Less Hustle. More Clarity. Real CEO Energy.
A one-day immersive experience for high-achieving women entrepreneurs…
…ready to step out of the weeds, get honest about what’s no longer working, and chart a clear, ease-filled path into their next season of growth.
You’re not meant to do this alone. Let’s reimagine what’s next.
📍 The Umstead Hotel & Spa in Cary, NC
📅 Monday, November 10th, 2025
⏰ 9:00 AM – 3:30 PM
🍸 Optional Networking Drinks + Dessert the Evening Before
$975 Early Bird ($100 off through July 31)
This Is Your Space to Think BIGGER.
You’ve built a successful business. You have the reputation, the results, and the team.
But if you’re honest?
Lately, it feels like the business is running you instead of the other way around.
You’ve outgrown old systems, offers, and ways of working... but haven’t had the space (or support) to pause and reset. And that next level of leadership you know you’re capable of? It’s still stuck on the back burner.
It’s time to change that.
★★★★★
“WOW. Megan is a complete wealth of knowledge!
I am constantly improving the way I do things and building confidence as a business owner and CEO all thanks to Megan’s insight and coaching.”
-Jacqueline G.
Why I Created This Day
Corporate CEOs have boards of advisors... dedicated space to think, strategize, and lead.
Women entrepreneurs with small but mighty businesses? We’re often flying solo... with little time to pull back and see the big picture.
That’s what this day gives you:
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A seat at the table
with other brilliant, thoughtful women leaders.
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Space to get clear
on what you want next—and what’s standing in the way.
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A powerful board-of-advisors
style experience to help you move forward.
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A day designed for clarity,
intention, and growth.
The Experience
You’ll arrive at The Umstead Hotel & Spa– a serene, five-diamond property known for its impeccable service and attention to detail.
A private boardroom is prepared just for us.
Fresh coffee, tea, and a light, healthy breakfast await as you settle in and start the day.
Throughout the day, you’ll be surrounded by a curated group of thoughtful, experienced women entrepreneurs.
Together, you’ll step out of the weeds...
See your business with fresh eyes...
And map out what’s next with more clarity, ease, and intention than ever before.
A beautiful catered lunch will be served mid-day, along with time to connect, reflect, and reset your energy.
This is your space to reset, own your next level, and lead with the clarity, confidence, and ease you’ve earned.
What We’ll Cover:
Identifying the “uncomfortable truths” that have been capping your growth
Auditing your current offerings and leadership role
Guided journaling + visioning for your ideal CEO days
Hot seat sessions with your board of advisors
Midday movement break for reflection + clarity
Building your next-steps roadmap for a more ease-filled 2026
You’ll Walk Away With:
Clarity on what you want your business and life to feel like in this next season
Awareness of what’s working—and what it’s time to release
Honest feedback and insights from your board of advisors
A clear, actionable roadmap for 2026
Renewed confidence in your role as CEO
Permission to lead with more ease, joy, and intention
What’s Included:
Private, thoughtfully designed space at The Umstead Hotel & Spa
Light, healthy breakfast to start the day
Catered lunch + drinks
Guided workbook + reflection prompts
Hot seat sessions + peer advisory time
“Permission slip” to remind your future self of what matters
Optional follow-up coaching opportunity
Meet Your Guide for the Day
Megan Gillikin is a serial entrepreneur, business coach, keynote speaker, and host of the top-ranked podcast For Real: Life, Leadership, and Unlearning.
Over the past 15 years as an entrepreneur, Megan built and sold her own multi-six-figure event business, launched a successful coaching business, and has guided hundreds of high-achieving women leaders through the mindset shifts, strategy pivots, and leadership growth needed to build businesses that truly align with the lives they want.
She’s known for her deeply human and emotionally intelligent approach to business, blending candor, strategy, and empathy. She creates transformative spaces where entrepreneurs can move beyond hustle and step fully into clarity, intention, and real CEO energy.
Who Is This For?
This experience is for high-achieving women entrepreneurs who are:
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Proud of what they’ve built—but ready to realign for what’s next
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Tired of feeling trapped in the day-to-day
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Craving more space, clarity, and ease
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Open to honest reflection and thoughtful challenge
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Looking to lead with intention—not overwhelm
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Ready to build a business and life that feels as good on the inside as it looks on the outside
Let’s Cover the Details
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Think of it as a dedicated day to step out of the daily grind and into the visionary role you rarely have time for.
This is not a workshop with a packed agenda or endless slides. It’s not about learning more—it’s about creating space to think, reflect, reset, and strategically plan alongside other brilliant women entrepreneurs who get it.
It’s like a board retreat... but for you.
You’ll get:Time and space to zoom out from the day-to-day
Honest, expert feedback (from me and your fellow attendees)
A strategic, supportive container to get clear on what’s next
A roadmap that aligns with the business and life you actually want
You leave with clarity, confidence, and momentum.
This is your chance to lead instead of just manage, with space to breathe, dream, and decide how you want to show up in 2026.
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This day is designed for successful women entrepreneurs who have built businesses they are proud of and are ready to realign for what’s next. You can expect to be surrounded by like-minded women with small but mighty teams, strong momentum, and a shared desire to step further into leadership with clarity and intention.
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You can choose a one-time payment (early bird rate of $975), or split your payment 50% now and 50% due 60 days before the event.
(After early bird pricing ends, the investment will be $1,075.)
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If you are unable to attend, we will do our best to fill your seat with someone from the waitlist. If we are able to do so, your payment may be applied to a future event, coaching program, or VIP experience. If we are unable to fill your seat, your payment is non-refundable. Full details will be provided in your confirmation email after registration.
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We’ll send out the final agenda and your VIP Day materials closer to the event so you feel prepped and ready—but here’s the general flow you can expect:
9:00 AM – Arrival, light breakfast, settle in
9:30 AM – 12:00 PM – CEO clarity work + hot seat coaching
12:00 PM – 1:15 PM – Catered lunch + connection time
1:15 PM – 3:30 PM – Strategic planning, roadmap building, final reflections
This day is designed with intention and spaciousness. While we’ll keep the structure strong, we’ll also follow the energy of the group to make sure you get exactly what you need.
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Just you, your brain, and your favorite pen if you’re particular (we’ll provide a guided workbook, reflection prompts, and everything else you’ll need). If you’re staying overnight, we suggest bringing whatever helps you relax and recharge.
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Think: elevated and comfortable. We're at The Umstead—so yes, it's a luxury setting and the vibe is polished—but this is also a full day of deep thinking, connection, and leadership work.
Go for something that makes you feel confident, put-together, and at ease.
Layers are your friend (hotel boardrooms tend to run cool)
Comfortable shoes are a must—you’ll be on your feet at times, but not trekking miles
No need for suits or stiff businesswear—this is intentional CEO energy, not corporate hustle vibes
In short: dress like the powerful, relaxed version of yourself who’s ready to lead the next chapter.
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You are welcome to book a room at The Umstead, which offers an incredible five-diamond experience. If you are looking for other options, there is also an Embassy Suites located just across the street.
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Absolutely. Just share your needs with us in advance and we will make sure you are well taken care of.
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We’re happy to help! Send any additional questions to hello@theplannersvault.com and we’ll get back to you as soon as possible. No question is too small — we’ve got you.