Seasoned Entrepreneur

Gathering Exchange


SERGE 2023

  • 09/11/2023
  • (CDT)
  • 09/13/2023
  • (CDT)


  • Use this tab if you had to cancel in 2022 for your $500 one time credit.
  • If you are from the Seattle area and are not staying at the hotel, use this ticket option ($2839 includes all food and activities for attendee and partner)
  • Full retreat fee $3,995 - Register today!

Welcome to Seasoned Entrepreneurs Gathering Exchange (SERGE) 2023

Agenda At A Glance

Monday - September 11, 2023

 2:30 pm - 4:30 pm: Registration Table open, 4th Floor Foyer,Hotel 1000
 6:30 pm – 9:30 pm: Welcome Reception, Hotel 1000 Rooftop (25th Floor) then move to Greenhouse  (4th Floor)

Tuesday – September 12, 2023

6:25 am – 7:00 am: Yoga in Marrowstone, Hotel 1000, 4th Floor
7:00 am – 8:00 am: Breakfast in Greenhouse, Hotel 1000, 4th Floor
8:30 am – 11:45 pm:
Learning Program in Bainbridge, Hotel 1000, 4th Floor
11:55 am: Depart as group from hotel lobby for lunch-excursion, 8 min walk
12:00 pm – 4:00 pm: Blake Island Salmon Bake, Private Boat Ride
5:45 pm – 6:45 pm: Book Club in Greenhouse, Hotel 1000
7:00 pm – 9:00 pm:
Dine Around (specific group information in welcome packet)
9:00 pm: Meetup for drinks in Rosebay, Hotel 1000


    Wednesday – September 13, 2023

6:25 am – 7:00 am: Yoga in Marrowstone, Hotel 1000
7:00 am - 8:00 am:
Breakfast in Greenhouse, Hotel 1000
8:00 am – 11:45 am: Learning Program in Bainbridge, Hotel 1000
11:45 am – 12:45 pm:
Lunch in Greenhouse, Hotel 1000
12:45 pm – 4:30 pm: Afternoon Program in Bainbridge, Hotel 1000
6:20 pm:
Depart as group from hotel lobby for a 5-minute walk to Elliot’s
6:30 pm9:30 pm
Cocktail hour and dinner at Elliot’s [1201 Alaskan Way]

To learn more, call or email the organizer that invited you or email

Full agenda and detailed descriptions of individual segments below.

Monday September 11, 2023

2:30 pm – 4:30 pm:

Registration Table Open

4th Floor Foyer, Hotel 1000

6:30 pm – 7:45 pm:

Welcome Reception

Rooftop, Hotel 1000

7:15 pm – 9:30 pm:

Welcome Reception/Buffet Dinner

Greenhouse, Hotel 1000

Tuesday September 12, 2023

6:25 am – 7:00 am

Yoga led by Gyata Storman
In Serge Morning Yoga, we’ll practice mindful breathing and gentle movement. Loosening up your body and clearing your mind will be a wonderful preparation for the day ahead. Wear comfortable clothing and bring a towel. This class is appropriate for all levels. Gyata Stormon is a Certified Forrest Yoga instructor and has taught for more than thirty years.

Marrowstone, Hotel 1000

7:00 am – 8:00 am:


Greenhouse, Hotel 1000

8:00 am – 9:30 am:

Welcome, SERGE program info & Retreat goals; Introductions (Entrepreneurs + Spouses/Partners)

Bainbridge, Hotel 1000

9:30 am – 9:45 am:



9:45 am – 11:45 am:

Opening keynote session: Listening to and coaching people you care about

Alan Gellman


Coaching has been described as leading someone through a journey of self-discovery. We often have informal opportunities to coach peers, staff, family, friends, and others on a variety of issues, but how well do we do it? Good coaches ask provocative questions, listen deeply, and provide powerful insights without judgment. Master coach Alan Gellman will walk us through the key elements of effective coaching and give us the opportunity to practice with one another. You’ll leave this session with skills that will allow you to be a better coach for your family, friends, and business associates.

11:55 am:

Meet in hotel lobby to depart as a group to embark on a captivating journey with our exclusive experience on Blake Island.  [8-minute walk]

12:00 pm – 4:00 pm:

Set sail on a scenic boat ride across Eliot Bay immersing yourself in the natural beauty of the surrounding waters, before arriving at the picturesque island. In our free time before and after lunch, we will have the opportunity to explore lush forests, encounter wildlife, and uncover the captivating history of the island, all while enjoying breathtaking panoramic views of the surrounding waters. Speaking of lunch, indulge in a unique culinary experience as you savor a mouthwatering salmon bake with Windward Adventures before you enjoy another beautiful boat ride back to the Seattle waterfront.

5:45 pm – 6:45 pm:

SERGE Book Club Discussion:
Excellent Advice for Living: Wisdom I Wish I’d Known Earlier

Greenhouse, Hotel 1000

7:00 pm – 9:00 pm:

Dining in Smaller Groups to Enjoy the Cuisine of Seattle - Group Listing in Packets.


9:00 pm

After Dinner Drink Meet Up

Rosebay, Hotel 1000

Wednesday September 13, 2023

6:25 am – 7:00 am:

Yoga led by Gyata Stormon

Marrowstone, Hotel 1000

7:00 am – 8:00 am:


Greenhouse, Hotel 1000

8:00 am – 9:00 am:

Session 1: Artificial Intelligence – Chuck Storman

Bainbridge, Hotel 1000


AI is advancing rapidly, with near-term potential to transform our businesses and our daily lives. The session will help us understand AI and its practical implications along with fostering informed decision-making and exploring ethical concerns. We’ll discuss what the future holds and what these changes imply as well as the best opportunities to use AI in our personal and professional lives.

9:00 am – 9:45 am:

Breakouts 1 and 2 Workforce/Angel Investing



Breakout 1: The Changing Workforce

Doug Devlin


Generational differences were changing the workforce even before the pandemic. Now we must rethink many of our assumptions, whether as managers, investors, or parents. Is it reasonable to expect workers to be in the office full-time, part-time, or ever? What do members of Gen Z want from their jobs, and is that compatible with growth and profitability? What benefits and job features are most likely to attract, retain, and motivate today’s workforce?


Breakout 2: Angel Investing

Elisa Miller-Out


One-way SERGErs can support entrepreneurship is through angel investing. What should we expect as ange investors? What are the best ways to begin and participate? What are the pros and cons of the various models and partnerships? How important is due diligence and how can we do it effectively and efficiently? To what degree should we tie funding to advising or board seats? How can we maximize both impact on startups and financial returns?

9:45 am – 10:00 am:



10:00 am – 11:00 am:

Session 2: The Continuing Case for Racial Equity for Black Americans in The Startup Ecosystem - Rodney Sampson

Bainbridge, Hotel 1000


In 2020, Rodney Sampson and Brad Feld joined forces to launch the Racial Equity Ecosystem Pledge. Dozens of funders pledged to increase resources for Black American fund managers and the entrepreneurial ecosystem. However, most signers never fulfilled their commitments, and relevant funding actually decreased since. Moreover, a recent lawsuit targets the legality of the Fearless Fund, a venture fund focused on Black women founders, in its restricting funding to that group. Rodney Sampson, an advisor at Fearless Fund, will discuss a framework for scalable racial equity throughout the ecosystem and facilitate a broader discussion of racial issues within our personal and professional lives.   

11:00 am – 11:45 am:

Breakouts 3 and 4 Mentoring/Political Activism



Breakout 3: Mentoring to nurture and inspire
We’ll delve into essential aspects of mentoring - building trust, effective listening, insightful questioning, sharing experience, facilitating connections, encouraging growth, and providing constructive feedback. We’ll discuss the hallmarks of effective mentoring programs as well as best practices in informal mentoring. This session will cover both professional and personal mentoring to guide and inspire.

Michael Pavia


Breakout 4: Non-Partisan Political Activism

Martin Babinec


Trust in government is at a low point. Incentives for elected officials are driving policy outcomes (or lack thereof) that put party power ahead of voter's interests. This session will start with an overview of structural issues that both push candidates to the extremes and are dramatically reducing the pragmatic consensus building most voters want. We'll segue into the under-reported but growing national movement for reforming certain election processes as we discuss avenues to engage in non-partisan efforts aimed at putting country over party and a government becoming more responsive, inclusive, and balanced.

11:45 pm – 12:45 pm:


Greenhouse, Hotel 1000

12:45 pm – 1:45 pm:

Session 3: Cyber security  
Protecting yourself from security scams

Melissa Pegus

It’s becoming increasingly difficult to spot online scams and to protect your identity, devices, and your virtual wallet. Both personal and business cyberattacks have increased substantially in frequency and sophistication. This session will discuss the growing risks and suggest ways you can protect yourself, your family, and your business.

1:45 pm – 2:30 pm:

Session 4: Socially responsible investing/impact investing

Kahlil Byrd


It’s ironic that while we’re trying to make the world better, most of our invested assets aren’t helping directly – and may be doing harm. How can you make your investments do something positive while meeting your financial needs? What are the implications of moving money to Environmental, Social and Governance (ESG) or other socially responsible funds? How can you make your cash serve a social purpose without taking on more risk? We’ll discuss various strategies for using your money for good purposes without giving it away.

2:30 pm – 2:45 pm:



2:45 pm – 3:45 pm:

Session 5: Self-Care

Kate Mihevc-Edwards


How well – and how – do you take care of yourself? What do you prioritize and how do you motivate yourself to do what you know you should do? Where could you most improve your diet, exercise, or sleep regimens? How can you reduce stress while living a high-performance lifestyle? In this session we’ll share not only knowledge but habits and practices to ensure that we take care of ourselves

3:30 pm – 4:30 pm

Needs and Leads/SERGE Feedback and Plans



Following our traditional Needs and Leads sharing, we’ll gather comments and input for future SERGE planning and also announce our venue.

4:30 pm                                           



6:20 pm

Meet in hotel lobby to depart for Elliot’s Oyster House, Pier 56 as a group for our reception [1201 Alaskan Way] 5 minute walk


6:30 pm – 9:30 pm:

Cocktail hour followed by closing reception/dinner

Elliots Oyster House Pier 56



Hotel 1000 LXR: 

1000 First Ave, Seattle, WA 98104 

Front Desk: (206) 957-1000


SERGE Staff:

Mary Lou Herringshaw (315) 868-6368

Frank Herringshaw (315) 868-6127


SERGE Organizers:  

Martin Babinec (510) 967-3044

Mark Zitter (201) 403-1666

Elisa Miller Out (607) 227-6966

Seasoned Entrepreneur Gathering Exchange
By Invitation Only

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