Guidelines

  • Number of Members

    Regular number of members: maximum 18, minimum 10.

  • Production Requirement

    The production requirement has been set at $400,000 of gross business revenue, which may include fee and/or commission revenue.

  • New Members

    New qualifying members of The Summit Group are provisional for the first year. During provisional status they have voice, but no vote.

  • Practice

    No more than 2 members may be from the same practice and 1 individual per practice is preferred.

  • Meeting Dates

    Two meetings per year commencing on the third Wednesday of January and July.  The start time is the host’s discretion but will be no earlier than 1:00 p.m. on Wednesday and no later than 8:00 a.m. on Thursday.  They are to end by 1:00 p.m. on Friday. Attendance at all meetings is expected. Members should schedule around meeting dates.

  • Meeting Locations

    Meetings will rotate among member locations. The member who hosts the meeting prepares the agenda and sends it to the other members two calendar months prior to meeting. Members are expected to submit subject suggestions to the host of the next meeting, after the current meeting has ended.

  • Program Details

    Host handles all program details. All meeting costs are shared equally by all members; including any who do not attend. Host does not share in presentation responsibility.

  • Business Meetings

    “Members Only” business meetings are to be held on the Friday of each gathering and conducted by the President.  The Secretary is to take notes and distribute them to members within ten (10) days following the meeting.

  • Presentations

    Members are expected to make presentations on subject matter from which fellow members will benefit.

  • Admissions

    Admissions and expulsions must be unanimous. Withdrawal from the group requires written notice two months prior to the next scheduled meeting, sent to the scheduled host (otherwise, you owe the meeting fee). Admission is by invitation and proposed member gives presentation at his/her first meeting.

  • Privacy

    What is shared is private to the group… open presentations are expected.

  • Hotels

    Members must stay at Hotel of host’s choice.

  • Communications

    Communications among members between meetings on important topics is expected. E-mails are the preferred method of communications.

  • Approvals

    Any change in our guidelines must be approved by 2/3 of members present at a meeting; failure to meet the 2/3 approval, means the item would be rejected.