La Jolla, California | Thursday, 30 January - Sunday, 2 February 2025

2025 SGH Shareholder Retreat

Protected: 2025 SGH Shareholder Retreat

Action items

Welcome

Welcome

We are excited to invite you to the 2025 SGH Shareholder Retreat, a unique, two-day event in La Jolla, California. This retreat offers a unique opportunity to deepen connections, align our aspirations, and build excitement for SGH’s future.

Registration

If you need to update or make any changes to your registration OR if your travel plans change please reach out to 2025shareholderretreat@sgh.com ASAP.


Play Video

Content Overview Video

Check out all the activities and speakers!

Check out all the activities and speakers!

Why attend?

As a shareholder, your voice is pivotal in shaping the future of SGH. This retreat is a unique opportunity to gain insights into the firm’s direction, strengthen relationships, and actively contribute to shaping our path forward. Join us to celebrate our shared success, learn from one another, and launch our shared vision for SGH’s future. 

Objectives: 

  • Share our perspectives.
  • Align shareholders about what it means to be a shareholder. 
  • Strengthen shareholder connections. 
  • Build confidence in our future.  

Agenda

Thursday, January 30

Time Session Description Facilitators
Afternoon/Evening Check-In & Welcome Reception A relaxed drop-in gathering with drinks, food, and time to mingle. _

 

Friday, January 31

Time Session Description Facilitators
Morning Welcome and Overview Opening remarks and retreat overview. SGH Leadership
Impacting SGH’s Future A futurist’s perspective on global trends, followed by group discussions on their implications for SGH. Jared Weiner
Afternoon Governance and SGH A Board-led discussion on governance and SGH. Board of Directors
Shareholder Connection Activities Small group activities designed to build connections and collaboration.
Evening Cocktails and Group Dinner An evening of networking, conversation, and shared experiences. James Parker & Jen Newman

Saturday, February 1

Time Session Description Facilitators
Morning Kickoff and Networking Leadership introduction and an interactive networking workshop. SGH Leadership & Jen Newman
Governance and SGH (continued) Continued discussion on governance topics. Board of Directors & Doug McKeown
Morning & Afternoon Elevating Shareholder Communication Skill-building workshops focused on collaboration, negotiation, and active listening. Meaghan Stacy, Justin Smith, Dan Oblinger
Strategic Planning Outcomes An ExCom-led session sharing strategic planning outcomes and insights. Executive Committee
Evening Small Onsite Group Dinners Intimate group dinners to wrap up the retreat with meaningful conversation and connection.

Shareholder retreat planning team

Travel

Travel must be booked by 1 December.

Overview

  • Please arrive by Thursday night and be prepared to participate in activities at 8:00 a.m. on Friday morning.
  • Once you have booked your travel, please enter your details here, so we can coordinate carpools.
  • For more information, read these Time & Expense Guidelines.

Airfare and train tickets

  • Please book economy-class tickets through Direct Travel/Concur using project number 000100.74-RETR.  
  • San Diego International Airport is the nearest airport, approximately 16 miles from the Estancia. Please book airfare as early as possible and use major airports for the most cost-effective fare. 

Parking

Self-parking is available at the hotel for those traveling by car. SGH will cover the cost of parking using a master account, so you do not need to expense it. 

Travel assistance

Please contact your designated admin for assistance with travel arrangements:

  • Atlanta: Jaycee Medina 
  • Boston: Simone Gallant 
  • Chicago: Tina Konczal 
  • Denver: Reggie Huey 
  • Houston: Doris Hart 
  • Los Angeles: Mia Vogel 
  • Oakland: Reggie Huey 
  • Orange County: Jenna Doty 
  • New York: Marcia Joseph or Shino Takagi 
  • Waltham: Beth Carroll 
  • Washington, DC: Kim Kittrell 

Travel must be booked by 1 December. 

Hotel Hotel

Hotel

Estancia La Jolla Hotel & Spa

9700 N Torrey Pines Road, La Jolla, CA 92037 

Hotel website.

Accommodations

We expect participants to stay at the Estancia from Thursday to Sunday. You do not need to book a hotel room. Once you receive a registration link, you can provide your hotel room preference, and your hotel reservation will be made on your behalf.

Check-in:  

Thursday, 30 January 2025, at 4:00 p.m.  

Check-out:  

Sunday, 2 February 2025, at 11:00 a.m. 

Extending your stay

Extend Your Stay: Add up to three days before or after the retreat dates (Thursday, 30 January – Sunday, 2 February 2025) at the discounted rate of $309/night (based on availability). Select your extended dates in the form, and we’ll confirm your reservation. 

FAQs

General

Do I need to provide a credit card for incidentals?

You will be expected to provide a credit card onsite for incidentals. It is only a temporary hold.

Can I bring my partner?

This event is exclusively for shareholders. To foster meaningful connections and focus on strengthening our relationships, we are unable to accommodate guests.

What should I expect for weather?

La Jolla offers mild winter weather, with daytime temperatures in the mid-60s to low 70s and cooler evenings in the 50s. Rain is rare, but it’s wise to pack a light jacket. Check the current weather here.

How do I share my hotel preferences, dietary needs, and social activity selections with the event organizers?

Confirm your attendance, secure your hotel reservation, indicate your dietary needs, and select activities HERE

Travel

Do I need a rental car?

We will host retreat sessions at the Estancia, so a rental car is unnecessary. To minimize transportation costs, we expect participants to carpool as much as possible, both to and from the airport and hotel. Please refer to the travel tracking spreadsheet to coordinate carpooling.

I live in Southern California. Can I drive there and be reimbursed? 

Yes. If you are local to Southern California, SGH will reimburse you for parking, tolls, and mileage. 

Can I arrive earlier than Thursday or stay later than Sunday?

Add up to three days before or after the retreat dates (Thursday, 30 January – Sunday, 2 February 2025) at the discounted rate of $309/night (based on availability). Select your extended dates in the registration form and we’ll confirm your reservation

Activities

What are the Sunday Add-On activities? How much do they cost?

What if I am not interested in any of the Friday activity options?

Friday’s activities are a core part of the retreat program. Several options cater to different interests and energy levels, including low-impact choices like “Lawn Games & Activities” at the hotel. These activities are designed to foster connection and provide a variety of experiences, from relaxed to more active options. 

Contact

For questions regarding hotel information and accessibility, dietary accommodations, and retreat activities, please contact 2025ShareholderRetreat@sgh.com. For more information on hotel accessibility, please visit the hotel website

For questions regarding travel, transportation, or time and expenses, please reference the 2025 SGH Shareholder Retreat Time and Expense Guidelines and reach out to your local admin. If you have questions about Direct Travel, please contact Charlene Hersey at cahersey@sgh.com.  

 

 


Play Video

Introduction Video

Take a sneak peek at what’s in store!

Take a sneak peek at what’s in store!