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 a fifth group starting up in the next thirty days. 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 five Referral Roundtable meeting times…

  • Monday PM Group – meets at Noon to 1:15 pm  |  1st and 3rd Monday of each month
  • Tuesday AM Group – meets at 9:45 am to 11:15 am  |  2nd and 4th Tuesday of each month
  • Tuesday PM Group – meets at 11:45 am to 1:15 pm  |  2nd and 4th Tuesday of each month
  • Wednesday AM Group – meets at 7:45 am to 8:45 am  |  1st and 3rd Wednesday of each month
  • Wednesday PM Group – meets at 11:30 am to 12:45 pm  |  2nd and 4th Wednesday of each month
  • Thursday PM Group – meets at 11:30 am to 12:45 pm  |  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
Member Services Director
(949) 729-4410
annette@newportbeach.com

Referral Roundtable Online Application Form

(Online Fillable Form – Preferred)

Referral Roundtable Downloadable Application

(Downloadable PDF)

Referral Roundtable Guidelines

(Downloadable PDF)

Click the Tabs below to check the Current Category Availability

‘Rainmakers Group’ Monday PM – FULL GROUP

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

Categories Currently Filled

  • Attorney – Corporate
  • Attorney – Estate Planning/Special Needs Trust
  • Banking
  • Beauty & Skin Care
  • Business Coach
  • Certified Public Accountant
  • Chiropractor
  • Commercial/Investor Mortgage
  • Dentist
  • Digital Marketing
  • Financial Advisor
  • Health & Wellness
  • Home Mortgage
  • Homecare, Home Health, Hospice
  • Insurance – Life/Health & Disability
  • Insurance – Property/Casualty
  • Magazine Publishing/Marketing
  • Non-Profit (Children)
  • Payroll Processing
  • Real Estate Commercial
  • Real Estate Residential
  • Residential/Commercial Restoration
  • Social Media
  • Solar Energy Products
  • Video Production/Drone Photography

Available Categories

  • Architect/Design Film
  • Attorney – Business/Employment
  • Attorney – Commercial Litigation
  • Attorney – Criminal Defense
  • Attorney – Family Law
  • Attorney – Personal Injury
  • Attorney – Real Estate
  • Attorney – Securities
  • General Construction
  • Handyman/General Contractor
  • IT Services
  • Merchant Services
  • Mortuary
  • Printer/Promotional Products
  • Property Management
  • Psychologist/Therapist
  • R.E. International
  • Residential Solar
  • Residential/Commercial Developer
  • Retail
  • Reverse Mortgage
  • Tax Attorney
  • Travel
  • Vacation Rental

Tuesday AM

Meets at 9:45 AM to 11:15 AM the second and fourth Tuesday of each month.

Categories Currently Filled

  • Banking
  • Insurance – Property & Casualty
  • Interior Design
  • Mortgage Lending
  • Real Estate Residential
  • Retirement Insurance

Categories Currently Available

  • Architect/Design Film
  • Attorney – Business/Employment
  • Attorney – Commercial Litigation
  • Attorney – Corporate
  • Attorney – Criminal Defense
  • Attorney – Estate Planning/Special Needs Trust
  • Attorney – Family Law
  • Attorney – Personal Injury
  • Attorney – Real Estate
  • Attorney – Securities
  • Beauty
  • Business Coach
  • Certified Public Accountant
  • Chiropractor
  • Commercial/Investor Mortgage
  • Dentist
  • Digital Marketing
  • Financial Advisor
  • General Construction
  • Handyman/General Contractor
  • Health & Wellness
  • Healthcare Professionals
  • Home Mortgage
  • Homecare, Home Health, Hospice
  • Insurance – Life/Health & Disability
  • IT & Security Services
  • Magazine Publishing/Marketing
  • Merchant Services
  • Mortuary
  • Non-Profit
  • Payroll/HR
  • Printer/Promotional Products
  • Property Management
  • Psychologist/Therapist
  • R.E. International
  • Real Estate Commercial
  • Residential Solar
  • Residential/Commercial Developer
  • Residential/Commercial Restoration & Dysinfectior
  • Retail
  • Reverse Mortgage
  • Social Media
  • Solar Energy Products
  • Tax Attorney
  • Travel
  • Vacation Rental
  • Video Production/Drone Photography

Tuesday PM

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

Categories Currently Filled

  • Financial Planning
  • Mortgage Broker
  • Multifamily Investment Real Estate
  • Real Estate Residential
  • Software Development
  • Wealth Management

Categories Currently Available

  • Architect/Design Film
  • Attorney – Business/Employment
  • Attorney – Commercial Litigation
  • Attorney – Corporate
  • Attorney – Criminal Defense
  • Attorney – Estate Planning/Special Needs Trust
  • Attorney – Family Law
  • Attorney – Personal Injury
  • Attorney – Real Estate
  • Attorney – Securities
  • Bank – Commercial Lending
  • Bank – Personal Accounts
  • Beauty
  • Business Coach
  • Certified Public Accountant
  • Chiropractor
  • Commercial/Investor Mortgage
  • Dentist
  • Digital Marketing
  • General Construction
  • Handyman/General Contractor
  • Health & Wellness
  • Healthcare Professionals
  • Home Mortgage
  • Homecare, Home Health, Hospice
  • Insurance – Life/Health & Disability
  • Insurance – Property/Casualty
  • IT & Security Services
  • Magazine Publishing/Marketing
  • Merchant Services
  • Mortuary
  • Non-Profit
  • Payroll/HR
  • Printer/Promotional Products
  • Property Management
  • Psychologist/Therapist
  • Real Estate Commercial
  • Real Estate International
  • Residential Solar
  • Residential/Commercial Developer
  • Residential/Commercial Restoration & Dysinfectior
  • Retail
  • Reverse Mortgage
  • Social Media
  • Solar Energy Products
  • Tax Attorney
  • Travel
  • Vacation Rental
  • Video Production/Drone Photography

Wednesday AM

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

Categories Currently Filled

  • Attorney – Commercial Law
  • Attorney – Family Law
  • Commercial Real Estate Broker
  • Event & Wedding Planner
  • Home Organizer
  • Payment Processing
  • Personal Lines Insurance
  • Real Estate Mortgage
  • Real Estate Residential
  • Wealth Manager

Available Categories

  • Attorney – Business Litigation
  • Attorney – Commercial Litigation
  • Attorney – Employment Law
  • Attorney – Personal Injury
  • Bank – Commercial Lending
  • Body Shop Owner
  • Chiropractor
  • CPA
  • Commercial Insurance
  • Consultant
  • Dentist
  • Digital Marketing
  • Employee Benefits
  • General Contractor
  • Human Resources
  • Interior Design
  • IT Services
  • Jeweler
  • Photography
  • Printing Services
  • Property Management
  • Real Estate International
  • Restaurant Owner
  • Salon Owner/Esthetician/Skincare
  • Stylist – Men & Women
  • Tax Services
  • Travel

‘$uper Tipper$’ Wednesday PM

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

Categories Currently Filled

  • Advertising Services
  • Attorney – Estate Planning
  • Bank – Commercial Lending
  • Business Broker – Commercial Real Estate
  • Chiropractor
  • Digital Marketing
  • Financial Advisor
  • Fitness
  • Health & Wellness
  • IT Services – Account Executive
  • Liability Insurance
  • Life Insurance, Health Insurance, Medicare Specialist
  • Mortgage Services
  • Printing
  • Real Estate Commercial
  • Real Estate Residential

Available Categories

  • Attorney – Business Law
  • Attorney – Commercial Litigation
  • Attorney – Family Law
  • Attorney – Personal Injury
  • Attorney – Wills & Trust
  • Business Consultant
  • Contractor
  • Certified Public Accountant
  • Human Resources
  • IT Solutions
  • Marketing Services
  • Merchant Services
  • Non-profit
  • Payroll
  • Real Estate International
  • Residential Solar
  • Sales Coach

Thursday PM

Meets at 11:30 am to 12:45 pm the first and third Thursdays of each month

Categories Currently Filled

  • Attorney – Business Litigation
  • Attorney – Divorce
  • Attorney – Estate Planning
  • Attorney – Real Estate
  • Certified Public Accountant (CPA)
  • Mortgage Broker
  • Real Estate – Commercial
  • Real Estate – Residential

Available Categories

  • Architect/Design Film
  • Attorney – Commercial Litigation
  • Attorney – Corporate
  • Attorney – Criminal Defense
  • Attorney – Family Law
  • Attorney – Personal Injury
  • Attorney – Securities
  • Bank – Commercial Lending
  • Bank – Personal Accounts
  • Beauty
  • Business Coach
  • Chiropractor
  • Dentist
  • Digital Marketing
  • Financial Advisor
  • General Construction
  • Handyman/General Contractor
  • Health & Wellness
  • Healthcare Professionals
  • Homecare, Home Health, Hospice
  • Insurance – Life/Health & Disability
  • Insurance – Property/Casualty
  • IT & Security Services
  • Marketing
  • Merchant Services
  • Mortuary
  • Non-Profit
  • Payroll/HR
  • Printer/Promotional Products
  • Property Management
  • Psychologist/Therapist
  • Real Estate International
  • Residential Solar
  • Residential/Commercial Developer
  • Residential/Commercial Restoration & Dysinfectior
  • Retail
  • Social Media
  • Solar Energy Products
  • Tax Attorney
  • Travel
  • Vacation Rental
  • Video Production/Drone Photography
  • Wealth Manager