As we prepare for the Spring 2026 Roundtable meeting season, this is a reminder that meeting documents are due this week.
Submitting your materials on time allows your facilitator and fellow group members to come prepared, making your Roundtable time more focused, efficient, and valuable. When everyone reviews the information in advance, conversations go deeper and feedback is stronger.
All document submissions are completed through the Member Panel.
Owners, please confirm the following have been uploaded like the examples below:
- Organization Chart (Name, Tenure, Salary, Grades) (Sample Organization Chart)
- Balance Sheet with Previous-Year Same-Period included, and % change column (Sample-Balance-Sheet)
- P&L (with % of Income Column – all columns on one page) (Sample-Profit-and-Loss)
- Annual Budget (Current Year) (RA-Budget-Template-with-RA-COA-v4)
- WIP (Be sure to use the RA-WIP-w.-Margin-Variability)
- Company Summary Letter (template)***
- Your Focus Time PowerPoint***
Being prepared isn’t just a courtesy—it’s part of the commitment we make to one another and to the effectiveness of our Roundtables.
Thank you for doing your part to keep your group operating at a high level. We’re looking forward to strong, productive meetings this spring.