Hold the date! Our virtual Annual Meeting is on November 18, along with a panel presentation as a follow-up to our Back to Basics business practice event.

Everyone is welcome! Chapter members – please join us to cast your vote for the election of candidates for our 2021 Board of Directors. Then stay for the panel presentation, moderated by Carol Wanda Spradlin, CDFA.

11:30 AM to 12:00 PM: Election of 2021 Board of Directors

12:00 PM to 1:00 PM: Business practice event

Beyond the Basics – Getting Unblocked

• Ideas on getting buy-in from managers, teams, etc.
• Looking at authority and decision chains
• When your priority is not someone else’s
• Lessons learned from COVID19 work-from-home from the admin side

Panelists: Gretchen Renz, CDFA, from Bernardo|Wills Architects, and Carrie Thompson, CDFA, from Studio Meng Strazzara. They will focus on two areas: (1) advanced admin-type situations around decision chains and getting approvals, and (2) lessons learned for admins that had to put their staff into work-from-home (WFH) situations.

They have their own experiences to share, and of course, can field questions from the audience. So, when you sign up for this event, please enter your questions – related to getting buy-in or related to WFH – in the field on the check-out page.

This is a free event, but please register, and don’t forget to enter your questions for the panelists when checking out.