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 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 – meets at Noon to 1:15 pm  |  1st and 3rd Monday of each month
  • Tuesday AM Group – meets at 9:00 am to 10:15 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 PM Group – meets at 11:30 am to 12:45 pm  |  2nd and 4th Wednesday of each month
  • Thursday AM “NAVIGATE” Group – meets at 9:30 am to 10:45 am | 1st and 3rd Thursday of each month
  • Thursday AM “INSPIRE” Group – 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 Downloadable Application

(Downloadable PDF)

Referral Roundtable Guidelines

(Downloadable PDF)

Click the Tabs below to check the Current Category Availability

‘Rainmakers Group’ 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

  • Attorney – Corporate
  • Attorney – Estate Planning/Special Needs Trust
  • Banking
  • Beauty & Skin Care
  • Business Coach
  • Certified Public Accountant
  • Chiropractor
  • Commercial/Investor Mortgage
  • Dentist
  • Digital Marketing – Website Design/SEO
  • Financial Advisor
  • General Contractor / Design Build
  • Health & Wellness
  • Home Mortgage
  • Homecare, Home Health, Hospice
  • Insurance – Life & Health (Individual & Small Group, Long Term Care/Disability)
  • Non-Profit (Children)
  • Non-Profit (Home Hospice Foundation)
  • Notary
  • Payroll Processing
  • Photographer / Videographer
  • Real Estate Commercial
  • Real Estate Residential
  • Social Media
  • Travel (Luxury)
  • Video Production

‘OPU$’ – Tuesday AM

Meets at 9:00 AM to 10:30 AM the second and fourth Tuesday of each month.

Categories Currently Filled

  • Banking
  • Certified Public Accountants (CPAs)
  • Chiropractic
  • Clinical Psychology
  • Health & Fitness
  • Health & Wellness – Hypnotherapy
  • Health & Wellness – Nutrition
  • Insurance Services
  • Insurance – Property & Casualty
  • Medicare
  • Mortgage Lending
  • Real Estate Residential
  • Wealth Manager

‘Success Builders’ – Tuesday PM

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

Categories Currently Filled

  • Attorney – Business Law
  • Banking
  • Business Coach
  • Certified Public Accountants (CPAs)
  • Chiropractor
  • Digital Marketing
  • Event Services
  • Financial Advisor
  • Health and Wellness
  • Insurance
  • Mortgage Lending
  • Mortgage – Reverse
  • Non-Profit – Health
  • Non-Profit – Legal
  • Payroll / Human Resources
  • Real Estate – Residential
  • Taxes

‘$uper Tipper$’ Wednesday PM

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

Categories Currently Filled

  • Attorney – Estate Planning
  • Business Broker – Commercial Real Estate
  • Financial Advisor
  • Graphic Design
  • Health & Wellness / Nutrition
  • Insurance – Property & Liability
  • Life Insurance, Health Insurance, Medicare Specialist
  • Payroll
  • Real Estate – Multifamily
  • Real Estate – Residential
  • Website

‘NAVIGATE’ Thursday AM

Meets at 9:30 am to 10:45 am the first and third Thursday of each month

Categories Currently Filled

  • Business Coach
  • Construction
  • General Contractor
  • Health & Wellness
  • IT Services
  • Marketing / Advertising
  • Mortgage – Residential
  • Real Estate – Residential
  • Real Estate – Commercial
  • Travel / Health
  • Wealth Manager / Financial Advisor

‘INSPIRE’ Thursday AM

Meets at 9:45 am to 11:00 am the second and fourth Thursday of each month

Categories Currently Filled

  • Accounting
  • Attorney – Immigration Law
  • Business Coach
  • Catering
  • Financial Advisor – Life Insurance
  • Health & Fitness
  • IT Services
  • Mortgage Lending
  • Psychotherapy – MFT
  • Real Estate – Residential
  • Recruiting