May 2021 Special Regional Meeting with 4 Bay Area NARI Chapters!

May 18, 2021
6:00 PM - 7:45 PM
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Zoom Interactive Event


NARI members and guests can enjoy this great opportunity of networking with an estimated 100+ attendees from 4 Bay Area NARI Chapters [San Francisco Bay Area, Silicon Valley, North Bay & Diablo Valley in virtual breakout rooms, get useful business information, and have a chance to win a door prize with your 1 ticket entry with your registration. 

Note: no May 12 monthly chapter webinar

General registration comes with 1 door prize ticket entry; additional entry tickets for $5/each


Finance Topic: Operations and Finance, Better Together!

  • Bedrock - the monthly close
  • Planning ops from the revenue forecast
  • Hours burn - where projects go sideways
  • Show me the money - billings and collections
  • Be brief, but (job) debrief - aka post-mortems or after action reviews
  • Four skilled professionals at the nexus of operations and finance
  • Several resources (for learning more) will be shared, a copy of our Billings & Collections booklet for participants and/or the slide deck will be available upon request after the presentation


Marketing Topic: What Should Small Businesses Be Including In Their Websites?

  • There are 5 components to a successful website:
    • Your unique story
    • Contact information
    • Videos
    • Keyword-Rich SEO content
    • Call-To-Action
  • Find out how you can take your business to the next level of revenue by implementing each component.
  • See attached free handout to offer, "The Must-Have Video Marketing Checklist".


David Stern, David Stern, CFO, Inc. []

David has helped hundreds of small- and mid-sized firms manage their finances more effectively. His passion for this work began with a job at a salvage yard that bought and sold building materials. There, he learned that a business can turn a profit and do meaningful work, the basis for his career ever since. Today, as a fractional CFO, he concentrates on specialty trade contractors across the country. Clients are typically in the $3 to $30 million revenue range, both commercial and residential, union and non-union: electrical, plumbing, HVAC/mechanical, concrete masonry, landscaping and more.

He is a Certified Construction Industry Financial Professional (CCIFP®) with more than 20 years of experience working with businesses to improve their financial performance, processes and personnel.


Jennifer Filzen, Rock Star Marketing []

Jennifer is the GRAMMY-Qualified Rock Star who founded Rock Star Marketing, a leading content marketing agency. Rock Star Marketing specializes in telling our clients’ stories via SEO content, social media marketing, customized blogs, and video marketing. Jennifer actively partners with multiple companies, including website agencies and business coaches that serve the auto repair, construction, legal, dental, and
medspa industries. Jennifer loves to teach marketing classes at live and virtual events and is known for her fun, interactive, teaching style. Jennifer is the author of The Give To Get Principle, What Dancing Taught Me About Running A Successful Business, and How To Make Your Dance Business Profitable. Learn More About Jennifer - See the attached fact sheet!

Thank you to 5-Star Chapter Sponsor

Guests of Chapter Members Policy

Invited guests of SFBA NARI members are offered a complimentary 1st chapter meeting.

Solicitation Policy 

  • Solicitation at Meetings: Solicitation of business at any meeting (i.e. distributing material or making a presentation) held in conjunction with a NARI Dinner Meeting or any other Association meeting or function, must be approved in advance by the President and/or the Executive Director. Distribution or posting of material for any program, service, or event that is in conflict with any NARI program, service, or event is strictly prohibited.
  • Solicitation to NARI Members or Non-members: Any member company who solicits business from other members or non-members may state verbally or on the written communication that his company is a member of NARI. However, the solicitation must clearly state that the communication is from the member, not from NARI itself, and no representation shall be made that the soliciting business is sponsored by NARI, unless an agreement has been signed and is on file at the NARI office.
  • Guidelines for “testimonials and endorsements” are stated in the NARI National “Standards of Practice” which can be obtained on the NARI National website:


Cancellation/Refund Policy

If there are registration fees, you may cancel up to 24 hours before the meeting begins and request to receive a full refund or have credit applied for a future meeting (except Remmies) in the same year. No shows or same-day cancellations will not receive a refund.


$155.00 Season Pass Registration (note: advance pay for 10 meetings [get 1 meeting free])

$25.00 Member Special Event Registration-1st Member (login required) includes 1 door prize ticket

$10.00 Additional Member Staff (after 1st member registration) includes 1 door prize ticket

$0.00 New Member (1 per company, 1st meeting)-must be guest of SFBA NARI Member/no door prize ticket

$25.00 Other NARI Chapter Member Event Registration-includes 1 door prize ticket

$35.00 Non-Member Special Event Registration (after 2nd meeting max) includes 1 door prize ticket

$0.00 Name: Door Prize Donation - $You Designate Qty ($5/each tix)