What Leaders Learned at the Home Care CEO Executive Strategy Retreat

What Leaders Learned at the Home Care CEO Executive Strategy Retreat

By Stephen Tweed One of the most amazing events we conducted in 2023 was the Home Care CEO Executive Strategy Retreat. This retreat was held in Orlando Florida on December 12 & 13, 2023, Sponsored by the Home Care Association of Florida. In attendence were 47 individuals from 25 home care companies who spent a day and a half exploring the Seven Steps to Scaling Your Home Care Business. The Executive Strategy Retreat received such positive reviews that we will be conducting a Virtual Executive Strategy Retreat over three Thursdays in February, 2024.  What Leaders Learned After an overview of Opportunities in Private Pay Home Care, we dug into seven specific things home care leaders can do to grow in 2024: Here’s What Our Members Said: We had 8 individuals from 5 of our Home Care CEO Forum Mastermind Member companies attend the Executive Strategy Retreat in Orlando.  Here is what some of them said about this event. Saundie Isaek of Lifespan in Santa Cruz, CA says: “This was an opportunity for shared learning and tangible take-aways for execution of strategic thinking.  Thanks.”  Sharon Morris of Safe and Sound Home Care in Oxford, MS says: “The CEO Executive Strategy Retreat provided a guided, in-depth experience allowing me to focus on key areas of my business.  The knowledge and experience shared by Stephen Tweed will be invaluable for years to come.”  Raplh Laughton of Heath, Body & Mind Home Care in Fort Myers, FL says: “This was the most informative and…

By Stephen Tweed

One of the most amazing events we conducted in 2023 was the Home Care CEO Executive Strategy Retreat. This retreat was held in Orlando Florida on December 12 & 13, 2023, Sponsored by the Home Care Association of Florida. In attendence were 47 individuals from 25 home care companies who spent a day and a half exploring the Seven Steps to Scaling Your Home Care Business.

The Executive Strategy Retreat received such positive reviews that we will be conducting a Virtual Executive Strategy Retreat over three Thursdays in February, 2024. 

What Leaders Learned

After an overview of Opportunities in Private Pay Home Care, we dug into seven specific things home care leaders can do to grow in 2024:

  • How to See a Clear Vision for what you want your company to look like in five years.
  • How to Craft a Company Culture that attracts top talent, helps you find and keep caregivers, and retains your very best clients.
  • How to Apply Seven Specific Sources of Competitive Advantage to Create Distinction in your local marketplace.
  • How to answer The Four Big Why’s about your company’s purpose for being in business.
  • How to Define your Organization Structure and create Role Clarity for each member of your Team.
  • How to develop and master The Twelve Systems for Success in Home Care
  • How to Measure Home Care Performance and set up your own customized Home Care Scorecard

Here’s What Our Members Said:

Home Care CEO Executive Strategy Retreat, held in Orlando Florida on December 12 & 13, 2023

We had 8 individuals from 5 of our Home Care CEO Forum Mastermind Member companies attend the Executive Strategy Retreat in Orlando.  Here is what some of them said about this event.

Home Care CEO Executive Strategy Retreat December 12-13, 2023

Ofelia Ferrar, Caring Professional Services, Inc, Hialeah, FL

“The Seven Sources of Distinction was a great take away that I will definitely work on for the next 90 days in particular.  I also learned a lot about prospecting for new clients.”

Frank Ferrer, Caring Professional Services, Inc, Hialeah, FL

“This Home Care CEO Executive Strategy Retreat is a good start to build a five year plan.  It opened our eyes to some important issues and there is a big need to follow and implement these ideas.  It was great to interact with other owners with different sized agencies.”

Red Zeck, Comfort Keepers, Galveston, IN

“Culture – I fought the idea of culture because of the word ‘Culture’. When Stephen re-worded it to ‘Values’ is all made sense.  We will now focus on our culture in four office and on our team.” 

Rachelle Karp, Founder, Changing Times Home Care, New York, NY

“This retreat’ provides to tools and processes to further grow our business while applying new and better processes to do so.” 

Kim Lee, Owner, Flourish In Place Home Care, Largo, FL

“If you want to ‘tune up’ the performance of your Home Care Company’s engine, this conference should not be missed. Stephen Tweed is an excellent presenter, and his knowledge of the Home Care Industry is wide and deep.  This will greatly help me focus our agency’s strategic planning for the coming year.” 

Jimmy Baumgartner, Baycare Health System, Largo, FL

“The Home Care Strategy Retreat is well worth the time.  Critical and timely information is provided, and the networking is paramount.”

Nadelein Fernandez, ILS HHA, Miami, FL

“This is one of the best workshops I have ever participated in.  Extremely interactive, productive, instructive, and FUN!” Met some great folks along the way.” 

Chiriga Ofori, Agape’s Way Inc, Orlando, FL

“This is a must do Executive Retreat as it provides great insights on to to build, strategize, and implement your business goals.” 

To Register for the Home Care CEO Virtual Executive Strategy Retreat Click the “Register Now” button below. Recent Event Participants to Receive a Significant Discount on Registration


We’ve had so many wonderful participants in the events we have spoken at this year, so we wanted to invite you to attend this very special online version of the Executive Strategy Retreat at a significant discount.  If you were present for our presentations at:

The Home Care Association of Florida Private Duty Symposium in Tampa, in October, 2023

The NAHC Private Duty Summit in Washington DC in October, 2023

The Home Care Association of America Annual Leadership Conference in Chicago in October, 2023

The New England Private Pay Symposium in Worcester MA in December of 2023.  

Watch your Email inbox for a special invitation with a significant Discount Code