Events Process Management. Bankmark's proven strategy for capital acquisition includes the manner by which each prospective investor is invited to, and processed during, the events phase of the campaign. Invitation processing, facilities management, greeting guests, presenting the investment opportunity, and coordination of guest speakers are managed solely by Bankmark. This process is explained thoroughly during the Director and staff training modules. All local customs and/or community traditions are respected and incorporated into the process. However, Bankmark, upon concurrence of the Bank, determines the final components and sequence of events during the stock sale campaign. This includes the use of outside industry observers/speakers. This component of the Bankmark process cannot be changed without full agreement, in writing, by Bankmark (The organizers and directors are restricted as to what they can and cannot say during the offering period). To provide assurance that the project proceeds in a timely manner and the client has a record of important elements affecting the project, a weekly status report log is maintained by Bankmark. Copies of the log are presented weekly by the PM to the Bank's designated Client Resource Manager. This report gives a detailed breakdown of all part-time employees, their hours and costs, any increases or changes made in the database and personnel scheduling during the events phase. This enables the Client Resource Manager to approve the previous week's staff allocations, schedule their personnel for the coming week and make any necessary adjustments.
Appears in 3 contracts
Samples: Consulting Agreement (First Metroplex Capital Inc), Consulting Agreement (Sunbelt Bancshares, Inc.), Consulting Agreement (First Metroplex Capital Inc)
Events Process Management. Bankmark's proven strategy for capital acquisition includes the manner by which each prospective investor is invited to, and processed during, the events phase of the campaign. Invitation processing, facilities management, greeting guests, presenting the investment opportunity, and coordination of guest speakers are managed solely by Bankmark. This process is explained thoroughly during the Director and staff training modules. All local customs and/or community traditions are respected and incorporated into the process. However, Bankmark, upon concurrence of the Bank, determines the final components and sequence of events during the stock sale campaign. This includes the use of outside industry observers/speakers. This component of the Bankmark process cannot be changed without full agreement, in writing, by Bankmark Bankmark. (The organizers and directors are restricted as to what they can and cannot say during the offering period). .) To provide assurance that the project proceeds in a timely manner and the client Bank has a record of important elements affecting the project, a weekly status report log is will be maintained by Bankmark. Copies of the log are will be presented weekly by the PM to the Bank's designated Client Resource Managerrepresentative. This report gives will provide a detailed breakdown of all part-time employees, their hours and costs, any increases or changes made in the database and personnel scheduling during the events phase. This enables the Client Resource Manager Bank to approve the previous week's staff allocations, schedule their personnel for the coming week and make any necessary adjustments.
Appears in 2 contracts
Samples: Expense Reimbursement Agreement (Treaty Oak Bancorp Inc), Expense Reimbursement Agreement (Treaty Oak Bancorp Inc)
Events Process Management. Bankmark's proven strategy for capital acquisition includes the manner by which each prospective investor is invited to, and processed during, the events phase of the campaign. Invitation processing, facilities management, greeting guests, presenting the investment opportunity, and coordination of guest speakers are managed solely by Bankmark. This process is explained thoroughly during the Director and staff training modules. All local customs and/or community traditions are respected and incorporated into the process. However, Bankmark, Bankmark upon concurrence of the Bank, determines the final components and sequence of events during the stock sale campaign. This includes the use of outside industry observers/speakers. This component of the Bankmark process cannot be changed without full agreement, in writing, by Bankmark (The organizers and directors are restricted as to what they can and cannot say during the offering period). To provide assurance that the project proceeds in a timely manner and the client has a record of important elements affecting the project, a weekly status report log is maintained by Bankmark. Copies of the log are presented weekly by the PM to the Bank's designated Client Resource Manager. This report gives a detailed breakdown of all part-time employees, their hours and costs, any increases or changes made in the database and personnel scheduling during the events phase. This enables the Client Resource Manager to approve the previous week's staff allocations, schedule their personnel for the coming corning week and make any necessary adjustments.
Appears in 1 contract
Samples: Consulting Agreement (Pacific Coast National Bancorp)