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 two Wednesday Referral Roundtable meeting times…

  • Wednesday AM Group – Meets on the first and third Wednesday of each month at 7:15am ending at 8:30am.
    • This group has been meeting already and has been key in helping us develop and create the processes moving forward.  As a result they already have several categories filled but there are still some openings.
  • Wednesday PM Group – meets at 12:30 pm until 1:30 the second and fourth Wednesday of each month.
    • The management team already has a few of the categories filled.

 


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

Global Business People Corporate Meeting Success Growth Concept

Referral Roundtable Application

(Downloadable PDF)

Referral Roundtable Guidelines

(Downloadable PDF)

Click the Tabs below to check the Current Category Availability

Wednesday PM Group

Categories Currently Filled

  • R.E. Commercial
  • Chiropractor
  • Financial Advisor
  • R.E. Residential
  • Website Design
  • Attorney-Wills and Trust
  • Mortgages
  • Insurance – Property and Casualty
  • Tax Services
  • Travel
  • Reverse Mortgage
  • Business Attorney
  • Public Relations

Available Categories

  • Non-profit
  • Attorney – Family Law
  • R.E. International
  • Health Care
  • Residential Solar
  • Payroll
  • Attorney – Real Estate
  • Attorney – Personal Injury
  • R.E. International
  • Bank – Commercial Lending
  • Contractor
  • Merchant Services
  • Printing Services
  • IT Services
  • Human Resources
  • Marketing Services
  • Attorney – Commercial Litigation
  • Miscellaneous

Wednesday AM Group

Categories Currently Filled

  • Health Care
  • Residential Solar
  • Payroll
  • R.E. Commercial
  • Attorney – Real Estate
  • Chiropractor
  • Attorney – Personal Injury
  • Financial Advisor
  • R.E. Residential
  • R.E. International
  • Website Design
  • Attorney – Family Law
  • Attorney
  • Non-profit
  • Mortgages
  • Insurance – Property and Casualty
  • CPA

Available Categories

  • Bank – Commercial Lending
  • Contractor
  • Merchant Services
  • Printing Services
  • IT Services
  • Human Resources
  • Marketing Services
  • Travel
  • Attorney – Commercial Litigation
  • Insurance
  • Tax Services
  • Miscellaneous
  • Miscellaneous