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.
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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. Analysing and Evaluation 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. 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. (Meeting 1) ■ The Discovery Meeting is all about you. We will take the time to really listen to your personal, family and business objectives. ■ You’ll talk about the issues that you need help with. ■ We will ask you some thought provoking questions to get you to consider what’s really important to you. ■ You will get a feel for how we can help you and the service that your financial planner will provide. The Financial Planning Meeting (Meeting 2) ■ We will meet again to clarify some specific lifestyle objectives that you wish to focus on. ■ We will show you a ‘road map’ of your financial future and some of the options and compromises available to you. ■ We will collect all of the information we require to begin creating your comprehensive financial planning recommendations.
Sample 1

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.

  • Meeting Agenda 6.1 The Co-chairpersons will prepare an agenda and forward a copy of the agenda to all Joint Committee members at least one week in advance of the meeting (sample attached).

  • Scoping Meeting 4.2.1 A scoping meeting will be held within ten (10) Business Days after the Interconnection Request is deemed complete, or as otherwise mutually agreed to by the Parties. The Utility and the Interconnection Customer will bring to the meeting personnel, including system engineers and other resources as may be reasonably required to accomplish the purpose of the meeting. The scoping meeting may be omitted by mutual agreement in writing.

  • Pre-Operations Meeting PURCHASER shall meet with STATE no later than 30 days from execution of the contract to discuss the Threatened and Endangered Species survey, protection, and planning requirements. Operations Plan. PURCHASER shall prepare an Operations Plan for all operations to be conducted under this contract and submit the plan to STATE at least 5 calendar days prior to commencement of any operation. This plan shall be prepared on a form provided by STATE, and shall be used for all types of operations, including road maintenance, project work, logging, and postharvest requirements. STATE may require an on-site meeting prior to approval of the plan, attended by PURCHASER, subcontractor, and STATE representatives. STATE's approval of the plan must be obtained prior to commencement of any operation, and PURCHASER must comply with this plan. If PURCHASER fails to comply with any of the terms of the plan, including completion dates, STATE may, after giving written notice, suspend PURCHASER's operations until such time as an acceptable alternate plan is submitted by PURCHASER and that alternate plan is accepted by STATE, as provided in Section 29, "Violations, Suspensions, and Cancellation." PURCHASER shall notify STATE whenever operations will be inactive for more than 3 days, and again when operations will be resumed. Upon approval by STATE, the Operations Plan shall automatically be incorporated into, and made part of, this contract. PURCHASER's strict compliance with the Operations Plan, as approved by STATE, is a material condition and covenant of this contract. STATE has prepared the required Forest Practices Act (FPA) "Written Plan" for operations within 100 feet of Type F or Type D streams. Any changes to the plan must have STATE approval. PURCHASER shall comply with all provisions of the Written Plan. Seasonal Restrictions. PURCHASER shall adhere to the following restrictions, unless otherwise approved in writing by STATE:

  • Final Meeting The goal of this subtask is to complete the closeout of this Agreement. The Recipient shall: • 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 (iii) Accident investigation.

  • Project Kick-off Meeting The Contractor shall hold a project kick-off meeting within thirty days from the contract execution date. The Contractor shall coordinate with NYSERDA's Project Manager to arrange the meeting at a mutually convenient time and place. The Contractor is encouraged to invite representatives of sub-contractors and equipment vendors. The purpose of this meeting shall be to finalize the strategies for accomplishing the objectives of this work. In a timely manner, the Contractor shall submit to NYSERDA’s Project Manager a brief report summarizing the issues discussed and decisions made, if any, during this meeting. Deliverable: A brief report regarding the project kickoff meeting.

  • 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.

  • Investigatory Meetings A. An employee required to attend an investigatory meeting shall receive advance notice of such meeting. Such notice shall include:

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