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Revenue Retreat 2024

September 9–12, 2024  |  Portland and the Willamette Valley, Oregon

Wine, Dine and Redefine

Imagining the Future of Our Field

Get ready for our next Revenue Retreat, taking place in Oregon this September! The purpose of this year’s Revenue Retreat is to REIMAGINE how we do things. Let’s take a fresh look at how we see our bricks and mortar, community life and business development. To create a foundation to build a successful HumanGood, we’ve planned an event-filled trip to the Pacific Northwest, jam-packed with dynamic learning activities and plenty of other fun endeavors. 

Oh, and also, wine!

Schedule

What’s in Store?

Day 1

Monday, Sept. 9

Day 2

Tuesday, Sept. 10

Day 3

Wednesday, Sept. 11

Day 1

Monday, Sept. 9

Before 5 p.m.

Travel & Hotel Check-In

Monday is a travel day! Arrive at Portland International Airport and take an Uber/Lyft/taxi to the Duniway Portland hotel, where you can check in and get settled before our welcome reception and dinner! Check-in is at 3 p.m.

5 p.m.

Kickoff & Cocktails

Our special guest is Jennifer Werdel, sales, marketing and PR professional, who will get us ready to reimagine during this welcome party where we will enjoy food, drink and each other!

Day 2

Tuesday, Sept. 10

7:30 a.m.

Coffee in the Lobby

8 a.m.

Breakfast on Board

Jump on the bus and enjoy a light, boxed breakfast.
8:30–11:15 a.m.

Rose Villa Visit

Get ready for our first full day together! We'll arrive at Rose Villa, an award-winning Life Plan Community in suburban Portland, where we will hear a presentation on the community and take a tour.

11:15 a.m.–12 p.m.

Board the Bus for Lunch

We will travel back to downtown Portland for lunch and a general session at Fogo de Chão, a Brazilian steakhouse!

12–1:15 p.m.

Lunch & Revenue Team Roadmap to Success

Over a festive lunch, get pumped up about the future of our team, presented by Dennis Gradillas, SVP of Revenue; Suzanne Nagel, VP of Marketing; and Nikole Jay, Post-Acute Occupancy Development Director.

1:15–2:15 p.m.

How Did You Do That? Peer-to-Peer Panel Chat

Our friend and colleague, John Rogers, Director of Sales at The Terraces at Summitview, will moderate a panel conversation on building sales culture and PAL best practices.

2:15–2:30

Break

2:30–4 p.m.

HumanGood Inclusion Council Presents: Mindset Training

Can we strengthen our teams by addressing our biases? What does true inclusion look like in our work environment? How can we improve both support and engagement with one another?

Experienced facilitator, trainer and coach of the ASPIRE Group, Diane Burbie will host this interactive workshop.

4–5:45 p.m.

Relax & Refresh

We will take a quick walk back to the Duniway Portland hotel. Enjoy a little over an hour of time to rest and relax before our dinner cruise later in the evening. 

5:45-6 p.m.

Board the Bus

6:30–9 p.m.

Dinner Cruise

We'll board the Portland Spirit on the Willamette River and sail along, taking in the dazzling city sights and lights! You'll enjoy drinks, a three-course meal, live piano and the sights of Portland!

Day 3

Wednesday, Sept. 11

7:30 a.m.

Coffee in the Lobby

8–9:15 a.m.

Breakfast on Board

Board the bus no later than 8 a.m. as we head to Hillside, located south of Portland in McMinnville. Breakfast will be served on the bus.

9:30–11:30 a.m.

Baseline Coaching

How can we work together to create a highly productive environment? 

Expert sales leadership trainer and executive coach, Dennis Connelly will lead a session focusing on maintaining organizational health and fostering continuous improvement so we can enjoy even greater success together in 2024, 2025 and beyond!

11:30 a.m.–12 p.m.

Reimagine Hillside

Hear from Sarah Jolles, Senior Director of Brand Marketing; Karmen Hudson, Regional Sales Director; and Tim McDade, Regional Director of Buildings & Grounds, as they paint a picture of what it means to reimagine one of our newest HumanGood communities.

12–12:45 p.m.

Lunch Break & PAL Headshots

Break for lunch and for our PAL team, take five minutes to say "cheese" and have your headshot snapped by our own Loren Roberts, Marketing Specialist.

1–2:15 p.m.

Hillside Campus Tour

After hearing about what it means to reimagine Hillside in the morning, we'll kick off our afternoon by touring the beautiful 57-acre campus.

The tour will be hosted by Karmen Hudson, Regional Director of Sales; Stephanie Cook, Executive Director, Hillside; and Roberta Carlson, Director of Sales, Hillside.

2:30–3 p.m.

Health Services Leadership - PAC Partnerships

Nikole Jay, Post-Acute Occupancy Development Director and special guests will deliver a high-level look at building business opportunities!

3–3:30 p.m.

The Power of Google Reviews

Google reviews are a crucial part of our digital marketing strategy. Demi Mallios, Senior Marketing Manager, and key presenters will explain why Google reviews are so important and how we can all contribute.






3:30–5 p.m.

Design Thinking To Reimagine Our Business

Can design thinking help us reimagine how we do business?

For our last session of the day, executive coach, author and speaker Diane Flynn, co-founder and CEO of Reboot Accel, will host an engaging session focused on business excellence and personal empowerment.

5:15–6 p.m.

Bubbly on Board!

Depart Hillside on the bus to head to Stoller Family Estate winery! We'll enjoy bubbly on board to kick-start our third evening together.

6–9 p.m.

Wine Experience Dinner

We promised wine! At the Stoller Family Estate winery, located in the heart of the Willamette Valley, we'll step inside for a special wine experience and dinner.

Hear closing remarks from Dennis Gradillas, SVP of Revenue, and relive the memories of the past three days with a special video presented by Roberto San Luis, Art Director.

9 p.m.

Back to the Hotel

After a long day, we'll board the bus for a final time and head back to The Duniway Portland.

Location

Where We'll Find
the Fun!

Portland International Airport (PDX)

7000 NE Airport Way, Portland, OR 97218

The Duniway Portland

545 SW Taylor Street, Portland, OR 97204

Rose Villa

13505 SE River Road, Portland, OR 97222

Fogo de Chão Brazilian Steakhouse

930 SW 6th Avenue, Portland, OR 97204

Hillside

300 Hillside Park Way, McMinnville, OR 97128

Stoller Family Estate

16161 NE McDougall Road, Dayton, OR 97114

What to Expect

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FAQ

Got Questions?

Book your hotel room via this link using your p-card — and that's it! We'll mark your RSVP as "yes" as long as your hotel room is booked no later than July 1.
P-cards should be used to book flights, reserve hotels and pay for any ground transportation needed to get to and from the Portland International Airport. The vast majority of other expenses will be covered on your behalf through corporate budgets.
Temperatures in Oregon in September are typically in the high 70s during the day and low 50s in the evening. Here are our general recommendations based on the agenda:
  • Monday - Welcome Reception: fun, casual wear (Yes, jeans are fine!)
  • Tuesday - Rose Villa Visit and General Session: business casual
  • Tuesday - Dinner Cruise: fun and casual (Bring a sweater or jacket.)
  • Wednesday - Hillside Visit and Wine Experience Dinner: casual cocktail or “wine country chic” (OK, this term is lame, but you get the idea.) Dress for both events! There will not be an opportunity to go back to the hotel between these experiences.
Willamette Valley is the wine country of Oregon. Among scenic rolling hills, mountains and forests, you'll enjoy nature at her finest! You can visit the tourism website to learn more about the region or request a visitor guide for more detailed information about the local surroundings.
The Rose Villa website offers all the information you need!
Hillside is one of our newest communities. By exploring this community's future, we can imagine opportunities for all of HumanGood and the field at large. Explore Hillside’s website.

Yes, vegetarian and gluten-free options will be available during our retreat.

Contact

Have questions?
We’ve got answers.

If you have any questions before or during the event, please reach out to Karmen Hudson,
Regional Sales Director.

karmen.hudson@humangood.org

(206) 571-5928

Origami bird

We look forward to seeing you there!

Origami boat