Calendar of Meetings
2024 Meeting Schedule
- November 14, 2024 – “The Road Ahead: Economic Forecast and Insights for 2025”
- Kat Hitchcock, Hitchcock & Associates
- Mark Schniepp, Ph.D., California Economic Forecast
- Caitlin McCahill Hensel, Hayes Commercial Group
- Brett Weichbrod, Channel Wealth
- October 10, 2024 – “Aging Gracefully: The Story of Grassini Family Vineyards”
- Katie Grassini, CEO, Grassini Family Vineyards
- September 12, 2024 – “Love, Business, and Background Checks: Why They Matter More Than Ever”
- John Troxel, Verdict Resources
- July 11, 2024 – “Payroll Compliance: What it means, how it affects your small business, and how you can stay out of trouble!”
- Karen Mora & Frank Palmieri, Accountability Plus/Payroll Vault
- June 13, 2024 – Do You Care for a friend, client, or loved one?
- May 9, 2024 – The Power of Strategic Planning
- Doug Lynch, The Lynch Group
- April 11, 2024 – What’s Mindfulness Got to Do with It? Recharging ourselves when business/life seems to have drained our batteries.
- Petra Beumer, Mindful Eating Institute
- March 14, 2024 – Emptional Intelligence for Optimal Performance in a Turbulent World
- Dr. Relly Nadler, True North Leadership
- 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
- 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”
- 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
