Meeting, 11.13.2008

November 13th, 2008 by Overton permalink

Our speaker this week was the group’s CPA, Martin Morris, from Karp, Klein & Associates in Rockville, Maryland. Martin hails from Boston, but has a wife and 18-month-old son and lives in Rockville. His presentation was filled with tax tips for each chapter member. While he says that November can be a slow month for those in the tax business, it is the BEST time for pass a referral to him!

We passed 19 referrals, recorded 7 sets of one-on-ones, and thanked each other for $1,310 in new business. Barry Hinton was welcomed as a new member to our group!

Meeting, 11.06.2008

November 6th, 2008 by Overton permalink

Dee van der Ham, one of the group’s ambassadors, led this week’s meeting. She shared with us BNI’s Member Success Program (MSP) which teaches you better ways to increase your referrals, fine tune your infomercials and deliver a dynamic presentation. The MSP training is required for all BNI members and we can see why! Thanks Dee!

We passed 10 referrals, recorded 10 sets of one-on-ones, and had two guests, Judy Austin from Arbonne International, and Barry Hinton from Monavie.

Missed a Few Meetings Posts

November 4th, 2008 by Overton permalink

Our chapter leadership has changed.  Training our new Vice President to update this site didn’t happen right away, so we’ve missed a few posts.  We should be back on track shortly.

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Our Membership


Aaron Overton
Heatherstone
Senior Consultant
Andy Mikan
Ourisman Automotive
Sales Manager
Deanna van der Ham
Horenberg Insurance Services
Personal & Business Insurance
Gregory Blake
Bernstein Global Wealth Mgmt
Vice President
Gregory P. Awbrey
SunTrust Mortgage
Mortgage Loan Officer
Jim Ward
AdPrint Solutions
Chief Navigator
Kathy Doyle
Doyle Signs
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Lesley Boucher
Pensare Group
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Martin Morris, CPA
Karp, Klein & Associates
Accountant
Patrick van der Ham
Monument Bank
Senior Vice President
Richard Mendelson
Richard's Handyman Service
Handyman
Rob Shepherd
Pre-Paid Legal Services
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Steve Feldman
Preferred Insurance Solutions
Insurance Broker
Valerie Puddington
Coldwell Banker
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Kentlands BNI

Leadership

President
   Aaron Overton

Vice President
   Steve Feldman

Secretary/Treasurer
  Patrick van der Ham

Membership Committee
  Steve Feldman
  Dee van der Ham
  Rob Shepherd
  Jim Ward

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