Board Meeting Notes 2018-05-15: Difference between revisions

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*** Sam will file
*** Sam will file
** AssuredPartners Liability insurance renewal
** AssuredPartners Liability insurance renewal
*** Sam will cancel
*** we have new policy from another company, Sam will cancel
* Financial/membership report
* Financial/membership report
*** we have new policy from another company, Sam will cancel
** Brian will fill in
* Review the PayPal and banking transactions
* Review the PayPal and banking transactions
* Member leaving reason reports
* Member leaving reason reports
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*** Ray will take care of the RT ticket
*** Ray will take care of the RT ticket
** planning strategy group
** planning strategy group
*** no objections to proceding
*** no objections to preceding
** Jim is having trouble with quickbook reports
** Jim is having trouble with quickbook reports
*** Brian is sorting this out
*** Brian is sorting this out