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 1:00 pm the first and third Monday of each month.

Categories Currently Filled

  • R.E. Residential
  • Insurance — Life/Health & Disability
  • Insurance — Property & Causality
  • Certified Public Accountant
  • Commercial/Investor Mortgage
  • Vacation Rental
  • R.E. Commercial
  • Digital Marketing
  • Attorney — Estate Planning/Special Needs Trust
  • Home Mortgage
  • Litigations/Contracts/Bankruptcy
  • Homecare, Home Health, Hospice
  • Dentist
  • Payroll/HR
  • Residential/Commercial Restoration & Dysinfectior
  • Merchant Services
  • Beauty
  • Financial Advisor

Available Categories

  • Retail
  • Insurance- Property and Casualty
  • Chiropractor
  • R.E. International
  • Travel
  • Business Attorney
  • Public Relations
  • Marketing – Website Design/Graphic Design
  • Attorney – Criminal Defense
  • Attorney – Real Estate
  • Attorney – Personal Injury
  • Attorney – Commercial Litigation
  • Attorney – Securities
  • Non-profit
  • Reverse Mortgage
  • Residential Solar
  • Bank – Commercial Lending
  • Bank – Personal Accounts
  • General Contractor
  • Merchant Services
  • Printing Services
  • IT Services
  • Human Resources
  • Marketing Services
  • Senior Care/Hospice
  • Architect/Design Firm
  • Residential/Commercial Developer
  • Healthcare professionals
  • Nutrition

Wednesday Group A

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

Categories Currently Filled

  • R.E. Mortgage
  • R.E. Residential
  • Human Capital Management
  • CPA
  • Employee Benefits
  • Commercial Insurance
  • Event & Wedding Planner
  • Financial Advisor
  • Personal Lines Insurance
  • Consulting
  • Family Law
  • Home Organizer
  • Digital Marketing

Available Categories

  • Bank — Commercial Lending
  • Contractor
  • Merchant Services
  • Printing Services
  • IT Services
  • R.E. International
  • Attorney
  • Human Resources
  • Marketing Services
  • Travel
  • Attorney – Commercial Litigation
  • Tax Services
  • Wedding Planner
  • Payroll
  • Personal Injury Attorney
  • Commercial Banker Lending
  • Social Media / Marketing
  • Employment Law Attorney
  • Business Litigation Attorney
  • Photography
  • Interior Designer
  • Stylist for Men and Women

Wednesday Group B

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

Categories Currently Filled

  • IT Solutions
  • Car & Property Insurance
  • Auditor
  • Realtor
  • Holistic Health Coach
  • Business SEO and Website Design
  • Financial Advisor
  • Business Coach

Available Categories

  • R.E. Commercial
  • Website Design
  • Attorney-Wills and Trust
  • Chiropractor
  • Non-profit
  • Attorney – Family Law
  • R.E. International
  • Financial Advisor
  • Health Care
  • Reverse Mortgage
  • Residential Solar
  • Payroll
  • Attorney – Real Estate
  • Attorney – Personal Injury
  • Attorney – Commercial Litigation
  • R.E. International
  • Bank – Commercial Lending
  • Contractor
  • Merchant Services
  • Printing Services
  • IT Services
  • Human Resources
  • Marketing Services
  • Miscellaneous