Document Library

Categories

GOVERNANCE

Document Name Date Added
Amended and Restated Bylaws
Amended and Restated Bylaws Draft 12 19 18.pdf (124K)
 2019-08-14

HANDOUTS 2020-2021 (ALPHABETICAL ORDER BY MONTH)

Document Name Date Added
MAY 6 2021 PRESENTATION (Sam Donaldson)
Handout for May 6 2021 Donaldson.pdf (160K)
 2021-04-28
APRIL 1 2021 PRESENTATION (AKERS)
Handout Presentation to POST.pdf (1518K)
 2021-03-30
FEBRUARY 4 2021 HANDOUT 2 OF 2 (Paul Lee)
PAUL LEE Innovative Pass-Through Structures Outline.pdf (2363K)
 2021-02-04
FEBRUARY 4 2021 HANDOUT 1 OF 2 (Paul Lee)
HANDOUT for February 4 2021 Lee.pdf (366K)
 2021-02-04
JANUARY 7 2021 PRESENTATION (SALES)
Handout for 1 7 21 Sales.pdf (1251K)
 2021-01-04
DECEMBER 3 2020 PRESENTATION (KEEBLER)
Mathematics of SECURE presentation.pdf (2294K)
 2020-11-30
NOVEMBER 5 2020 PRESENTATION (Borda/Dawson)
Presentation Handout 11 5 20.pdf (4517K)
 2020-10-30

HANDOUTS 2021-2022 (ALPHABETICAL ORDER BY MONTH)

Document Name Date Added
OCTOBER 7 2021 HANDOUT (DAVID/FLETCHER)
Estate Planning Amidst Cryptocurrency Wealth Presentation.pdf (269K)
 2021-10-13

MEMBERSHIP FORM

Document Name Date Added
Membership Form (June 1, 2021-May 31, 2022)
2021 2022 membership form DEPC 9 3 21.pdf (102K)
 2021-09-03