Upcoming Events


Oct. 29, 2025

The Legal Landscape: Regulatory Shifts from DC to Oregon

EO Members, SAPs, Key Execs
Wednesday, Oct. 29, 2025, 12:00p - 2:00p
SKA Wealth Strategies - 5 SE MLK Jr. Blvd #600

Did you know that Oregon State had a record number of new bills introduced this session?

This means lots of changes you need to know about. Staying ahead of legal updates isn’t just smart, it’s essential—yet nearly impossible! Join our SAP Equinox Business Law Group's founder and EO Seattle member, Michelle Bomberger, to unpack key legal and regulatory developments from the past year at both the federal level and in Oregon State law.

Tailored for entrepreneurs and business owners who prioritize strategic growth and proactive risk management, this session will highlight changes that impact your operations, contracts, hiring practices, and compliance obligations, giving you the clarity and foresight you need to make confident decisions as you plan for 2026 and beyond.

What you'll learn:

  • Major regulatory and legal updates from 2024 and early 2025

  • How federal changes intersect with Oregon-specific rules

  • Practical strategies to mitigate risk and stay compliant

  • Legal trends to monitor

Lunch is included.

Details & registration

Nov. 6, 2025

EO Dine Around the Table

EO Members, SAPs, and Spouses/Life Partners
Thursday, November 6, 2025, 6:00p-9:00p
Multiple homes around Portland

A Surprise Dinner Party with Time Built In for 5% Conversation

EO Members and Spouses/Life Partners are invited to sign up for an intimate dinner at an EO Member's home in the Portland area on Thursday, November 6.

Each home will feature meal lovingly prepared by an EO Member. Dietary restrictions will be taken into account, but meals will be a surprise.

This fall, every dinner party will feature a directed 5% conversation on Legacy: It's Not How You Find the World, But How You Leave It.

Get ready for meaningful connections with other EO Members!

What to Bring:

  1. A bottle of your favorite wine to share

  2. Your vulnerability! Get ready for a deep conversation over great food.

While the menus are unique, every location will feature:

1.⁠ ⁠Cocktail Hour + a Get-to-Know-You Opener

2.⁠ ⁠Dinner + Deep Dive Topical Discussion

3.⁠ ⁠Dessert + Social Time

Details & registration

Nov. 7, 2025

The Solve Session: A Root-Cause Workshop

EO and EOA Members
Friday, November 7, 2025, 12:00p-2:00p
Pacific West Bank
1300 SW 5th Ave. #900 - 9th Floor

Get to the root cause of your challenge.

In this intimate, hands-on workshop limited to just 7 participants, EOS Implementer Eliot Wajskol will guide you through a focused process to uncover the root cause of a real business challenge you’re facing and define a set of clear, actionable steps to break through and move forward.

Using a proven approach rooted in the IDS™ (Identify, Discuss, Solve) framework, you’ll go beyond surface-level symptoms. You'll work through a tailored, deep-dive experience designed to spark meaningful momentum in your business.

This isn't a lecture. This is a working session. You’ll bring a real challenge. You’ll leave with real traction.

Details & registration

Nov. 13, 2025

From Commodity to Category of One — With Brittany Hodak

EO Members and SAPs
Thursday, November 13, 2025, 3:00p-7:00p
Location TBA

How to Immediately Boost Your Reputation, Referrals, and Revenue

Why should a customer choose your agency, team, or carrier over any other option? If you can’t answer that clearly and confidently, they’ll go with someone who can.

In this dynamic keynote, you’ll learn how to build trust, humanize your sales process, and create loyalty that lasts beyond price comparisons — turning customers/clients into superfans who renew, refer, and advocate for your brand.

Key takeaways:

  • Why the most effective sales tool in human history has worked for millennia

  • How to make commodity factors like pricing and timing much less relevant to customers

  • What to change today to immediately improve sales performance

Details & Registration

Dec. 18, 2025

The EO Holiday Party

EO Members, Strategic Alliance Partners, Accelerators, and Significant Others
Thursday, December 18, 2025, 7:00p - 11:00p
Castaway Portland
1900 NW 18th Ave.

It's the party of the season!

The lights are twinkling, the mood is just right,
Good friends, good cheer, and laughter all night.
Grab something sparkly, bring your best cheer—
It’s the holiday bash of the year!

Cocktail attire encouraged. More details coming this fall!

Details & registration

JAn. 16, 2026

The Solve Session: A Root-Cause Workshop

EO and EOA Members
Friday, November 7, 2025, 12:00p-2:00p
Pacific West Bank
1300 SW 5th Ave. #900 - 9th Floor

Get to the root cause of your challenge.

In this intimate, hands-on workshop limited to just 7 participants, EOS Implementer Eliot Wajskol will guide you through a focused process to uncover the root cause of a real business challenge you’re facing and define a set of clear, actionable steps to break through and move forward.

Using a proven approach rooted in the IDS™ (Identify, Discuss, Solve) framework, you’ll go beyond surface-level symptoms. You'll work through a tailored, deep-dive experience designed to spark meaningful momentum in your business.

This isn't a lecture. This is a working session. You’ll bring a real challenge. You’ll leave with real traction.

details & registration