Team offsite

Brightloom Summer Offsite

Sep 10–12 2026Asheville, North Carolina14 attendees

Bring shoes you can walk a wet trail in and one layer more than you think — September evenings in the mountains drop to 12°C. Thursday afternoon is outdoors regardless of weather.

Goal 01

Agree the Q4 roadmap in the room, so nobody re-litigates it in October.

Goal 02

Everyone meets the four people they have only ever seen on video.

Goal 03

Leave with the SOC 2 plan owned, dated, and written down.

Agenda

Thursday, Sep 10

Arrivals & getting the year straight

  1. Arrivals and check-inThe Rowan House, lobby
  2. Lunch, no agendaCourtyard
  3. Where we actually areLaurel RoomMara Chen
  4. Roadmap working session, part 1Laurel RoomDevon Okafor
  5. DinnerDepot Street, walkable

Friday, Sep 11

The hard conversations, then the trail

  1. BreakfastCourtyard
  2. Roadmap working session, part 2 — decisionsLaurel RoomDevon Okafor
  3. SOC 2: who owns what, by whenLaurel RoomDana Whitfield
  4. LunchCourtyard
  5. Trail walk — Craggy GardensVans leave 13:15 sharpPriya Wendt
  6. Team dinnerThe Rowan House, private room

Saturday, Sep 12

Commitments and departures

  1. BreakfastCourtyard
  2. Customer stories, told by the people who took the callsLaurel RoomLena Brix
  3. Commitments read-out — every owner says their date aloudLaurel RoomMara Chen
  4. Close, then checkoutLobby by 12:00

Logistics

Venue

The Rowan House
18 Rowan Court, Asheville, NC 28801

All sessions are in the Laurel Room on the ground floor. Wi-fi: rowan-guest, password at the desk.

Travel

Fly into Asheville Regional (AVL), 20 minutes by car. Everyone booking their own flights — forward receipts to Aaron.

Two rental vans are booked for Friday’s trail walk. Dana and Sam are the named drivers.

Lodging

Rooms are held at The Rowan House under Brightloom for two nights, Sep 10 and 11. Check-in from 15:00, checkout by 12:00 Saturday.

If you need a third night, tell Dana by Aug 25 — we can extend at the same rate.

What to know

  • Sessions are laptop-optional; the roadmap session is laptop-free
  • Dietary requirements to Dana by Sep 1
  • Trail walk is 4 miles, moderate, one steep section
  • Expenses: meals outside the agenda are your own
  • Quiet room available all three days — ask at the desk

Who is coming

MC
Mara ChenCEO
DO
Devon OkaforCTO
PW
Priya WendtCustomer success
IO
Ines OkonkwoPlatform
JT
Jonah TrellGrowth
RS
Renee SowandeClinical advisor
DW
Dana WhitfieldOperations
TK
Tomas KrallImplementation
LB
Lena BrixSupport
SR
Sam ReyesEngineering
NH
Noor HaddadEngineering
EF
Elias FennDesign
GM
Gia MercadoSales
AB
Aaron BoyleFinance, contractor

Open items

ItemOwnerDue
Confirm AV for Thursday — screen, HDMI, and a spare adapterDana WhitfieldSep 1
Collect dietary requirements from all 14 attendeesDana WhitfieldSep 1
Send the roadmap pre-read so the session starts at decisionsDevon OkaforSep 5
Book the second van and confirm both driversSam ReyesAug 28
Choose the three customer stories for SaturdayLena BrixSep 3
Arrange the Saturday airport shuttle for four peopleAaron BoyleSep 8