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Sail with Visionary Captains - Helmwise

Leadership Cohort for Business Leaders​

The Helmwise Cohort™ Experience​

For Clarity, Alignment, and Next-Level Leadership

Embark on a journey to next-level impact

The Helmwise Cohort™ is an invitation-only, three-day growth experience unlike any other. Join other select Captains in considering essential frameworks and principles from across the centuries to plan your enterprise voyages, identify danger on the horizon, adjust course as needed, and expertly navigate to new waypoints and destinations.

As seasoned sailors rely on their helm to steer through turbulent waters, Helmwise is a community of proven leaders inspired to pursue time-tested principles of successful navigation rather than “the next new thing.”

Get Started

Get Started

Our keynote speakers

With over a century of combined experience in leading enterprises of all sizes, we believe in multiplying the blessings that experience has bestowed on us, as well as the company of Captains who have traveled before us. We lead with humility and are candid about our failings, but are earnest about the sharing of knowledge, wisdom, and insights to minimize shipboard turbulence and bring peace of mind to business Captains. Together with a growing cadre of subject matter experts, who we call Helmwise Fellows, we partner with sea-worn leaders to help you remove dysfunction, scale operations, and galvanize and preserve organizational cultures so you can best serve those you lead.

Meet the Captains

Set in the Serenity of River Dunes

Our cohorts are held on the picturesque shores of North Carolina at the River Dunes Community, offering an unparalleled blend of luxury and tranquility.

This all-inclusive, invitation-only cohort provides an idyllic bed-and-breakfast style retreat for those seeking a next-level leadership development experience in an intimate, collaborative, and connection-rich setting. Plus, you’ll receive a Cohort gift bundle, one year of access to the Helmwise digital library — and participation in the community of Captains in topical Zoom calls with featured guests and other peers.

Learn More

Our Fellows

The business seastate is ever-changing, and a Helmwise Captain needs both time-tested principles and innovative practices to lead effectively. We challenge paradigms and keep the Helmwise Cohort™ relevant by leveraging insights from our Fellows—alumni from academia, business, and entrepreneurship—who help develop Captains and spread Helmwise principles.

Meet the Fellows

Future Dates

Upcoming Helmwise Cohorts

Join us for our next exciting Helmwise Cohort™ starting soon. Don’t miss out on this opportunity.

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Mar. 31 - Apr. 2, 2026

Join us this March for a Helmwise Cohort™ Experience.

Register Now

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Oct. 27 - 29, 2026

Join us this October for a Helmwise Cohort™ Experience.

Register Now

Nov. 17 - 19, 2026

Join us this November for a Helmwise Cohort™ Experience.

*Early Bird Ends Sept. 30

Claim Early Bird →

Nov. 10 - 12, 2026

Join us this November for a Helmwise Cohort™ Experience.

Register Now

Oct. 27 - 29, 2026

Join us this October for a Helmwise Cohort™ Experience.

*Early Bird Ends Aug. 31

Claim Early Bird →

WHAT PEOPLE ARE SAYING

"The Helmwise Cohort exceeded my expectations, pushing leaders into deep, strategic thinking essential for today’s business landscape. Every detail, from session transitions to curated materials, reflected professionalism and intentionality."

Alan Hahn CEO, Iron Academy

[image: Alan Hahn]

"Helmwise offers a rare blend of virtue and practicality, drawing from extensive business experience. Their approach helps leaders navigate challenges while building ethical and effective ventures."

Jordan Hall Entrepreneur, Thought Leader

[image: Jordan Hall]

"Having led advisory boards for CEOs and business owners, I believe the Helmwise model is uniquely superior. As a business owner, I know firsthand how vital it is to have Helmwise in your corner while navigating leadership challenges."

Bill Cooper CEO | Executive Mentor | "Behind the Scenes" Leader

[image: Bill Cooper]

"Every leader needs to attend the Helmwise Cohort! The wisdom shared is brilliant, insightful, and game-changing."

Drew Formsma CMO, I Like Giving

[image: Drew Formsma]

"Helmwise deeply understands leadership challenges and provides tailored coaching to executives. Their expertise enhances strategic thinking, decision-making, and communication."

Kevin Curry President, Penmarc Inspired Spaces

[image: Kevin Curry]

"With over 30 years as a business captain, I’ve never experienced such a powerful combination of engagement, trust, and relevant insights. The Helmwise Cohort profoundly influenced my leadership and business strategy."

John Stix Co-Founder & Chief of Staff, Fibernetics

[image: testimonial]

"The Helmwise Cohort was a knowledge-rich experience blending methodologies, best practices, and hands-on exercises. Engaging with speakers and participants made it both insightful and highly valuable."

Mike Meredith Professor, Kenan-Flagler Business School at UNC-Chapel Hill

[image: Mike Meredith]

"Helmwise provides an analytical framework that is both rigorous and action-focused. Their approach delivers fresh insights into leadership, people, and the future of organizations."

Bill Marsh Business Owner

[image: Bill Marsh]

"The Helmwise Cohort experience was truly significant and exceeded my expectations. I’m grateful to be part of this thoughtful and dynamic community of business Captains."

Dan Calhoun Co-Founder & CEO, Purple Crow

[image: Dan Calhoun]

"Helmwise combines technical expertise with deep care and passion for shaping business leaders. I continue to connect with my Cohort and the broader Helmwise community for ongoing mentorship."

Andrew Peipers Member of Family Office & Trust Services Professional

[image: Andrew Peipers]

"Attending the Cohort was a transformative experience. The one-on-one time provided clarity and new insights that were incredibly valuable."

Don Stohrer, Jr. CEO, Arla Foods USA

[image: Don Stohrer, Jr.]

WHAT PEOPLE

"The Helmwise Cohort exceeded my expectations, pushing leaders into deep, strategic thinking essential for today’s business landscape. Every detail, from session transitions to curated materials, reflected professionalism and intentionality."

Alan Hahn CEO, Iron Academy

[image: Alan Hahn]

"Helmwise offers a rare blend of virtue and practicality, drawing from extensive business experience. Their approach helps leaders navigate challenges while building ethical and effective ventures."

Jordan Hall Entrepreneur, Thought Leader

[image: Jordan Hall]

"Having led advisory boards for CEOs and business owners, I believe the Helmwise model is uniquely superior. As a business owner, I know firsthand how vital it is to have Helmwise in your corner while navigating leadership challenges."

Bill Cooper CEO | Executive Mentor | "Behind the Scenes" Leader

[image: Bill Cooper]

"Every leader needs to attend the Helmwise Cohort! The wisdom shared is brilliant, insightful, and game-changing."

Drew Formsma CMO, I Like Giving

[image: Drew Formsma]

"Helmwise deeply understands leadership challenges and provides tailored coaching to executives. Their expertise enhances strategic thinking, decision-making, and communication."

Kevin Curry President, Penmarc Inspired Spaces

[image: Kevin Curry]

"With over 30 years as a business captain, I’ve never experienced such a powerful combination of engagement, trust, and relevant insights. The Helmwise Cohort profoundly influenced my leadership and business strategy."

John Stix Co-Founder & Chief of Staff, Fibernetics

[image: John Stix]

"The Helmwise Cohort was a knowledge-rich experience blending methodologies, best practices, and hands-on exercises. Engaging with speakers and participants made it both insightful and highly valuable."

Mike Meredith Professor, Kenan-Flagler Business School at UNC-Chapel Hill

[image: Mike Meredith]

"Helmwise provides an analytical framework that is both rigorous and action-focused. Their approach delivers fresh insights into leadership, people, and the future of organizations."

Bill Marsh Business Owner

[image: Bill Marsh]

"The Helmwise Cohort experience was truly significant and exceeded my expectations. I’m grateful to be part of this thoughtful and dynamic community of business Captains."

Dan Calhoun Co-Founder & CEO, Purple Crow

[image: testimonial]

"Helmwise combines technical expertise with deep care and passion for shaping business leaders. I continue to connect with my Cohort and the broader Helmwise community for ongoing mentorship."

Andrew Peipers Member of Family Office & Trust Services Professional

[image: Andrew Peipers]

"Attending the Cohort was a transformative experience. The one-on-one time provided clarity and new insights that were incredibly valuable."

Don Stohrer, Jr. CEO, Arla Foods USA

[image: Don Stohrer, Jr.]

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