Meetings (3)
Decisions (5)
Apr 28, 2026
Status Report Distribution and Format
Decided that Bryan will provide status updates to the speaker and Dr. Kris separately, with David and Andrew giving Dr. ...
Apr 28, 2026
Regal Credit Budget Cap Established
Confirmed that the Regal Credit project has a $16K budget cap that cannot be exceeded, with David Johnston responsible f...
Apr 28, 2026
Weekly bullet point updates for Regal meeting
Decided that David will provide Bryan with bullet points by 5 pm every Tuesday summarizing what was accomplished the pre...
Apr 28, 2026
Initial meetings with Anthony without David present
Agreed to hold one or two meetings with Anthony (Regal) without David present to gather feedback on what's working well ...
Apr 28, 2026
Regal Credit Agency Signed as New Client
Regal Credit Agency from California, which manages credit for high-net-worth individuals in LA, has signed on as a new c...
Action Items (15)
Mar 23, 2026
Develop infosec strategy for investor deck
done · View Meeting
Mar 23, 2026
Evaluate and plan QESI AI QA tool integration
done · View Meeting
Mar 23, 2026
Align investor narrative and prepare diligence materials with James
done · View Meeting
Mar 17, 2026
Coordinate coffee meeting with Regal Credit Management LA team
done · View Meeting
Mar 17, 2026
Check principal availability and send proposal to Regal Credit Management
done · View Meeting
Mar 17, 2026
New client detected: regalcredit.com -- tap to confirm
open · View Meeting
Mar 16, 2026
Compile reference links and resources from panelists
open · View Meeting
Mar 16, 2026
Explore audience engagement tools for panel
open · View Meeting
Mar 16, 2026
Clarify event objectives and messaging with planning committee
open · View Meeting
Mar 16, 2026
Schedule pre-event panel meeting
open · View Meeting
Mar 16, 2026
Share panel document with editor access
done · View Meeting
Mar 16, 2026
Coordinate with marketing team on social media promotion
open · View Meeting
Mar 16, 2026
Finalize panel question document with tweaks
open · View Meeting
Mar 16, 2026
Provide hotel information to panelists
open · View Meeting
Mar 16, 2026
Collect panelist headshots and bios
open · View Meeting