To help you prepare for your weekly meeting and ensure that you have fulfilled your duties, use the Pre-Meeting Checklist below:

Analyst	Task
	View the previous week's Weekly Webcast if necessary, to see the Finance Training section again
	Perform research
	Submit a Trade Recommendation.  This may be a New Trade Recommendation, a Current Position Summary, or both if you currently have a position in the portfolio and want to add recommend a new trade
	Submit Coverage Area Summary (using data provided by the PM)
	Print completed New Trade Recommendation and/or Current Position Summary, and Coverage Area Summary to use as speaking guide during the Fund Meeting, if necessary
	See all Analyst duties explained in-depth here

PM/APM	Task
	View the previous week's Weekly Webcast if necessary, to see the Finance Training section again
	Take notes/prepare questions to ask the Analysts about their recommendations
	Conduct your own research into the trade recommendations if you feel the need to
	Does the trade meet Portfolio Constraints?
	Produce, Analyze, and Distribute Portfolio Analytics Reports (BBAT) after 3pm each Friday.
	Manage Portfolio & Trading
	See all PM/APM duties explained in-depth here

Chapter Officer	Task
	Continue working towards completing the Monthly Chapter Goals Progress Report which must be submitted/presented at the meeting taking place the first week of each month
	Continue working towards meeting the Goals of the Yearly Action Plan
	Remind all chapter members of the scheduled chapter meeting
	See all Chapter Officer duties explained in-depth here