Calendar of Meetings

2024 Meeting Schedule

  • February 8, 2024 – Employee Development: Help Them Grow or Watch Them Go.
    • Sara & Steve Caputo, Sara Caputo Consulting
  • January 11, 2024 – Customer Success: Attract and retain valued customers through effective market research
    • Jill Feldman, founder and president of Strategic Development Associates

2023 Meeting Schedule

  • November 9, 2023 – The US Recession has been elusive but is it still likely?
    • Mark Schniepp, PhD, California Economic Forecast
    • Joseph O’Flaherty, Chief Investment Officer/Wealth
    • Kat Hitchcock, Realtor, Hitchcock and Associates
    • Caitlin McCahill Hensel, Associate, Hayes Commercial Group
  • October 12, 2023 – Yardi Systems: Where they have been and what the future holds
    • Joy Shobe
  • September 14, 2023 – Generative AI: A Simple Explanation, a Hugh Impact
    • Jim Sterne, author of Artificial Intelligence for Marketing: Practical Applications
  • July 13, 2023 – The World of Work and How We Are Changing Rapidly
    • Trish Miller, Spherion
    • Rick Rossignol, RTR Consulting Inc.
  • June 8, 2023 – We are approaching mid-year, is your firm hitting the business goals you set? If not, what to do…
    • Hap Ziegler, Mesa Consulting
  • May 11, 2023 – What’s a fiduciary and why might I need one?”
    • Jackie Quinn, PhD, CLPF, Owner/Professional Fiduciary, Quinn Fiduciary Services
    • Frank Tabar, Senior Vice President, Farmers and Merchants Trust Company
    • Alexandra Chambers, Vice President and Trust Officer, Farmers and Merchants Trust Company
  • April 11, 2023 – Acme Hospitality – staying rooted in core values and the pursuit of inspired hospitality
    • Sherry Villanueva, Founder & Managing Partner, Acme Hospitality
  • March 9, 2023 – It Just Keeps Getting Worse: 2023 Employment Law Updates
    • Brian Daly, Partner, Mullen & Henzell, LLC
  • February 9, 2023 – New Tools to Market Your Business in 2023
    • Jonathan Boring, Social Spice Media
    • Jennifer Goddard Combs, The Goddard Company
  • CANCELED – January 12, 2023 – A new year. A new start. Is your business/job prepared to use 2023 as the more robust new normal?
    • Hap Ziegler, Mesa Consulting

2022 Meeting Schedule

  • November 10, 2022 – Will the slowing momentum of 2022 change course or continue along the same path in 2023?
    • Mark Schniepp, Ph.D., California Economic Forecast
    • Renee Grubb, Founder & Owner, Village Properties
    • Liam Murphy, Partner, Hayes Commercial Group
    • Joseph O’Flaherty, Chief Investment Officer/Wealth Manager, Channel Wealth
  • October 13, 2022 – Alison Hardey shares her experiences as the owner of Jeannine’s Restaurants!
    • Alison Hardey, Proprietor of Jeannine’s Restaurants
  • September 8, 2022 – Clear is Kind. Unclear is Unkind
    • Sara Caputo, Sara Caputo Consulting
  • July 14, 2022 – “The Great Housing Disruptions – 2022 and Beyond”
    • Kelly Marsh, Vice President | Area Manager, Cornerstone Home Lending, Inc.
    • Deborah Schwartz, Consultant in Planning, Policy & Government Affairs
  • June 9, 2022 – “Dispelling Myths and Understanding Realities of Long-Term Care
    • Debra DiNapoli, Senior Planning Services
    • Brad Tisdale, Tisdale Insurance Services
  • May 12, 2022 – “The Predictive Index Program”
    • Marty Ramseck, PI Midlantic
  • April 14, 2022 – “The Ugly Four Letter Word: What is “PAGA”, and How Do I Protect My Business?”
    • Brian Daly, Mullen & Henzell
  • March 10, 2022 – “Successful Selling Techniques – How to Sharpen Your Sales Tools in 2022”
    • Michael Gordon, Sandler Training, Calabasas
  • February 10, 2022 – “Mastering Hybrid Meetings: Best Practices and Technology”
    • Pamela Tanase, Workzones
  • January 13, 2022 – “Jumpstart Your Marketing Strategies in 2022”
    • Jonathan Boring, Social Spice Media
    • Jennifer Goddard Combs, The Goddard Company

2021 Meeting Schedule

  • November 11, 2021 – “How will the Economy Move Forward in this Quasi-Pandemic World?”
    • Mark Schniepp, Ph.D., California Economic Forecast
    • Brian Johnson, General Manager, Radius Group
    • Keith Berry, Keith Berry Real Estate
    • Chris Snowden, Channel Wealth
  • October 14, 2021 – Emotional Intelligence: Your Secret Weapon for Success
    • Robert Grossman, Founder and CEO, Black Diamond Leadership
  • September 9, 2021 – Growth Building Not Growth Hacking
    • Jim Sterne, Marketing
  • July 8, 2021 – “Hey, I didn’t know you do that!” & Covid 19 Scams – A Financial Pandemic
    • Rick Copelan, President of the BBB
    • Vicki Johnson, Sr. Deputy District Attorney, SB County
  • June 9, 2021 – The Shadow of a Post Covid World. Hear from a panel on inflation, taxes, real estate, and what lies ahead for the economy.
    • Jason Janzen, CPA, Partner – Palius O’Kelley Janzen
    • Caitlin Hensel, Associate, Hayes Commercial
    • Brett Weighbrod, Partner and Wealth Manager, Channel Wealth
  • May 13, 2021 – Letting Grow: Making Challenge & Stress an Opportunity to be Stronger & Wiser
    • Dave Mochel, Applied Attention Coaching and Consulting
  • April 8, 2021 – How to Build momentum in your business in 2021
    • Lauren LaForge, Success Coach
  • March 11, 2021 – Stay ahead of the Covid-19 legal curve with the latest compliance updates and expert strategies
    • David Setzkorn, CPCU, Vice President, Workforce Absence Management, Risk Services Division
    • Irene Damsky, VP Risk Services Manager, ARM
    • Jon McPheters, Account Executive/Workers’ Compensation Claims Advisor, ARM
  • February 11, 2021 – How Cauliflower became the new Pizza Crust
    • Jeanne David, founder & CEO of Outer Aisle Gourmet
  • January 14, 2021 – Strategies for Success Marketing in 2021
    • Jennifer Goddard Combs, The Goddard Company
    • Jonathan Boring, Social Spice Media

 

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