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)
IDS. Identify, Discuss, Solve. What are our blockers, solve them and move to To-do.
ICC Finance/Budget Meetings and Reporting
Retainer model for Francene 20/hrs week
5k a month for 1/2 time
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 WellsFargo or a CDFI partner?
Org Chart ZU/ICC (Roles and Responsibilities)
Answers to Davids questions and meeting
How does Alissa play in the CEF and how can I best support her
Putting together the list of investors for the ICC
Recap To-Do List
- NMTC — pulling down leads, have started packaging them, preparing for an upcoming NMTC conference at beginning of October
- @Francene to post updates in IC hub