Get in touch with us at bnigiantssf@gmail.com
MEETING NOTES 2025

Meeting notes

12/18/2024

ON ZOOM

I. General Overview:  

• Welcome & Announcements: Jeff welcomes the group.

  • Mindful Moment: Denise Cicuto

  • EdMo:  Adrian Leontovich 

• Introduction of Visitors:  Samantha Lowder and Jeff Wong

• Members provided their InfoMercials

  • • 🎉 Best Infomercial of the Week:   Frank Giovannoni! 

• Thank you for closed business $1.06M YTD

• Speaker Spotlight:  Cody Corbett

  • Next meeting:  Jan 8 (Zoom meeting), Anthony Jones

• Visitor Impressions / Referrals / Testimonials

 Motivational Quote:  "Don't leave anything for later. Later, the coffee gets cold. Later, you lose interest. Later, the day turns into night. Later, people grow old. Later, life goes by. Later, you regret not doing something... when you had the chance."

🎉 Special Updates: 
We will be meeting next over Zoom on Jan 8.
Our next in-person at Perry's in the Marina is Jan 15. 

Happy Holidays! Happy New Years! 

Review 2024 Year-End Pro-Tip Checklist by BNI Giants

II. Attendees: 

• Jeff Wong, Rajshree Chauhan, Annette Brown, Samantha Lowder for Mike Ufferman, Adrian Leontovich, Cody Corbett, Pete Thomas, David LaRico, Elbert Taylor, Denise Cicuto, Frank Giovannoni, Owen Rescher, Dawn Ma, Kate Jones, Dr. Jason Won, Tom Banducci, Marcus Edwards

III. Visitors

• Chase Sethi

  • HSM Property Management

  • Email: csethi@hsmsf.com

  • Phone: (415) 483-6693

  • Profession: Property Management

  • Visitor Type: Guest

  • Notes: Invited by Rajshree Chauhan

• Wendy Newman

  • Wesely & Associates https://www.wnrealtor.com/ 

  • Email: wendy@wnrealtor.com

  • Phone: (415) 606-4818

  • Profession: Real Estate Agent

  • Visitor Type: Visitor

  • Notes: Invited by Annette Brown

• Heidi Lawrence

  • Rhodes Family Law Mediation & Private Judging

  • Email: welcome@rhodesmediation.com

  • Phone: (415) 653-9896

  • Profession: Family Law/Mediation

  • Visitor Type: Visitor

• Mollie Milner

  • Vantage Realty and Small Blue Planet Events + Consulting

  • Email: molli@mollimilner.com and molli@sbpevents.com

  • Phone: (415) 595-5852 

  • Profession: Buying Agent and Event Planning/Consulting

  • Visitor Type: Visitor

• Brian Peterson

  • Brian T Peterson CPA

  • Email: brian@bigcitycpa.com

  • Phone: (408) 421-8059

  • Profession: CPA

  • Visitor Type: Visitor

• Nathan McCune

  • Fiserv and Cardconnect

  • Email: nmccune@cardconnectpartners.com

  • Phone: (501) 400-5050

  • Profession: Direct Solutions Specialist 

  • Visitor Type: Visitor

• Lauren Jeter

  • Grow Revenue Partners and Pong Agency

  • Email: Lauren@growrevenuepartners.com and Lauren@pongagency.com

  • Phone: (805) 215-8212

  • Profession: Marketing

  • Visitor Type: Visitor

🎉 TYFCB —  Thank You For Closed Business —  Remember to log on BNIConnect!  🎉

Meeting notes

12/11/2024

ON ZOOM

I. General Overview:  

• Welcome & Announcements: Jeff welcomes the group.

  • Mindful Moment: Adrian Leontovich

  • EdMo:  Adrian Leontovich 

• Introduction of Visitors:  Samantha Lowder

• Members provided their InfoMercials

  • • 🎉 Best Infomercial of the Week:   Annette Brown! 

• Thank you for closed business $1.04M YTD

• Speaker Spotlight:  Dr. Jason Won

  • Next week:  Dec 18, Cody Corbett

• Visitor Impressions / Referrals / Testimonials

 Motivational Quote:  "The present moment is your moment. Most people learn of the importance of the moment too late in life and miss many opportunities to seize it. Do not dwell in the past or even focus on the future. Live in the moment and enjoy fully your time."

🎉 Special Updates:  

ANNUAL AAPI HOLIDAY MIXER
Date: December 12, 2024
Time: 5:30 - 6:30 VIP Event Upstairs ($25)
5:30 - 10:30 General Admission  ($10)
Click Here to Register

II. Attendees: 

• Samantha Lowder for Mike Ufferman, Annette Brown, Rajshree Chauhan, Jeff Wong, Adrian Leontovich, Cody Corbett, David LaRico, Pete Thomas, Dawn Ma, Anthony Jone, Denise Cicuto, Frank Giovannoni, Lucy Milligan Wahl, Dr. Jason Won, Marcus Edwards

III. Visitors

• Dennis Menikheim

  • Menikheim Promo Solutions (menikheimpromos.com)

  • Phone: 415-595-0309

  • Visitor Type: Visitor

• Craig Nolin

  • Virtual Synergy Inc. 

  • Email: craig@virtualsynergyinc.com

  • Phone: (619) 306-3014

  • Profession: Administration Outsourcing (using VA structure). We help businesses save time, save money, and focus on what matters, by taking on Outsourcing Adminsitration Tasks using a Managed Virtual Adminstration Assistant.

  • Visitor Type: Visitor 

  • Notes: From BNI All Stars, San Diego

• Nathan Simmonds

  • Nathan Simmonds Coaching

  • Email: nathansimmondscoaching@gmail.com

  • Phone Number: WhatsApp +447540615318

  • Profession: Coaching and Hypnotherapy

  • Visitor Type: Visitor

• Chris Pappada

  • Earth Tones

  • Email: earthtones@att.net

  • Phone: (415) 793-2274

  • Profession: Landscaping

  • Visitor Type: Visitor

🎉 TYFCB —  Thank You For Closed Business —  Remember to log on BNIConnect!  🎉

Meeting notes

12/04/2024

IN PERSON AT PERRY'S

I. General Overview:  

• Welcome & Announcements: Jeff welcomes the group.

  • Mindful Moment: Jason Won

  • EdMo:  Adrian Leontovich 

• Introduction of Visitors:  Jeff Wong

• Members provided their InfoMercials

  • • 🎉 Best Infomercial of the Week:   Kevin Wetzel

• Thank you for closed business $9.5K YTD

• Speaker Spotlight:  Rajshree Chauhan

  • Next week:  Dec 11, Dr. Jason Won

• Visitor Impressions / Referrals / Testimonials

 Motivational Quote:  "Tomorrow is not promised by me, you, or the universe/higher being. Life insurance is a safety net for our loved ones. It doesn’t replace us. It is a legacy from us to those we hold dearly in our lives."

🎉 Special Updates:  Transamerica Happy Hour with Jeff Wong

II. Attendees: 

• Jeff, Annette, Raja, Adrian, Cody, Kevin, Lucy, Jason, Ricky, Anthony, Dawn

III. Visitors

• Heidi Lawrence

  • Rhodes Family Law Mediation & Private Judging

  • Email: welcome@rhodesmediation.com

  • Visitor Type: Visitor

• Cynthia Traina

  • Vantage Realty

  • Email: CT@cynthiatraina.com 

  • Phone Number: (415) 418-0591

  • Profession: Real Estate Agent

  • Visitor Type: Substitute/Visitor

  • Notes: Substitute for and Invited by Mike Ufferman; interested in starting a new BNI Chapter in the Fillmore. 

• Tom Corbett

  • Tom Can Construction

  • Email: TomCanCorbett@hotmail.com

  • Phone Number: (415) 749-7968

  • Profession: General Contractor

  • Visitor Type: Substitute

  • Note: Substitute for Pete Thomas

🎉 TYFCB —  Thank You For Closed Business —  Remember to log on BNIConnect!  🎉

Meeting notes

11/20/2024

On Zoom

I. General Overview:  

• Welcome & Announcements: Jeff welcomes the group.

  • MindFul Moment: Kate Jones

  • EdMo:  Adrian Leontovich    https://app.schoox.com/login.php     Your Member Success Program

• Introduction of Visitors:  Mike Ufferman

• Members provided their InfoMercials

  • • 🎉 Best Infomercial of Week:   

• Thank you for closed business $ ,000 YTD

• Speaker Spotlight:  Frank Giovannoni - 

  • Next week:  Week Off, Happy Thanksgiving!   Following week at Perry's with Rajshree Chauhan

• Visitor Impressions / Referrals / Testimonials

 Motivational Quote:  "

🎉 Special Updates:  

II. Attendees: 

• Jeff, Annette, Raja, Adrian, Marcus, Mike, Cody, Christine, Kate, Pete, Kevin, David, Lucy, Jason, Frank, Ricky, Dr. Mansour, Anthony, Owen, Denise, Tom, ET

III. Visitors

• Scott Okamoto

  • Real Estate Attorney 

  • Email: scott@scottokamotolaw.com

  • Business Name: Law Office of Scott Okamoto

  • Phone Number: 415-766-5871 (office)

  • Profession: Legal & Accounting, Real Estate Law

  • Notes: BNI Golden Ideas Chapter Visitor 

• Wesley Yan

  • Photographer - Real Estate

  • Email: Weskyan@gmail.com

  • Phone Number: (650) 291-7922

  • Profession: Real Estate Photography

  • Visitor Type: Visitor

  • Notes: Invited by Jeff Wong 

• Heidi Lawrence

  • Email: welcome@rhodesmediation.com

  • Rhodes Family Law Mediation & Private Judging

🎉 TYFCB —  Thank You For Closed Business —  Remember to log on BNIConnect!  🎉

Meeting notes

11/13/2024

On Zoom

I. General Overview:  

• Welcome & Announcements: Jeff welcomes the group.

  • MindFul Moment: Mike Ufferman

  • EdMo:  Adrian Leontovich

• Introduction of Visitors:  Mike Ufferman

• Members provided their InfoMercials

  • • 🎉 Best Infomercial of Week:  Adrian Leontovich

• Thank you for closed business $572,000 YTD

• Speaker Spotlight:  Ricky Fishman - How to run a business; your lifestyle pre-determines your health

  • Next week:  Frank Giovannoni

• Visitor Impressions / Referrals / Testimonials

 Motivational Quote:  "Love one another and help others to rise to the higher levels, simply by pouring out love. Love is infectious and the greatest healing energy." –Sai Baba

"Feelings are much like waves, we can’t stop them from coming but we can choose which ones to surf." –Jonatan Martensson 

🎉 Special Updates:  Ricky is playing this weekend at the RipTide on Taravel Street in SF 11/16 9:30 p.m..

II. Attendees: 

• Jeff, Annette, Cody, Raja, Adrian, Marcus, Mike, Christine, David, Pete, Dawn, Jonathan Fong for ET, Lucy, Anthony, Rebecca for Jay,  Ricky, Dr. Mansour, Kim Morton for Kate, Owen, Denise, Tom, Kevin

III. Visitors

• Ee Ting

  • Email: eeting.choo@connectingdna.com

  • Phone Number: 

  • Business Name: ConnectingDNA global

  • Profession: Health & Wellness, Alternative Wellness 

• Linda Banes

  • Email: linda@ezyagent.com

  • Phone Number: (917)608-6312

  • Profession: Outsourcing Employment Activities, Human Resources, Human Resources 

• Kim Morton 

  •  kim@kimberlymorton.com

  • Phone Number: 415-279-6351 (office)

  • Business Name: Kim Morton Coaching & Consulting

  • Profession: Training & Coaching, Life Coach, life transition coaching and human resources consulting 

🎉 TYFCB —  Thank You For Closed Business —  Remember to log on BNIConnect!  🎉

Meeting notes

11/6/2024

IN PERSON AT PERRY's

Meeting notes

10/30/2024

On Zoom

I. General Overview:  

• Welcome & Announcements: Jeff welcomes the group.

  • MindFul Moment: Kate Jones ( Mindful of David Lavine's Passing, and Ricky's Wife's Passing)

  • EdMo:  David LaRico -- Entering into BNI Connect

• Introduction of Visitors:  Mike Ufferman

• Members provided their InfoMercials

  • • 🎉 Best Infomercial of Week:  Dr. Mansour

• Thank you for closed business $550,000 YTD

• Speaker Spotlight:  (10/30)  Jeff Wong

  • • Next Week:  ET in Person at Perry's

• Visitor Impressions / Referrals / Testimonials

Spotlight Speaker

Jeff Wong -- Breakout Rooms to discuss current events

Motivational Quote: "You can also commit injustice by doing nothing."  Marcus Aurelius

🎉 Special Updates:  David Levine Memorial 11/1/2024 10 a.m. (Friday)  service:

• • Location: Jewish Temple - Congregation Emanu-El | 2 Lake Street SF, CA, 94118

  • We encourage everyone to join us in celebrating David’s life and supporting one another as we remember our dear friend.

II. Attendees: 

• Jeff, Cody, Annette, Dawn, Raja, Mike, Danny Ma (Sub for Christine), Tom, Kate, ET, Lucy,  David, Frank, Dr. Mansour, Denise, Aila La-Ag (Sub for Jason Won), Kevin, Jay, Pete, Anthony, Marcus

III. Visitors

• Danny Ma  - Health and Wellness Advocate

  • dannyma888@gmail.com

  • 415-533-9728 (office)

  • Business Name: Isagenix - a health and wellness company advocate - mainly dealing with supplements and helps people get into the mindset with people getting healthier. 

  • Profession: Health & Wellness, Health & Wellness Products, Supplements

• Aila La-ag

  • Aila@flexwithdoctorjay.com  

  • Works with Dr. Jason Won

🎉 TYFCB —  Thank You For Closed Business —  Remember to log on BNIConnect!  🎉

Meeting notes

10/23/2024

On Zoom

I. General Overview:  

• Welcome & Announcements: Jeff welcomes the group.

  • MindFul Moment: Kate Jones (meditation)

  • EdMo: Adrian -- Power Partner

• Introduction of Visitors:  

• Members provided their InfoMercials

  • • 🎉 Best Infomercial of Week: Kasey

• Thank you for closed business $550,000 YTD

• Speaker Spotlight:(10/23) Jay Greene

  • • Next Week:  (10/30)  Jeff Wong

• Visitor Impressions / Referrals / Testimonials

• Motivational Quote: "If you don't know where you are going, you'll end up someplace else." Yogi Berra

  • "The important thing before starting anything is to know where it will lead you. This is only possible if you have a proper plan for it. It provides us with small steps, and we know our destiny. Without a plan, we will just wander here and there, which can be very frustrating most of the time. "Don't wait until you're in a crisis to come up with a crisis plan." - Dr.Phil

• 🎉 Special Updates: 

Spotlight Speaker

Jay Greene with the Greene Estate Elder and Law Firm . . . Selling Peace of Mind

Attorney and CPA Practicing in CA for 16 years -- Proper Planning with a trust in place

Probate and Conservatorships 

Probate - required if you own anything in your own name . . . assets over $185K.  

Plan ahead!  Probabe is time consuming and costly.

Ensure your business' continuity -- proper planning ahead of time with Trusts and other planning tools

LINK TO PRESENTATION

II. Attendees: 

• Jeff, Cody, Annette, Kate, Dawn, Raja, Christine, Tom, Mike, David LaRico, Kasey, Adrian,  Jason, Jay, Anthony, Denise, Pete, ET, Adrian, Frank, Dr. Mansour, Denise, Leslie sub for Lucy, Danny sub for Marcus 

III. Visitors: (2)

• Danny Ma  - Health and Wellness Advocate

  • Email: dannyma888@gmail.com

  • Phone Number: 415-533-9728 (office)

  • Business Name: Isagenix - a health and wellness company advocate - mainly dealing with supplements and helps people get into the mindset with people getting healthier. 

  • Profession: Health & Wellness, Health & Wellness Products, Supplements

• Diana Hernaez - Loczi Design

• William Hinds - Vensure HR - HR Technology, Payroll

  • william.hinds@vensure.com

  • 1-650-355-2367

• Nathan Simmonds - Hypnotherapist - Coaching and Hypnotherapy 

  • nathansimondscoaching@gmail.com

  • Phone:  07540 615318

• Leslie Todd  - Organizer - Sub for Lucy

🎉 TYFCB —  Thank You For Closed Business —  Remember to log on BNIConnect!  🎉

Meeting notes

10/16/2024

On Zoom

I. General Overview:  

• Welcome & Announcements: Jeff welcomes the group.

  • MindFul Moment: Kate Jones (meditation)

  • EdMo: Givers Gain: running reports & data. PALMS report.

• Introduction of Visitors:  (Danny & Aila)

• Members provided their InfoMercials

  • • 🎉 Best Infomercial of Week: Annette

• Thank you for closed business $526,000 YTD

• Speaker Spotlight: (10/16) David La Rico

  • • Next Week: (10/23) Jay Greene

• Visitor Impressions / Referrals / Testimonials

• Motivational Quote: "Dont leave anything for later. Later the coffee gets cold, the day turns into night, later people grow up, later people grow old, later life goes by, later you regret not doing something when you had the chance." - Jim Quick

• 🎉 Special Updates: 

II. Attendees: (21)

• Cody, Annette, Kate, Dawn, Raja, Christine, Lucy, Tom Banducci, Mike (Substitution by Samantha), David Levine, Kasey, Adrian,  Aila (sub for Jason), Jay, David LaRico, Anthony, Denise, Owen Rescher, Marcus, Kevin, Dr.Mansour,

III. Visitors: (2)

• Danny Ma (Sub for Denise)

  • Email: dannyma888@gmail.com

  • Phone Number: 415-533-9728 (office)

  • Business Name: Isagenix - a health and wellness company advocate - mainly dealing with supplements and helps people get into the mindset with people getting healthier. 

  • Profession: Health & Wellness, Health & Wellness Products, Supplements

• Aila La-Ag (Sub for Jason Won)

  • Email: Aila@flexwithdoctorjay.com

  • Phone Number: 415-000-000

🎉 TYFCB —  Thank You For Closed Business —  Remember to log on BNIConnect!  🎉

Meeting notes

10/9/2024

On Zoom

I. General Overview:  

• Welcome & Announcements: Lucy Milligan Wahl, our Past President from years ago welcomed the group. 

  • • • • • •  Our current President, Jeff Wong dropped in from Jeju Island in Korea -- what a trooper!

• MindFul Moment: Kate - Mary Oliver's Poem, Wild Geese

• EdMo: Adrian - 4th Q Sales 

• Introduction of Visitors:  (see below)

  • 
    

• Members provided their InfoMercials

  • • 🎉 Best Infomercial of Week:   Christine

• Thank you for closed business $529,000 YTD

• Speaker Spotlight: (10/9) Annette Brown -- Breakout Rooms to follow on Dawn's presentation last week of Gains Worksheets   

  • • Do the “Info Mercial” for one of the other members in your breakout group.

    • Create a “Tag Line” for one of the other members in your breakout group.

    • Help each other fill out the “gains worksheet”  

    • Sample "Annette's Gains Worksheet"

    • 
      

    • Next Week: (10/16) David La Rico

• Visitor Impressions / Referrals / Testimonials

• Motivational Quote:  “Don't wish it were easier, wish you were better. Don't wish for fewer problems, wish for more skills. Don't wish for less challenge, wish for more wisdom.” - Jim Rohn 

• 🎉 Special Updates:.

II. Attendees: (21)

• Cody, Christine, Lucy, ET, Annette, Kate, Dawn, Raja, Tom substitution by Michael Pallindino, Mike, Substitution by Samantha, David Levine, Kasey, Adrian,  Dr. Jason, David LaRico,, Anthony, Dr. Mansour, Denise, Ricky

III. Visitors: (4)

• Danny Ma

  • Isagenix, Health and Wellness Advocate, dannyma888@gmail.com, (415) 533-9728

• Nitin

  • CEO and Founder of Motabna. We help sell your stuff!!! Our target clients are people who are moving, college students or the elderly.

  • Email: nitin@motabna.com,  Website: www.motabna.com  Linkedin: www.linkedin.com/in/nitin-p-theezsell Instagram: https://www.instagram.com/motabna_inc/

• Samantha (Subbing for Mike Ufferman of Loczi)

• Michael Palladino  (subbing for Tom Banducci)

🎉 TYFCB —  Thank You For Closed Business —  Remember to log on BNIConnect!  🎉

Meeting notes

10/2/2024

In Person at Perry's on Union Street

I. General Overview:  

• Welcome & Announcements: Marcus Edwards, our President-Elect welcomed the group.

• MindFul Moment: Kate had everyone in a yoga moment

• EdMo: Dawn | 1-2-1 Tips:  Gains Worksheet

  • • • Anthony - The 1-2-1 helps you learn if the person is a professional that you would like to work with; pay attention to their preparation; shake out what juggles :) 

      • Raja - Think of what the other person needs

• Members provided their InfoMercials

  • • 🎉 Best Infomercial of Week:  Annette Brown

• Speaker Spotlight: (10/2) Lucy Milligan Wahl - Psychological scrutiny of Organizing:  1) Limit Decision Fatigue, 2) Chunking, 3) Delayed Gratification.

  • • Next Week: (10/2) Lucy Milligan Wahl

• Visitor Impressions / Referrals / Testimonials

• Motivational Quote: 

• 🎉 Special Updates:.

II. Attendees: (21)

• Cody, Anthony, Christine, Raja, Ricky, Pete, Lucy, Marcus, Dr. Jason, Annette, David Levine, Dr. Mansour, Tom, Kate, David Levine, Kevin, Dawn, Jay

III. Visitors: (1)

• Name: Nitin; Motabna   Moving?  Have Motabna sell your stuff for you!  nitan@motabna.com  1-415-606-2348  www.motabna.com 

🎉 TYFCB —  Thank You For Closed Business —  Remember to log on BNIConnect!  🎉

Meeting notes

9/25/2024

I. General Overview:  

• Welcome & Announcements: Jeff welcomed the group.

• MindFul Moment: Kate had everyone raise and lower their arms and breathe

• EdMo: Adrian | 15 minutes to prepare for our weekly BNI

• Members provided their InfoMercials

  • • 🎉 Best Infomercial of Week:  Annette Brown

• Speaker Spotlight: (9/25) Christine - How to speak with sellers about selling a home with a marketing plan to achieve the best results in selling their home.

  • • Next Week: (10/2) Lucy Milligan Wahl

• Visitor Impressions / Referrals / Testimonials

• Motivational Quote: "You become great by practicing and surrounding yourself with the right people. If you’re feeling down because you think you lack the skills, there’s always room for improvement!"

• 🎉 Special Updates:.

II. Attendees: (21)

• Jeff, Adrian, Cody, Anthony, Mike (subbed by Samantha), Christine, Raja, Frank, Ricky, Lucy, ET, Marcus, David La Rico, Dr. Jason, Denise, Annette, David Levine, Pete, Dr. Mansour, Tom, Kate, Kasey (Subbed by Martyn Henderson), David Levine, Kevin 

III. Visitors: (1)

• Name: Vanya Zlateva

Email: executive@bestfoundation.bg

Phone Number: +359877798940

Business Name:  Best Bulgarian English Speech and Debate Foundation

Profession: Best Bulgarian English Speech and Debate Foundation

• Name: Amanda Short

Email: amanda.short@luxrallytravel.com

Phone Number:  628-629-1681

Business Name: Luxrallytravel

Profession: Luxury Travel Agent -- Europe to a road trip!

• Name: Martyn Henderson

Email: mdhenderson@paychex.com

Phone Number:  707-800-2211 

Business Name: PayChex

Profession: Payroll and HR Account Manager

🎉 TYFCB —  Thank You For Closed Business —  Remember to log on BNIConnect!  🎉

Meeting notes

8/21/2024

I. General Overview:  

• Welcome & Announcements: Jeff Wong welcomed the group.

• MindFul Moment: Kate

• EdMo: Adrian | 3 Details: specific client (industry, age), geographical location, how did you help? 

• Members provided their InfoMercials

  • • 🎉 Best Infomercial of Week: Kevin W. (Jeff Wong)

• Speaker Spotlight: Adrian

  • • Next Week: (8/21) Kasey Bruce

• Visitor Impressions / Referrals / Testimonials

• Motivational Quote: "Lay Low and Grind!"

• 🎉 Special Updates: 

  • • Adjusting next in-Person Perry's from 9/4 to 9/11. (No meeting on 9/4)

II. Attendees: (22)

• Kasey, Kevin, Pete, Dr. Mansour, Denise, Ricky, David La Rico, Lucy, Jeff, Cody, Kate, Anthony, Jason, Marcus, Dawn, Frank, David le Vine, Sam (sub for Mike), Kevin, Christine, Raja, Tom Banducci, Jay Green

III. Visitors: (1)

• Natalie Cooper

  • Email: natalie@kitchensinsideout.com

  • Phone Number: 415-599-9973 

  • Business Name: Kitchens Inside Out

  • Website: https://www.kitchensinsideout.com/

🎉 TYFCB —  Thank You For Closed Business —  Remember to log on BNIConnect!  🎉

Meeting notes

8/14/2024

I. General Overview:  

• Welcome & Announcements: Jeff Wong welcomed the group.

• MindFul Moment: Kate

• EdMo: Dawn | How to prepare for your member presentation. 

• Members provided their InfoMercials

  • • 🎉 Best Infomercial of Week: Jeff

• Speaker Spotlight: Sharon Finkle

  • • Next Week: (8/21) Adrian Leontovich

• Visitor Impressions / Referrals / Testimonials

• Motivational Quote: "Timing, perseverance and 10 years of trying will eventually make you look like an overnight success."

• 🎉 Special Updates: 

  • • Cancelling BNI meeting on 9/4

    • Adjusting next in-Person Perry's from 9/4 to 9/11.

II. Attendees: (19)

• Kasey, Kevin, Pete, Dr. Mansour, Annette, Denise, Ricky, David La Rico, Lucy, Jeff, Rebeca (sub for Jay), Cody, Kate, Anthony, Sharon, Jason, Marcus, Christine, Dawn, 

III. Visitors: (1)

• Rajshree (Raja) Chauhan

  • SF Notary & Signing Agent

  • rchauhan@sfnotarysolutions.com

  • (925) 323-2399

  • sfnotarysolutions.com

🎉 TYFCB —  Thank You For Closed Business —  Remember to log on BNIConnect!  🎉

Meeting notes

7/10/2024

I. General Overview:  

• Welcome & Announcements: Jeff Wong welcomed the group.

• MindFul Moment: 

• EdMo: Adrian 

• Members provided their InfoMercials

  • • 🎉 Best Infomercial of Week: Jeff Wong*

• Speaker Spotlight: Adrian Leontovich

  • • Next Week: (7/17) Owen Rescher

• Visitor Impressions / Referrals / Testimonials

• 🎉 Special Updates: 

  • Marcus is in"-training to become the next BNI Pres.

• Motivational Quote: "Always be yourself, express yourself, have faith in yourself, do not go out and look for a successful personality and duplicate it."

II. Attendees: (7)

• Kasey, Jeff, Adrian, Dawn, Tom Banducci, David le Vine, Dr.Mansour

III. Visitors: (1)

• Rajshree (Raja) Chauhan

  • Notary & Signing Agent

  • rchauhan@sfnotarysolutions.com

  • (925) 323-2399

  • sfnotarysolutions.com

🎉 TYFCB —  Thank You For Closed Business —  Remember to log on BNIConnect!  🎉

Leadership notes

6/26/2024

• Ringleader: Jeff Wong

  • BNI term is 6-months. 4/1 and 10/1.

  • Marcus is interested in being an apprentice to learn about the role. President in Training

  • President will help make a succession plan to help train the next president.

  • President can visit any BNI group in the world regardless of occupation.

• VP: David LaRico would like to continue

• Treasurer: Denise is transferring to Frank in August

• Secretary: Kasey will hold position

• Visitor Host: Mike Ufferman

• Membership Committee: Kevin, 

• Ed Mo: Adrian will Stay

• Time Keeper: Ricky & Sharon

• ET will be going on medical leave in the next month. Not sure what his future will be in the group.

Meeting notes

6/26/2024

I. General Overview:  

• Welcome & Announcements: Jeff Wong welcomed the group.

• MindFul Moment: Kate Jones

• EdMo: Adrian (how to augment a pipeline of potential leads. 

• 1. Intake Form on website w/ qualifying questions, 2. display other BNI member's business cards, 3. add a PS - to introduce other members who are power partners. 4. Add a resources tab on website to link other members)

• Members provided their InfoMercials

  • • 🎉 Best Infomercial of Week: Dawn Ma*

• Speaker Spotlight: Jason Won

  • • Next Week: (7/10) Douglas Gutierrez

• Visitor Impressions / Referrals / Testimonials

• 🎉 Special Updates: 

  • NO IN-PERSON MEETING at Perry's on 7/3 because of the holiday.

  • Chapter Update: BNI Giants is almost at $500,000 in TYFCB!!

  • BNI Giants is shifting from Paypal to Credit Card: Denise will call members.

II. Attendees: (20)

• Kasey, Jeff, Annette, Denise, David La Rico, Adrian, Dawn, Mike (sub by Samantha), Kevin, Jay, ET, Jason, Marcus, Sharon, Frank, Tom Banducci, Anthony, Christine, Jay, Kate

III. Visitors: (1)

• Cody Corbett

🎉 TYFCB —  Thank You For Closed Business —  Remember to log on BNIConnect!  🎉

notes from 6/19/2024

I. General Overview:  

• Welcome & Announcements: Jeff Wong welcomed the group.

• MindFul Moment: Kate Jones

• EdMo: Adrian (Who is in your network? Family, Friends, Peers)

• Members provided their InfoMercials

  • • 🎉 Best Infomercial of Week: Kate Jones*

• Speaker Spotlight: Marcus Edwards

  • • Next Week: (6/26) Douglas Gutierrez

• Visitor Impressions / Referrals / Testimonials

• 🎉 Special Updates: Leadership Meeting 

  • Ricky is performing at Riptide: June 22nd, 2024 at 9:30pm. Where: The Riptide, 3639 Taraval St. San Francisco 

  • Adrian’s group, Fog City Singers – June 27th, 2024 at 8pm – 9:30pm. Where: First Unitarian Universalist Church & Center, 1187 Franklin St. SF

  • Giants Game – Friday June 28th- 30th – 3 game home series against the Dodgers. June 28th @ 7:15pm, June 29th @ 4:15pm, June 30th @ 1:05pm

  • Group Dinner at Dunya San Francisco – July 11th at 6pm

  • BNI Giants is shifting from Paypal to Credit Card: Denise will call members.

II. Attendees: (21)

• Kasey, Adrian, Annette, Pete, Dawn, Jeff, Mike, Dr. Mansour, Kevin, Ricky, Jay, ET, Jason, Marcus, David LeVine, Lucy, David la Rico, Sharon, Ricky, Frank, Tom Banducci, Denise,

III. Visitors: (2)

• Rajshree (Raja) Chauhan

  • Email: rchauhan@sfnotarysolutions.com

  • Phone: 925-323-2399 

  • Business Name: San Francisco Notary Solutions

  • Profession: Legal & Accounting, Notary, Notary Services, Loan Signing, Estate Signing, Trust Signing

• Dakota “Cody” Corbett

  • Company: Green Gate Energy Solutions

  • Email: codygge@gmail.com

  • Phone: 415-710-8597

  • Profession: Renewable energy production, storage, smart home integration and energy efficiency consultation.

🎉 TYFCB —  Thank You For Closed Business —  Remember BNIConnect!  🎉

notes from 6/12/2024

I. General Overview:  

• Welcome & Announcements: Jeff Wong welcomed the group.

• MindFul Moment: n/a

• EdMo: n/a 

• Members provided their InfoMercials

  • • 🎉 Best Infomercial of Week: Mike Ufferman

• Speaker Spotlight: Tom Corbett

  • • Next Week: (6/19) Marcus Edwards

• Visitor Impressions / Referrals / Testimonials

• 🎉 Special Updates: 

  • • Tom's Final BNI Giants Meeting: Celebration/Roast

    • EJ CAMPAIGN FUNDRAISER: 6/18 | Tuesday - 201 Ocean Ave, 6-8pm

    • Date: 6/15 | Pride Giants Baseball game coming up soon in June. ($50-$80) Contact Jeff or Marcus to order tickets in advance.

    • Loczi is beginning an online magazine and wants to feature Giants members.

  • Educational Quote: "Dreams are free, buy goals have a cost which are...TIME, EFFORT, SACRIFICE and SWEAT." - Usain Bolt

II. Attendees: (22)

• Kasey, Adrian, Annette, Pete, Dawn, Denise (sub) , Jeff, Mike, Christine, Tom, Anthony, Dr. Mansour, Kevin, Ricky, David LeVine, Jay, Tom Banducci (sub), ET, Jason, David La Rico (sub), Lucy (sub), Marcus (sub)

III. Visitors: (6)

• Dawn's Clients: Aimee & John Gaffney

• Former Members: Rico Pauda, Craig Cooper, Susan Caccia, Mary Macpherson

🎉 TYFCB —  Thank You For Closed Business —  Remember BNIConnect!  🎉

notes from 6/5/2024

I. General Overview:  

• Welcome & Announcements: Jeff Wong welcomed the group.

• MindFul Moment: Kate Jones (stitching and thanks)

• EdMo: Dawn - Using NextDoor 

• Members provided their InfoMercials

  • • 🎉 Best Infomercial of Week: Ricky - identified a common problem, showed his unique solution.

• Speaker Spotlight: Mike Ufferman

  • • Next Week: (6/5) Tom Corbett

• Visitor Impressions / Referrals / Testimonials

• 🎉 Special Updates: 

  • • Services PDF Sheet: branding, contact info, examples of work *embed onto website next to our names*

    • Date: 6/7 | 50th Anniversary Golden Gate Business Association

    • Date: 6/15 | Pride Giants Baseball game coming up soon in June. ($50-$80) Contact Jeff or Marcus to order tickets in advance.

    • Perry's in-person meeting will be June 12th.

    • Loczi is beginning an online magazine and wants to feature Giants members.

II. Attendees: (18)

• Adrian, Anette, Pete, Dawn, Denise, Jeff, Mike, Christine, Tom, Anthony, Dr. Mansour, Kevin, Ricky, Kate, Sharon, Frank, David LeVine, Kasey

III. Visitors: (1)

• Name: Jay Sofnas

Email: jay@fcgmortgage.com

Phone Number: O: 415-440-5626 C: 415-407-7743

Business Name: First Capital Group, Inc.

Website: https://www.fcgmortgage.com/jay

Profession: Mortgage Originator - I help people get financing when they want to buy a house or help re-finance existing mortgages.

🎉 TYFCB —  Thank You For Closed Business —  Remember BNIConnect!  🎉

notes from 5/15/2024

I. General Overview:  

• Welcome & Announcements: Jeff Wong welcomed the group.

• MindFul Moment - Kate Jones

• EdMo -  Adrian -- spend 15 extra minutes on BNI

• Members provided their InfoMercials

• Speaker Spotlight: 

• Visitor Impressions / Referrals / Testimonials

• 🎉 Special Updates: 

II. Attendees: (A-Z)

• Adrian, Annette, Anthony, Dawn, David LaRico, David LeVine, Denise, Dr. Muhammad, Jonathan for ET, Frank, EJ for Jay, Jeff, Kate, Chanda Dawson for Lucy, Marcus, Samantha for Mike, Ricky, Sharon

III. Visitors:

• Name: Jay Sofnas

Email: jay@fcgmortgage.com

Phone Number: O: 415-440-5626 C: 415-407-7743

Business Name: First Capital Group, Inc.

Website: https://www.fcgmortgage.com/jay

Profession: Mortgage Initiator

Name: Stefano Stokes

Email: Stefano.Stokes@forhemit.com

Phone Number: O: +14242534019 

Business Name: Forhemit (Digital AI) and the City (Disaster Policy)

Profession: Work for disaster policy and response (tsunaim, terrorist) how to get everyone out of the city at the same time and he also creates AI employees for the city - digital AI, Consulting, Business Consultant - Organization & Process, Business.

Name: Chanda Dawson

Email: Chanda.c.dawson@gmail.com 

Social Media Manager

🎉 TYFCB —  Thank You For Closed Business —  Remember BNIConnect!  🎉

notes from 5/8/2024

I. General Overview:  

• Welcome & Announcements: Jeff Wong welcomed the group.

• MindFul Moment - NA

• EdMo -  Kasey gave purpose of BNI - he will chose the winner of the week: Winner was Lucy Milligan Wallen. She will present purpose for next week and have 60 sec for her infomercial.

• Members provided their InfoMercials

• Speaker Spotlight: Christine Irsfeld (Buyer's Agent List)

• Visitor Impressions / Referrals / Testimonials

• 🎉 Special Updates: 

II. Attendees: (A-Z)

• Adrian, Annette, Anthony, Christine, Dawn, David LeVine, Dr. Muhammad, Frank, Jeff, Kasey, Kevin, Lucy, Marcus, Mike, Pete, Ricky

III. Visitors:

• Name: Jay Sofnas

Email: jay@fcgmortgage.com

Phone Number: O: 415-440-5626 C: 415-407-7743

Business Name: First Capital Group, Inc.

Website: https://www.fcgmortgage.com/jay

Profession: Mortgage Initiator

• Name: Shelli Keck | Sterling Recruitment

Email: shellikeck@icloud.com

Phone Number: 650 483-4437

Business Name: Sterling Recruiting Agency

Profession: Employment Activities and Recruitment

• Name: Anna Weinstein | Wells Fargo

Email: Anna.weinstein@gmail.com

Phone Number: O: 6506794045

Business Name: Wells Fargo Home Mortgage

Profession: Residential Mortgages

🎉 TYFCB —  Thank You For Closed Business —  Remember BNIConnect!  🎉

notes from 5/1/2024

Welcome:  Jeff Wong welcomed the group.

MindFul Moment - Prep for Tea Ceremony

EdMo - Adrian  importance of Google reviews for each other 

Attendees:    Jeff, Adrian, Annette, Jay, Kevin, Tom, David Levine, Anthony, Kasey, Ricky, Dawn, Dr. Muhammad

Annette, Pete, Marcus, Lucy, Christine

Visitors:  

Name: Stefano Stokes

Email: Stefano.Stokes@forhemit.com

Phone Number: O: +14242534019 

Business Name: Forhemit (Digital AI) and the City (Disaster Policy)

Profession: Work for disaster policy and response (tsunaim, terrorist) how to get everyone out of the city at the same time and he also creates AI employees for the city - digital AI, Consulting, Business Consultant - Organization & Process, Business.

Name: Tom Banducci

Email: tbanducci@cfmtg.com

Phone Number:

Business Name: Cornerstone First Mortgage

Profession: Mortgage Broker - Specialize in residential 1 to 4 mortgages for single-family or multiunit mortgages for people who have real estate or are trying to purchase a home. Any real estate needs, etc.

Name: Jay Sofnas

Email: jay@fcgmortgage.com

Phone Number: O: 415-440-5626 C: 415-407-7743

Business Name: First Capital Group, Inc.

Website: https://www.fcgmortgage.com/jay

Profession: Mortgage Initiator

Name: Pranshant Nukalapati

Email: prasant@whatcomesnextedconsulting.com

Phone Number: O: 415.570.9034

Business Name: What Comes Next Consulting

Website: https://www.whatcomesnextedconsulting.com/

Profession: Academic Consulting - Focused on helping young people high school age what comes next after high school - vs college or better fits. Thinking through that.

Name: Cody Corbett

Email: 

Phone Number: O: 415.710.8597

Business Name: American Solar 

Website: 

Profession: Solar for Commercial and Residential

Members provided their InfoMercials

Speaker Spotlight -  Jeff Wong equated Financial Planning with a Japanese Tea Ceremony

Members provided their Referrals and Testimonials

TYFCB -- Thank You For Closed Business -- Remember BNIConnect!  

notes from 4/24/2024

Welcome:  Jeff Wong welcomed the group.

MindFul Moment - Kate

EdMo - Adrian 

Attendees:    Jeff, Adrian, Annette, Sharon, ET, Jay, Kevin, Owen, Tom, David LaRico, Anthony, Kasey, Ricky, Frank, Dawn, Denise, Kate, Dr. Muhammad

Annette (Sub for Pete and Marcus), Samantha (sub for  Mike) 

Visitors:  Stefano Stokes  AI Artificial Intelligence demonstration for virtual assistants   424-253-4019  

Name: Stefano Stokes

Email: Stefano.Stokes@forhemit.com

Phone Number: O: +14242534019 

Business Name: Forhemit (Digital AI) and the City (Disaster Policy)

Profession: Work for disaster policy and response (tsunaim, terrorist) how to get everyone out of the city at the same time and he also creates AI employees for the city - digital AI, Consulting, Business Consultant - Organization & Process, Business.

Members provided their InfoMercials

Speaker Spotlight -  Jay Greene - 10 Years Practicing Estate and Elder Law in San Francisco with a powerpoint

Members provided their Referrals and Testimonials

TYFCB -- Thank You For Closed Business -- Remember BNIConnect!  

notes from 4/17/2024

Welcome:  Jeff Wong welcomed the group.

EdMo - Adrian 

Attendees:    Jeff, David Levine,, Adrian, Annette, Marcus, Jay, Kevin, Lucy, Tom, David LaRico, Anthony, Kasey, Ricky, Frank, Dawn, Denise, Kate, Dr. Muhammad

Annette (Sub for Pete), Samantha (sub for  Mike) Jonathan (Sub for ET) EJ (Sub for Jay) Lorianne Deluz (sub for Christine) 

Visitors:
Jason Wong Flex with Dr. J 

Tom Banducci Mortgage Broker

Members provided their InfoMercials

Speaker Spotlight - Lucy Milligan Wahl

Members provided their Referrals and Testimonials

TYFCB -- Thank You For Closed Business -- Remember BNIConnect!  

notes from 4/3/2024

Welcome:  Jeff Wong welcomed the group.

EdMo - Adrian 

Attendees: Jeff, David Levine, Christine, Adrian, Annette, Marcus, Jay, Kevin, Lucy, Pete, Tom

Visitors:
Brent Walsh

100 Cups (Charity providing water to the Phillipines)

brent.walsh@compass.com   510-449-2877

Members provided their InfoMercials

Speaker Spotlight - Annette Brown presented the 15 Minute Business Plan  https://www.msannettebrown.com/dynamic-strategic-action-planning 

Members provided their Referrals and Testimonials

TYFCB -- Thank You For Closed Business -- Remember BNIConnect!  

notes from 3/27/2024

Welcome:  Jeff Wong welcomed the group.

Mindfulness Moment: 

EdMo - Adrian 

Attendees: Jeff, ET, Kate, David Levine, Christine, Samantha sub for Mike, Adrian, Annette, Marcus, Alexis sub for Dawn, Evan, Denise, David LaRico, Jay, Frank, Kevin, Lucy,  Andrew sub for Kasey, Pete, Sharon

Visitors:
Alexis Haselberger

Training and Coaching (Time Management and Productivity Coach)

alexis@alexishaselberger.com

415.370.2314

Andrew Bacon

(The Northern Pacific Digital) Web developement, designer, and host. (The Oaks) Education & Journalism (Course and curriculum development)

andrew@northernpacificdigital.com

510.299.7235

Muhammad Mansour

Integrative Medicine Doctor (High-performance athletes, people trying to find alternatives for pain management, etc.) Knows environmental medicine, etc. 

dr.mansourmed@gmail.com

215-909-1394

Members provided their InfoMercials

Speaker Spotlight - Elbert Taylor, ET, Farmer's Insurance - ET painted a clear picture of the insurance companies pulling out of the California Market

Members provided their Referrals and Testimonials

TYFCB -- Thank You For Closed Business -- Remember BNIConnect!  

notes from 2/28/2024

Welcome:  Jeff Wong welcomed the group.

Mindfulness Moment: Kate

Attendees: Jeff, Anthony, ET, Kate, David Levine, Ricky, Christine, Samantha Sub for Mike, Adrian, Annette, Marcus, Dawn, Evan, Denise, David LaRico, Jay, Frank, Kevin, Leslie sub for Lucy, Kasey, Pete, Sharon, Tom

Visitors:
Will Hinds Managing Employees for Businesses

EdMo - Adrian 

Members provided their InfoMercials

Speaker Spotlight - Power Team Meetings

Members provided their Referrals and Testimonials

TYFCB -- Thank You For Closed Business -- Remember BNIConnect!  

notes from 2/21/2024

Welcome:  Jeff Wong welcomed the group.

Mindfulness Moment: Graham Gallivan

Attendees: Jeff, Anthony, ET, Kate, David Levine, Ricky, Christine, Mike, Adrian, Annette (also subbing for Pete), Marcus, Dawn, Evan, Martyn Henderson (subbing for Denise), David LaRico, Graham, Jay, Lori (subbing for Doug), Frank, Owen, Kevin

Visitors:
Aaron Adams,  Travel Specialist
Martyn Henderson, Pacific Horizon
Lori Yadao, R&L Plumbing
Keith Betkowski,  Medicare Broker

EdMo - Adrian - Referrals/Testimonials

Members provided their InfoMercials

Speaker Spotlight - Adrian Leontovich

Members provided their Referrals and Testimonials

TYFCB -- Thank You For Closed Business -- Remember BNIConnect!  

notes from 2/14/2024

Welcome:  Jeff Wong welcomed the group.

Mindfulness Moment: Graham Gallivan

Attendees: Jeff, Anthony, Kate, Pete, David Levine, Ricky, Kasey, Christine, Mike, Adrian, Annette, Marcus, Sharon, Dawn, Evan, Denise, David LaRico, Graham, EJ Jones (subbing for Jay Greene)

Visitors: Charles Turcott, EJ Jones

EdMo - Christine - Including contact info in your email footer

Members provided their InfoMercials

Speaker Spotlight - Denise Cicuto

Members provided their Referrals and Testimonials

TYFCB -- Thank You For Closed Business -- Remember BNIConnect!  

notes from 2/7/2024

In-person at Perry's

Welcome:  Jeff Wong welcomed the group.

Attendees: Jeff, Anthony, Pete, Doug, ET, Graham, Kevin, David Levine, Frank, Ricky, Kasey, Christine, Lucy, Mike, Jay, Adrian, Annette, Marcus, Sharon, Dawn, Tom

Visitors: Will Hinds, David Plush

EdMo - Adrian - Improving referrals

Members provided their InfoMercials

Speaker Spotlight - Sharon Finkle, Studio SF

Members provided their Referrals and Testimonials

TYFCB -- Thank You For Closed Business -- Remember BNIConnect!  

notes from 1/31/2024

Welcome:  Jeff Wong welcomed the group.

Mindfulness Moment: Graham Gallivan

Attendees: Jeff, Kate, Anthony, Pete, Graham, Kevin, Denise, David LaRico, David Levine, Frank, Ricky, Will Hinds (subbing for Kasey), Christine, Lucy, Mike, Rebeca (subbing for Jay), Adrian, Annette, Marcus, Sharon, Dawn

Visitors: Will Hinds

Members provided their InfoMercials

Speaker Spotlight - Kate Jones, Bodycentered Life Coach

EdMo - Dawn - Improving referrals

Chapter Report:  DON't forget BNI Connect - Remember BNIConnect!  

Members provided their Referrals and Testimonials

TYFCB -- Thank You For Closed Business -- Remember BNIConnect!  

Announcement:  Ricky's band  VINCE CHARMING   

This coming weekend - Sonoma, CA - Starling Bar

notes from 1/23/2024

Welcome:  Jeff Wong welcomed the group.

Mindfulness Moment: Graham Gallivan

Attendees: Jeff, Kate, Anthony, Pete, Graham, Kevin, Evan, Denise, David, David, Dawn, Frank, Ricky, Lori (Sub for Doug), Kasey, Obit (Sub for Jay Green), Christine, Lucy, Mike

Visitors: No visitors

Members provided their InfoMercials

Speaker Spotlight - Kevin Wetzel, Space Cadets

EdMo - Dawn - BNI video on attendance

Chapter Report:  DON't forget BNI Connect - Remember BNIConnect!  

Members provided their Referrals and Testimonials

TYFCB -- Thank You For Closed Business -- Remember BNIConnect!  

Announcement:  Ricky's band  VINCE CHARMING   

Friday Jan 26 San Rafael, CA

notes from 1/17/2024

Pre-Meeting

Denise is an AWESOME acupuncturist!   Most of the group chimed in to sing her praises! Cicuto Acupuncture 

Welcome:  Jeff Wong welcomed the group.

Mindfulness Moment: Kate Jones

Attendees: Jeff, Kate, Adrian, Anthony, Annette, Tom, Pete, Kevin, Evan, Denise, David, David, Dawn, Frank, Ricky, Lori (Sub for Doug), Kasey, Obit (Sub for Jay Green)

Visitors: No visitors

Purpose & Overview - Adrian  -- to extend own business model to beyond what I can to well -- my sales team is BNI

EdMo - Adrian - Cast a wide net to catch new business -- in our 30 seconds, 1-2-1 s or 10 minutes -- Stop for 5 seconds and think about what the ONE service that I need more of that I love working with and get  "granular" super specific in asking for a referral.

Members provided their InfoMercials

Chapter Report:  DON't forget BNI Connect - Remember BNIConnect!  

Speaker Spotlight - Evan Sanchez CONSTRUCTION LENDING SOLUTIONS

Members provided their Referrals and Testimonials

TYFCB -- Thank You For Closed Business -- Remember BNIConnect!  

Announcement:  Ricky's band  VINCE CHARMING   

Friday Jan 19 Alameda Island Brewing Co. 6:00 PM in Alameda, CA

Saturday Jan 20 Kensington Circus Pub 8:00 PM in Berkeley, CA

notes from 1/10/2024

Welcome:

Jeff Wong welcomed the group.

Mindfulness Moment:

Kate Jones

Attendees:

David, David, Jeff, Annette, Kate, Kasey, Adrian, Samantha (Sub for Mike), ET, Anthony, Pete, Tom, Dawn, Marcus, Denise, Ricky, Evan, Frank, Jay, Lucy, Sharon, 

Visitors: 

No visitors

EdMo - Adrian - Think about your 30 second infomercial; be intentional.

Purpose & Overview - Sharon - Why she joined BNI and how it has helped her in her business; she likes giving referrals

Members provided their InfoMercials

Chapter Report:  DON't forget BNI Connect - Remember BNIConnect!  

Speaker Spotlight - Start of year Rotating Breakout Rooms

Members provided their Referrals and Testimonials

TYFCB -- Thank You For Closed Business -- Remember BNIConnect!  

Announcement:  Ricky's band at the Plow & Stars on Clement Street, Saturday, 10/13/24 9:30 p.m. https://theploughandstars.com/ 

notes from 12/20/2023

Welcome:

Jeff Wong welcomed the group.

Mindfulness Moment:

Graham Gallivan 

Attendees:

Jeff, Anthony, Graham, Evan, Marcus, Annette, Kevin, Kasey, Frank, Ricky, David LaRico, Denise, David Levine, Pete, Kate, Adrian

Visitors: 

No visitors

EdMo - Adrian, How to do Referrals and Testimonials

Members provided their InfoMercials

Speaker Spotlight - Frank Giovannoni, 1099s

Members provided their Referrals and Testimonials

TYFCB -- Thank You For Closed Business -- Remember BNIConnect!  

notes from 12/13/2023

Welcome:

Jeff Wong welcomed the group.

Mindfulness Moment:

Graham Gallivan 

Attendees:

Jeff, Tom, Anthony, Lucy, Sharon, Graham, Kate, Evan, Marcus, Annette, Tom (Subbing for Dawn), Kevin, Kasey, Frank, ET, Ricky, David LaRico, Denise

Visitors: 

Martyn Henderson, Pay Chex

Tom Barnes, Guaranteed Mortgage

Pete Thomas, Commercial Construction

EdMo - Adrian Leontovich, Honing Message in Convos with Chapter Members

Members provided their InfoMercials

Speaker Spotlight - Graham Gallivan, Maintaining Work Life Balance

Members provided their Referrals and Testimonials

TYFCB -- Thank You For Closed Business -- Remember BNIConnect!  

notes from 12/6/2023

Welcome:

Jeff Wong welcomed the group.

Mindfulness Moment:

Graham Gallivan 

Attendees:

Jeff, Tom, Anthony, Sharon, Graham, Kate, Evan, Marcus, Annette, David Levine, Dawn, Christine, Kevin, Kasey, Frank, ET, Ricky, Jay, Doug

Visitors: 

Lori Yadao, R&L Plumbing
Randy Pang, Pang Pang Autobody
Jonathan Fong, Farmers Insurance
Pete Thomas, Commercial Construction

EdMo - Dawn Ma, "Who You Gonna Call" - training on which providers best map to which projects 

Members provided their InfoMercials

Speaker Spotlight - Dawn Ma, Overview of Q-Architecture Projects

Members provided their Referrals and Testimonials

TYFCB -- Thank You For Closed Business -- Remember BNIConnect!  

notes from 11/29/2023

Welcome:

Jeff Wong welcomed the group.

Mindfulness Moment:

Graham Gallivan 

Attendees:

Jeff, Tom, Anthony, Owen, Sharon, Graham, Kate, Evan, Marcus, Adrian, Denise, Annette, David LaRico, David Levine, Dawn, Christine, Mike, Kevin, Kasey, Frank, ET, Ricky, Jay

Visitors: no visitors

EdMo - Adrian Leontovich, Member 1:1s

Members provided their InfoMercials

Speaker Spotlight - Mike Ufferman, LOCZIdesign

Members provided their Referrals and Testimonials

TYFCB -- Thank You For Closed Business -- Remember BNIConnect!  

notes from 11/15/2023

Welcome:

Jeff Wong welcomed the group.

Mindfulness Moment:

Graham Gallivan 

Attendees:

Jeff, Tom, Anthony, Sharon, Graham, Jay, Ricky, Kate, Evan, Marcus, Adrian, Denise, Adrienne (subbing for Annette), David LaRico, David Levine, Dawn, Christine, Samantha (subbing for Mike), Kasey, Kevin

Visitors:

Paula Mattisonsierra, Power Marketing SF

Adrienne Dale, Leverage for CEOs

Samantha Lowder, LOCZIdesign

Members provided their InfoMercials

EdMo - Adrian Leontovich, Infomercials

Speaker Spotlight - Tom Corbett, History of Trade Schools

Members provided their Referrals and Testimonials

TYFCB -- Thank You For Closed Business -- Remember BNIConnect!  

notes from 11/8/2023

Welcome:

Jeff Wong welcomed the group.

Mindfulness Moment:

Graham Gallivan 

Attendees:

Jeff, Tom, Annette, Anthony, Sharon, Graham, Lucy, Rebeca (filling in for Jay), Ricky, Kevin, Kate, Evan, Marcus, Frank, Adrian, Denise

Visitors:

David Levine, business consultant

Kasey Bruce, video marketing

Pete Thomas, Commercial Construction

Dánae Reza, Recruiter

Members provided their InfoMercials

EdMo - Adrian Leontovich, One-to-ones

Speaker Spotlight - Marcus Edwards

Members provided their Referrals and Testimonials

TYFCB -- Thank You For Closed Business -- Remember BNIConnect!  

notes from 11/1/2023

Welcome:

Annette Brown welcomed the group.

Mindfulness Moment:

Graham Gallivan 

Attendees:

Jeff, Tom, Annette, Anthony, Graham, Lucy, Christine, Rebeca (filling in for Jay), Mike, Ricky, Dawn, ET, Kevin, Kate, Evan, Marcus, Frank, Adrian

Visitors:

David Levine, business consultant

Kasey Bruce, video marketing

Pete Thomas, Commercial Construction

Sharon Finkle, Studio SF

Members provided their InfoMercials

Speaker Spotlight - Anthony Jones

EdMo - Adrian Leontovich, Logging Closed Business

Members provided their Referrals and Testimonials

TYFCB -- Thank You For Closed Business -- Remember BNIConnect!  

notes from 10/25/2023

Welcome:

Jeff Wong welcomed the group.

Mindfulness Moment:

Graham Gallivan 

Attendees:

David, Jeff, Tom, Annette, Anthony, Graham, Denise, Lucy, Christine, Rebeca (filling in for Jay), Mike, Ricky, Dawn, Jonathan (filling in for ET), Kevin, Kate, Evan, Marcus

Visitors:

David Levine, business consultant

Kasey Bruce, video marketing

Pete Thomas, Commercial Construction

Samantha, LOCZIdesign

Members provided their InfoMercials

Speaker Spotlight - Ricky Fishman, Addressing Emotional Disturbances in the Body

EdMo - Dawn Ma, Using LinkedIn as a Resource

Members provided their Referrals and Testimonials

TYFCB -- Thank You For Closed Business -- Remember BNIConnect!  

notes from 10/18/2023

Welcome:

Jeff Wong welcomed the group.

Mindfulness Moment:

Graham Gallivan 

Attendees:

David, Jeff, Kate, Kevin, ET, Doug, Tom, Annette, Anthony, Graham, Denise, Adrian, Lucy, Christine, Jay, Mike, Frank, Ricky, Dawn, Evan

Visitors:

Lori Yadao, R&L Plumbing

Pete Thomas, Commercial Construction

Samantha, LOCZIdesign

EdMo - Adrian Leontovitch, Optimizing InfoMercials

Members provided their InfoMercials

Speaker Spotlight - Annette Brown, Divorce Financial Analyst

Members provided their Referrals and Testimonials

TYFCB -- Thank You For Closed Business -- Remember BNIConnect!  

notes from 10/11/2023

Welcome:

Jeff Wong welcomed the group.

Mindfulness Moment:

Graham Gallivan 

Attendees:

David, Jeff, Kate, ET, Tom, Annette, Anthony, Evan, Marcus, Graham, Denise, Adrian, Lucy, Christine, Rebeca (subbing for Jay), Mike

Visitors:

Sharon  - Studio SF - custom landscaping
Chelsea Waite - PR

Members provided their InfoMercials

EdMo - Adrian Leontovitch, GAINS Worksheet

Speaker Spotlight - Christine Irsfeld, Fiduciaries

Members provided their Referrals and Testimonials

TYFCB -- Thank You For Closed Business -- Remember BNIConnect!  

Breakout Groups

notes from 10/4/2023

Welcome:

Jeff Wong, the new BNI President welcomed the group.

Annette Brown  lead  the BNI Giants in thanking Tom Corbett for being our President for the last term, and presented him with a book, "The Barbary Coast" with the inscription, "Tom, Thanks for all the great history and stories!"  Gratefully, your pals of the BNI Giants.

The Induction Ceremony followed with a re-commitment of all members to the BNI Code of Ethics.

Attendees:

Jeff, Kate, Tom, Annette, Evan, Marcus, Adrian, Ricky, Christine, Mike, Kevin, Jay

Visitors: 

Clarissa Herrera Housekeeping Prestigehkbayarea@gmail.com  510-754-1152

Paula Mattisonsierra, Marketing planning, management & coaching pm@powermarketingsf.com 415-494-5489 powermarketingsf.com

Shelley Golden Image Consultant shelley@shelleygoldenstyle.com 415-300-5898 www.ShelleyGoldenStyle.com

Peter J Thomas General Construction pete@pjtconstruction.com  510-396-1647 https://www.pjtconstruction.com/

Paula Wong Internet Security  paula@accendnetworks.com   408-784-2345

Members provided their InfoMercials

EdMo - Adrian and Paula

Speaker Spotlight - Jeff Wong, Northwestern Mutual on the Benefits of Financial Planning

Members provided their Referrals and Testimonials

TYFCB -- Thank You For Closed Business -- Remember BNIConnect!  

notes from 9/27/2023

Welcome:

Tom Corbett welcomed the group.

Attendees:

David, Jeff, Kate, Tom, Annette, Anthony, Evan, Marcus, Graham, Denise, Adrian, Lucy, Ricky, Frank, Christine, Mike

Visitors: Keshav Singh, outsourced staffing (based in India)

Members provided their InfoMercials

EdMo - Christine Irsfeld - How Value of a Property is Defined

Speaker Spotlight - Lucy Milligan Wahl - LMW Edits, Custom Home Organizing

Members provided their Referrals and Testimonials

TYFCB -- Thank You For Closed Business -- Remember BNIConnect!  

notes from 9/20/2023

Welcome:

Tom Corbett welcomed the group.

Attendees:

David, Dawn, Jeff, Kate, Tom, Annette, Anthony, Evan, Kevin, Graham, Denise, Adrian, Lucy, Ricky, Frank

Visitors: Paula Wong (IT services), Clarissa Herrera (housekeeping)

Members provided their InfoMercials

Breakout Rooms, to discuss business goals and planning

EdMo - Adrian Leontovich

Members provided their Referrals and Testimonials

TYFCB -- Thank You For Closed Business -- Remember BNIConnect!  

notes from 9/13/2023

Welcome:

Tom Corbett welcomed the group.

Attendees:

David, Dawn, Jeff, Kate, Tom, Annette, Anthony, Evan, Kevin, Graham, Mike, Denise, Adrian, Rebeca Ramirez (subbing for Jay),  Leslie Todd (subbing for Lucy), Mary Macpherson (subbing for Christine), Jeff (subbing for Marcus)

Visitors: Anthony Thornton Photography; Leslie Todd (subbing for Lucy)

Members provided their InfoMercials

SPOTLIGHT HIGHLIGHTS – David Larico

EdMo - (no EdMo this week)

Members provided their Referrals and Testimonials

TYFCB -- Thank You For Closed Business -- Remember BNIConnect!  

notes from 9/6/2023

Welcome:

Tom Corbett welcomed the group.

Attendees:

Dawn, Jeff, Kate, Tom, Ricky, Christine, Doug, Frank, Annette, Anthony, Evan, Kevin, Graham, Marcus (Marcus sub'd for Mike), Jay, Elbert

Visitors: Jessica Plusko, Isa Tel (sp?)

Members provided their InfoMercials

SPOTLIGHT HIGHLIGHTS – Evan Sanchez

EdMo - Doug Gutierrez

Members provided their Referrals and Testimonials

TYFCB -- Thank You For Closed Business -- Remember BNIConnect!  

notes from 8/30/2023

Welcome:

Tom Corbett welcomed the group.

Attendees:

Dawn, Jeff, Kate, Tom, Ricky, Mary (Sub for Christine), David, Denise, Doug, Frank, Annette, Anthony, Evan, Lucy, Kevin, Graham, Marcus, Mike,, Rebeca (Sub for Jay), Owen

Visitors:

Members provided their InfoMercials

SPOTLIGHT HIGHLIGHTS – Doug Gutierrez

Members provided their Referrals and Testimonials

TYFCB -- Thank You For Closed Business -- Remember BNIConnect!  

RSVP Clean Up Day  September 6, 2023

REMINDER -- NEXT WEEK in Person at PERRY's!

notes from 8/16/2023

Welcome:

Dawn Ma stepped in as President for the Day and Anthony Jones introduced BNI to the group

Attendees:

Dawn, Jeff, Kate, Tom, Ricky, Christine, David, Denise, Doug, Frank, Annette, Anthony, Evan, Lucy, Kevin, Graham, Marcus, Mike, Adrian, Jay, Jonathan (Sub for ET)

Visitors:

Flexible Office Spaces, Jessica Plusko from another BNI Chapter

Sophie Bae Attorney and Ballet Pal of Dawn's

Members provided their InfoMercials

SPOTLIGHT HIGHLIGHTS – Denise Cicuto

Members provided their Referrals and Testimonials

TYFCB -- Thank You For Closed Business -- Remember BNIConnect!  

RSVP Clean Up Day  September 6, 2023

notes from 8/9/2023

Welcome:

Tom introduced the group

Attendees:

Tom, Dawn, David, Frank, Annette, Anthony, Evan, Jeff, Kevin, Graham, Marcus, Owen, Jay, and Adrian 

Mary MacPherson and Devon (Sub for Denise)

Visitors:

Paula Mattisonsierra (BNI Ambassador)

Members provided their InfoMercials

Educational Moment  -  Paula Mattisonsierra (BNI Ambassador) - Hello everyone - Here is my Ambassador calendly link - 

Feel free to reach out - cell# 415-320-2873

New Sales Process 

a) Constant Referrers

b) Inconsistent Referrers

c) Clients as Referral Spigots

d) Blog / Newsletter / Linkedin Blog

BNI PODCAST REFERENCES:

#783

#706

#580

#565

#471

Who are you giving to?  Who is giving to them?  What's new with them and their businesses?

SPOTLIGHT HIGHLIGHTS – Adrian Leontovich  --  Home - Lions Mane Productions  -- Connect with Adrian to have a website that is always UP, always ON and always CURRENT.

Members provided their Referrals and Testimonials

TYFCB -- Thank You For Closed Business -- Remember BNIConnect!  

RSVP Clean Up Day  September 6, 2023

notes from 7/26/2023

Welcome:

Tom introduced BNI to the group

Attendees:

Tom, Jonathon (Sub for ET), Dawn, Frank, Annette, Anthony, Evan, Jeff, Denise, Kevin, Graham, Christine, Marcus, Mike, Doug, Lucy, Ricky, Kate, and 

Adrian Leontovich (NEW MEMBER)!

Lions Mane Productions

Advertising & Marketing - Web Design

206-235-0381

adrian@lionsmaneproductions.com 

https://lionsmaneproductions.com/

Visitors:

Omar Shaker   Omar@shaker.health

Michael Merrill  sr@michaelmerrill.com

Roberto - Civic Center President - Banuelos Insurance Solutions - 510.309.9356 - roberto1.jbanuelos@farmersagency.com 

Members provided their InfoMercials

SPOTLIGHT HIGHLIGHTS – Jonathan Fong - Insurance realities in California 

Educational Moment  -  Adrian Leontovich -- The benefits of the BNI GAINS worksheet in 1-2-1's

Members provided their Referrals and Testimonials

TYFCB -- Thank You For Closed Business -- Remember BNIConnect!  

RSVP for our Joint BNI Luncheon at Perry's with the Civic Center Chapter   Aug 2, 2023

AND . . . . Clean Up Days - both August 2 and  September 6, 2023

AND, VOTE (yourself in) to the BNI Leadership Team