Referral Roundtables

referralroundtables

The mission of Referral Roundtables is to increase business of the Newport Chamber of Commerce members by building relationships and through the exchange of referrals.  This program is designed  to gather different types of businesses together (1 per business category) two times a month to generate and pass leads to each other. We currently have four very successful Referral Roundtable groups with another one coming soon. Each Roundtable will grow to a maximum number of twenty five different businesses.

As a Referral Roundtable member you will learn how to pass and receive leads, meet and develop strategic business partners and learn from business speakers throughout the year.


There are currently six Referral Roundtable meeting times…

  • Monday PM Group “RAINMAKER$” – meets at Noon to 1:15 pm  |  1st and 3rd Monday of each month
  • Tuesday AM Group “OPU$” – meets at 9:30 am to 10:45 am  |  2nd and 4th Tuesday of each month
  • Tuesday PM Group “$UCCESS BUILDERS” – meets at 11:45 am to 1:15 pm  |  2nd and 4th Tuesday of each month
  • Wednesday PM Group “COASTAL CONNECTIONS” – meets at 11:30 am to 12:45 pm  |  2nd and 4th Wednesday of each month
  • Thursday AM “ELEVATE” – meets at 9:45 am to 11:00 am | 2nd and 4th Thursday of each month

If your category is filled, you may fill out an application anyway and request to be put on the wait list to go through the process of getting into the  group.  Referral Roundtables are for members only.  If you are interested in Referral Roundtables and are not yet a member, you may visit one meeting.

If you are interested  please read through the guidelines so that you understand the commitment and process.  If it is something you want to pursue and want to attend a meeting, please contact Annette Malinowski.

Annette Malinowski
Vice President, Membership Services and Business Development
(949) 729-4410
annette@newportbeach.com

Referral Roundtable Online Application Form

(Online Fillable Form – Preferred)

Referral Roundtable Guidelines

(Downloadable PDF)

‘RAINMAKER$’

Monday PM – FULL

Meets at Noon to 1:15 pm the first and third Monday of each month.

This group is full and no longer accepting applications.

Categories Currently Filled

Beauty Consultant
Commercial Investment
Commercial Real Estate
Corporate Law
Estate Planning Attorney
Family Dental Practice
Financial Planner
Holistic Health
Home Care Services
Insurance – Home, Business, Auto
Insurance Services- Group Health
Luxury Travel Advisor
Mortgage
Non-Profit
Notary Services
Photographer/Videographer
Regional Bank
Residential Real Estate
Tax & Accounting Strategist

‘OPU$’

Tuesday AM

Meets at 9:30 AM to 10:45 AM the second and fourth Tuesday of each month.

Categories Currently Filled

Business Broker
CPA
Digital Marketing/Promotional Marketing
Financial Services- Investments
Financial Services- MEP 401k
General Contractor
Healthcare and Medical Services
Photography
Private- Sushi Chef
Public Relations
Real Estate
Social Wellness Group
Sr Care Placement
Website Services

‘$UCCESS BUILDERS’

Tuesday PM

Meets at 11:45 AM to 1:15 pm the second and fourth Tuesday of each month.

Categories Currently Filled

Banker
CC Merchant Services
Cyber Technology
Digital Marketing & Advertising
Financial Services
Home Healthcare Services
Interior Design/Decorator
Loan officer
Management Consulting
MCDA/ Digital Marketing
Media Marketing Services
Photographer
Realtor/Broker
Tax & Accounting

‘COASTAL CONNECTIONS’

Wednesday PM

Meets at 11:30 am to 12:45 pm the second and fourth Wednesday of each month

Categories Currently Filled

AI
Attorney-Legal Services
Banking
Business Consulting
Financial Consultant
Financial Services
Forensic Accounting/CPA
HR Consulting
Mortgage Loan Services
Non-Profit
Psychology/Psychotherapy
Real Estate Broker
Water & Air Purification
Website, Audio/Video Services

‘ELEVATE’

Thursday AM

Meets at 9:45 am to 11:00 am the second and fourth Thursday of each month

Categories Currently Filled

Banking
Business Coaching
Business/Commercial Exit Planning
CRM Tech Consultants
Financial Services
Health & Fitness Training
Health & Wellness
Insurance Services- Auto|Home|Renters
Insurance Services- Health
Personal Injury Law
Property Management Services
Psychotherapy
Real Estate
Senior Care Placement Services