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​​​​​​THANK YOU to Occasion for being a sponsor of Navigating The Middle!
A special thank you to Occasion for partnering with us on this retreat. For studio owners juggling endless scheduling details, Occasion's platform simplifies party and event bookings, creating the kind of organizational breathing room that lets you focus on growth and strategy—exactly what this retreat is all about.
Another big thank you to Kelly Jesson, Jesson Raines Law, for her sponsorship of the retreat!
Who is this retreat for?
For you, the individual: a lakefront home on a peaceful peninsula with gorgeous views, watersports, all meals and snacks, rest and no shortage of inspiration
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For you, the accomplished studio owner: an incredibly diverse panel of speakers and discussions to meet you where you are today. We've stepped it up from 2023 - and that's saying something, because 100% of our eleven attendees said they would attend again. You'll leave ready to leverage what you've built with confidence and a clear path forward - personally and professionally.
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The speakers: A first for the PYOP industry
NTM brings together the most dynamic group of speakers to ever be part of a PYOP event. The value, resources and guidance packed into these four days far exceeds your investment. After their sessions, speakers join us for meals, opening up deeper conversations you simply can't have in traditional conference settings. The small scale means genuine time with industry professionals and real discussions that continue long after you return home.
Leveraging What You've Created: 2026 - NEW this year!
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Location: 55 Lake Point Circle East, Taylorsville, NC 28681; northwest of Charlotte in the NC foothills; aprox an hour and fifteen minutes from Charlotte Douglas Int'l Airport
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Pay in full at registration OR split the payment (pay half at registration and half on June 1, 2026; no additional fee)
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Savings: All TCR members save $150! Look for your coupon code on the Members Platform
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Shuttle transportation to and from Charlotte Douglas International Airport (separate fee)*
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Your stay:
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Stay in the lake house (photos)
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Or share a home with other attendees at a nearby Airbnb; you will secure the home and handle all fees for the accommodations; all meals are served at the lake house
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This is a list with area homes managed by the same company handling the retreat lake house (look at Taylorsville or Hickory; use the retreat address to determine the distance)
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Arrive early Sunday, Sept 13 for kickoff dinner and/or stay through Friday, Sept 18 for a speaker-led workshop on systems and operations
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Lake Hickory chartered boat tour: Tuesday night
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Connection continues: Monthly Zoom calls throughout the year with retreat speakers - mastermind meets problem-solvers meets go-getters!
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Other retreat details​
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All meals, drinks and snacks provided; all meals served in the lake house regardless of where you stay
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Read about our TOP NOTCH speakers and the presentations they are preparing just for us!
​​​RETREAT SCHEDULE
Speakers and times may be moved around
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Sunday, September 13 (optional)
- early arrival (optional) *
- 7pm: kick-off dinner and drinks by the lake
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Monday, September 14
- 8am: breakfast
- 10am - 4pm: arrival and lake time
- 6pm: dinner and AI speaker
- 8pm: AI workshop
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Tuesday, September 15
- 7am - 8am: breakfast
- 8:30am - 9:30am: Dr. Michelle Schmerge
- 10:30am - 12pm: Molly Grantham
- 12:30pm: lunch
- 1:45pm - 3:15pm: Michele Nidiffer
- 3:45pm - 4:45pm: Mara Whitener, Operations
- 6pm: dinner, drinks and a Lake Hickory boat tour **
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Wednesday, September 16
- 7am - 8:30am: breakfast
- 9am - 10am: Yajaira, small business CPA
- 10:30am-11:30am: Kelly Jesson, Small Business Attorney and Estate Planning
- 12pm: lunch - sponsored by Jesson Law - thank you!
- 1:30pm - 3pm: Investing and Financial Planning
- 6pm: dinner - Occasion
- 6pm: dinner ​
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Thursday, September 17
- 7am - 8:30am: breakfast, lakeside mindfulness activity
- 10am - 11am: Randy Mitchell
- 11:30am: lunch
- retreat wrap-up; you have the option to stay through noon or extend your retreat
- 2:30pm - 5pm: Mara workshopping and operations deep dive (optional) *
- 6pm: dinner
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Friday, September 18 (optional)
- 7am - 8:30am: breakfast
- 9am - 10am: lakeside mindfulness activity
- 10:30am: wrap up
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Registration notes
- * Retreat add-ons: shuttle transportation, early arrival and Thursday's workshopping session may be selected when you register for the retreat
- ** Boat tour: an evening at the local marina is planned! Light apps and drinks are served on the boat for the tour; dinner at the marina is the attendee's responsibility; one drink ticket per person can be redeemed for any beverage
​- If you are registering yourself and a second owner, please register separately (submit two forms)
- Navigating The Middle is designed specifically for creative business owners with 8+ years of ownership​​​




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