The Summit Study Group Membership Guidelines



  • Regular number of members: maximum 18, minimum 10.
  • The gross income requirement for all members is a minimum of $400,000, which may include both professional fee and/or commission revenue.
  • New qualifying members of The Summit Group are provisional for the first year. During provisional status they have voice, but no vote.
  • No more than two members may be from the same practice and one individual per practice is preferred.
  • Two meetings per year commencing on Wednesdays during the months 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.  The semi-annual meetings end by 1:00 p.m. on Friday. Attendance at all meetings is expected. Members should schedule around meeting dates.
  • 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.
  • 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.
  • “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.
  • Members are expected to make presentations on subject matter from which fellow members will benefit.
  • 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.
  • What is shared is private to the group… open presentations are expected.
  • Members must stay at Hotel of host’s choice.
  • Communications among members between meetings on important topics is expected. E-mails are the preferred method of communications.
  • 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.