Feeling like your business runs you instead of the other way around? Book your free 30-minute strategy call.
You're not taking a leap.
You're stepping into the REF OC/IE Proven Process.
The hardest part of joining any peer group is the unknown: Will it be worth it? What am I actually signing up for? REF removes that uncertainty. Since 2007, we've run on one defined, repeatable process, refined across thousands of members worldwide, so you know exactly how membership works, what each month looks like, and how you'll get a return on your time and investment.
Like the best business operating systems, REF OC/IE runs on a proven process, not improvisation. The REF OC/IE Proven Process is our local enhancement to the proven REF model used by our global organization, these elements are practiced REF-wide, and we have refined them here into one repeatable path. Here's the path every member follows.
• Refined Since 2007 • 9 Monthly Meetings • 2 Semi-Annual All-Member Meetings • Annual Strategies for Success Retreat • 1:1 Coaching with Ric • Members Stay an Average of 6 Years
REF-OC/IE Proven Process
Refined since 2007. The same proven path, every member

REF-OC/IE Proven Process
Refined since 2007. The same proven path, every member

Step 1, Possess a Learner Mindset → We start by making sure it's a fit
Every member is here for the same reason: to grow. Because your business can only grow as fast as you do, we make sure each group is built from open, curious leaders who show up ready to learn, so you walk into a room of true peers, not tire-kickers.
What you get: a trusted room of leaders who are all in it for the right reasons.
Step 2, Be Committed → A predictable monthly rhythm
Membership runs on a dependable cadence: nine structured half-day meetings a year, two semi-annual All-Member Meetings that bring the entire OC/IE community together, and the annual Strategies for Success retreat. The rhythm is the point, you always know when you'll meet, how a meeting runs, and how to prepare.
What you get: a standing, distraction-free space to work ON your business, on the calendar all year.
Step 3, Seek Improvement → A proven method for your real issues
We don't wing it. Using the same tested format every time, the group helps you work a live challenge, a hire, a cash-flow call, a partner issue, a growth decision, at least four times a year, then holds you accountable for the follow-through and the results.
What you get: clarity and a plan on your toughest decisions, plus a group that makes sure you act on them.
Step 4, Customize Your Experience → 1:1 coaching with Ric, built in
The process is personalized, not one-size-fits-all. You meet privately with Ric at least quarterly to apply the group's thinking directly to your business and your near- and long-term decisions.
What you get: a coach who knows your business and a strategy tailored to it.
Step 5, Build Meaningful Relationships → A community that compounds
The value grows the longer you're in. Beyond the monthly meeting, the annual Strategies for Success retreat brings members together with their spouses or significant others, the two semi-annual All-Member Meetings connect the whole OC/IE community, and the global REF network is always open to you, relationships that turn into your most trusted board of advisors.
What you get: a peer network, and a community, you'll lean on for years, not just a monthly meeting.
Why This Works
This isn't a leap of faith—it's a process with a track record.
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Proven since 2007 locally, built on REF's model refined over 30+ years and across thousands of members worldwide. The same path works, member after member.
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Members stay an average of 6 years. People don't renew for six years unless the process delivers.
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You can see it before you commit. Sit in on a real meeting, free, no obligation, and experience the process firsthand.
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Every member is screened, so the fit (and the value) is protected from day one.
REF-OC/IE 5-Step Proven Process
The REF-OC/IE community has been helping our members take their businesses to the next level since 2007. This 5-step proven process represents the best practices defined and refined to ensure you receive the maximum ROI on your membership.
Listen to a Podcast about our Proven Process
