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”
- 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
- 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
