Discovery Meeting Sample Clauses

Discovery Meeting. During this meeting, TRIARQ Certified Consultant/Trainers, a TRIARQ Partner and representatives from the practice meet remotely to discuss the unique needs of the practice, to set dates, milestones, and expectations and to verify that previous information collected from the practice is still accurate. This is important to ensure that the practice’s Q Live date (i.e. the day or days that the practice goes live with their TRIARQ software) runs smoothly.
Sample 1Sample 2Sample 3See All (5)
AutoNDA by SimpleDocs
Discovery Meeting. (Meeting 1) The Financial Planning Meeting (Meeting 2)
Sample 1
Discovery Meeting. If a decision is made to proceed we will carry out an extensive assessment of your personal and financial circumstances at the outset, to establish your financial planning requirements. This will include:  Client agreement and service proposition signed  Gathering of information about your individual circumstances, your career or business interests, your existing assets and financial arrangements, information relating to your income, your expenditure, existing financial arrangements and any liabilities you may have.  Understanding of your investment knowledge, your appetite for risk, your capacity to cope with losses and your investment time horizon. This helps us to analyse your existing holdings and recommend a diversified portfolio that matches your risk profile and the subsequent assessment and suitability of any existing holdings.  Understanding your goals and requirements so we can provide advice that is suitable and helps you to achieve your objectives.
Sample 1
Discovery Meeting. If a decision is made to proceed we will carry out an extensive assessment of your personal and financial circumstances at the outset, to establish your financial planning requirements. This will include: • Client and fee agreements issued and signed • Gathering of information about your individual circumstances, your career or business interests, your existing assets and financial arrangements, information relating to your income, your expenditure, existing financial arrangements and any liabilities you may have. • Understanding of your investment knowledge, your appetite for risk, your capacity to cope with losses and your investment time horizon. This helps us to analyse your existing holdings and recommend a diversified portfolio that matches your risk profile and the subsequent assessment and suitability of any existing holdings. • Understanding your goals and requirements so we can provide advice that is suitable and helps you to achieve your objectives. Your Financial Planner will then analyse and evaluate the information received to formulate the advice required to address your goals and objectives. At this stage we may refer back to you prior to issuing the advice for discussion or for additional clarification.
Sample 1
Discovery Meeting. We provide you with an initial consultation at our expense and without obligation. This helps us to understand your financial objectives and will confirm how we can support you in working towards these. We will also discuss the cost and levels of our services both initially and throughout our relationship with you.
Sample 1
Discovery Meeting. (Meeting 1) The Planning Meeting (Meeting 2) (if required)
Sample 1
Discovery Meeting. If a decision is made to proceed we will carry out an extensive assessment of your personal and financial circumstances at the outset, to establish your financial planning requirements. This will include: • Client and fee agreements issued and signed • Gathering of information about your individual circumstances, your career or business interests, your existing assets and financial arrangements, information relating to your income, your expenditure, existing financial arrangements and any liabilities you may have. • Understanding of your investment knowledge, your appetite for risk, your capacity to cope with losses and your investment time horizon. This helps us to analyse your existing holdings or recommend a diversified portfolio for new investments that matche your risk profile. • Understanding your goals and requirements so we can provide advice that is suitable and helps you to achieve your objectives. Your Financial Planner will then analyse and evaluate the information received to formulate the advice required to address your goals and objectives. At this stage, we may refer back to you prior to issuing the advice for discussion or for additional clarification.
Sample 1
AutoNDA by SimpleDocs

Related to Discovery Meeting

  • Review Meeting i. Either the BCTF or BCPSEA may request in writing a meeting to review the issues in a provincial matters grievance that has been referred to arbitration. ii. Where the parties agree to hold such a meeting, it shall be held within ten

  • Final Meeting The goal of this subtask is to complete the closeout of this Agreement. • Meet with Energy Commission staff to present project findings, conclusions, and recommendations. The final meeting must be completed during the closeout of this Agreement. This meeting will be attended by the Recipient and CAM, at a minimum. The meeting may occur in person or by electronic conferencing (e.g., WebEx), with approval of the CAM. The technical and administrative aspects of Agreement closeout will be discussed at the meeting, which may be divided into two separate meetings at the CAM’s discretion. o The technical portion of the meeting will involve the presentation of findings, conclusions, and recommended next steps (if any) for the Agreement. The CAM will determine the appropriate meeting participants. o The administrative portion of the meeting will involve a discussion with the CAM and the CAO of the following Agreement closeout items:  Disposition of any state-owned equipment.  Need to file a Uniform Commercial Code Financing Statement (Form UCC-1) regarding the Energy Commission’s interest in patented technology.  The Energy Commission’s request for specific “generated” data (not already provided in Agreement products).  Need to document the Recipient’s disclosure of “subject inventions” developed under the Agreement.  “Surviving” Agreement provisions such as repayment provisions and confidential products.  Final invoicing and release of retention. • Prepare a Final Meeting Agreement Summary that documents any agreement made between the Recipient and Commission staff during the meeting.

  • Business Review Meetings In order to maintain the relationship between the Department and the Contractor, each quarter the Department may request a business review meeting. The business review meeting may include, but is not limited to, the following: • Successful completion of deliverables • Review of the Contractor’s performance • Review of minimum required reports • Addressing of any elevated Customer issues • Review of continuous improvement ideas that may help lower total costs and improve business efficiencies.

  • Safety Meetings Accident investigation.

  • Other Meetings Other meetings of the Board shall be held at such times and places as the Board, the Chairman, the President or any director shall from time to time determine.

  • Member Meetings (a) There shall be no meetings of the Members unless called by the Board or as otherwise specifically required by the Delaware Act. No Members or group of Members, acting in its or their capacity as Members, shall have the right to call a meeting of the Members. (b) All acts of Members to be taken hereunder shall be taken in the manner provided in this Agreement. If authorized by the Board, and subject to such guidelines and procedures as the Board may adopt, if a meeting of the Members is called Members and proxyholders not physically present at a meeting of Members may by means of remote communication participate in such meeting and be deemed present in person and vote at such meeting. (c) A majority of the Shares present at such meeting, either in person or by proxy, and entitled to vote thereat, shall constitute a quorum for the purpose of such meeting, unless any such matter to be acted upon requires the approval of two-thirds of the Voting shares, in which case two-thirds of the Shares present at such meeting, either in person or by proxy, and entitled to vote thereat, shall constitute a quorum for the purpose of such meeting. The Delaware Court of Chancery may issue such orders as may be appropriate, including orders designating the time and place of such meeting, the record date for determination of Members entitled to vote, and the form of notice of such meeting. (d) No Members or group of Members, acting in its or their capacity as Members, shall have the right to call a meeting of the Members.

  • Review Meetings During the review meetings the Project Managers shall discuss progress made by the Contractor in the performance of this Contract. Each party shall provide a status report, as desired by a Project Manager, listing any problem or concern encountered since the last meeting. Records of such reports and other communications issued in writing during the course of Contract performance shall be maintained by each party.

  • TAC Meetings The goal of this subtask is for the TAC to provide strategic guidance for the project by participating in regular meetings, which may be held via teleconference. • Discuss the TAC meeting schedule with the CAM at the Kick-off meeting. Determine the number and location of meetings (in-person and via teleconference) in consultation with the CAM. • Prepare a TAC Meeting Schedule that will be presented to the TAC members during recruiting. Revise the schedule after the first TAC meeting to incorporate meeting comments. • Prepare a TAC Meeting Agenda and TAC Meeting Back-up Materials for each TAC meeting. • Organize and lead TAC meetings in accordance with the TAC Meeting Schedule. Changes to the schedule must be pre-approved in writing by the CAM. • Prepare TAC Meeting Summaries that include any recommended resolutions of major TAC issues. • Help set the project team's goals and contribute to the development and evaluation of its statement of proposed objectives as the project evolves. • Provide a credible and objective sounding board on the wide range of technical and financial barriers and opportunities. • Help identify key areas where the project has a competitive advantage, value proposition, or strength upon which to build. • Advocate on behalf of the project in its effort to build partnerships, governmental support and relationships with a national spectrum of influential leaders. • Ask probing questions that insure a long-term perspective on decision-making and progress toward the project’s strategic goals. • Review and provide comments to proposed project performance metrics. • Review and provide comments to proposed project Draft Technology Transfer Plan. • TAC Meeting Schedule (draft and final) • TAC Meeting Agendas (draft and final) • TAC Meeting Back-up Materials • TAC Meeting Summaries

  • Emergency Meetings Public notice of emergency meetings shall be given as soon as practical, but in any event, before the meeting to news media that have filed a written request for notice. In addition to the other notices specified in this policy, the Superintendent or designee shall post the following on the District website: (1) the annual schedule of regular meetings, which shall remain posted until the Board approves a new schedule of regular meetings; (2) a public notice of all Board meetings; and (3) the agenda for each meeting which shall remain posted until the meeting is concluded. LEGAL REF.: 5 ILCS 120/, Open Meetings Act. 5 ILCS 140/, Freedom of Information Act. 105 ILCS 5/10-6 and 5/10-16. CROSS REF.: 2:110 (Qualifications Term, and Duties of Board Officers), 2:120 (Board Member Development), 2:210 (Organizational Board of Education Meetings), 2:220 (Board of Education Meeting Procedure), 2:230 (Public Participation at Board of Education Meetings and Petitions to the Board), 6:235 (Access to Electronic Networks) Adopted: January 21, 2020

  • Monthly Meetings The Chief Xxxxxxx or Xxxxxxx designated by the Union and the university’s chief human resources officer or designee shall schedule monthly meetings to review pending grievances and contractual issues and to make good faith efforts to resolve such grievances and issues. The Chief Xxxxxxx or Xxxxxxx designated by the Union and the university’s chief human resources officer or designee shall mutually agree on the participation of other Union and Employer representatives at these meetings on a case-by-case basis. Such meetings shall take place during regular working hours. Bargaining unit employees authorized to attend these meetings shall be considered to be on work time.

Draft better contracts in just 5 minutes Get the weekly Law Insider newsletter packed with expert videos, webinars, ebooks, and more!