Presenters:
Jim Bell, CFP^® 
President and Founder
Heidi Stoltz
Investment Advisor

All human concerns are addressed more effectively when they are grounded in a deeply held philosophy. We have found that financial literacy and responsibility come to life when grounded in a philosophy of dignity. This presentation will explore the relationship between dignity and money. In the context of dignity, we will teach principles of budgeting, spending, banking, borrowing, saving and investing.

Reserve your spot now by registering today at:
https://attendee.gotowebinar.com/register/2605502073422458113

Co-sponsored by Scott Valley Bank and Bell Investment Advisors

Host & Speaker:
Chris Morin
Executive Vice President, Scott Valley Bank

Speakers:
Jim Bell, CFP^®
President & Founder, Bell Investment Advisors

Forrest Ryan Bell, CFP^®
Senior Investment Advisor, Financial Planner,
Bell Investment Advisors

For business owners, succession planning is something that is often put off forever— like cleaning out your garage or completing your revocable trust. It can be a daunting project. In this workshop, we will break down the concerns and distinctions of succession into manageable bites. We will drill into the important differences between management succession and ownership succession. We will also specify the unseen consequences to banking and credit facilities when there is a succession of ownership. There will be much more you will not want to miss.



 

UPDATED LOCATION!!!

What is this event?

Our After Five Receptions are held at a unique member location on the fourth Thursday of every month. We guarantee great food & drinks, fantastic door prizes, and dynamic networking.
 

Generate Leads,
Meet Power Partners,
Create Business Opportunities!

There is no charge for Chamber members; $15 for non-members. Remember to bring plenty of business cards!

If you are interested in getting your company extra recognition at the event, we always welcome door prize donations from our members. You can contact Shaterica Sullivan at 510-874-4800 with questions & donations. 

On Friday, March 27 from 8:30 am – 10:00 am we will be holding our Inside Oakland program. This is our monthly Public Policy session designed to educate members on key policy and community issues. Last month we partnered with the city to provide small business briefings on the new min wage law and in January we hosted Council members Abel Guillen and Annie Campbell -Washington.

Speakers will be:
Donna Hom, Interim Assistant City Administrator, City of Oakland
Kiran Bawa, Budget Direct, City of Oakland
Dan Kalb, Council member, District 1

This month, the Small Business Lunch & Learn welcomes:
 

Sara Skowronski, SPHR
of EOS Human Resources Consulting

“HR Strategies for Small Business Growth.”

Small business owners hire employees to help them grow their business, but if the owner does not consciously define a strategy for managing employees and human resources function, and for staying compliant with state and federal laws, a strategy will be created by default that may not be aligned with the company vision and may actually hurt the growth of the company.  In this presentation we will discuss steps to create an HR process and strategy that will align with business growth.
 

Sara Skowronski is a Senior Human Resources professional with over 15 years progressive experience in assisting in the rapid growth of several Bay Area businesses. She consults start-up/SMB employers who are not yet ready for fulltime HR Executive staff but are in need of access to the knowledge required to be an employer. 

She helps her clients navigate the labyrinth of employment laws and regulations required to be an effective employer while working within their company’s structure and changing requirements. Together they bridge the corporate initiatives with the employees’ needs, seamlessly blending the qualities of the company and its’ staff.

Every month, the Oakland Metropolitan Chamber of Commerce aims to host a Small Business Resource Lunch event for our members and their employees.  Topics are based on our members’ needs and desires for further awareness and education.
Topics will range from Social Media to Retirement Plans for Small Business to Referral Marketing and Sales.

Upcoming events will be listed on the chamber calendar.  Please contact Cory Nott (Cory@ReferralInstituteOakland.com)  if you have any questions about these events.  The cost for each Lunch & Learn event is $10 per member, and $15 per non-member. Lunch is provided. Let us know if you have any dietary restrictions in advance and we will do our best to accomodate.