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The final session features a fireside chat with Joel Pellicci Sr., a McDonald’s® Owner-Operator for over 48 years. Hear his journey from Navy pilot to McDonald’s leader as he shares the challenges, lessons, and values that shaped his success. Learn what it takes to build a lasting legacy, reflected in his Golden Arch and Ronald Award achievements.
Day 1: Wed, 7 May
Your (F)un+Finance experience begins with a warm welcome at the iconic Breakers Palm Beach. Day 1 is all about arriving, unwinding, and connecting. Take the afternoon to settle in, recharge, and enjoy the resort’s incredible offerings at your own pace before the official program kicks off.
We recommend arriving at The Breakers by 12:00 PM on Wednesday to settle in, refresh, and enjoy an afternoon of golf, tennis, or the hotel’s amenities.
Room check-in begins at 4:00 PM. The Breakers team will securely store your luggage and have it waiting in your room upon your return.
Ocean Course Golf & Tennis
Golf & Tennis Tournament
1.00PM - 5.30PM
At 1:00 PM, guests playing golf or tennis will meet in the lobby for transfers to the Golf & Tennis facilities.
Guests that are not participating are free to enjoy The Breakers' amenities during this time.
Ocean Lawn
Welcome Reception
6.30PM - 7.30PM
At 6:30 PM, guests will gather on the picturesque Ocean Lawn at The Breakers for a welcome reception and meet-and-greet with fellow attendees.
This is a perfect opportunity to unwind after your journey and connect with McDonald’s Owner-Operators from Australia and the United States.
Echo Restaurant
Dinner at Echo Restaurant
7.30PM - 10.00PM
Guests are to meet at the front of The Breakers, near the fountain at 7:30 PM sharp for a mini bus transfer to Echo Restaurant for dinner.
At Echo, enjoy a curated selection of Chinese, Japanese, Thai, Vietnamese, and Korean dishes, paired with cocktails, beer, and wine.
HMF Lounge at The Breakers
Optional Night Cap
10.30PM - 12.00AM
To end the night, join us for an optional nightcap at HMF Lounge, The Breakers’ iconic lounge.
Enjoy craft cocktails, fine wines, and a sophisticated atmosphere to unwind.
Day 2: Thu, 8 May
Get ready for a powerful day of learning, connection, and momentum. From mindset mastery to market insights and legacy planning, Day 2 brings together world-class speakers and thought leaders to equip you with the tools, clarity, and strategies to thrive in 2025 and beyond.
We’ll kick off the morning with a buffet breakfast before diving into six engaging sessions—each designed to inform, inspire, and empower. You’ll hear from top minds in mental fitness, finance, tax, law, and the QSR space—including an unforgettable live podcast conversation with NHL legend Wayne Gretzky.
After an energising afternoon on the Ocean Lawn with refreshments and networking, take some well-earned leisure time to enjoy The Breakers before we gather for dinner at Henry’s Restaurant.
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Ocean Lawn
Buffet Breakfast by the Ocean
7.00AM - 8.00AM
Start your day with a chef-prepared buffet breakfast on the Ocean Lawn.
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Ponce De Leon 6
Registration & Welcome
8.00AM - 9.00AM
After breakfast, make your way to the East Ballroom Foyer, just a short walk from the Ocean Lawn, for registration.
Then, head into Ponce De Leon 6 for the day's sessions and the Day 2 welcome address by Brett Kelly.
Ponce De Leon 6
Chelsea Pottenger
9.00AM - 10.00AM
Join Chelsea Pottenger for an inspiring session on cultivating a winner’s mindset in business and life.
Discover practical strategies to reduce stress, build resilience, and harness positive energy—empowering you and your team to perform at your best, both personally and professionally.
Ponce De Leon 6
Wayne Gretzky: The Great One
10.00AM - 12.00PM
In this special live podcast recording, Brett Kelly sits down with "The Great One," Wayne Gretzky CC, to discuss his legendary hockey career and life beyond the rink.
Following the interview, you’ll have the exclusive opportunity to meet Wayne and take a photo with him.
Ocean Lawn
Buffet Lunch & Break
12.00PM - 1.00PM
Enjoy a fresh, chef-prepared buffet lunch on the Ocean Lawn, where you can relax, connect with fellow Owner-Operators, and take in the breathtaking views of the Atlantic coastline.
Ponce De Leon 6
Andrew Charles, CFA
1.00PM - 1.30PM
Senior Research Analyst, Andrew Charles, unpacks the latest market trends shaping QSRs and presents a data-driven forecast for 2025 and beyond.
Ponce De Leon 6
John Raymond & Sean Langton
1.30PM - 2.00PM
Sean Langton and John Ryamond, Partners at Nelson Mullins, break down key strategies to safeguard your family and business, ensuring long-term financial security and efficient wealth transfer.
Ponce De Leon 6
Michael Rainey & Wayne Randall
2.00PM - 2.30PM
Join the founders of Rainey & Randall Wealth Advisors for an insightful discussion on their Evergreen Principles—proven financial strategies refined over three decades to build, protect, and sustain wealth for generations.
Ponce De Leon 6
Martha Ford, KellyPartners+FRS
2.30PM - 3.00PM
Tax laws are changing—again. Senior Partner Martha Ford from KellyPartners+FRS unpacks the latest updates impacting your business—from deductions and depreciation to labor costs and compliance. Gain the insights you need to stay ahead and navigate these changes with confidence.
Ocean Lawn
Networking & Leisure Time
3.00PM - 7.00PM
After a full day of sessions, relax with light refreshments and networking on the Ocean Lawn from 3:00 PM to 4:30 PM. Then, take the afternoon to unwind and enjoy The Breakers resort at your leisure. At 7:00 PM, guests will meet at reception for a transfer to Henry’s restaurant for dinner.
Henry's Restaurant
Dinner at Henry's Restaurant
7.00PM - 9.30PM
Please meet at the front of The Breakers at 7:00 PM sharp for a mini bus transfer to Henry’s Restaurant for dinner.
Henry’s Palm Beach is a welcoming American-inspired bistro known for its elevated comfort food.
HMF Lounge at The Breakers
Optional Night Cap
10.00PM - 12.00AM
To end the night, join us for an optional nightcap at HMF Lounge, The Breakers’ iconic lounge.
Enjoy craft cocktails, fine wines, and a sophisticated atmosphere to unwind.
Day 3: Fri, 9 May
As our time at The Breakers comes to a close, Day 3 is dedicated to real-world experience, generational wisdom, and future-focused leadership.
We begin the morning with guest check-out and a buffet breakfast, with The Breakers team happy to hold your luggage securely while you enjoy the final day’s sessions.
Today’s program features an incredible lineup of Owner-Operators and experts, each bringing practical strategies and timeless insights—from driving profitability in today’s restaurants to building a financial legacy that lasts.
The day wraps up with a powerful fireside chat and a farewell buffet lunch on the Ocean Lawn, offering one final opportunity to connect, reflect, and leave inspired.
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Ocean Lawn
Buffet Breakfast by the Ocean
7.00AM - 8.00AM
Start your day with a chef-prepared buffet breakfast on the Ocean Lawn.
Hotel Reception
Hotel Check-Out & Luggage Drop
8.00AM - 8.30AM
With Day 3 formalities beginning at 8:30 AM, we encourage guests to check out before heading to Ponce De Leon 6.
The Breakers reception team can securely store your luggage until your scheduled departure.
Ponce De Leon 6
Registration & Welcome Address
8.30AM - 9.00AM
Once you've checked out, make your way to Ponce De Leon 6 for the day’s session and welcome address by Brett Kelly.
Ponce De Leon 6
Ricky Wade & Jeff Stanton
9.00AM - 10.00AM
Join Owner-Operators, Ricky Wade and Jeff Stanton, alongside KellyPartners+FRS Senior Partner, Joan Gibbons, for an interactive panel discussion. This session will explore real-world strategies for balancing costs, improving efficiency, and sustaining long-term growth within the McDonald’s system.
Ponce De Leon 6
Mark Halford, Owner-Operator
10.00AM - 10.30AM
Hear from Australian Owner-Operator Mark Halford as he shares the unique challenges of running McDonald’s® restaurants outside the U.S. and the winning strategies that drive his success. Gain insights into operational differences, market dynamics, and leadership approaches that help him thrive in the Australian market.
Ocean Lawn
Morning Tea & Break
10.30AM - 11.00AM
Enjoy a break and connect with fellow guests over morning tea on the Ocean Lawn.
Ponce De Leon 6
Brett Kelly, Founder & CEO
11.00AM - 12.00PM
Learn how to cultivate the mindset, principles, and financial habits that create long-term prosperity and ensure wealth is preserved, protected, and passed on for generations to come. This session will provide practical strategies to help families build lasting financial legacies through intentional values and disciplined decision-making.
Ponce De Leon 6
Joel Pellicci Sr, Owner-Operator
12.00PM - 12.30PM
Ocean Lawn
Buffet Lunch & Networking
1.00PM - 2.00PM
Following the final session, enjoy a buffet lunch on the Ocean Lawn—a chance for one last catch-up with fellow guests before departures begin.
Resort Map
To help you navigate the beautiful grounds of The Breakers Palm Beach with ease, we've included a detailed resort map. From meeting rooms and restaurants to pools and leisure areas, everything you need is just a glance away.
Click the image to expand.
