works in now. Through Rooted WELL Coaching, Patti helps people trade confusion and self-doubt for clarity and grounded action, blending trauma-responsive insight with practical systems and honest accountability. As a speaker, she’s direct and energizing — she names the hard things out loud and sends people home with tools they can use immediately, not inspiration that’s gone by Monday.

Start the day with Breakfast Club 👇

The State of Us; What Sonoma County’s Numbers Mean for Your Next Year
December 2nd, 2026 | 8:30am – 10:00am
Santa Rosa, CA

You already know how last year felt. That isn’t the same as knowing what happened.

Most of us plan the next year from memory. We remember the months that were hard and the months that were full, and we build around that feeling. It’s the most natural thing in the world, and it’s a poor instrument — because feeling is a summary of what happened to you personally, and it can be badly out of step with what’s happening around you.

That gap costs people. Some spend a year working against a headwind nobody named for them and conclude they’ve lost their edge. Others spend it missing an opening that was in plain sight, because nothing in their own experience told them to look. Neither one is a failure of effort.

This session is a briefing on the conditions. Through the fall I’m gathering what the numbers actually say about work in Sonoma County — where hiring is happening and where it has stalled, what it costs to live and stay here, which sectors are expanding and which are consolidating, and what all of it means for people doing ambitious work in this county. Not the headlines. The picture underneath them.

It isn’t a forecast, and it isn’t an argument for optimism or for pessimism. Some of what we look at will confirm what you already suspected, which is useful on its own — a hunch you can put a number to becomes something you can act on. Some of it will contradict you, which is more useful still. Because the point of knowing where you stand is deciding what to do about it.

Whether you answer to a board, a boss, or only yourself, the shape of it is the same: you make better commitments when you can see the conditions you’re making them in.

You’ll leave with a clear read on the year ahead and a much better sense of where to put your energy.

$47 Breakfast + Beverage Bar included

Speaker | Heather Simpson

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Continue the day with an in depth workshop 👇

Build Your 2027; One Page is All it Takes
11:00am – 2:00pm
Santa Rosa, CA

The morning shows you the conditions. The afternoon is where you decide what to do about them.

Most annual plans die in January, and it isn’t for lack of ambition. It’s length. Thirty goals, five priorities, a tidy document that felt good to write and got closed by the second week of the year. The failure isn’t discipline — the plan was never built to be carried.

The narrowing is the actual work, and it’s harder than it sounds. Everything on the list arrived for a reason. Some of it is genuinely necessary, some of it is inherited, and some of it is someone else’s priority wearing your name. Those three are nearly impossible to tell apart while you’re the only one looking at them.

This is a hands-on afternoon spent separating them. We’ll pressure-test what next year actually requires of you, choose the one track worth your full commitment, and bring the whole year down to a single page: the track you’re running, what it takes to run it, what you’re setting down in order to protect it, and how you’ll know by March whether it’s working.

Deciding what you’re not doing next year is uncomfortable in private and considerably easier out loud. You’ll leave with the page finished, not a draft to complete at home. 

$197 Lunch + Beverage Bar Included 

Speaker | Heather Simpson