Meetings (3)
Apr 20 9PM
Apr 6 1:30PM
Apr 2 6:45PM
Action Items (38)
Apr 28, 2026
Edit AI Optimization video while on call with Adam
open · View Meeting
Apr 28, 2026
Finalize and send Regal Credit SOW
open · View Meeting
Apr 28, 2026
Review Regal Credit proposal and approve for sending
done · View Meeting
Apr 28, 2026
Send Regal Credit SOW for signature
open · View Meeting
Apr 28, 2026
Set up Stripe account for TechCXO
open · View Meeting
Apr 28, 2026
Reach out to Paul King about operational support opportunity
done · View Meeting
Apr 28, 2026
Clarify David Johnston's availability for Tek opportunity
open · View Meeting
Apr 28, 2026
Call Terry Zymniac at 5pm today
open · View Meeting
Apr 28, 2026
Provide updated bio for Dana regarding David Johnston
open · View Meeting
Apr 28, 2026
Schedule BQuest interviews with Daniel Furtao and team
open · View Meeting
Apr 28, 2026
Confirm Total CSR meeting duration with Adam
open · View Meeting
Apr 28, 2026
Cancel Beintandem meetings until further notice
open · View Meeting
Apr 28, 2026
Prepare podcast script for Julia
done · View Meeting
Apr 28, 2026
Schedule David Johnston for podcast in couple of weeks
open · View Meeting
Apr 28, 2026
Fix calendar tagging issue for TechCXO events
open · View Meeting
Apr 27, 2026
Evaluate Regal Credit team structure and organization
done · View Meeting
Apr 27, 2026
Attend Regal Credit data lake advisory committee meeting
pending_review · View Meeting
Apr 27, 2026
Loop security expert into data lake advisory meeting
pending_review · View Meeting
Apr 27, 2026
Request full team assessment documents from Regal Credit
pending_review · View Meeting
Apr 27, 2026
Develop initial assessment and game plan for Regal Credit
done · View Meeting
Apr 27, 2026
Schedule weekly check-in call with Regal Credit CEO
pending_review · View Meeting
Apr 27, 2026
Implement agile process and sprint planning guidance
done · View Meeting
Apr 27, 2026
Develop Rouse Dev and Rouse Biz architecture documentation
done · View Meeting
Apr 27, 2026
Assess Salesforce vs custom hub solution for Regal Credit
done · View Meeting
Apr 27, 2026
Develop data lake architecture and strategy
done · View Meeting
Apr 27, 2026
Request access to Regal Credit documentation links
pending_review · View Meeting
Apr 27, 2026
Review Regal Credit team assessment documents
done · View Meeting
Apr 27, 2026
Digest Regal Credit documentation within 24 hours
done · View Meeting
Apr 27, 2026
Conduct one-on-one interviews with Regal Credit engineering team
pending_review · View Meeting
Apr 27, 2026
Attend existing Regal Credit team meetings
pending_review · View Meeting
Apr 27, 2026
Introduce TechCXO team to Regal Credit engineering team
done · View Meeting
Apr 27, 2026
Set up Claude Enterprise account for Regal Credit
done · View Meeting
Apr 27, 2026
Develop AI engineering standards for Regal Credit
done · View Meeting
Apr 27, 2026
Assess Regal Credit DevOps needs
done · View Meeting
Apr 6, 2026
Schedule regular practice area leader meetings
open · View Meeting
Apr 6, 2026
Develop CTO practice area strategy and service offerings
done · View Meeting
Apr 6, 2026
Address firm diversity and representation strategy
open · View Meeting
Apr 6, 2026
Clarify Tech CXO's strategic direction and service evolution
open · View Meeting