Agenda
What’s good? Share something good about you or your work (1 min each)
Quarterly Goals. What do we want to prioritize for the next 90 days? (10mins)
- Navigate ZU members to capital. How?
- Get commitments for the ICC credit enhancement facility, regranting facility, and institutional pipeline.
- Marketing event at SOCAP
- Streamline the ZU Capital navigation experience
- Engage co-op members to contribute more patronage
- Increasing the number of WeFunder eligible members and other crowd platforms
- Advancing the Capital Collectives in Europe and SE Asia
- Next phase of round table discussions in Berlin with German investors
Long-Term Goals. Where are we going? (5 mins)
- Mobilize BILLIONS of dollars to Zebra companies
Scorecard. Are we progressing the work? What are our measurable outcomes due when? (DOC)
To-do List
IDS. Identify, Discuss, and Solve. What are our blockers, solve them and move to To-do.
ICC Finance/Budget Meetings and Reporting
Retainer model for Francene 20/hrs a week
5k a month for 1/2 time
Consistent
Return on investment
How to put a proposal through for consideration ZU/ICC
is it within the existing strategy? —> no approval needed
does it change the strategy that was approved by the c3 board? —> put it in front of them
WeFunder update w/ Sheeza and Ross
Update on Private banking advisory services
Can we get something from Wells Fargo or a CDFI partner?
Org Chart ZU/ICC (Roles and Responsibilities)
Answers to Davids's questions and meeting
How does Alissa play in the CEF and how can I best support her
SOCAP event
Putting together the list of investors for the ICC
Conclude.
Recap To-Do List
Cascading Messages
Rating (1-10)
Move your To-Do’s to Asana if that’s how you like to work 🙂
Notes
- NMTC — pulling down leads, have started packaging them, preparing for an upcoming NMTC conference at beginning of October
- @Francene to post updates in ICC hub