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 have two Referral Roundtables available right now and are planning on opening more in the future.  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 four Referral Roundtable meeting times…

  • Monday Group (A) – meets at Noon to 1:15 pm the first and third Monday of each month.
  • Wednesday Group (A) – meets at 7:45 am to 8:45 am the first and third Wednesday of each month.
  • Wednesday Group (B) – meets at 11:30 am to 12:45 pm the second and fourth Wednesday 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 Pam Smith.

Pam Smith
Director of Member Services
(949) 729-4411
psmith@newportbeach.com

Referral Roundtable Application

(Downloadable PDF)

Referral Roundtable Guidelines

(Downloadable PDF)

Click the Tabs below to check the Current Category Availability

Monday Group A

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

Categories Currently Filled

  • Attorney – Estate Planning/Special Needs Trust
  • Beauty
  • Business Coach
  • Certified Public Accountant
  • Chiropractor
  • Commercial/Investor Mortgage
  • Dentist
  • Digital Marketing
  • Financial Advisor
  • Home Mortgage
  • Homecare, Home Health, Hospice
  • Insurance – Life/Health & Disability
  • Insurance – Property & Casualty
  • IT Services
  • Litigations/Contracts/Bankruptcy
  • Merchant Services
  • Nutrition/Weight Loss
  • Payroll/HR
  • Printer/Promotional Products
  • R.E. Commercial
  • R.E. Residential
  • Residential/Commercial Restoration & Dysinfectior
  • Social Media
  • Solar Energy Products
  • Vacation Rental

Available Categories

  • Animal Care
  • Architect/Design Film
  • Attorney – Business/Employment
  • Attorney – Commercial Litigation
  • Attorney – Criminal Defense
  • Attorney – Family Law
  • Attorney – Personal Injury
  • Attorney – Real Estate
  • Attorney – Securities
  • Bank – Commercial Lending
  • Bank – Personal Accounts
  • General Construction
  • Handyman/General Contractor
  • Healthcare Professionals
  • Mortuary
  • Non-profit
  • Property Management
  • Psychologist/Therapist
  • R.E. International
  • Residential Solar
  • Residential/Commercial Developer
  • Retail
  • Reverse Mortgage
  • Tax Attorney
  • Travel

Wednesday Group A

Meets at 7:45 am to 8:45 am the first and third Wednesday of each month.

Categories Currently Filled

  • Attorney – Family Law
  • Commercial Insurance
  • Commercial Law
  • Consulting
  • Digital Marketing
  • Event & Wedding Planner
  • Financial Advisor
  • Home Organizer
  • Personal Lines Insurance
  • Real Estate Mortgage
  • Real Estate Residential

Available Categories

  • Attorney – Business Litigation
  • Attorney – Commercial Litigation
  • Attorney – Employment Law
  • Attorney – Personal Injury
  • Bank – Commercial Lending
  • Body Shop Owner
  • Chiropractor
  • CPA
  • Credit Card Processing
  • Dentist
  • Employee Benefits
  • General Contractor
  • Human Resources
  • Interior Design
  • IT Services
  • Jeweler
  • Merchant Services
  • Payroll
  • Photography
  • Printing Services
  • Property Management
  • R.E. International
  • Restaurant Owner
  • Salon Owner/Esthetician/Skincare
  • Stylist – Men & Women
  • Tax Services
  • Travel

Wednesday Group B

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

Categories Currently Filled

  • Attorney – Business Law
  • Business Coach
  • Business SEO & Website Design
  • Car & Property Insurance
  • Certified Wholistic Health Coach
  • Chiropractic
  • Financial Advisor
  • Life Insurance, Health Insurance, Medicare Specialist
  • Mortgage Broker – Residential
  • Printing
  • Realtor
  • Sales Coach

Available Categories

  • Attorney – Commercial Litigation
  • Attorney – Family Law
  • Attorney – Personal Injury
  • Attorney – Real Estate
  • Attorney – Wills & Trust
  • Bank – Commercial Lending
  • Contractor
  • Human Resources
  • IT Services
  • IT Solutions
  • Marketing Services
  • Merchant Services
  • Non-profit
  • Payroll
  • R.E. Commercial
  • R.E. International
  • Residential Solar