REF | CEO Peer Advisory Boards

REF is a Global organization of Peer Advisory Boards for Top-Tier Business Leaders.

Forum Groups are the core of the different REFs memberships.

Members access the Collective Intelligence of their peers in an environment of trust and confidentiality. Our culture of trust and our time-tested methodology serve as catalysts that drive growth and collaboration.

SAFE SPACE:

Forum Groups:

Peer advisory board composed of 12 to 15 Business Leaders.
Non-competing industries.
Meet one morning a month.
Facilitated by a certified REF Forum Leader.
Safe space for discussion and debate.
Culture of transparency, trust, and confidentiality.
Space for reflection and planning.

At each forum meeting, Members are enriched by the diverse perspectives that emerge in peer-to-peer feedback.

CEO
Owner
President
or equivalent

C-Suite
Upper management
VPs, Directors, Managers
or equivalent

The Forum becomes not only a high-caliber advisory board, but also a Circle of Trust, where you share your professional and personal best practices, forge deep relationships, and feel comfortable showing who you are.

Companies that our Members lead

The solution to loneliness at the top

We connect you to other leaders, who you can rely on because of their values, capabilities, and experience of challenging situations.

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Testimonials

“I love REF’s more time and money-efficient half-day model compared to a full-day model. The meeting format is also very flexible and focused on member needs”

Brad Lee
Partner & Forum Leader

San Diego
“REF is committed to providing peer forum experiences for CFOs to tap into each other’s collective intelligence, in navigating the era of Artificial Intelligence.”

Mike Richardson
Partner & Forum Leader

Temecula/Murrieta
“Being part of REF has given me access to a community with the most amazing group of leaders and executives across the world.”

Mari Kurtz
President of Cal Pal Sheet Metal, Inc.

Orange County
“Our business is on pace to double revenue this year, and be more profitable than ever before. I thank everyone in my Forum Group for being a big part of my success”

Jeff Horst
CEO of RocketBarn & REF Member - Ontario, Canada
“It’s a great opportunity to learn from peers and build a trusted network of support, outside your own four walls, that you can always count on.”

Jess Held
Executive Vice President and COO, Lessing Flynn Advertising
“I found a group of individuals who were going through similar situations and can provide valuable insight to help me navigate my biggest business challenges.”

Hiram Houghton
President of LaunchIT Corp.
“Having the opportunity to share my wrestles, my story, and my vulnerabilities with other business leaders has been a great value add to me as a business owner.”

Adam Grubb
Owner & CEO of Jerry's Homes