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Agenda for September 5, 2019


Time

Participation

Subject

7:30 AM to 7:45 AM

Host: Jon Nalbandian 

Networking {Gather business cards and place into separate card holders for the Triumvirate Meetings}

7:45 AM to 7:55 AM

Jon Nalbandian

Call the meeting to Order: Share the STAR Membership Benefits  

7:55 AM to 8:05 AM

Jon Nalbandian Introduce Guests and Candice Gerlach as the Sponsor

Introductions: Guests,  Member and Sponsor Introductions

8:05 AM to 8:15 AM

Candice Gerlach, CPA 

Candice Handoff to Jay Robinson-Duff III, Past President 

Sponsorship and Presentation of Gerlach, CPA 

8:15 AM to 8:45 AM

Jay Robinson-Duff III, Introduce Table Time, Format and Issues 

 

Jay Handoff to Jon for Testimonials and Triumvirate Assignments

Each Attendee

1. Describe worst business experience and how you overcame the problem

2. Elevator pitch on current business

8:45 AM to 9:00 AM

Jon Share New Meeting Date of October 3 with Upcoming Events

Testimonials and Triumvirate Assignments


New Vision, Mission & Benefits



New Vision

Communicates an uplifting philosophy that energizes the
organization to accomplish its goals and objectives. Striving
to become San Diego's premier leads and networking
organization through long-term relationships with fellow
members.

 

New Mission

The mission of the San Diego STAR organization is to serve professional individuals who have engagements with business owners and C-Level executives. We offer seasoned and experienced professionals who can build long-term relationships with members of the organization. Our uniqueness emanates from the ability of members to serve as a resource for other STAR members in a professional trusted adviser status. It is our intent to become the leading networking organization that provides warm leads to fellow members that leads to income producing engagements.   

 

Membership Benefits for Attendees

  • Opportunities exist to network with members before and after
    the meeting.
  • Members spent time learning more about each other
    through the “Triumvirate” one on one networking session.
  • Members have the opportunity to share testimonials and
    recognize outstanding referrals from member trusted
    advisors.
  • Sponsorship and co-sponsorship opportunities are available
    for trusted advisors to share additional information on their
    business and services.
  • On a periodic basis, educational seminars will be provided
    on key and relevant subjects that are important to the
    member audience.
  • Develop meaningful relationships that lead to referrals and
    income producing engagements.
  • Opportunity to provide “Guest”” visits which enable
    prospective members to explore the value proposition and
    meet like-minded trusted advisors.


Business Plan Overview


 

Strategic Evaluation

The primary purpose of the business plan is to define the business objectives that are necessary in order for the STAR organization to grow and meet its business expectations. The plan aggregates all of the organization’s activities that it must execute in order to build and grow the organization for long term sustainability. The plan develops a systemic path towards the achievement of those objectives.

 

Vision

Striving to become San Diego’s premier leads and networking organization through long-term relationships with fellow members.

 

Mission

Who do we serve, what products do we offer, what makes us unique and what do we stand for?

The mission of the San Diego STAR organization is to serve professional men and women who have engagements with business owners and C-Level executives. We offer seasoned and experienced professionals who can build long-term relationships with members of the organization. Our uniqueness emanates from the ability of members to serves as a resource for other STAR members in a professional trusted advisor status. It is our intent to become the leading networking organization that provides warm leads to fellow members that leads to income producing engagements.    

 

Market Positioning

Center of Influence: Ensure that all members touch the CEO, COO and BOD of mid-size companies in a definitive way through
relationships and referrals that leads to income producing
engagements. Position STAR as a viable networking
alternative to Pro-Visors, Association for Corporate Growth
and Corporate Alliance.

 

 

Trusted Advisor

Trusted Advisor is someone who is an influencer with clients and who utilizes other professionals and resources to support center of influence.

 

Referral Maker

Someone who makes and receives quality referrals and introductions through their deal transactions and prospect flow.    

 

Benefits 

  • Opportunities exist to network with members before and after
    the meeting.
  • Members spent time learning more about each other
    through the “Triumvirate” one on one networking session.
  • Members have the opportunity to share testimonials and recognize outstanding referrals from member trusted advisors.
  • Sponsorship and co-sponsorship opportunities are available for trusted advisors to share additional information on their business and services.
  • On a periodic basis, educational seminars will be provided
    on key and relevant subjects that are important to the
    member audience.
  • Develop meaningful relationships that lead to referrals and
    income producing engagements.
  • Opportunity to provide “Guest”” visits which enable
    prospective members to explore the value proposition and
    meet like-minded trusted advisors.

Outcomes

Relationship building and referrals by trusted advisors and referral makers leads to income producing engagements that satisfy the needs of the business owner, CEO, COO or BOD member. 

 






COMMITTEE MEMBERS NEEDED

STAR's success is highly dependent on our dedicated volunteers. If you'd like to give back to STAR by participating on one of our committees, please see which ones could use your help and expertise:

Event Committee
: coordinate STAR events outside of regular meetings (happy hours, picnics) etc.

Membership Committee: assess guest potential for membership, follow up calls to invite guests back, discuss membership applications.

Marketing Committee Looking for someone to make a scripted marketing announcement monthly at the La Jolla & Carlsbad meetings regarding information for the website and newsletter. Contact the Marketing Committee Chair for more information on how to get involved.

Outreach & Diversity Committee: encourage women and minority attendance as potential members, encourage diversity in types of businesses represented, responsible for coordinating the upcoming speaker series.
.

Finance Committee: help with STAR's bookkeeping needs.

Sponsorship Committee: help co-ordinate and recruit meeting venue sponsors.

Please contact the  STAR President for more information.


DISCLOSURE & DISCLAIMER
Neither STAR nor any of its board members, officers, executive director, or members endorses, recommends, or supports any of the statements made by any sponsor during any STAR Event or set forth in any sponsor’s materials distributed during any STAR Event. STAR and its board members, officers, executive director, and members hereby expressly disclaim any and all approval or endorsement of any sponsor’s goods and/or services. Further, neither STAR nor any of its board members, officers, executive director, or members makes any claims, promises, or guarantees about the accuracy, completeness, or adequacy of the statements made by any sponsor during any STAR Event or information contained in any sponsor’s materials and distributed during any STAR Event.


 

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