March 9 - 11, 2025
Charleston, South Carolina
INNOVATE AND ADAPT: LEADING THE FUTURE OF BUSINESS
Unlock the secrets to cultivating a culture of innovation and adaptability within your organization. Dive into discussions about pioneering industry trends, harnessing new technologies, and fostering creative problem-solving. This retreat offers a unique opportunity to connect with forward-thinking entrepreneurs and executives, challenge the status quo, and drive your organization toward unprecedented growth.
Immerse yourself in strategies for staying ahead of the curve and transforming challenges into opportunities for success.
Don’t miss this chance to be at the forefront of innovation—register today to secure your early bird discount and save $500 on your Business Bourbon & Cigars retreat experience. Elevate your leadership journey and set the stage for a future where adaptability and innovation lead the way.
Key Benefits: What You Can Expect
Mastermind Sessions
Transformative gatherings that harness the collective wisdom and creativity of diverse individuals, offering a collaborative space to tackle challenges and propel personal and professional growth.
Panel Discussions
Expert voices converge, sharing their knowledge, insights, and perspectives to provide valuable, multifaceted insights into relevant topics and foster engaging dialogue.
Fun Excursions
Thoughtfully designed to infuse excitement and enjoyment into your experience, creating unforgettable moments that amplify both your personal connections and your appreciation for the event.
Networking Opportunities
The heartbeat of the event: cultivating genuine connections and meaningful relationships among attendees, empowering them to forge lasting alliances, and fueling their collective success.
Dining Experiences
From breakfast to lunch and dinner, every meal is accounted for. Paired with our open bar and curated bourbon tastings, it’s a culinary journey that serves as the backdrop for meaningful connections.
What Past Attendees Say
What brought you the most value:
Would you recommend this event:
How valuable was this event for you:
This is the best conference I've ever been to. Where do the leaders go to grow themselves? That's right here!
April Simmons
This is by far THE BEST business conference.
Ed Roberts
Business Bourbon & Cigars is unlike anything I've participated in - take some of the brightest and most successful leaders masterminding today's biggest challenges, add fun excursions and an overall sense of camaraderie, and you end up with one amazing event! Now if we can just add white wine somewhere in the title, I'm in for life.
Laurie Halter
The best, brain storming, forward thinking, relationship building event!
Arnold Gacita
This event was 🔥🔥🔥🔥 Scott Joseph & Sandy Cerami!! Thank you both for everything you do for our industry!! 👊
Brian Kramer
Throughout my 30 plus years in business, I have never been to a conference like yours. It was amazing and so uplifting. I met some of the most amazing professionals in the business. Great job!
Chuck Kramer
If your intention is to go somewhere and make a significant impact on your business… this is it!. I've been in business for forty years and I've never seen an event with this much engagement and fun.
David Spisak
Hands down the BEST Mastermind event that I ever attended. This is a MUST ATTEND event for anyone wanting to become a better leader!
Michael Porro
An event like no other and a privilege to be apart of the Best Business Conference! Letting all walls down to learn, innovate, and bring it home to better our teams! We appreciate all the work you and your team put into making Business Bourbon and Cigars one of a kind for us! See you in September!!!
Natasha Fay Cox
The people in this room are probably as high caliber as I've seen at a conference.
Patrick Abad
The real work afterwards is when you take those people in your mastermind group and then make them lifelong 'speed dials' that help you through your challenges after you leave the conference. I can attest to meeting new friends and colleagues after this event that I have for life!
Squire Pettis
All in.....great event and not to be missed!
Tully Williams
This was a group of elite business leaders doing mastermind sessions with only one focus - how to innovate the customer experience to positively amaze the consumer. I watched Sandy P Cerami and Scott Joseph lead all of us in incredible discussion that brought out the creativity of everyone in the room. So grateful to have participated and most of all to have learned from a group of great people. And, yes the environment was incredible, the bourbon over the top and everyone said the cigars were great too!
David O’Brien
If there is a word to describe how I feel about being here, it would be INSPIRATION!
Hugh Palmer
Agenda & Schedule
Sunday 3.9.25
Arrival, Check-In, and Welcome Reception
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3:00 pmCheck-In at Hotel Bennett
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6:00 pmWelcome Reception: An Evening of Connection and Culinary Delights
Monday 3.10.25
Leadership Retreat
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7:00 amMorning Connections: Networking Breakfast Buffet
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7:45 amOpening Conversations
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8:30 amMastermind 1: Harnessing Innovation & Building Resilient Teams
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10:15 amBreak
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10:30 amPanel Discussion: Innovation & Building Resilient Teams - Amplified by David Spisak
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11:15 amTax-Efficient Wealth Building: Unlocking Hidden Opportunities w/ Claudio Gambin
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12:00 pmEnhanced Networking Lunch 90-Minutes
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1:30 pmExpert Speaker Announced Soon
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2:15 pmScaling Success: Me Plus Ultra Live Hot Seat
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3:15 pmBreak
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3:30 pmRound Tables & Workshops
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5:30 pmEnchanting Evening at the William Aiken House
Tuesday 3.11.25
Leadership Retreat
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7:30 amMorning Connections: Networking Breakfast Buffet
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8:15 amOpening Conversations
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8:30 amMastermind 2: Unlocking Growth Through Strategic Collaboration
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10:15 amBreak
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10:30 amPanel Discussion: Growth Through Strategic Collaboration - Amplified by David Spisak
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11:15 amExpert Speaker Announced Soon
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12:00 pmEnhanced Networking Lunch 90-Minutes
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1:30 pmBeyond the Ultimate: A Culmination & Horizon
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2:30 pmRound Tables & Workshops
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4:30 pmMore Networking Activities and Excursions Coming Soon!
Hosts & Moderators
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Scott JosephFounder of Me Plus Ultra -
Sandy CeramiChief Solutionist and Leadership Consultant -
Laurie HalterOwner of Charisma! Communications -
David SpisakFounder & CEO of Disruptive Growth Solutions
Key Sessions
Amplifying Mastermind Breakthroughs
Harnessing Insights for Exponential Business Growth
David Spisak, a luminary in the business community, steps in to amplify and expand on the insights derived from each mastermind session at the Business Bourbon & Cigars leadership retreat. With his unparalleled experience and a keen eye for innovation, David will share his opinions, suggestions, and advice, adding depth and practicality to the breakthrough ideas generated in the mastermind groups.
David’s journey in the business world is nothing short of inspiring. He is the Founder and former President/CEO of ReverseRisk, a revolutionary web-based analytics program designed to optimize dealership operations. Launched in 2008 and later sold to Reynolds and Reynolds in 2016, ReverseRisk reflects David’s foresight in leveraging technology for operational excellence.
His 27 years of hands-on experience in retail automotive management include transforming single-point stores and large groups into highly profitable ventures. Notably, under his leadership, Smythe European, a Mercedes-Benz dealership, recorded an astounding $23.7 million in net profit in a single year—a national record. His accomplishments extend beyond profitability, achieving industry benchmarks like an exceptionally low 3% employee turnover, #1 ranking in fixed operations gross profit, and top-tier performance in used cars and F&I.
David’s tenure at AutoNation further solidifies his expertise, where he managed a colossal $2.3 billion, 35-store region with over 3,500 associates. His leadership prowess led this region to become the highest performing market in the country, earning AutoNation’s top honor.
In his session following the mastermind breakout groups, David will draw upon his extensive front-line experience and interactions with diverse dealership groups. He will provide actionable insights on current business dynamics, effective strategies for future readiness, and principles for achieving sustainable success in any economic climate.
Attendees will benefit immensely from David’s wealth of knowledge, gaining a unique perspective on practical applications of mastermind session outcomes. His ability to translate complex ideas into actionable strategies makes him an invaluable asset to the retreat, ensuring every participant leaves with enriched understanding and tools for transformative leadership.
MASTERMIND 1: HARNESSING INNOVATION AND BUILDING RESILIENT TEAMS
STRATEGIES FOR LEADING CHANGE AND ADAPTING TO MARKET SHIFTS
Elevate your leadership capabilities by diving into the essential practices of fostering innovation and adaptability within your organization. This mastermind session is designed to provide you with the tools and insights needed to lead effectively in a rapidly changing business landscape.
Discover how to cultivate a culture that embraces change and drives continuous improvement. Engage in dynamic discussions about innovative strategies for overcoming challenges and seizing opportunities in a constantly evolving market. Learn from seasoned leaders and industry experts who have successfully navigated their own transformation journeys and built resilient teams capable of thriving amidst uncertainty.
Why Attend?
- Cultivate Innovation: Explore methods to inspire creativity and encourage innovative thinking within your organization.
- Adapt to Change: Learn how to build a culture that is agile and responsive to market shifts and emerging challenges.
- Lead with Confidence: Gain practical insights and strategies for leading your team through change and driving sustainable growth.
- Connect with Experts: Network with visionary leaders and peers who are committed to leading with adaptability and innovation.
This session will equip you with the strategies and mindset needed to foster a forward-thinking culture and lead your organization through periods of change and growth. Don’t miss the opportunity to refine your leadership skills and position your organization for long-term success in a dynamic business environment.
Tax-Efficient Wealth Building: Unlocking Hidden Opportunities
Maximize Your Wealth, Minimize Taxes: Expert Strategies for Business Leaders
Join financial expert Claudio Gambin for a comprehensive session on tax-efficient wealth building designed specifically for business leaders. Learn how to identify hidden opportunities within your financial planning to optimize wealth accumulation and minimize tax liabilities.
Whether you’re driving growth, planning for succession, or focused on securing your personal financial future, this session will provide actionable insights to enhance your financial strategy. Equip yourself with the knowledge to protect and expand your wealth while navigating the complexities of taxation.
Scaling Success
Me Plus Ultra Live Hot Seat
Immerse yourself in a dynamic live session where real business challenges are dissected and solved on the spot. In this unique interactive forum, you’ll witness the power of collective intelligence as our audience, composed of top-tier entrepreneurs and executives, offers practical, experience-driven advice. This is your chance to gain diverse perspectives on scaling your business, ensuring that growth is handled with precision and strategic foresight. Whether you’re in the Hot Seat or in the audience, you’ll walk away with valuable insights into business expansion that respects the integrity of your original vision while pushing boundaries for continued success.
MASTERMIND 2: UNLOCKING GROWTH THROUGH STRATEGIC COLLABORATION
MASTER THE BLUEPRINT FOR BUILDING WINNING ALLIANCES
Step into the world of high-impact strategic alliances with our groundbreaking session, “Building Strategic Alliances for Growth,” and discover how to unlock the full potential of collaborative relationships. This session will guide you through the art and science of forging partnerships that not only fuel innovation but also create exponential growth for your business.
Why You Must Attend:
- Master the Art of Partner Selection: Strategically identify and engage with partners who possess complementary strengths and can accelerate your business objectives. Uncover the secrets to finding those rare, high-value alliances that can transform your business landscape.
- Negotiate with Precision and Power: Delve into the techniques of effective negotiation to craft agreements that are not just beneficial, but revolutionary. Understand how to structure deals that provide extraordinary value and set the stage for sustained mutual success.
- Capitalize on Partner Strengths: Uncover how to leverage the unique assets and capabilities of your strategic alliances to amplify your business impact. Integrate their strengths into your growth strategy seamlessly and powerfully.
- Expand Your Market Reach: Explore proven methods to use strategic alliances as a springboard to penetrate new markets and demographics. Discover how to align with partners who can open new doors and deliver access to untapped revenue streams.
- Implement Strategies Instantly: Leave equipped with actionable strategies and real-world tactics that you can deploy immediately. Discover practical tools and insights to turn these concepts into tangible results from day one.
This session is your gateway to mastering the craft of strategic alliances. Embrace the opportunity to learn from some of the best in business and take home actionable strategies that will elevate your partnership game and propel your growth trajectory.Â
Don’t miss out on this chance to harness the power of strategic alliances to achieve unparalleled success.
Networking Opportunities
Welcome Reception
An Evening of Connection and Culinary Delights
Begin your Business Bourbon & Cigars journey at our Welcome Reception featuring Heavy Hors d’oeuvres & Cocktails. This is more than just an icebreaker—it’s your initial foray into a network of high-caliber entrepreneurs. Enjoy well-crafted appetizers and cocktails on the Hotel Bennett rooftop as you make those crucial first connections.
No aimless mingling here; every interaction sets the stage for the transformative mastermind sessions to follow. Consider this your first opportunity to identify potential allies in the business challenges you’re about to tackle. This isn’t just a reception—it’s the starting line. Don’t miss it.
Morning Connections: Networking Breakfast Buffets
Kickstart Your Day with Conversations and a Hearty Breakfast
Kickstart your day at the Business Bourbon & Cigars leadership retreat with our Networking Breakfast Buffets. These morning gatherings, scheduled for Monday and Tuesday, offer more than just a sumptuous selection of breakfast favorites. They provide a unique opportunity to connect and engage with fellow leaders and entrepreneurs in a relaxed, informal setting.
As you savor a variety of delectable breakfast options, you’ll have the chance to spark conversations, exchange ideas, and build relationships that could shape the future of your business. These breakfasts are designed to fuel both your body and your professional network, setting the tone for a day of learning, collaboration, and growth.
Enhanced Networking Lunches
Maximize Your Mid-day
Embrace the new extended lunch break at our Networking Lunches, thoughtfully designed to cater to your multi-faceted retreat experience. With an additional half hour, you have the freedom to indulge in longer conversations, explore new business avenues with fellow attendees, catch up on critical communications, or even host a virtual check-in with your team or prospective clients. This is your time to recharge, connect, and multitask in the company of peers, all while enjoying a selection of exquisite cuisine.
These lunches aren’t just a pause—they’re a valuable extension of your Business Bourbon & Cigars experience, enabling you to balance nourishment with productivity.
Enchanting Evening at the William Aiken House
A Night of Elegance, Connection, and Discovery
Join us for a memorable evening at the historic William Aiken House, an exquisite venue that captures the charm and sophistication of Charleston’s rich heritage. This enchanting 1807 mansion will serve as the backdrop for a night of connection, networking, and relaxation among fellow attendees.
As you arrive, you’ll be welcomed by the breathtaking grounds, featuring a magnificent two-century-old magnolia tree surrounded by manicured lawns and sunlit courtyards. The elegant pergolas and Gothic-style Carriage House provide a captivating atmosphere for our gathering.
Throughout the evening, you’ll have the chance to explore the beautifully appointed ballrooms and formal dining spaces, adorned with museum-caliber artwork and antiques. Enjoy casual conversations as you unwind and connect with like-minded professionals who share your passion for innovation and leadership.
For those interested in unique experiences, you can participate in a curated tasting of rare bourbons, where you’ll have the opportunity to explore different flavors and perhaps find something new to enjoy. Additionally, a skilled cigar roller will be on hand to showcase the art of cigar rolling, offering a fun and interactive element to the evening for those who wish to learn more about this tradition.
While the focus of the evening is on connection and enjoyment, we encourage the organic exchange of insights and ideas that may arise from the discussions you’ve had during the retreat. This ambiance creates the perfect backdrop for deepening relationships and fostering new ones.
The William Aiken House combines history and elegance, making this evening a highlight of the Business Bourbon & Cigars leadership retreat. Whether reconnecting with familiar faces or meeting new acquaintances, this enchanting night promises to leave a lasting impression.
Don’t miss this exceptional opportunity to enhance your retreat experience. If you’re already registered, prepare for an evening of sophistication and camaraderie. If you haven’t signed up yet, let this enchanting night at the William Aiken House be the reason you join us. Experience the perfect setting for connection and inspiration!
Frequently Asked Questions
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Will there be time during the event to communicate with my office team or clients back home?Yes, we understand the importance of staying connected with your team or clients while you're away. Our schedule includes 90-minute networking lunches, giving you time to handle calls, emails, or even Zoom meetings. We also have scheduled breaks throughout the day for quick communication. However, during mastermind sessions, it's essential to remain fully engaged and present. Your participation is crucial not just for your own growth but for the success of the entire group, as the mastermind process relies on everyone’s input.
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Do I have to drink bourbon or smoke cigars to attend Business Bourbon & Cigars?No, you do not have to drink bourbon or smoke cigars to attend the retreat. While we do offer bourbon tastings, (as well as other spirit options) and cigar opportunities for attendees who choose to participate, these activities are completely optional. The focus of the retreat is on collaborative problem-solving and business growth, and attendees are free to participate in whatever activities they feel comfortable with.
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What is the Mastermind Roundtable Process?The Mastermind Roundtable Process is a unique and innovative framework designed to provide members with the tools, strategies, and support they need to overcome their toughest business challenges and drive growth in their businesses. During the retreat, attendees will participate in a series of mastermind sessions where they will work in small groups to identify challenges, develop solutions, and create action plans for achieving their goals.
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Is this event a pitch fest where speakers and/or attendees attempt to sell their products or services?No, this event is not a pitch fest. While attendees will have the opportunity to network and build relationships with other small business owners and entrepreneurs, the focus of the retreat is on collaborative problem-solving and business growth. We do not require attendees to sell or promote their products or services during the event, and we ask that all attendees respect this focus to create a supportive and collaborative environment for all participants.
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How many attendees will there be at the retreat?We limit attendance to a small group of small and mid-size business owners, entrepreneurs, and executives to ensure an intimate and personalized experience. The exact number of attendees may vary from retreat to retreat, but we aim to keep the group size between 70-100 participants.
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Is "Business Bourbon & Cigars" a leadership retreat for men only?Absolutely not. We understand that the name may raise concerns about inclusivity, but we want to assure all potential attendees that this retreat is open to anyone who is interested in problem-solving, business growth, and building strong relationships with other professionals. Our attendees come from diverse backgrounds and industries, and we welcome all small business owners, and entrepreneurs who are committed to learning, collaborating, and achieving their goals. The name "Business Bourbon & Cigars" reflects our relaxed and informal approach to learning and networking, but it does not exclude anyone based on gender or any other characteristic.
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What is included in the ticket price?The ticket price includes access to all mastermind sessions, workshops, and keynote speeches, as well as all scheduled meals, refreshments, activities and excursions during the retreat.
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Is lodging included in the ticket price?Lodging is not included in the ticket price. However, we have secured a discounted rate at the hotel where the mastermind sessions will take place. Once you register, a hotel link will appear that will allow attendees to make reservations at the discounted rate.
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What is the dress code for the retreat?The dress code for the retreat is business casual. We recommend wearing comfortable clothing and shoes for the various activities and excursions.
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Is transportation provided to and from the retreat location?Transportation to and from the retreat location is not provided. However, all transportation for all activities and excursions will be provided and is included.
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What is the cancellation/refund policy?Because we limit attendance to a small group of small business owners, entrepreneurs, and sales professionals there is a no refund policy for all ticket purchases.
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How can I contact the organizers if I have additional questions or concerns?You can contact the organizers by email at retreat@businessbourboncigar.com or by phone at (831) 331-7866. We are happy to answer any additional questions or concerns you may have about the retreat.
