To help you complete all required duties and prepare for the next meeting, use the Post-Meeting Checklist below:

Analyst	Task
	Complete the Session Review
	Perform research to make new trade recommendations and/or make changes to current positions
	Work towards meeting the goals of the Yearly Action Plan
	Submit a New Trade Recommendation and/or Current Position form
	Submit a Coverage Area Summary form after the PM distributes the BBAT report
	Print out any of the forms on the Trade Recommendations page you need for the Fund Meeting
	See all Analyst duties explained in-depth here

PM/APM	Task
	Send the BBAT report after 3pm each Friday
	Enter trades for the week into Bloomberg
	Update the New Trade Recommendations and/or Current Position form with actions taken
	Review trade submissions, take notes, prepare questions for the next Fund Meeting
	See all PM/APM duties explained in-depth here

Chapter Officers	Task
	Ensure that all members:
	Know when the next meeting is
	Have submitted the Session Review
	Know what they need to do before the next meeting
	Ensure that the President has provided the Secretary with member participation scores
	Ensure that the Secretary has recorded the Attendance & Participation scores
	Continue working to complete the Monthly Chapter Goals Progress Report to be presented at the meeting during the first week of each month
	Continue working on meeting the goals of the Yearly Action Plan
	See all Chapter Officer duties explained in-depth here