Tasking Calendar
The dates are approximate since they will fluctuate from year-to-year.
The purpose here is to provide a "heads-up" so that necessary tasks are not forgotten and "slip through the cracks".
- January
- Annual Meeting -- mid-month
- February
- March
- April
- May
- June
- July
- August
- September
- Budget proposal
- Budget approval -- if ready before the board meeting
- If >6%, schedule approval for Annual mtg
- October
- Budget approval -- at the board meeting -- latest date
- If >6%, schedule approval for Annual mtg
- November
- Prep for Annual Mtg
- Proxies proof-read and approved -- early
- Waiver for audit
- December
- Prep for Annual Mtg
- Proxies sent -- early in the month