Chairmen's RoundTable

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The Chairmen’s RoundTable is a non-profit volunteer organization of successful CEOs who provide businesses in San Diego advice free of charge on how to manage and grow their businesses.

Register now for this DON'T MISS EVENT!https://www.addevent.com/event/t8s1cqfx1k6p---------------------------------Chair...
10/10/2026

Register now for this DON'T MISS EVENT!

https://www.addevent.com/event/t8s1cqfx1k6p
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Chairmen’s RoundTable seats you with business leaders from every walk of life who’ve navigated everything from start-ups to Fortune 500 multinationals. They’ll help you maximize every opportunity, every day. Yes, we said it’s FREE! Get more information about CRT, including whether your business qualifies to become a client, at https://lnkd.in/g72aHQD.

Or call Kristi at (619) 823-8658 to attend a free meeting and see what you've been missing.

12 Ways AI Can Help Your Small BusinessIn the words of Douglas Adams, "Don't Panic!" AI is a tool that can be used to im...
10/08/2026

12 Ways AI Can Help Your Small Business

In the words of Douglas Adams, "Don't Panic!" AI is a tool that can be used to improve any small business. It’s not going to take away your job or try to eliminate the human race.

That’s why, as a public service, we offer these tips on how to use AI to help your business, regardless of what you sell.

Knowledge: The Best Investment!

https://chairmensroundtable.com/ai-help/
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Chairmen’s RoundTable seats you with business leaders from every walk of life who’ve navigated everything from start-ups to Fortune 500 multinationals. They’ll help you maximize every opportunity, every day. Yes, we said it’s FREE! Get more information about CRT, including whether your business qualifies to become a client, at https://lnkd.in/g72aHQD.

Or call Kristi at (619) 823-8658 to attend a free meeting and see what you've been missing.

Congratulations, Storm Brain!  is the latest graduate of the Chairmen’s RoundTable program, and CEO Leah Nolan reports t...
10/01/2026

Congratulations, Storm Brain!

is the latest graduate of the Chairmen’s RoundTable program, and CEO Leah Nolan reports they’re already profiting from the months of free advice they got from mentors John Morris and Dan Gatti.

“Working with the RoundTable was humbling in the best way. They pushed us to take an honest look within, where we're strong, where we'd outgrown how the business was built, and at how fast our market keeps shifting. Sitting with that isn't comfortable, but it's the work we needed. Our industry doesn't stop changing, so neither can we.”

Here’s what it all boiled down to: “My advisors truly kept me on my toes and they didn’t mess around. They identified issues, pointed out opportunities, and highlighted the unique qualities in our business that we should lean farther into.”

Providing end-to-end digital transformation strategies in branding, web design, development, and integrated marketing, Storm Brain is an extremely talented group that every company should know about. Learn more about them, then sign up to let CRT mentors do the same for you…absolutely free of charge!

Solve Your Marketing Challenges Today! https://stormbrain.com/
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Chairmen’s RoundTable seats you with business leaders from every walk of life who’ve navigated everything from start-ups to Fortune 500 multinationals. They’ll help you maximize every opportunity, every day. Yes, we said it’s FREE! Get more information about CRT, including whether your business qualifies to become a client, at https://lnkd.in/g72aHQD.

Or call Kristi at (619) 823-8658 to attend a free meeting and see what you've been missing.

A RARE OPPORTUNITY is available to be a sponsor of Chairmen's RoundTable.CRT limits itself to 20 sponsors with category ...
09/23/2026

A RARE OPPORTUNITY is available to be a sponsor of Chairmen's RoundTable.

CRT limits itself to 20 sponsors with category exclusives, and anyone lucky enough to hold one of those seats typically stays for years.

Sadly, Dave Duval of Claiborne Associates recently passed away, providing the right business owner a seat surrounded by the finest, most dynamic, and arguably the best connected business leaders in San Diego County.

MAKE YOUR MOVE NOW. This won't last long!

https://chairmensroundtable.com/become-a-sponsor/
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Chairmen’s RoundTable seats you with business leaders from every walk of life who’ve navigated everything from start-ups to Fortune 500 multinationals. They’ll help you maximize every opportunity, every day. Yes, we said it’s FREE! Get more information about CRT, including whether your business qualifies to become a client, at https://lnkd.in/g72aHQD.

Or call Kristi at (619) 823-8658 to attend a free meeting and see what you've been missing.

Who’s Sitting Next To You? Sean GreeneChairmen’s RoundTable gathers the most talented business minds in one room, creati...
09/18/2026

Who’s Sitting Next To You? Sean Greene

Chairmen’s RoundTable gathers the most talented business minds in one room, creating San Diego’s finest brain trust for helping clients, friends, and each other address every imaginable business challenge.

If you’re lucky, you’ll find yourself sitting next to Sean Greene from Services, based out of Carlsbad. Sean’s a guy who has been in the employee benefit space for almost 20 years, starting his career working with Metlife and UnitedHealthcare in the Big Apple. Having worked on both the insurance carrier side of the industry and as a broker for Morrison, he brings an incredible perspective to every client. “I want to always provide concierge-level service in an industry that seems to have forgotten what service is,” he reports.

“Working with the large insurance carriers was an amazing experience,” Sean tells us “but it made me realize that being part of a local company where I can truly help businesses is the right path for me.” Having gotten to know Jim Morrison along the way (the insurance guy, not the lead singer from The Doors) and recognizing that they shared a mindset on what success looks like, Sean quickly understood that joining Morrison Insurance was the most logical long-term-fit for him.

Atop his insurance experience, Sean has layered years of industry knowledge from the National Association of Health Underwriters (now the National Association of Benefits and Insurance Professionals), where he did a stint as president of the local chapter and participated at the statewide level. He’s a past-board member of the Association of Corporate Growth, has spent years with Provisors, and remains active with the Poway Chamber of Commerce. Add to that providing free strategic planning advice to a wide range of non-profits needing help with their fundraising, and … well, let’s just say Sean is a busy guy.

And when he’s not doing all that and helping CRT clients maximize their insurance knowledge base, Sean stays active keeping up with his three kids or sneaking out to the golf course.

Do yourself a favor at the next CRT meeting and be sure to introduce yourself to Sean. Join us at www.chairmensroundtable.com.

Why Didn’t Anyone Do Anything?The missing piece in most speak-up programs is active bystandership, empowering employees ...
09/09/2026

Why Didn’t Anyone Do Anything?

The missing piece in most speak-up programs is active bystandership, empowering employees to intervene before harm occurs, not just report it after. Our friends at (formerly ) share this important article about teaching employees to step in, rather than to just speak up.

Save yourself a bunch of stress later by investing 10 minutes now. You and your employees will be MUCH happier if you do!

Knowledge: The Best Investment!

https://www.corporatecomplianceinsights.com/teaching-employees-step-in-speak-up/

12 Ways to Hire Better PeopleHiring the right people is the single most important – and expensive – decision every busin...
09/06/2026

12 Ways to Hire Better People

Hiring the right people is the single most important – and expensive – decision every business makes. We’ve all been there and made those mistakes. So as a public service, we offer these 12 tips on how to dramatically improve your odds of success.

https://chairmensroundtable.com/12-ways-to-hire-better-people/

Need more advice? Talk with a mentor today!

Saying Goodbye to a Loyal FriendBill Perkins is the kind of guy you want to have on your side, and we’ve been lucky enou...
08/26/2026

Saying Goodbye to a Loyal Friend

Bill Perkins is the kind of guy you want to have on your side, and we’ve been lucky enough to have him as a Chairmen’s RoundTable sponsor and supporter for the past several years. As Senior VP at Endeavor Bank, Bill and his team have been there at every turn, always willing to lend a hand, a smile, or financial support. And while we know our relationship with Endeavor will continue, it was bittersweet last week saying goodbye – or at least “See ya later!” - to someone who’s always had our back.

Perhaps it wasn’t surprising, though, that he was applying his sense of loyalty to helping his wife Danielle grow her existing business, Danielle Interiors. A local hands-on, all-inclusive interior design firm that works closely with clients at every step from concept to completion. DANIELLEidd (https://danielleidd.com/) achieves that perfect balance of beauty, personality and function in every project they undertake, from interior design guidance to high-end residential remodels and new builds. Carefully incorporating client input, they coordinate every detail with contractors, subcontractors and vendors to ensure seamless project execution…all while staying within realistic timeframes and budgets.

Says Bill of the opportunity; “This is a dream we’ve talked about for nearly twenty years, and the chance to finally build something together was something I couldn’t pass up.”

And from all of us at the Chairmen's Roundtable, we wish you both nothing but success, and ask that you stay in touch. Who knows…perhaps our mentors can be of some assistance one day.

Clients in the News – Candy ProsCongratulations to Candy Pros (https://candypros.com/) for an amazing write-up in the Sa...
07/21/2026

Clients in the News – Candy Pros

Congratulations to Candy Pros (https://candypros.com/) for an amazing write-up in the San Diego Business Journal (https://www.sdbj.com/manufacturing/candy-maker-reaches-sugar-high/). Chairmen’s RoundTable mentors were very proud of the job they did working with this organization, finding them both willing to learn and fun to engage with.

Says Candy Pros CEO Susan Hallak “Ashley and I will never forget the experience we had with you. It was truly special, and CRT’s mentors were an integral and major part in the success of our Naked Gold product line and where we are today as a company.”

We can do the same for your business or non-profit. Learn more now, and arrange for your free CRT mentorship today!

https://www.chairmensroundtable.com/become-a-client


Address

P. O. Box 3021
Rancho Santa Fe, CA
92067

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

(619) 823-8658

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