Organizations

Chairmen's RoundTable

The Chairmen's RoundTable is a non-profit volunteer organization comprised of successful Chief Executive Officers with diverse industry backgrounds who provide businesses in San Diego County with advice on how to manage and grow their businesses through a well-defined mentoring program. CRT members provide this service free of charge to qualified area businesses as a way of giving back to the community. Primary Funding is a sponsor of CRT and would be happy to facilitate an introduction.

The goal of the Chairmen's RoundTable (CRT) is to provide mentoring services to its client companies that will most effectively address critical client issues and provide a framework for their solution. Through a membership of former and current chairmen, CEOs, and presidents with a wide range of industry backgrounds, CRT can offer its mentoring clients access to a depth of experience beyond the limits of their own management teams.

Mentoring services are customized to the needs of each client. Mentor assignments and the approach taken are based upon the client's industry and the nature of the issues that need to be addressed. Most engagements are completed within 2 - 6 months.

Association for Corporate Growth

Primary Funding is a sponsor of the Association for Corporate Growth San Diego, a national membership network with more than 5,000 worldwide participants, which lays the foundation for many business deals and transactions and promotes the professional interests of its members. Founded in 1954, the Association for Corporate Growth (ACG) is the premier global association for professionals involved in corporate growth, corporate development, and mergers and acquisitions for medium-sized to large companies. Leaders in corporations, private equity, finance, and professional service firms focused on building value in their organizations belong to ACG. They recognize the multiple benefits of networking within an influential community of executives growing public and private companies worldwide. For 50 years, ACG members have focused on strategic activities that increase revenues, profits and, ultimately, stockholder value. Today ACG stands at more than 9,000 members representing Fortune 500, Fortune 1000, FTSE 100, and mid-market companies in 48 chapters in North America, Europe and soon Asia.

San Diego Social Venture Partners

Pat Burns, President and Founder of Primary Funding Corporation is a partner of SDSVP. The organization is made up of individuals with business, technology, and professional backgrounds. Partners invest their time, talents and resources in the San Diego community.

Partners are Venture Philanthropists providing financial and business expertise to help non-profits accomplish their mission.

Our vision is to build a philanthropic organization using a venture capital model, where partners actively nurture their financial investments with guidance and resources.

Our goal is to improve the quality of life in the San Diego community by promoting and increasing responsible philanthropy.

For more information contact:
Pat Burns
President
Primary Funding Corporation
Toll Free: 800-276-1500
pburns@primaryfunding.org

Risk Management Association

Founded in 1914, The Risk Management Association is a member-driven professional association whose sole purpose is to advance the use of sound risk principles in the financial services industry. RMA promotes an enterprise-wide approach to risk management that focuses on credit risk, market risk, and operational risk. Pat Burns is an active member and regular speaker with The Risk Management Association's San Diego Chapter.

The national organization is headquartered in Philadelphia and has about 3,000 institutional members that include banks of all sizes as well as nonbank institutions. They are represented in the Association by 16,000 commercial loan, credit, and risk management professionals in the 50 states, Puerto Rico, Canada, and numerous foreign cities, including Hong Kong, Singapore, and London.

The Better Business Bureau of San Diego & Imperial Counties

The Better Business Bureau of San Diego & Imperial Counties, founded in 1921, currently delivers over 2500 reliability reports a day. Most callers are seeking pre-purchase information on companies with whom they are considering doing business. In 2003, the local Bureau handled more than 1 MILLION instances of service. These services represent approximately $4 billion in local buying decisions annually. Primary Funding is a member of The Better Business Bureau of San Diego & Imperial Counties.

Better Business Bureaus are private non-profit corporations financed solely by membership subscriptions paid by business. Each Bureau is governed by a local Board of Directors, and the day to day operations are customized by each Bureau from the guidelines set by the national organization, the Council of Better Business Bureaus. There are 121 BBBs in the United States. Our mission is to advance market integrity through business self-regulation, assist in resolving disputes, and correct abuses to serve the best interests of the consuming public and business. As a matter of policy, the Better Business Bureau does not endorse or recommend any product, service, or company. Our credibility stems from our role as an impartial third party reporting factual information which has been brought to our attention to assist the consumer in exercising their own best judgment.

Originally founded in 1912 by the American Advertising Federation to monitor and attempt voluntary modification of advertising which was misleading, deceptive, or fraudulent, the BBB's role now includes the handling of inquiries and complaints as well as extensive public education programs.