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Membership Application PDF Print E-mail

Membership Application Process

Download Application Here

Step 1

Seek and obtain a membership nomination from an existing Executive Leadership Organization (XLO) member in good standing.

Step 2

  1. Complete the membership application.
    1. Complete the entire application as it loads into your web browser:
      1. Provide all information requested; incomplete applications will be rejected.
      2. Type your initials next to each of the five terms/conditions at the bottom of the page.
        1. Print the form using the button on the bottom-left of the application.
        2. Sign the form.
        3. Fax or email the completed form to the destination noted on the form.
        4. Submit payment.
      3. The preferred method of payment is by debit/credit card; however, if paying by check, in addition to electronically submitting your application, include a copy of your application with your check and mail to the address noted on the form.

Step 3

  1. Once your completed application and payment are received, XLO staff will: 
    1. Verify all information on your application. 
      1. If staff determines you meet the qualification, a Conditional Offer of Membership shall be extended and a letter will be generated to this effect.
      2. If staff determines you do not meet the qualifications, your application shall be rejected and a letter will be generated to this effect. All monies paid shall be refunded to you at this time. 
        1. This action does not preclude your reapplication at a later time should your economic conditions and/or your leadership role change.
        2. If you believe an error was made in this determination, send an email to This e-mail address is being protected from spambots. You need JavaScript enabled to view it explaining the circumstances. You will receive a response within 72 hours.
        3. If staff determines you willfully withheld and/or falsified information, your application shall be rejected and a letter will be generated to this effect. All monies paid shall be refunded to you at this time. 
          1. In this case, you will be permanently blocked from membership in the XLO.
          2. If you believe an error was made in this determination, send an email to This e-mail address is being protected from spambots. You need JavaScript enabled to view it explaining the circumstances. You will receive a response within 72 hours.

Step 4

  1. Upon receipt of the Conditional Offer Of Membership, you must complete the:
    1. Background Information Data Packet, and
    2. The Background Authorization Release Form; and,
    3. Return the form as directed in the letter.

Step 5

  1. Upon receipt of the required documents:
  2. All information provided in the packet shall be investigated and verified.
    1. If staff determines you pass the background investigation, your nomination and application shall be forwarded to the Selection Committee.
    2. If staff determines you do not you pass the background investigation, your application shall be rejected and a letter will be generated to this effect. All monies paid, less $500 of your application / initiation fee, shall be refunded to you at this time.
      1. Because the circumstances of and reasons for disqualification are different for each applicant, this disqualification action may, or may not, preclude your reapplication at a later time should your conditions change.
        1. Should this be the case, it is strongly recommended you contact the XLO staff at This e-mail address is being protected from spambots. You need JavaScript enabled to view it prior to completing the application process a second time.
        2. If you believe an error was made in this determination, send an email to This e-mail address is being protected from spambots. You need JavaScript enabled to view it explaining the circumstances. You will receive a response within 72 hours.
      2. If staff determines you willfully withheld and/or falsified information on your application and/or your background application packet, your application shall be rejected and a will be letter generated to this effect. All monies paid, less your $1500 application / initiation fee, shall be refunded to you at this time.
        1. In this case, you will be permanently blocked from membership in the XLO.
        2. If you believe an error was made in this determination, send an email to This e-mail address is being protected from spambots. You need JavaScript enabled to view it explaining the circumstances. You will receive a response within 72 hours.

Step 6

  1. The Selection Committee shall review your application and relevant materials.
    1. It should be noted, the Selection Committee shall not have access to sensitive information or items of identification such as credit reports, dates of birth, etc.
  2. The Selection Committee shall make a formal recommendation to the XLO President and Founder, who shall make the final determination of selection.

Step 7

  1. Once a final determination has been made, you will be notified in writing of the membership decision.

 

Appeals

The Executive Leadership Organization (XLO) is a private entity; membership is a privilege. The XLO retains all rights to refuse membership to anyone deemed unqualified and/or unfit for membership. Qualification is determined on an individual basis and is anchored to membership standards, including, but not limited to: minimum annual sales volume, net worth, budgetary control, ethical standards and suitability, conviction of criminal offences, and/or other circumstances rendering the applicant’s principle values unfit for membership. The XLO’s evaluation and determination of acceptance is final.

If your application for membership was rejected, and you believe an error was made in this determination, send an email to This e-mail address is being protected from spambots. You need JavaScript enabled to view it explaining the circumstances. Be sure to include your full name, date of application, and the specific reason(s) you feel your application should have been accepted.

You will receive an initial response within 72 hours. Although we will move as quickly and expeditiously as possible, a thorough investigation into the unique details of your circumstances may take up to 180 business days.

Satisfaction Guaranteed

If after attending your first regularly scheduled XLO meeting, you are not completely satisfied, we will promptly refund your payment, less the $500 application processing fee.  Your request for this refund must be made in writing by sending an email to This e-mail address is being protected from spambots. You need JavaScript enabled to view it , and must be received within ten (10) calendar days immediately proceeding your first XLO meeting once your application has been approved.

Equal Opportunity Statement

Mutual respect is one of our key success factors at the Executive Leadership Organization (XLO), and we are committed to providing an environment embracing diversity, inclusion and equal opportunity free from harassment and discrimination.

The Executive Leadership Organization (XLO) makes all decisions, including those related to membership and employee hiring, firing, training, promotion, pay and benefits, without regard to gender, race, color, age, political opinion/affiliation, marital status, pregnancy, national origin/ancestry, religion/faith, citizenship, sexual orientation, gender identity, physical/mental disability, military/veteran status or any other basis prohibited by law. This policy applies to our members, directors, employees, applicants, customers, and business partners (including independent contractors, vendors, and suppliers).

 

Making Contact

Beautiful Downtown Portland OregonMembership in the Executive Leadership Organization (XLO) is an important stepping stone toward your future achievements. To learn more, please see the Membership Section of this site.

General Questions

Please send an email with your specific question(s) to our membership department at:

  1. This e-mail address is being protected from spambots. You need JavaScript enabled to view it ; or,
  2. Click here to complete a simple form and someone will contact you.

Business Partnership

We are constantly evaluating, expanding, and, where necessary, reinventing our services to ensure the XLO remains the leader in executive development. Corporate and business partnerships play an integral role in assuring we maintain our tactical advantage and cutting edge information, while at the same time delivering superb quality and opportunities to our partners.

If you want to take the next step and feel your organization could benefit by partnering with us, or, if you have any other questions regarding this program, please contact our Chairman and founder, Robert B. Morris at This e-mail address is being protected from spambots. You need JavaScript enabled to view it .

Phone Contact

Office 503-482-XLO1 (9561)
Fax 502-961-7029

 
XLO Membership PDF Print E-mail

Benefits

Membership in the Executive Leadership Organization is an important stepping stone toward your future achievements. Your active participation enables you to network with other influential peers and business professionals; learn from industry leading presenters and experts; and, develop your personal foundations and professional acumen.

We are proud to offer top-notch executive participation and constant expansion of our services, ensuring our members and our organization remain on the cutting-edge of the global business environment.

Qualifications

The benefits and advancements gained through XLO membership are undisputable; however, membership may not be the right fit for all. To ensure our membership community shares the same socioeconomic values, membership is limited to qualified executive leaders (e.g. CEO, CFO, CIO, etc.), presidents, and other top executives with budgetary responsibilities in excess of one-million dollars, but this is merely the base qualification.

Our organization is about far more than financial success; perpetuation of our ideals, constantly attaining then redefining and expanding our goals, and a global non-acceptance of the status quo is at the very core of our beliefs. To this end, candidates for membership must also satisfy the following criteria:

  • Exemplify the highest ideals and ethical standards;
  • Passionately embrace professional and community interaction;
  • Possess an unquenchable thirst for knowledge, growth and self improvement;
  • Be nominated by an existing member in good standing;
  • Obtain recommendations from four (4) independent references affirming the candidate's integrity and character; and,
  • Be approved by the selection committee.

The XLO offers solid principles and incomparable privileges in the journey of achieving your potential. If you are nominated for membership, complete the application and join one of the most distinctive and extraordinary organizations in the business world. Your membership is a tremendous advantage to your business ventures, and will not only promote a stronger and more valuable business community, but also helps position you to help your community.

To apply, download a copy of our confidential application. Application processing will commence once your completed form and payment are received.

Membership Levels

1.  Annual Member -  $2500 per-year

a.  The annual membership fee entitles each member in good standing to attend all regularly scheduled meetings and events.

2.  Executive Circle Member - $16,000 first year (Best Value)


a.  The Executive circle membership fee entitles each executive circle member in good standing to:


i.  All benefits of the Annual Member; and

ii.  Bring up to one (1) qualifying co-worker from the same company/organization to each meeting at no additional charge for the first year;

A.  Beginning at the start of the second year, and all subsequent years thereafter, the Executive Circle Member, and their co-worker (if any) EACH pays only 25% of the “Annual” member fee; and

iii.  Is entitled to attend any special functions and events scheduled exclusively for Executive Circle members.

 
Business Triage Services PDF Print E-mail
Written by Calvin Tadema   
Wednesday, 04 August 2010 18:40

Elective Program

Business TriageThe XLO Business Triage Service is an elective program to help you in a variety of ways, ranging from improving your profit margin to disaster mitigation and everything in between. The customized and unique XLO Business Triage process provides objective guidance to improve your effectiveness, efficiency and business interactions by offering a structured evaluation framework for business decision making, outcome / goal prioritization, and resource allocation.

Executives choosing to take advantage of this service pay an additional fee, and are embarking on a formalized evaluation of your organization for the purpose of increasing performance; it is therefore imperative you commit your time and energy, otherwise your financial investment, and, more importantly, the time of the other professionals committed to helping you, will be wasted.

Confidential

The confidential process begins by completing a comprehensive profile of your organization. Although a lengthy process, the collection of data unique to your organization is the requisite first step to providing to you the most accurate and statistically valid guidance. Moreover, this uniform process ensures consistent and reliable information for everyone taking advantage of this service.

Once all necessary information has been submitted to the evaluation team, a Business Triage session will be convened, independent of regularly scheduled XLO meetings. Although the triage sessions are conducted in a casual environment, executives using this service must come prepared for an intense work session aimed entirely at their success.

This service provides priceless advice for value-added problem solving. But the real benefit of participating comes from the many practical but powerful solutions that can propel your business to a new level.

For more information about participating in the XLO Business Triage Service, contact Robert Morris at This e-mail address is being protected from spambots. You need JavaScript enabled to view it .

Last Updated on Wednesday, 04 August 2010 20:38
 
Executive Leadership Organization PDF Print E-mail

Executive Leadership Organization of Portland Oregon

Vision Statement

Through impeccable ethical ideals and in a supportive peer-based environment, we help XLO members achieve and sustain their potential by delivering the timeliest dynamic leadership tools. Members’ active participation provides fuel for their passions, frees them from the tethers of limitation, and enables their infinite and vivid powers of ingenuity, creativity and entrepreneurialism.

XLO Overview

Good leaders elevate their ideas creating undeniable synergy and success for their organization, their employees, and their community; but exactly how does one measure “success”?   Although easily quantifiable, using revenue as the primary matrix of leadership competence is not only inaccurate, it is a colossal mistake.  Sustainability is dependent upon other critical components long before the measurement of revenue is relevant, important, or useful.

 

The Executive Leadership Organization (XLO) is your foremost resource providing the tools and education for the perpetual re-visioning necessary to keep you on the leading edge of excellence.   The XLO provides a one-of-a-kind environment for hard-working executives committed to developing their professional acumen.  Expanding your personal knowledge base, multiplying your professional contacts, and honing your business cunning are but a few of the benefits of membership.  Investing in the XLO helps you maximize your impact while transforming your potential to stay relevant and thus helping you create a brilliant and flourishing future for yourself and your business.

 

Few small to midsized companies (less than 500 employees) have the resources to even think about replicating approaches to leadership development theories employed in larger organizations.  But the need for leadership skill development is no less just because of the smaller size; in-fact it is more important.

 

Members can turn to the XLO as a trusted source when implementing initiatives for employees, customers, partners, and suppliers.  Through its broad cadre of services and supportive environment, the XLO provides access to the knowledge, expertise, and resources necessary for business acumen development and growth.  In short, the XLO experience helps members synthesize the conceptual fruits of their education from functional theory to a broad range of strategic thinking, planning, and implementation by delivering:

  • The latest leadership advancement services;
  • Networking opportunities with other knowledgeable executives;
  • A unique forum for veteran executives to share progressive business ideologies and tried and true practices; and,
  • A relaxed atmosphere to cultivate connections in all aspects of a diverse corporate arena.
 
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