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Navigating The Middle Retreat: Leveraging What You've Created 2026

​​​​​​THANK YOU to Occasion for being a sponsor of Navigating The Middle!

Navigating The Middle Retreat: Leveraging What You've Created 2026

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!

​Registration opens Wed, Jan 28 for TCR members (save $150!) and Fri, Jan 30 for all

 

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 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. Every single speaker was selected because of what they have to offer you - from the time at the lake house to when you're back in your studio, these professionals are the the BEST. Have you heard of Molly Grantham?

 

Leveraging What You've Created: 2026 - NEW this year!

  • 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

  • Pay in full at registration OR split the payment (pay half at registration and half on June 1, 2026; no additional fee)

  • Savings: All TCR members save $150! Look for your coupon code on the Members Platform

  • Shuttle transportation to and from Charlotte Douglas International Airport (separate fee)*

  • Your stay:

    • Stay in the lake house (photos)

    • 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

  • Arrive early Sunday, Sept 13 for relaxation, drinks and dinner and/or stay through Friday, Sept 18 for The Build-Out Workshop: Your Systems Implementation Plan led by Mara Whitener

  • Lake Hickory chartered boat tour: Tuesday night 

  • 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​

  • All meals, drinks and snacks provided; all meals served in the lake house regardless of where you stay

  • Dietary requests: please include them on your registration and you'll be completely cared for!

  • The lineup of speakers is what this retreat is all about, and we guarantee you that you will be WOWED

  • There are only 25 spots - register early (and take advantage of splitting payments) and you'11 guarantee your seat at the table

 

Registration notes

​- 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

​​​RETREAT SCHEDULE

Speakers and times may be moved around

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Sunday, September 13

- early arrival *

- 7pm: dinner and drinks by the lake

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Monday, September 14

- 8am: breakfast

- 10am - 6pm: official retreat arrival, lake time and time with your people 

- 6pm: dinner 

- 7-9pm: Kalani Thomas, AI speaker and workshop

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Tuesday, September 15

- 7am - 8am: breakfast

- 8:30am - 9:30am: Dr. Michelle Schmerge - The Second Half Strategy: Health & Vitality for Women Building Legacies

- 10:30am - 12pm: Molly Grantham - Bet On Yourself: Look Forward, Take Initiative, Lead Confidently

- 12:30pm: lunch

- 1:45pm - 3:15pm: Michele Nidiffer - The Visibility Breakthrough Workshop

- 3:45pm - 5pm: Mara Whitener - Built to Last or Built on You? Your Studio Systems Reality Check

- 6pm: an evening at Lake Hickory Pub and Marina: dinner, drinks and a Lake Hickory boat tour **

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Wednesday, September 16

- 7am - 8:30am: breakfast

- 9am - 10am: Yajaira Tiscareño, Small Business CPA - Your Studio's Real Worth: Understanding Business Valuation

- 10:30am-11:30am: Kelly Jesson, Small Business Attorney and Estate Planning - Protecting What You've Built: Legal

   Structure for Today's Growth + Tomorrow's Transition

- 12pm: lunch - sponsored by Jesson Law - thank you!

- 1:30pm - 3pm: Nicole Malone and Jamie McGarity, Solaris Strategic Wealth - The Two-Balance-Sheet Life: Business

   Equity + Personal Freedom = Real Options

- 5pm: dinner

- 6pm: Marketing Deep Dive with Alex Ownings and Hillary Moulliet

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Thursday, September 17

- 7am - 8:30am: breakfast, Susan Crews - lakeside mindfulness activity

- 10am - 11am: Randy Mitchell, VR Business Sales - What They're Really Buying: Creating Value Beyond Equipment

- 11:30am: lunch 

- retreat wrap-up; you have the option to stay through noon or extend your retreat *

- 2pm - 5pm: Mara Whitener's deep dive workshop - How can you leave the lake house when there's MORE?! The Build-Out Workshop: Your Systems Implementation Plan, is a follow-up from her Tuesday session. Take all that you gleaned from the speakers and put it into an actionable plan with Mara's assistance. This is where the rubber meets the road - or in Mara's case, the construction paper meets the planner (you'll see!)

- 6pm: dinner 

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Friday, September 18 (optional)

- 7am - 8:30am: breakfast

- 9am - 10am: lakeside mindfulness activity

- 11am: wrap up 

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Registration notes

- * Retreat add-ons: shuttle transportation to/from Charlotte Douglas Int'l Airport, early arrival on Sunday, and Thursday's in-depth workshopping session may be selected when you register for the retreat

- ** Evening at the Marina: light apps and drinks are served on the boat; one drink ticket per person can be redeemed for any beverage; dinner at the marina is each attendee's responsibility​​​​​

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