TAMS Program Information

Trusted Advisors & Mentors Membership Information

The Guiding Principles of a new Peer Advisory Group Experience for CEO’s…

A Vision of Arete…

The quest for excellence and achieving your highest potential.

That’s what the ancient Greek word ‘Arete’ means, and it’s the vision of CEOIQ Peer Advisory Groups…encouraging each member to continually reach for excellence and achieve highest potential.

Arete was used as early as 800 BCE in Greece. Homer used it, so did Plato and Aristotle. Each of the timeless Greek writers and philosophers had a unique ‘take’ on Arete. There is no English language word or phrase that captures the full meaning of Arete exactly as it was used in Ancient Greece.

It’s an ‘old word’ with new meaning for 21st Century Leaders. The concept that human beings have boundless potential and possibility is embodied in Arete…yesterday and today. For dedicated ‘lifelong learners’, Arete expresses in a single word that each of us is on a quest to actualize our possibilities and achieve highest potential…as we see it…from our unique individual perspective…without the judgments or ‘slings and arrows’ of others. And, with the support and caring of fellow-travelers on the same quest. CEOIQ Chief Executive RoundTable Members work together to encourage and support each other…honoring each Member’s journey toward Arete.

The quest for excellence and achieving your highest potential is constantly challenging. It is always calling you to reach higher and bring out the best in yourself and everyone around you. CEOIQ’s Chief Executive RoundTable Groups are an important part of each Member’s quest to achieve a vision of Arete.

A Code of C.A.T.E.

Confidentiality | Authenticity | Trust | Engagement

The four value pillars for CEOIQ Peer Advisory Groups exist on the foundation of Arete. Each of these values are an important component of the group experience all Members share…

Confidentiality – simply put, ‘what’s said in the room…stays in the room.’ Group members commit to the utmost discretion in maintaining confidentiality among each other. Our Code Commitment to Confidentiality is reinforced by a Member Confidentiality Agreement.

Authenticity – All Leaders, and CEO’s particularly, are ‘on’ 24/7/365 in today’s fishbowl world. Being ‘on’ constantly is both energizing and exhausting. CEOIQ Peer Advisory Groups are the place high-powered, high-energy CEO’s come to be real with each other…to get out from behind the ‘masks’ we all wear…to check egos at the door and spend a day being human, being authentic with each other.

Trust – is the most desirable quality, and yet the most elusive in business life today. CEOIQ Peer Advisory Groups create a trusted environment where each Member can be certain there are no agendas other than supporting each other in the quest for Arete. Members believe in each other, have confidence in each other and are willing to be vulnerable to each other knowing that there are no judgments.

Engagement – is about participation and commitment.

Your individual participation in the Group and each members’ commitment to play ‘flat-out and wide-open’ with each other creates the pillar of engagement. It’s also a commitment to attend regularly and be ‘fully-present’ at Group Meetings. Members are invested in both individual and group outcomes – and committed to mutual support in making extraordinary things happen through engagement.

A Mission to Encourage Responsible Growth

Entrepreneurs and CEO’s are committed to growth…it’s a commitment made easily, naturally. And being in business is like riding a bicycle…

…you are either moving forward or falling off — there’s no ‘standing still’.

CEOIQ Peer Advisory Groups are committed to encouraging responsible growth – top-line and bottom-line. We support Members continuous growth, professionally and personally. And, Members of the CEOIQ Community understand that there’s a responsibility that comes with growth…to grow in a way that creates sustainability and long-term value for yourself and the people depending on you as a leader.

Trusted Advisors & Mentors Program Description

The Time Commitment

Joining a CEOIQ Trusted Advisors & Mentors (TAMS) Group is a significant commitment of your time…and not one to be taken lightly or casually. Members of the TAMS count on each other for input, advice, accountability and support. The invitation to join the Group is a time commitment each month month to engage with your fellow members and work on your business instead of in it. If you choose to engage for Executive One-To-One Coaching (an optional opportunity for TAMS Members), there is also a monthly meeting with the Group Chair – your Executive One-To-One coaching session that lasts from 90 – 120 minutes each month. And, there’s some preparation time for both the group and one-to-one meeting that assures you get the most value from your TAMS Group experience.

Now, we’ve never met anyone who is waiting for a CEOIQ Facilitator to show up and fill 10-12 hours on the calendar each month. In fact, the most significant limiting factor for leaders today is time. It’s a time commitment to be part of a TAMS Group…and it’s an investment that pays big dividends, personally and professionally.

Monthly Group Meeting

The Trusted Advisors & Mentors (TAMS) Group meets monthly, generally on the same day of the month – like the first Friday…or second Monday. Meeting schedules are published at least a year in advance so you can get them on your calendar and plan to be there – remember, Engagement is one of the four value pillars of the group and you can’t engage if you aren’t in the room.

We know that the world of today’s practicing professional is increasingly time-bound. And, while making 12 meetings a year is the way to get the most value from your experience…things happen for virtually every group member at one time or another that are the inevitable priority interrupts, causing you to miss a meeting. When that happens, you miss-out on the opportunity to unplug from your hectic world and plug-in to get recharged, reenergized, reconnected with your peers. Your fellow members miss-out on the benefit of your knowledge and expertise contribution to the value everyone’s peer group experience.

Meeting Themes and Expert Speakers

The concept meeting themes is designed to create the opportunity to work deeper on learning, growth and development topics that the TAMS Group wants to pursue. For example, we may select something like ‘Professional Development’ or ‘Financials and KPI’s’ as a theme and ‘camp out’ in that territory for 3 – 6 months. When the group is ‘working a theme’, half of each monthly meeting is dedicated to that particular theme.

About 4 times a year, the TAMS Group meeting will feature an Expert Speaker. Speakers are selected for their ability to contribute to the particular theme the group is working. For example, if the theme is ‘Developing Leadership’, we may feature 2 or more Expert Speakers who have significant learning content to share with the group and create opportunities to work with the speaker’s content and tools in subsequent meetings. Expert Speakers are compensated for their time and expertise presented to the Group.

Executive One-To-One Coaching

As a TAMS Group Member, you’ll have an option to upgrade your membership to include One-To-One Coaching. If you do, you’ll meet monthly with your Group Chair. These meetings typically last from 90-120 minutes. It’s more about the content and value than the clock. You’ll get the most from this dimension of your TAMS membership if you spend some time preparing…making some notes about ‘what’s the most important thing for me to talk about today’. There’s an Executive One-To-One Prep Tool on the CEOIQ website that you can download and use – it creates some structure for your preparation. Or, if you prefer, you can make notes in any way that suits you. The Executive One-To-One meetings are most productive when you email your notes a day or two before your scheduled appointment. These meetings can be a combination of ‘face-to-face’ and virtual video.

A word about your Executive One-To-One appointment. It’s important that you protect the time and keep the appointment. Deciding that you have ‘something more important’…a priority interrupt that’s discretionary…will probably wind up costing you that time for the month. Your Group Chair is ‘tightly scheduled’ and it’s impossible to fill time slots cancelled in less than 48 hours. The point is for you to be aware that when you accept a priority interrupt, you are making a decision to forfeit your time for that month if you can’t give at least 48 hours notice.

Becoming A Member

The Process Joining a CEOIQ TAMS Group is about a lot more than just ‘writing the check’ for membership. Probably your most important consideration is your commitment to participate.

And, you have to be invited to join. CEOIQ TAMS Groups are exclusive ‘gatherings of eagles’ that include Leaders, Entrepreneurs, Business Owners and Practicing Professionals with gravitas and standing in the communities where they operate. This is not for everyone and membership is not open to everyone.

If you are interested in membership, the best way to proceed is a recommendation and nomination from an existing member of an existing group. You may also self-nominate for TAMS membership thru the CEOIQ Peer Group website – CEOIQconnect.com. Simply complete the “Connect with CEOIQ” information and we’ll be in touch.

Your nomination will be carefully considered. You’ll complete some screening diagnostics and assessments, do some thinking about what you want to get from the group and what you’ll contribute. And, you’ll meet personally with your Group Chair and / or an existing Group Member at least once, possibly more before attending a Group Meeting as a guest.

Your Investment – Membership Dues

There are three principal components to your investment in your TAMS Group. The first, and most important is your time. Deciding to join is a time commitment and a commitment to both give and receive expertise, knowledge, experience and wisdom in a Peer Advisory Group environment. Remember that C.A.T.E. thing? The ‘E’ in C.A.T.E. is about Engagement.

Enrollment Fee – TAMS Group – one time fee of $695, paid by check or credit card when you are accepted for membership and your ‘start month’ is agreed. Enrollment fees cover membership start-up and are non-refundable once your membership has started by your attending a group meeting or Executive One-To-One.

Monthly Dues – TAMS Group – $495 monthly membership dues. Monthly dues include all monthly meeting costs… meeting materials, expert speakers and meals (continental breakfast; simple and healthy lunch). Dues are payable by monthly credit card charge.

Membership Commitment

The TAMS Group membership commitment is pretty simple – if you’re not getting value from your membership, let us know, discuss it with your Group Chair and the Group. You may terminate your membership with 30 days notice.

Want to Know More?

Discover how a CEOIQ Peer Advisory Group membership can help you become a more effective leader. Start today!