Referral Roundtables
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 |

