Prudential Board Retreat Agenda



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Key points of the discussion should include: checking account balance savings account balance accounts receivable (money owed to the chapter by brothers and new members such as outstanding dues or merchandise sales) accounts payable (money the chapter owes to area businesses or the Fraternity Headquarters) the budget for the upcoming term and recent financial statements.. Instead of reviewing the constitution and by-laws, the following could be discussed: Summer Plans, if necessary (30-40 minutes) □□ How are we going to communicate with members over the summer Do we have a summer recruitment plan/program Are we going to do any brotherhoods over the summer Prudential Board Successors and Officer Transition Planning (30-45 minutes) □□ Time should be spent discussing which members of the chapter are strong candidates for a position on the Prudential Board..

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