- Open Networking – Austin Andruss in charge of guest registrations
- Call to Order – Brian Murphy called the meeting to order at 7:55am
- Leadership Team Introductions – Brian introduced Christen as VP; Raffi as Sec/Treas; Kirk as Growth Coordinator; Lisa as Education Coordinator; Austin Andruss as Visitor Host; and Alec Harrington and Shab Puri as Membership Committee.
- BNI Overview – Jonathan Lowe provided an overview of BNI and the benefits to its members.
- Networking Education – Lisa Poulson shared the BNI Membership Orientation Guide. Highlights: When you network, you should have a clear message, consisting of the following four parts: 1) Introduction, 2) Body (30-45 seconds), 3) Summation, 4) Repeat name and company name.
- Elevator Pitches – Each member gave a 30-second elevator pitch about their business.
- Induct New Members – Davis was inducted. Ed also swore in all members as this was our first time.
- Visitor Introductions – Evan Luthra, Gino Avila, and Renee Pelton.
- Vice President’s report – Report being developed
- Membership Committee Report – Alec welcomed Davis as a new member.
- Speaker rotation – Raffi announced the speakers for the next six weeks.
- Shab Puri – March 25
- Christen Scanlon – April 1
- Alec Harrington – April 8
- Kirk Dahle – April 15
- Gino Avila – April 22
- Sarah Michelle Davis – April 29
- Holly Reeves – May 6
- Lisa Poulson – May 13
- Highlight speaker – Alec Harrington discussed estate law, probate vs. revocable trusts, and asset transfers without probates or trusts. Click for the presentation slides and a copy of the California Statutory Will.
- Chapter Growth Exercise – Choose two individuals who would be an ideal referral partner for you; log in to LinkedIn and do a search for those two professions, then invite them to attend.
- Chapter Social Activity – The fun networking function at Glide is being rescheduled. Also, Taste of Potrero is on May 8th, and is raising funds for Daniel Webster Elementary School; several chapter members are going.
- Pass Referrals – Members announced to the group the referrals they were providing other members.
- Meeting Adjourned – Brian Murphy adjourned the meeting at 8:50am.
March 25 Meeting Minutes
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