Joe,
I read your follow-up note concerning Springfield mentoring. Based on the apparent need for certification, and:
we are dealing with minors (always a liability hanging over our heads);
school has put one hurdle after another in place – time delays, etc.;
students will be very early in their cycle for selecting career paths;
I suggest we consider dropping the high school program and substitute a college / university and select mature, adult students in their Junior year:
not dealing with minors and threat of liability;
more mature individuals who have selected a career path;
colleges / universities know how to work the internship / mentoring model.
Overall, I believe we would generate a much more serious and productive program.
Ken
Friday, August 28, 2009
Wednesday, October 8, 2008
October 8, 2008 Meeting
Some Notes on this morning’s meeting.
1. Attached is a document from a networking group that we can copy some procedures etc., please read and give me suggestions on what you think we should incorporate into our procedures. It was agreed that we need some sort of structure in our meetings in order to accomplish a successful meeting.
2. We now have a web address http://www.mainlinebusinesstrust.org, there was some discussion about what the website should contain and how presented. We decided that there should be a mission statement, contact page, page for members that would link to their own website.
3. Send Roy a photo, and resume for your personal webpage on the website.
On giving back…Susan came up with the idea that we could “mentor” to students in our own discipline by giving presentations at some venue like the local high schools or colleges. Roy will contact Jim Capalupo principal at Springfield High School to get information on getting in front of of these kids.
4. We need a concise mission statement incorporating the mentor aspect of what we want to do. The current mission statement is as follows:
“A Main Line Philadelphia based exclusive networking and social environment for professionals serving individuals, small businesses and corporations helping each other grow their business.”
5. Next meeting Nov 5 at PattyMacs.
1. Attached is a document from a networking group that we can copy some procedures etc., please read and give me suggestions on what you think we should incorporate into our procedures. It was agreed that we need some sort of structure in our meetings in order to accomplish a successful meeting.
2. We now have a web address http://www.mainlinebusinesstrust.org, there was some discussion about what the website should contain and how presented. We decided that there should be a mission statement, contact page, page for members that would link to their own website.
3. Send Roy a photo, and resume for your personal webpage on the website.
On giving back…Susan came up with the idea that we could “mentor” to students in our own discipline by giving presentations at some venue like the local high schools or colleges. Roy will contact Jim Capalupo principal at Springfield High School to get information on getting in front of of these kids.
4. We need a concise mission statement incorporating the mentor aspect of what we want to do. The current mission statement is as follows:
“A Main Line Philadelphia based exclusive networking and social environment for professionals serving individuals, small businesses and corporations helping each other grow their business.”
5. Next meeting Nov 5 at PattyMacs.
Tuesday, August 12, 2008
MLBT AUGUST 12, 2008
The following is a narrative edition of the last two meetings and the intermezzo. I have suspended minute keeping formality in exchange for expediency. At the end of this memo is a suggested agenda for Wednesday’s 8/13 meeting…believe everyone will be there.
A meeting of the Group was held on July 9, 2008, hosted by Susan Shute. All were in attendance. Mike Brown, CPA, a principal in Brown Financial Group, LLC (BFG) was introduced as a new member by Roy Innella. Mike’s accounting practice is located in Paoli and its target market is small to mid-size businesses. BFG has a specialization in the area of multi-state tax consulting.
Ken Dooley, President of Superior Publications, Inc, publisher of Chester County Life was featured as a guest speaker for this meeting. With over 30 years of experience in the publishing industry, and extremely active in the Chester County business networks, Ken gave a thorough presentation concerning his 4 year old magazine and insight on to how the Group could capitalize on this marketing and networking venue. There were no reservations expressed that the magazine is a high quality, well targeted product.
Chester County Life’s business plan stresses an emphasis on highlighting “people, businesses, organizations and institutions” in specific sections throughout the bi-monthly publication, and on a rotating basis for feature lead articles. Its circulation is 17,000, of which 16,000 is mailed to a controlled audience. The content is 70% editorial, 30% advertising, with the caveat that “editorial” includes articles on featured advertisers as part of the ad package. Most of the articles are in the 700-900 word length with complimenting photos. Ken described his ad base as very pro-active small business owners, the majority of whom were Main Line/Chester County based.
Led by Paul’s dialogue, it became obvious to the Group, that there was a possible new direction the Group could take if we were to be featured in an article in the magazine. Ken’s response was that would be “an excellent idea”.
Before adjournment, the Group discussed possible coordinated pro bono efforts (Ken mentioned the Hickman Group, as an example), the need to develop a mission statement (emphasis on professionalism, quality, Carol’s 80/20 formula reference), and, once again, what other disciplines needed to be added to round out the Group’s profile. There were also preliminary discussions concerning a possible website and a collective marketing piece, such as a bi-fold pamphlet.
What followed subsequent to this meeting was a flurry of emails amongst the Group sparked on by the enthusiasm generated from the meeting with Ken Dooley and what this opportunity presented as far as the Group’s growth and focus. Those emails resulted in a meeting hosted by Paul McCabe on July 21st.
That meeting seemed to signal that the Group was moving in a new direction from developing as an intra-referral network to marketing the Group to the public as a single entity of presumed leaders in our respective fields. The following ‘talking points’ came out of that meeting:
It was agreed that an article/advertising strategy with Chester County Life should be pursued, but the consensus was that it was premature to try and to “rush to print”, since we barely had our own act together yet. Using Paul’s paradigm of P-S-R, “problems, solutions, results”…we were a wee bit short on boosting of results as a Group. The thought was to point to an early 2009 article publication, possibly followed with a collective or individual ads in subsequent issues.
The Name…..seemed to be equal split on keeping or changing the name of the Group….everyone was asked to come up with possible alternatives by the next
meeting.
Mission Statement……same as the name…..once we can reach consensus on this and a name, Paul has offered to work up a promotional scheme incorporating logos, etc,
Incorporation…..Joe advised to provide individual liability protection for each member for the Group’s effort, it made sense to pursue incorporation as a LLC.
Costs for same estimated to be around $300, with Joe offering to donate legal
work. Although it was the consensus to pursue this, it would have to obviously wait until a name was agreed upon by the Group.
There was discussion about asking Ken Dooley to join the Group. Although considered a positive option, it was tabled as premature.
Building a track record….the Group seemed to feel that the most effective way to
Get to the “result” stage may be through a pro bono charitable association. To that end, everyone present agreed to look into specific avenues for this possible
effort, with the following assignments:
RON: PAOLI HOSPITAL
MIKE: ROTARY, PACPA
JOE: CHESTER COUNTY BAR
PAUL: MAINLINE CHAMBER
JOSH: FIRST TEE
CAROL: SUBURBAN/WAYNE TIMES
ROY: LIVING THROUGH CANCER
Preliminary reports were due back at next meeting, which is scheduled for Wednesday, August 13th at 7:30 at Ron’s Paoli Travel Agency in Paoli.
Proposed Agenda:
Name of Group
Progress on Mission Statement
Prelim reports on pro bono possible projects
Establish timetable for Chester County Life or other marketing
Group Expansion
Feel free to expand on these comments or the proposed agenda.
A meeting of the Group was held on July 9, 2008, hosted by Susan Shute. All were in attendance. Mike Brown, CPA, a principal in Brown Financial Group, LLC (BFG) was introduced as a new member by Roy Innella. Mike’s accounting practice is located in Paoli and its target market is small to mid-size businesses. BFG has a specialization in the area of multi-state tax consulting.
Ken Dooley, President of Superior Publications, Inc, publisher of Chester County Life was featured as a guest speaker for this meeting. With over 30 years of experience in the publishing industry, and extremely active in the Chester County business networks, Ken gave a thorough presentation concerning his 4 year old magazine and insight on to how the Group could capitalize on this marketing and networking venue. There were no reservations expressed that the magazine is a high quality, well targeted product.
Chester County Life’s business plan stresses an emphasis on highlighting “people, businesses, organizations and institutions” in specific sections throughout the bi-monthly publication, and on a rotating basis for feature lead articles. Its circulation is 17,000, of which 16,000 is mailed to a controlled audience. The content is 70% editorial, 30% advertising, with the caveat that “editorial” includes articles on featured advertisers as part of the ad package. Most of the articles are in the 700-900 word length with complimenting photos. Ken described his ad base as very pro-active small business owners, the majority of whom were Main Line/Chester County based.
Led by Paul’s dialogue, it became obvious to the Group, that there was a possible new direction the Group could take if we were to be featured in an article in the magazine. Ken’s response was that would be “an excellent idea”.
Before adjournment, the Group discussed possible coordinated pro bono efforts (Ken mentioned the Hickman Group, as an example), the need to develop a mission statement (emphasis on professionalism, quality, Carol’s 80/20 formula reference), and, once again, what other disciplines needed to be added to round out the Group’s profile. There were also preliminary discussions concerning a possible website and a collective marketing piece, such as a bi-fold pamphlet.
What followed subsequent to this meeting was a flurry of emails amongst the Group sparked on by the enthusiasm generated from the meeting with Ken Dooley and what this opportunity presented as far as the Group’s growth and focus. Those emails resulted in a meeting hosted by Paul McCabe on July 21st.
That meeting seemed to signal that the Group was moving in a new direction from developing as an intra-referral network to marketing the Group to the public as a single entity of presumed leaders in our respective fields. The following ‘talking points’ came out of that meeting:
It was agreed that an article/advertising strategy with Chester County Life should be pursued, but the consensus was that it was premature to try and to “rush to print”, since we barely had our own act together yet. Using Paul’s paradigm of P-S-R, “problems, solutions, results”…we were a wee bit short on boosting of results as a Group. The thought was to point to an early 2009 article publication, possibly followed with a collective or individual ads in subsequent issues.
The Name…..seemed to be equal split on keeping or changing the name of the Group….everyone was asked to come up with possible alternatives by the next
meeting.
Mission Statement……same as the name…..once we can reach consensus on this and a name, Paul has offered to work up a promotional scheme incorporating logos, etc,
Incorporation…..Joe advised to provide individual liability protection for each member for the Group’s effort, it made sense to pursue incorporation as a LLC.
Costs for same estimated to be around $300, with Joe offering to donate legal
work. Although it was the consensus to pursue this, it would have to obviously wait until a name was agreed upon by the Group.
There was discussion about asking Ken Dooley to join the Group. Although considered a positive option, it was tabled as premature.
Building a track record….the Group seemed to feel that the most effective way to
Get to the “result” stage may be through a pro bono charitable association. To that end, everyone present agreed to look into specific avenues for this possible
effort, with the following assignments:
RON: PAOLI HOSPITAL
MIKE: ROTARY, PACPA
JOE: CHESTER COUNTY BAR
PAUL: MAINLINE CHAMBER
JOSH: FIRST TEE
CAROL: SUBURBAN/WAYNE TIMES
ROY: LIVING THROUGH CANCER
Preliminary reports were due back at next meeting, which is scheduled for Wednesday, August 13th at 7:30 at Ron’s Paoli Travel Agency in Paoli.
Proposed Agenda:
Name of Group
Progress on Mission Statement
Prelim reports on pro bono possible projects
Establish timetable for Chester County Life or other marketing
Group Expansion
Feel free to expand on these comments or the proposed agenda.
Thursday, June 19, 2008
Meeting Minutes Meeting June 5, 2008
In attendance: Roy Innella, Susan Shute, Joe Davison, Ron Bridge, Josh Isler, David Luce and Carolyn Luskin
Absent: Paul McCabe
Susan was once again a gracious host at her new position:
1. New Horizons:
Susan Shute: VP Bank of America, Consumer Real Estate:
TEL: 610-225-8034
CELL: 610-564-1904
susanshute@bankofamerica.com
Roy Innella: Investment Advisor Representative
The Wealth Advocate Investment Group
Tel: 610-977- 2422
roy@yourwealthadvocate.com
Carolyn Luskin: Keller Williams Main Line Real Estate
610-520-0100 ext 6611
Cell: 610-585-1301
carol@CarolynLuskin.com
Congrats to Roy and Susan on there new associations……Welcome aboard Carol, who has a diverse background in both commercial and residential real estate, as well as other entrepreneurial endeavors.
Carol appears to be a solid addition to the group and is most welcomed.
2. Carolyn introduced herself, as a professional commercial/residential real estate broker, with IT experience and retail operational experience in a gardening center with her husband. Consensus was if she is willing to commit, group enthusiastically endorses her membership.
3. Group Size and Specialties: The continuing concept is to grow the group to a working maximum of 10 to 12 committed individuals. With Carolyn’s acceptance we are now at eight strong. Roy is bringing Michael Brown, a CPA, as a potential member to next meeting. Members’ consensus is that diversification of experience and professional skills should be the goal as to rounding out the core group.
4. Ron led a discussion on business promations possibilities. He explained how his company had placed advertising with adjunct articles in the fairly new Chester County Life Magazine which is targeted at a high end demographic market. Cost was @ $1500 an issue, yet it has seemed to promote business. Ron has used the republished articles in promotions with his client base. This led to a roundtable of generic thoughts on promotions from the group, highlighted below:
· Book “Good to be Great” authored by Jim Collins was a recommended read.
· Strong emphasis on need to nurture existing client base (most felt 60 to 85% of business was based on repeat clients/ referrals from same.
· David stressed the value of “brand awareness” and utilizing endorsement from
satisfied customers.
· Josh was a strong advocate of the “Strategic Coach Program”, with emphasis on referrals and the common sense use of courtesy and manners when dealing with prospects and clients
· Joe and others specifically mentioned the need to always be prompt and always responsive to clients, as well as the need to constantly diversify your own professional network of contacts….”get out of the rut, and back on the highway”.
· Someone mentioned sport team schedule refrig magnets as an example of 90% of marketing is exposure meeting opportunity.
The group felt as a whole each meeting should have a portion devoted to a specific topic to roundtable such as this, and that the need for more formalized “working agenda” would be useful in maximizing all of our limited time, rather than bouncing from one spontaneous topic to the next.
A discussion was had concerning what we really are trying to accomplish with this group with no real answer provided. Some saw the value of Partnerships of Diverse Skills, others spoke to natural synergies such as David and Paul, and Susan and Carolyn as far as coordinated project efforts. Roy mentioned his concept of enhancing referrals of a more serious and continuing nature based on the collective experience and maturity of the group. When typing these minutes, I personally saw a key value of the group as serving in the role of a de facto Board of Directors for each of our individual businesses, in providing different perspectives to concepts and problems we might encounter day to day yet do not have a sounding board to bounce them against.
The idea of having a guest speaker or attendee was again raised and Ron was going to follow-up on that topic with the editor/publisher of Chester County Life magazine…..as of this writing Ron has confirmed that Kevin Dooley will attend our next meeting.
The thought was advanced to see if we could get some publicity via magazine or newspaper article for the MLBT. Roy and Susan were to follow up on this idea.
8 . Next meeting: Tentatively schedule for Wednesday, July 9 at Patty Macs in Berwyn at 7:30 A.M.
9. Agenda suggestion for next meeting: Intragroup communications……I am a blog and blackberry dummy….WE NEED A CENTRAL PLACE TO COMMUNICATE…..rather than this round robin email merry-go-around…Roy is in charge of this topic.
Again, thanks to Susan Shute and Bank of America for their hospitality.
Duly submitted,
Joe Davison
Absent: Paul McCabe
Susan was once again a gracious host at her new position:
1. New Horizons:
Susan Shute: VP Bank of America, Consumer Real Estate:
TEL: 610-225-8034
CELL: 610-564-1904
susanshute@bankofamerica.com
Roy Innella: Investment Advisor Representative
The Wealth Advocate Investment Group
Tel: 610-977- 2422
roy@yourwealthadvocate.com
Carolyn Luskin: Keller Williams Main Line Real Estate
610-520-0100 ext 6611
Cell: 610-585-1301
carol@CarolynLuskin.com
Congrats to Roy and Susan on there new associations……Welcome aboard Carol, who has a diverse background in both commercial and residential real estate, as well as other entrepreneurial endeavors.
Carol appears to be a solid addition to the group and is most welcomed.
2. Carolyn introduced herself, as a professional commercial/residential real estate broker, with IT experience and retail operational experience in a gardening center with her husband. Consensus was if she is willing to commit, group enthusiastically endorses her membership.
3. Group Size and Specialties: The continuing concept is to grow the group to a working maximum of 10 to 12 committed individuals. With Carolyn’s acceptance we are now at eight strong. Roy is bringing Michael Brown, a CPA, as a potential member to next meeting. Members’ consensus is that diversification of experience and professional skills should be the goal as to rounding out the core group.
4. Ron led a discussion on business promations possibilities. He explained how his company had placed advertising with adjunct articles in the fairly new Chester County Life Magazine which is targeted at a high end demographic market. Cost was @ $1500 an issue, yet it has seemed to promote business. Ron has used the republished articles in promotions with his client base. This led to a roundtable of generic thoughts on promotions from the group, highlighted below:
· Book “Good to be Great” authored by Jim Collins was a recommended read.
· Strong emphasis on need to nurture existing client base (most felt 60 to 85% of business was based on repeat clients/ referrals from same.
· David stressed the value of “brand awareness” and utilizing endorsement from
satisfied customers.
· Josh was a strong advocate of the “Strategic Coach Program”, with emphasis on referrals and the common sense use of courtesy and manners when dealing with prospects and clients
· Joe and others specifically mentioned the need to always be prompt and always responsive to clients, as well as the need to constantly diversify your own professional network of contacts….”get out of the rut, and back on the highway”.
· Someone mentioned sport team schedule refrig magnets as an example of 90% of marketing is exposure meeting opportunity.
The group felt as a whole each meeting should have a portion devoted to a specific topic to roundtable such as this, and that the need for more formalized “working agenda” would be useful in maximizing all of our limited time, rather than bouncing from one spontaneous topic to the next.
A discussion was had concerning what we really are trying to accomplish with this group with no real answer provided. Some saw the value of Partnerships of Diverse Skills, others spoke to natural synergies such as David and Paul, and Susan and Carolyn as far as coordinated project efforts. Roy mentioned his concept of enhancing referrals of a more serious and continuing nature based on the collective experience and maturity of the group. When typing these minutes, I personally saw a key value of the group as serving in the role of a de facto Board of Directors for each of our individual businesses, in providing different perspectives to concepts and problems we might encounter day to day yet do not have a sounding board to bounce them against.
The idea of having a guest speaker or attendee was again raised and Ron was going to follow-up on that topic with the editor/publisher of Chester County Life magazine…..as of this writing Ron has confirmed that Kevin Dooley will attend our next meeting.
The thought was advanced to see if we could get some publicity via magazine or newspaper article for the MLBT. Roy and Susan were to follow up on this idea.
8 . Next meeting: Tentatively schedule for Wednesday, July 9 at Patty Macs in Berwyn at 7:30 A.M.
9. Agenda suggestion for next meeting: Intragroup communications……I am a blog and blackberry dummy….WE NEED A CENTRAL PLACE TO COMMUNICATE…..rather than this round robin email merry-go-around…Roy is in charge of this topic.
Again, thanks to Susan Shute and Bank of America for their hospitality.
Duly submitted,
Joe Davison
Wednesday, April 2, 2008
Minutes of April 2 meeting
Minutes of Meeting April 2, 2008
Minutes of MLBT
In attendance: Roy Innella, .Susan Shute and Joe Davison
Absent: Josh Isler, David Luce, Paul McCabe, and Ron Bridge
Susan was a most gracious host to Roy and me. Was not much that we, as a trio, could accomplish but the following points were addressed:
1. Commitment: This idea of a power network group will only succeed if ALL members are committed to make it succeed. Investment of our collective time, which can be used elsewhere valuably, should yield returns. Based on Post-meeting Emails received this morning, it has already done so. On a personal note, stiffing a host, without advance notice, is unprofessional and I will leave it at that.
2. Group Size and Specialties. Roy, Susan and I concurred that One on One meetings have been a great success so far and should continue on a periodic basis. Again, post-meeting emails confirm this point of view. Susan is going to explore a residential broker contact, as well as a HR HealthCare contact over the next few days. I am going to pursue a commercial/development real estate contact. The three of us agreed we definitely should try to find a member with CPA practice that shares our views as to mutual aggressive networking. Idea is to get the group to a working maximum of 10 to 12 committed individuals.
3.. Next meeting: Lunch at Executive Suites in Strafford, I will be glad to host…first week in May, exact day and time to be determined shortly.
Secretary’s Synopsis: Same as Last: Priority on COMMUNICATION through group interaction 1/1 mtgs and blog; recruiting of other professionals to fill out the group in a systematic and logical manner.
Narrative note: Businesses, and organizations, such as we are trying to put together are in many ways like infants when first starting out…there will be a few skinned shins as we learn how to walk, but eventually we will run with abandon.
Again, thanks to Susan Shute and Bryn Mawr Trust for their hospitality this morning.
Duly submitted,
Joe Davison
Minutes of MLBT
In attendance: Roy Innella, .Susan Shute and Joe Davison
Absent: Josh Isler, David Luce, Paul McCabe, and Ron Bridge
Susan was a most gracious host to Roy and me. Was not much that we, as a trio, could accomplish but the following points were addressed:
1. Commitment: This idea of a power network group will only succeed if ALL members are committed to make it succeed. Investment of our collective time, which can be used elsewhere valuably, should yield returns. Based on Post-meeting Emails received this morning, it has already done so. On a personal note, stiffing a host, without advance notice, is unprofessional and I will leave it at that.
2. Group Size and Specialties. Roy, Susan and I concurred that One on One meetings have been a great success so far and should continue on a periodic basis. Again, post-meeting emails confirm this point of view. Susan is going to explore a residential broker contact, as well as a HR HealthCare contact over the next few days. I am going to pursue a commercial/development real estate contact. The three of us agreed we definitely should try to find a member with CPA practice that shares our views as to mutual aggressive networking. Idea is to get the group to a working maximum of 10 to 12 committed individuals.
3.. Next meeting: Lunch at Executive Suites in Strafford, I will be glad to host…first week in May, exact day and time to be determined shortly.
Secretary’s Synopsis: Same as Last: Priority on COMMUNICATION through group interaction 1/1 mtgs and blog; recruiting of other professionals to fill out the group in a systematic and logical manner.
Narrative note: Businesses, and organizations, such as we are trying to put together are in many ways like infants when first starting out…there will be a few skinned shins as we learn how to walk, but eventually we will run with abandon.
Again, thanks to Susan Shute and Bryn Mawr Trust for their hospitality this morning.
Duly submitted,
Joe Davison
Saturday, March 22, 2008
Meeting April 2, 2008
April 2, 2008 Meeting
Our next meeting to be held in the offices of Susan Shute at Bryn Mawr Trust Bank on the second floor.
Our next meeting to be held in the offices of Susan Shute at Bryn Mawr Trust Bank on the second floor.
Saturday, February 23, 2008
Minutes for our First Meeting
Minutes of first meeting Mainline BrainTrust: submitted by Joseph Davison Esq.
In attendance: Roy Innella, Josh Isler, David Luce, Joe Davison, Paul McCabe and Susan Shute
1. Group Size and Specialties:
This subject was battered about at different times during the meeting. Consensus seemed to be to keep the core group to a dozen or less, at least initially. Possible suggestions were to add were a CPA, a IT entrepreneur, and possibly a health care professional (either an executive or practitioner, such as a chiropractor). Emphasis was on capitalizing on the groups' maturity of broad and diverse contacts, rather than try to just "sell to each other"....diversification of group beyond white males and our only female member, Susan, was also placed on the table, and it was agreed it seems to make sense if the group is to maximize it contacts base.
2. Guest Appearances:
Once we have more solid footing as a group, thought was proposed to occasionally invite a guest professional to attend our meetings, not to expand the core group, but to expand the group's network of contacts and knowledge.
3. Need for One on One meetings:
Excellent idea offered by Paul. We should make a concerted effort over the next month or two to meet each other to share information as to our particular strengths, contacts and professional wants and needs. In that regard, all members were encouraged to initiate meetings with each other, and Roy was going to find a way to get each member email, cell phone and other contact info to get this rolling. With spring about to spring out, golf outings were bandied about as a possible venue.. As Josh duly noted, for this to work a trust factor is in play and there is a "need to know" the personalities at play in the group in order to match potential contacts.
4. MLBT Info Package:
Thought was to put together a concise presentation package of who we are as a group that could
be used to market the group to old and new contacts. This is still a subject under discussion, as to its eventual look, but consensus was it was worth doing in some way, shape or form. Susan's points about relocating professionals was what sparked this discussion.
5. Rotating Meeting Locations:
This idea seemed to win hands down. Move meetings from different spots on a monthly basis.
Was agreed that meetings will be monthly, on the first Wednesday of the month. Next meeting is scheduled for Wed 3/5 at Paul McCabe's office, 983 0ld Eagle School Rd (the Woods office complex), suite 619 at 7:30 a.m. Early breakfast meetings seem to be the group's preference for now.
Duly submitted,
Joe Davison
Because of a scheduling conflict with Paul McCabe (our host this month) we are re-scheduling our meeting to March 4th tuesday at 7:30AM.
In attendance: Roy Innella, Josh Isler, David Luce, Joe Davison, Paul McCabe and Susan Shute
1. Group Size and Specialties:
This subject was battered about at different times during the meeting. Consensus seemed to be to keep the core group to a dozen or less, at least initially. Possible suggestions were to add were a CPA, a IT entrepreneur, and possibly a health care professional (either an executive or practitioner, such as a chiropractor). Emphasis was on capitalizing on the groups' maturity of broad and diverse contacts, rather than try to just "sell to each other"....diversification of group beyond white males and our only female member, Susan, was also placed on the table, and it was agreed it seems to make sense if the group is to maximize it contacts base.
2. Guest Appearances:
Once we have more solid footing as a group, thought was proposed to occasionally invite a guest professional to attend our meetings, not to expand the core group, but to expand the group's network of contacts and knowledge.
3. Need for One on One meetings:
Excellent idea offered by Paul. We should make a concerted effort over the next month or two to meet each other to share information as to our particular strengths, contacts and professional wants and needs. In that regard, all members were encouraged to initiate meetings with each other, and Roy was going to find a way to get each member email, cell phone and other contact info to get this rolling. With spring about to spring out, golf outings were bandied about as a possible venue.. As Josh duly noted, for this to work a trust factor is in play and there is a "need to know" the personalities at play in the group in order to match potential contacts.
4. MLBT Info Package:
Thought was to put together a concise presentation package of who we are as a group that could
be used to market the group to old and new contacts. This is still a subject under discussion, as to its eventual look, but consensus was it was worth doing in some way, shape or form. Susan's points about relocating professionals was what sparked this discussion.
5. Rotating Meeting Locations:
This idea seemed to win hands down. Move meetings from different spots on a monthly basis.
Was agreed that meetings will be monthly, on the first Wednesday of the month. Next meeting is scheduled for Wed 3/5 at Paul McCabe's office, 983 0ld Eagle School Rd (the Woods office complex), suite 619 at 7:30 a.m. Early breakfast meetings seem to be the group's preference for now.
Duly submitted,
Joe Davison
Because of a scheduling conflict with Paul McCabe (our host this month) we are re-scheduling our meeting to March 4th tuesday at 7:30AM.
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