Meeting Notes 2025
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MEETING AGENDA
MEETING NOTES ARCHIVE
Meeting Notes
03/26/2025
Zoom
Zoom
I. General Overview:
Closed Meeting, Members Only for Presidential Transition
Welcome & Announcements: Marcus Edwards
MindFul Moment: Kate Jones
Introduce the Purpose of Today's Meeting: Kate Jones, previous Chapter President
Speech from Jeff Y Wong
Introduce and Acknowledge Service of the Leadership Team
Remarks from Kate Jones to Thank Jeff Y Wong
Speaker Spotlight: Wendy Newman
Jeff Wong introduces incoming President, Marcus Edwards
Inaugural Speech: Marcus Edwards
Introduce Vision for New Leadership: Marcus Edwards
Remarks from Kate Jones
Closing Statements: Jeff Y Wong
Contributions / Referrals / Testimonials
Motivational Quote: Jeff Y Wong
[while wrestling with his son]
King Leonidas: In the end, a Spartan's true strength is the warrior next to him. So give respect and honor to him, and it will be returned to you. First, you fight with your head...
Queen Gorgo: Then you fight with your heart.
King Leonidas: [sees the Captain] What is it?
Queen Gorgo: A Persian messenger awaits you.
King Leonidas: Do not forget today's lesson.
Pleistarchos: Respect and honor.
King Leonidas: Respect and honor.
II. Attendees:
Jeff Y Wong, Rajshree Chauhan, Marcus Edwards, Adrian Leontovich, Cody Corbett, Mike Ufferman, Wendy Newman, Dr Krystal Drwencke, Frank Giovannoni, David LaRico, Pete Thomas, Kate Jones, Anthony Jones, Dawn Ma, Denise Cicuto, Tom Banducci, Jay Greene, Heidi Lawrence for Jennifer Rhodes
III. Visitors: (0)
Closed Meeting--Members Only
Thank You For Closed Business (TYFCB) — Remember to log on to BNIConnect!
Meeting Notes
03/19/2025
Zoom
Zoom
I. General Overview:
Welcome & Announcements: Jeff Wong
MindFul Moment: Kate Jones
EdMo: Announcement from David LaRico about Leadership Team
(see more Educational Moments here)Members provide their InfoMercials
🎉 Best Infomercial of Week: Kate Jones
Guest/Visitor InfoMercials
Speaker Spotlight: Adrian Leontovich
Next Week: Wendy Newman | March 26 | Zoom
Visitor Impressions / Referrals / Testimonials
Motivational Quote: "For success, attitude is equally as important as ability." --Harry F. Banks
🎉 Updates and Announcements:
See our Upcoming Fun Events page.Comedy Special Filming at Punchline March 25
Art Show for a BNI member in another chapter April 5
II. Attendees:
Jeff Y Wong, Rajshree Chauhan, Dr Krystal Drwencke, Adrian Leontovich, Kate Jones, Cody Corbett, Pete Thomas, Marcus Edwards, Pete Thomas, Anthony Jones, Dawn Ma, David LaRico, Leslie Todd for Lucy Milligan Wahl, Aila La-ag for Dr. Jason Won, Heidi Lawrence for Jennifer Rhodes, Tom Banducci, Denise Cicuto, Wendy Newman, Frank Giovannoni, Elbert Taylor, Annette Brown, Jay Greene
III. Visitors: (2)
Name: Disha Joshi
Email: disha@weboccult.com
Phone Number: +91 9033542002
Business Name: Weboccult Technologies Private Limited, an IT company www.weboccult.com
Profession: Artificial Intelligence
Name: Ceasar Ocampo
Email: ceasar@smrbyocampo.com
Phone Number: 650-834-4186
Business Name: ServiceMaster Restore
Profession: Restoration (fire/water damage)
Thank You For Closed Business (TYFCB) — Remember to log on to BNIConnect!
Meeting Notes
03/12/2025
Zoom
Zoom
I. General Overview:
Welcome & Announcements: Jeff Wong
MindFul Moment: Kate Jones
Members provide their InfoMercials
🎉 Best Infomercial of Week: Cody Corbett
Guest/Visitor InfoMercials
Speaker Spotlight: Kate Jones
Next Week: Adrian Leontovich | March 19 | Zoom
Visitor Impressions / Referrals / Testimonials
Motivational Quote: "A woman is unstoppable after realizes she deserves better." --Unknown
🎉 Updates and Announcements:
See our Upcoming Fun Events page.Comedy Special Filming at Punchline March 25
Art Show for a BNI member in another chapter April 5
II. Attendees:
Kate Jones, Raja Chauhan, Jeff Y Wong, Krystal Drwencke, Jason Won, Wendy Newman, Mike Ufferman, Anthony Jones, David LaRico, Lucy Milligan Wahl, Marcus Edwards, Cody Corbett, Annette Brown, Kevin Wetzel, Frank Giovannoni, Heidi Lawrence for Jennifer Rhodes, Owen Rescher, Denise Cicuto, Jason Won
III. Visitors: (2)
Name: Brent Hensley
Email: brenth@assistedlivinglocators.com
Phone Number: (415) 766-0361
Business Name: Assisted Living Locators of San Francisco and San Mateo County, AssistedLivingLocators.com/SanFrancisco
Profession: Senior Care Advisor and Owner
Name: Monica Gomez
Email: monica@vantagesanfrancisco.com
Phone Number: (415) 972-9517
Business Name: Vantage Realty
Profession: Broker/Real Estate Agent
Thank You For Closed Business (TYFCB) — Remember to log on to BNIConnect!
Meeting Notes
03/05/2025
In Person At Perry's
In Person At Perry's
I. General Overview:
Welcome & Announcements: Jeff Wong
MindFul Moment: Kate Jones
EdMo: Adrian Leontovich
(see more Educational Moments here)Members provide their InfoMercials
🎉 Best Infomercial of Week: Kevin Wetzel
Guest/Visitor InfoMercials
Speaker Spotlight: Pete Thomas
Next Week: Kate Jones | March 12 | Zoom
Visitor Impressions / Referrals / Testimonials
Motivational Quote: "The best revenge is massive success." - Frank Sinatra
🎉 Updates and Announcements:
See our Upcoming Fun Events page.
II. Attendees:
Jeff Y Wong, Rajshree Chauhan, Mike Ufferman, Cody Corbett, Leslie Todd for Lucy Milligan Wahl, Anthony Jones, Kate Jones, Dawn Ma, Kevin Wetzel, Pete Thomas, Annette Brown, Tom Banducci, Krystal Drwencke, Mike Ufferman, Adrian Leontovich, Heidi Lawrence for Jennifer Rhodes, Wendy Newman, David LaRico, Jason Won
III. Visitors: (1)
Name: Randy Bautista
Email:
Phone Number: (415) 626-6600
Business Name: Custom Auto
Profession: Autobody and car mechanic work
Thank You For Closed Business (TYFCB) — Remember to log on to BNIConnect!
Meeting Notes
02/26/2025
Zoom
Zoom
I. General Overview:
Welcome & Announcements: Jeff Wong
MindFul Moment: Kate Jones
EdMo: Adrian Leontovich
(see more Educational Moments here)Members provide their InfoMercials
🎉 Best Infomercial of Week: Mike Ufferman
Guest/Visitor InfoMercials
Speaker Spotlight: Denise Cicuto
Next Week: Annette Brown | March 5 | In-person at Perry's
Visitor Impressions / Referrals / Testimonials
Motivational Quote: "Love is not about property, diamonds and gifts. It is about sharing your very self with the world around you." Pablo Neruda
🎉 Updates and Announcements:
See our Upcoming Fun Events page.
II. Attendees:
Jeff Y Wong, Rajshree Chauhan, Mike Ufferman, Marcus Edwards, Adrian Leontovich, ET, Jay Greene, Wendy Newman, Dawn Ma, Kate Jones, Lucy Milligan Wahl, David LaRico, Heidi Lawrence for Jennifer Rhodes, Jason Won, Anthony Jones, Cody Corbett, Frank Giovannoni, Pete Thomas, Owen Rescher, Tom Banducci, Denise Cicuto, Annette Brown
III. Visitors: (1)
Name: AjaiNicole Duncan
Email: ajai@greenelawfirm.com
Phone Number: 415-905-0215
Business Name: Greene Estate, Probate, & Elder Law Firm (greenelawfirm.com) Book Initial Assessment here
Profession: Professional Services Manager
Thank You For Closed Business (TYFCB) — Remember to log on to BNIConnect!
Meeting Notes
02/19/2025
Zoom
Zoom
I. General Overview:
Welcome & Announcements: Jeff Wong
MindFul Moment: Kate Jones
EdMo: Adrian Leontovich
(see more Educational Moments here)Members provide their InfoMercials
🎉 Best Infomercial of Week: Jeff Wong
Guest/Visitor InfoMercials
Speaker Spotlight: Kevin Wetzel
Next Week: Denise Cicuto | Feb 26 | Zoom
Visitor Impressions / Referrals / Testimonials
Motivational Quote: "Being deeply loved by someone gives you strength, while loving someone deeply gives you courage." --unknown
🎉 Updates and Announcements:
See our Upcoming Fun Events page.
II. Attendees:
Jeff Y Wong, Rajshree Chauhan, Adrian Leontovich, Samantha Lowder for Mike Ufferman, Kate Jones, Dawn Ma, Wendy Newman, Kevin Wetzel, Marcus Edwards, David LaRico, Leslie Todd for Lucy Milligan Wahl, Pete Thomas, Owen Rescher, Tom Banducci, Jason Won, Frank Giovannoni, Denise Cicuto, ET, Annette Brown
III. Visitors: (3)
Name: Willow McDonough
Email: willowinportugal@gmail.com
Phone Number: +1 (415) 843-1543 (office), +351 910 997 511 (mobile)
Business Name: Be Scene Productions
Profession: Real Estate Services, Residential Real Estate Agent,Name: Dr. Krystal Drwencke
Email: drkrystal@ascentportsrehab.com
Phone Number: (313) 883-9042 (office)
Business Name: Ascent Sports Rehab & Performance
Profession: Health & Wellness, Chiropractor, Sports Chiro
Name: Omer Mukhtar
Email: mer@medsposolutions.com
Phone Number: (408) 550-6536
Business Name: Medspo Solutions
Profession: Medical Billing Specialist
Thank You For Closed Business (TYFCB) — Remember to log on to BNIConnect!
Meeting Notes
02/12/2025
Zoom
Zoom
I. General Overview:
Welcome & Announcements: Jeff Wong
MindFul Moment: Kate Jones
EdMo: Adrian Leontovich
(see more Educational Moments here)Members provide their InfoMercials
🎉 Best Infomercial of Week: Wendy Newman
Guest/Visitor InfoMercials
Speaker Spotlight: Break Out Rooms for LA Fire Victims
Next Week: Kevin Wetzel | Feb 19 | Zoom
Visitor Impressions / Referrals / Testimonials
Motivational Quote: "Even if you are on the right track, you'll get run over if you just sit there." --Will Rogers
🎉 Updates and Announcements:
See our Upcoming Fun Events page.
II. Attendees:
Jeff Y. Wong, Cody Corbett, Rajshree Chauhan, Dawn Ma, Adrian Leontovich, Samantha Lowder for Mike Ufferman, Wendy Newman, Kate Jones, Lucy Milligan Wahl, ET, Anthony Jones, David LaRico, Kevin Wetzel, Frank Giovannoni, Owen Rescher, Jason Won, Annette Brown, Heidi Lawrence for Jennifer Rhodes, Tom Banducci, Krystal Drwencke, Pete Thomas, Jay Greene, Denise Cicuto, Marcus Edwards
III. Visitors: (3)
Name: Paula Mattisonsierra
Email: pm@powermarketingsf.com
Phone Number: 415-494-5489
Business Name: Power Marketing SF
Profession: Regional Ambassador for BNIName: Dr. Krystal Drwencke
Email: drkrystal@ascentportsrehab.com
Phone Number: 313-883- 9042 (office)
Business Name: Ascent Sports Rehab & Performance
Profession: Health & Wellness, Chiropractor, Sports Chiro
Name: Thuy Nguyen Le
Email: thuy@kineticrealestate.com
Phone Number: 916-670-4244
Business Name: Kinetic Real Estate Commercial
Profession: Real Estate Services
Thank You For Closed Business (TYFCB) — Remember to log on to BNIConnect!
Meeting Notes
02/05/2025
In-person At Perry's
In-person At Perry's
I. General Overview:
Welcome & Announcements: Jeff Wong
MindFul Moment: Kate Jones
EdMo: Krystal Drwencke
(see more Educational Moments here)Members provide their InfoMercials
🎉 Best Infomercial of Week: Lucy Milligan Wahl
Guest/Visitor InfoMercials
Speaker Spotlight: Owen Rescher
Next Week: Break Out Rooms for LA Fire Victims | Feb 12 | Zoom
Visitor Impressions / Referrals / Testimonials
Motivational Quote: "Man cannot discover new oceans unless he has the courage to lose sight of the shore." - Andre Gide
🎉 Updates and Announcements:
We will have Breakout Groups by practice area on Feb 12 in place of a Spotlight Speaker | Focus: How to help the LA Fire victims within our expertise areas. Please prepare as described in the email sent out on January 31.
Regional Team meeting on Friday morning. 7:30am to 10:00am. Register Here
See our Upcoming Fun Events page.
II. Attendees:
Jeff Y. Wong, Dawn Ma, ET, Cody Corbett, Anthony Jones, Jennifer Rhodes, Mike Ufferman, Rajshree Chauhan, Annette Brown, Pete Thomas, Wendy Newman, Krystal Drwencke for Jay Greene, Owen Rescher, Kate Jones, Lucy Milligan Wahl, Tom Banducci
III. Visitors: (1)
Name: Krystal Drwencke
Email: drkrystal@ascentportsrehab.com
Phone Number: (313) 883-9042
Business Name: Ascent Sports
Profession: Sports Chiropractor
Thank You For Closed Business (TYFCB) — Remember to log on to BNIConnect!
Meeting Notes
01/29/2025
ZOOM
ZOOM
I. General Overview:
Welcome & Announcements: Jeff Wong
MindFul Moment:
EdMo: Krystal Drwencke
(see more Educational Moments here)Members provide their InfoMercials
🎉 Best Infomercial of Week: Wendy Newman
Speaker Spotlight: Mike Ufferman
Next Week: Owen Rescher | Feb 5 | In-Person at Perry's
Visitor Impressions / Referrals / Testimonials
Motivational Quote: "Wishing you a prosperous New Year, with abundant wealth, a thriving clientele, and a business that flourishes and rises to new heights! Wishing you great fortune!" - Chinese Proverb
🎉 Updates and Announcements:
Denise Cicuto's Twisted Trees show opens on Jan 31!
In-Person at Perry's next week!
We will have Breakout Groups on Feb 12 in lieu of a Spotlight Speaker | Focus: How to help the LA Fire victims within our expertise areas
See our Upcoming Fun Events page.
II. Attendees:
Jeff Y. Wong, April Starlight for Annette Brown, Wendy Newman, Krystal Drwencke for Tom Banducci, Mike Ufferman, Cody Corbett, Dawn Ma, Pete Thomas, ET, David LaRico, Marcus Edwards, Lucy Milligan Wahl, Frank Giovannoni, Anthony Jones, Kevin Wetzel, Aila La-ag Campo for Dr Jason Won, Denise Cicuto, Heidi Lawrence for Jennifer Rhodes, Rajshree Chauhan
III. Visitors: (5)
Name: April Starlight
Email: aprilstarlight@tangerinesearch.net
Phone Number: (510) 599-8164
Business Name: Tangerine Search
Profession: Recruiter
Name: Aila Campo
Email: aila@flexwithdoctorjay.com
Phone Number:
Business Name: Flex with Doctor Jay
Profession: Virtual Assistant
Name: Thuy Nguyen Le
Email: thuy@kineticrealestate.com
Phone Number: (916) 340-4244
Business Name: Kinetic Real Estate Commercial
Profession: Commercial Real Estate
Name: Douglas Guttierrez
Email: douglas.g@promptplumbingsf.com
Phone Number: (510) 415-1375
Business Name: Prompt Plumbing Services
Profession: Account Manager
Name: Krystal Drwencke
Email: drkrystal@ascentportsrehab.com
Phone Number: (313) 883-9042
Business Name: Ascent Sports
Profession: Sports Chiropractor
Thank You For Closed Business (TYFCB) — Remember to log on to BNIConnect!
Meeting Notes
01/22/2025
ZOOM
ZOOM
I. General Overview:
Welcome & Announcements: Jeff Wong
MindFul Moment: Kate Jones
EdMo: Adrian Leontovich
(see more Educational Moments here)Members provided their InfoMercials
🎉 Best Infomercial of Week: Kevin Wetzel
Speaker Spotlight: Marcus Edwards
Next Week: Mike Ufferman | Jan 29 | On Zoom
Visitor Impressions / Referrals / Testimonials
Motivational Quote: "If you can't fly, then run; if you can't run then walk; if you can't walk then crawl; but whatever you do, you have to keep moving forward." - Martin Luther King, Jr.
🎉 Special Updates:
See our Upcoming Fun Events page.
II. Attendees:
Jeff Wong, Marcus Edwards, Cody Corbett, Dawn Ma, Wendy Newman, Mike Ufferman, Pete Thomas, Kate Jones, Annette Brown, Kevin Wetzel, David LaRico, Adrain Leontovich, Anthony Jones, Heidi Lawrence for Jennifer Rhodes, Frank Giovannoni, Denise Cicuto, Jason Won, Jonathan Fong for ET, Owen Rescher, Lucy Milligan Wahl, Rajshree Chauhan
III. Visitors: (2)
Name: Dr. Krystal Drwencke
Email: drkrystal@ascentsportschiro.com
Phone Number: (586) 873-2490
Business Name: Ascent Chiropractic
Profession: Chiropractor
Name: Kirthi Nath
Email: kirthifilm@gmail.com
Phone Number: (415) 205-6372
Business Name: Cinemagical Media
Profession: Videographer/Film Producer; Documentary Films with a focus on social justice and uplifting BIPOC and LGTBQ voices.
Thank You For Closed Business (TYFCB) — Remember to log on to BNIConnect!
Meeting Notes
01/15/2025
In-person at Perry's
In-person at Perry's
I. General Overview:
Welcome & Announcements: Jeff Wong
MindFul Moment: Kate Jones
EdMo: Adrian Leontovich
(see more Educational Moments here)Members provided their InfoMercials
🎉 Best Infomercial of Week: Lucy Milligan Wahl
Speaker Spotlight: Tom Banducci
Next Week: Marcus Edwards | Jan 22 | On Zoom
Visitor Impressions / Referrals / Testimonials
Motivational Quote: "Integrity is the cornerstone of a successful business. It's not just about doing what's right, it's about doing what's right even when no one is watching."
🎉 Special Updates:
It's Ricky Fishman's last meeting! He's retiring and closing his practice. Ricky attended and gave a farewell message to the group.
Also see our Upcoming Fun Events page.
II. Attendees:
Jeff Wong, Annette Brown, Pete Thomas, Ricky Fishman, Cody Corbett, Tom Banducci, Heidi Lawrence for Jennifer Rhodes, Mike Ufferman, Anthony Jones, Kate Jones, Lucy Milligan Wahl, Wendy Newman, Adrian Leontovich
III. Visitors: (2)
Name: Dr. Krystal Drwencke
Email: drkrystal@ascentsportschiro.com
Phone Number: (586) 873-2490
Business Name: Ascent Chiropractic
Profession: Chiropractor
Name: Melissa Yu
Email: meltivitysf@gmail.com
Phone Number: (415) 828-8942
Business Name: MELtivity Fitness & Recovery
Profession: Certified Massage Therapist and Personal Trainer
Thank You For Closed Business (TYFCB) — Remember to log on to BNIConnect!
Meeting Notes
01/08/2025
ON ZOOM
ON ZOOM
I. General Overview:
Welcome & Announcements: Jeff Wong
MindFul Moment: Kate Jones
EdMo: Adrian Leontovich
(see more Educational Moments here)Members provided their InfoMercials
🎉 Best Infomercial of Week: Kate Jones
Speaker Spotlight: Anthony Jones
Next Week: Tom Banducci | Jan 15 | In-Person at Perry's
Visitor Impressions / Referrals / Testimonials
Motivational Quote: "My faith demands that I do whatever I can, whenever I can, for as long as I can with whatever I have to try to make a difference" -- President Jimmy Carter
🎉 Special Updates:
Denise Cicuto is having a photo show: Twisted Trees Show Opening! The opening is on 1/31 in Alameda from 6pm-8pm. If you can't make opening night, the photos will be featured through 3/19.
Sharpen Your Saw Workshop: 121s that Create Referrals (from BNI San Francisco)
Friday, January 17 | 8:00-9:30 AM
Where: Online Meeting
REGISTER HEREPain-Free Workshop: Dr. Jay is hosting a free workshop for desk workers on how to get rid of neck and back pain independently.
Sunday, January 12th | 3:00pm
Monday, January 13th | 5:30pm
REGISTER HERE
Replay available for registrants.
Share the word with anyone in your circle who wants to prevent or relieve neck and back pain as a result of prolonged sitting at a desk!
II. Attendees:
Jeff Wong, Raja Chauhan, Wendy Newman for Annette Brown, Jennifer Rhodes, Cody Corbett, Adrian Leontovich, David LaRico, Kate Jones, Dawn Ma, Frank Giovannoni, Denise Cicuto, Anthony Jones, Owen Rescher, Jason Won, Tom Banducci, Lucy Milligan Wahl, Jonathan Fong for ET
III. Visitors: (1)
Name: Wendy Newman
Email: wendy@wnrealtor.com
Phone Number: 415-606-4818
Business Name: Wesely & Associates
Profession: Residential Real Estate Agent
Thank You For Closed Business (TYFCB) — Remember to log on to BNIConnect!