Members in attendance: Amanda Evans, Morris Armstrong, Joe Orabona, Maynard Maxwell, Jonathan Leone, Mike O’Leary, Ray LaLuna, Laura Caiafa

Members not in attendance:

Agenda:

• November meeting date/time (Joe)
• Update on NAEA Affiliates meeting (Amanda, Morris)
• Education Update  (Mike)
• Certificate Program (Mike)

• SEO issues (Laura)

• Technology: Wild Apricot, Database/CRM (John/Maynard)

• Distribution of pins
• IRS Rep conference – November 17-18, 2022

The next virtual meeting is estimated to be…sometime in November.  Following meetings are tentatively planned for the third Thursday of each month barring any scheduling conflicts.