PowerPoint / Keynote Files
Sample Investment Committee Resignation Letter (MS Word/PPT)
Sample Committee Meeting Minutes (MS Word/Canva/PPT)
Sample Committee Meeting Agenda (MS Word/Canva/PPT)
Sample Investment Committee Appointment Letter (MS Word/Canva/PPT)
Sample Committee Charter (MS Word/Canva/PPT)
Sample Code of Ethics (MS Word/PPT)
Identifying Plan Fiduciaries Worksheets (MS Word/PPT)
Committee Member Identification Worksheet (MS Word/PPT)
Committee Meeting Planning Worksheet (MS Word/PPT)
Info Sheet for Changing Providers Handout (PPT/Canva)
6 Tips for Changing Providers Handout (PPT/Canva)
Advisor Evaluation Form Handout (PPT/Canva)
Winning Pitchbook Editable Files (PPT/Keynote)
Committee Set-Up Slide Deck (PPT/Canva)
Conflict of Interest Educational One-Sheet (PPT/Canva/MS Word)
Committee Set-Up Presentation Packet (PPT)
Committee Services Marketing One-Sheet (PPT/Canva)
Investment Committee Starter Kit (PDF/PPT/Canva)
Service Model Graphics (PPT)
