Investment Committee Services

Meeting Planning and Preparation

Running an effective meeting requires significant upfront planning and coordination. As part of our advisory assignments, we coordinate with the appropriate stakeholders of your organization, develop agenda topics and ensure that meetings are executed with a clear set of desired outcomes.

Documentation of Objectives

For all meetings, we record and summarize the meeting minutes, document all action items, monitor and close existing items and distribute the minutes to your organization’s stakeholders.

Contact an Advisor Today

Sign Up for Our Weekly Newsletter