Calendar of Meetings

2022 Meeting Schedule

  • 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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