1. New Member Presentation Name of Company Owner Name

2. Outline  Professional Background  Personal Interests  Business Overview  Business Challenges  Business Goals and Successes  Why TAB

3. Professional Background  Grew up where?  Highlights of working experience  How got started in the business  Strengths/expertise  Role in the business

4. Personal Interests  Hobbies  Family  What are you passionate about

5. Business Overview  What does your business provide  How long in business  Revenues? Number of employees?  Unique Sales Proposition – why would someone do biz with you vs. competitors?  Competitors?  How do you make money?

6. Organization Structure You  Do you have partners? What are their roles?  Are there any family members in key roles?

7. Business Challenges  What are the tactical issues you have?  What are the strategic issues you have?  What is keeping you up at night?  If partners – how would you describe the health of the partnership?  If family business – any issues with family members impacting the business?

8. Business Goals and Successes  Short term goals (1 year or less)  Long term goals (3-5 years)  What do you suspect is your exit strategy  Family succession; sell; shut down;employee buy  Business successes/accomplishments/awards

9. Why TAB  Why did you join TAB?  What do you need from your board to take it to the next level?  Candidness  Accountability  Ask you the tough questions  Etc…..