Agenda for June 6th

Time	Participation	Subject
7:30 AM to 7:45 AM	BOD, Guests and Members	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: Go Over Meeting Agenda and Date of Next Meeting
7:55 AM to 8:05 AM	Jon Nalbandian	Introductions: Guest and Member Introductions
8:05 AM to 8:25 AM	Jon Introduce Bill Parker, State of STAR; Bill Introduce Keith Eck, Sponsorship for 6-4 Meeting; Update Membership on Key Issues	STAR Sponsorship Presentation by Keith Eck, CLU®, ChFC®, Advisory Services Offered through Capital Analysts or Lincoln Investment {Drawing for a gift}
8:25 AM to 8:40 AM	Bill Introduce Table Leaders	Table Introductions, 30 to 45 Second Pitch. 1. What are you working on? 2. What do you do? 3. How can I serve you?
8:40 AM to 8:50 AM	Jay Robinson-Duff, III Past STAR President	STAR Raffle Drawing for ½ Year STAR Membership a $250 Value!!!
8:50 to 9:00 AM	Bill Parker, President, STAR	Testimonials and Triumvirate Assignments

New Vision, Mission & Benefits

New Vision

Striving to become San Diego’s premier referrals 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.

Benefits for Attendees

Members learned about other attendees
Member made new contacts
Member had the opportunity to network and explore
Referrals
Member had the opportunity to share testimonials
Sponsorship opportunities are available for trusted advisers to share additional information on their business and services provided.

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 in a definitive way that through relationships and referrals, leads to income producing engagements.

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

Members learned about other attendees
Member made new contacts
Member had the opportunity to network and explore
Referrals
Member had the opportunity to share testimonials
Sponsorship opportunities are available for trusted advisors to share additional information on their business and services provided.

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.
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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.