UBI Works Ken + Liam — Donor Deck & Event Planning — 2026-05-28
Summary
Tactical sync between ken and liam-wilkinson (“UBI” in transcript). Two threads: (1) partner-organization event at Impact Hub (smaller room for cost control, framed around connection-building not single-speaker), and (2) donor re-up letters + May 2026 donor deck finalization.
[Source: Zoom meeting summary, gmail_id 19e6f2ec3f7bef90, 2026-05-28]
Key Decisions
- Event format: Partner-organization centric (not single speaker), connection-building framing. Smaller Impact Hub room chosen for cost + location. UBI Works to provide small table. [Source: Zoom meeting summary, 2026-05-28]
- Donor letters prioritized over deck: Re-up letters must go out before June. Liam personalizing emails referencing previous Floyd correspondence. Deck updates won’t block letter send. [Source: Zoom meeting summary, 2026-05-28]
- Deck approach: Incremental edits to May 2026 deck (not new version). Remove growth bar chart, add cumulative reach/audience growth. [Source: Zoom meeting summary, 2026-05-28]
Action Items
Ken
- Draft + send invitation emails to Eric Lombardi and Melody (partner-org framing); coordinate partner invitation lists
- Incremental updates to May 2026 donor deck; coordinate with Liam on progress
Liam (“UBI”)
- Finalize donor deck: populate empty slides, remove bar charts, add cumulative reach
- Send personalized donor re-up letters before June (referencing prior comms)
- Working session with Tempo at 12:30
- After donor letters: finish two new learning channels for new members + reach out to old members for re-up (target Monday)
Joint
- Revisit donor deck progress before 5pm to align
See Also
- ubi-works
- ken
- liam-wilkinson
- eric-lombardi (if page exists)