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SBIE TASK LIST
SBIE TASK LIST 5-1-2010
Name: Social Benefit Investment Exchange of America, Inc. Webdomain search Google Search Sec of State Search Theme song: Born Again American Symbol: SBIE Icon: Illustrates People, Planet, Profit and Principles Domicile of HQ; TBA Mission: Code of Honor Chapters Seminars Incubators elevator pitches websites and links dual membership in local and HQ Worker cooperative annual meeting and elections business plan funding Sales to ESOP Trusteed plans Sales to worker owned co-ops Sales to individuals who are worker-owners of enterprises Sales to ESOP individual members Sales to supporters of ESOP and worker cooperatives. Sales to foundations and 501.c.3 entities Sales to self-directed 401(k) and IRA account holders
Legal structure L3C LLC Worker cooperative stakeholders Workers L3Cs Investors Management Board of directors – Workers, 1/3rd, L3Cs 1/3rd, investors 1/3rd 9 member board. Due diligence Regulatory compliance by Exchange Membership: Candidate L3C Full member L3C Direct sales and trades among investors and companies Quadruple bottom line: Planet, People, Profit, Principles for member L3Cs and exchange Transparency Prospectus, Reg D wikiwebsite with legal and accounting information annual meeting – F2F plus virtual meeting due diligence Anti-fraud, loan sharking and con-artists Ombudsman Securities laws for L3Cs Reg D Certified/qualified investors State compliance Templates Archives Attorney matching service Accountant matching service Business brokers Funding of Exchange Start-up Operations Cross-links B Lab B Corporations Chicago chapter, Business Alliance CFED Draper Richards Foundation Ashroka International KIVA Clean Tech Partnerships Information Technology askSAM Structure of database Screen displays Forms software team test runs costs funding management training debugging new versions marketplace promotion Communications VoIP technology customer services costs video conferencing Vendors Skype Facebook / Global Go To Meeting
Hardware video camcorder headset with mike Software Moderating Audio switch Video displays Room Panels/tables collage of particpants individual participant Switch among screens Operating system Linux Server:
Name: Social Benefit Investment Exchange of America, Inc. Webdomain search Google Search Sec of State Search Theme song: Born Again American Symbol: SBIE Icon: Illustrates People, Planet, Profit and Principles Domicile of HQ; TBA Mission: Code of Honor Chapters Seminars Incubators elevator pitches websites and links dual membership in local and HQ Worker cooperative annual meeting and elections business plan funding Sales to ESOP Trusteed plans Sales to worker owned co-ops Sales to individuals who are worker-owners of enterprises Sales to ESOP individual members Sales to supporters of ESOP and worker cooperatives. Sales to foundations and 501.c.3 entities Sales to self-directed 401(k) and IRA account holders
Legal structure L3C LLC Worker cooperative stakeholders Workers L3Cs Investors Management Board of directors – Workers, 1/3rd, L3Cs 1/3rd, investors 1/3rd 9 member board. Due diligence Regulatory compliance by Exchange Membership: Candidate L3C Full member L3C Direct sales and trades among investors and companies Quadruple bottom line: Planet, People, Profit, Principles for member L3Cs and exchange Transparency Prospectus, Reg D wikiwebsite with legal and accounting information annual meeting – F2F plus virtual meeting due diligence Anti-fraud, loan sharking and con-artists Ombudsman Securities laws for L3Cs Reg D Certified/qualified investors State compliance Templates Archives Attorney matching service Accountant matching service Business brokers Funding of Exchange Start-up Operations Cross-links B Lab B Corporations Chicago chapter, Business Alliance CFED Draper Richards Foundation Ashroka International KIVA Clean Tech Partnerships Information Technology askSAM Structure of database Screen displays Forms software team test runs costs funding management training debugging new versions marketplace promotion Communications VoIP technology customer services costs video conferencing Vendors Skype Facebook / Global Go To Meeting
Hardware video camcorder headset with mike Software Moderating Audio switch Video displays Room Panels/tables collage of particpants individual participant Switch among screens Operating system Linux Server:
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Latest page update: made by jimmiller5417
, May 19 2010, 3:03 PM EDT
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