An Intimate Forum for EdTech CEO’s and Presidents to Engage in Authentic Dialogue About the Approaches and Resources Necessary to Lead Successfully

June 1-3, 2026 at Red Ledges Premier Private Community (Heber City, UT)

Being a President or CEO can be exhilarating and rewarding. It’s also commonly frustrating, exhausting and lonely. Wheelan Advisory Group is proud to announce the inaugural “CEOs Unplugged” Leadership Retreat, a two day workshop exclusively designed to enable Presidents and CEOs who lead mission-driven, technology-enabled companies in the education sector to “unplug” and authentically connect with others who are navigating a similar journey.

Led by Pete Wheelan, a 25 year veteran of C-Suite and Board roles and Founder CEO of Wheelan Advisory Group, this highly interactive experience will provide an intimate (no more than 12 attendees), relaxed and confidential forum for EdTech leaders to meet peers and engage in unfiltered discussion about some of the most common challenges they face, while exploring valuable tools and approaches for succeeding in an increasingly uncertain and difficult operating environment.

Pete will be joined by two top-notch coaching professionals to ensure an experience infused with decades of coaching and leadership experience:

Jeremy Glauser is a CEO Coach whose practice is centered on helping purpose-driven CEOs live better lives and build better businesses. His work is informed by his own decades of experience as a CEO, including as Founder CEO of eLuma, a pioneering platform delivering teletherapy and mental health services to K-12. Jeremy is a nationally board certified health and wellness coach (NBC-HWC), advisor to the Kennedy Forum’s youth mental health advocacy, youth mental and behavioral health investor and philanthropist, and he has received recognition as a 40 Under 40 honoree and Entrepreneur of the Year finalist.

Justin Self is an Executive Coach whose passion is helping high-performing, purpose driven teams become more cohesive and strategically aligned by identifying practical and relevant solutions to the deep-rooted challenges holding them back. Along with more than a decade of his own leadership experience, Justin brings to his work extensive training and credentials from Patrick Lencioni’s acclaimed suite of organizational health tools, including The Advantage and The Five Dysfunctions of a Team. In 2020, he was a founding member of the Table Group’s “CAPA Pro” consultants and practitioners alliance, trained under Lencioni and was designated just one of 10 Master Facilitators in North America in how to deliver the highly acclaimed Working Genius Model.

Specific topics over the course of two days of working sessions will include: 

  • The Dimensions of Organizational Maturity – Navigating from “Start-up to Grown-up”
  • CEO as “Best Self” – Core Values and Self Care
  • CEO Adaptability and Growth Mindset
  • Confident and Effective Decisionmaking
  • Executive Communication and “Presence”
  • Leadership Team Development and Alignment
  • Manager and Employee Engagement
  • Board/Stakeholder Management

What to expect:

  • A unique opportunity to unplug, reflect, connect and grow
  • A beautiful mountain setting that will relax and inspire
  • Valuable leadership content curated and synthesized from 10,000+ hours of coaching CEO’s
  • Small breakout discussions and opportunities for 1:1 coaching
  • Deep discussion and engagement with similarly-situated leaders
  • An opportunity to develop peer-mentoring relationships
  • 2+ days to recharge, enjoy great food, and have fun!

The pricing for this unique event includes:

  •  A pre-retreat intake coaching session and a post-retreat debrief coaching session
  • ~20 hours of curated content, engaging discussions and interactive exercises
  • 3 self assessments to inform your personal and professional growth
  • An opportunity to share your biggest challenges in a structured and confidential forum with 11 other “peer mentors”
  • Access to Wheelan Advisory Group’s proprietary content – dozens of tools and resources to support your leadership success
  • All meals during the retreat
  • Local transportation to/from the Salt Lake City (or Provo) airport
  • Local transportation during the conference

NOTES:

  • The retreat will start at 4:00 PM on Monday, June 1 and end at 4:00 PM on Wednesday, June 3
  • Lodging is NOT included in the pricing, but a block of rooms has been held at the nearby Best Western Plus (< 5 minutes from the retreat venue)