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UBI Works — Event Planning, Email Ops & Donor Strategy (Ken + Liam)

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UBI Works — Event Planning, Email Ops & Donor Strategy

Date: 2026-06-17
Participants: Ken Yang, Liam Wilkinson (UBI)
Source: UBI Works Personal Meeting Room (Zoom AI summary) [Source: zoom@ubiworks.ca, gmail_id 19ed673e8288dd9d, 2026-06-17]

Quick Summary

Follow-up to June 16th meeting. Ken and Liam reviewed Stefan’s absence from the upcoming conference, attendance strategy, email marketing improvements, cash flow challenges, and planned a “whale deck” for major donors. [Source: Zoom summary, gmail_id 19ed673e8288dd9d, 2026-06-17]

Event Planning

  • Stefan unable to attend the upcoming conference due to scheduling conflict with another conference [Source: Zoom summary, 2026-06-17]
  • Ken planning to follow up with partners to increase attendance numbers [Source: Zoom summary, 2026-06-17]
  • Liam handling lease request for after-hours event space [Source: Zoom summary, 2026-06-17]
  • Event to be posted on Eventbrite [Source: Zoom summary, 2026-06-17]
  • Ken to post on organization’s social media; check Big Housing Affordable Discord (NOT post before speaking with Brendan Bay) [Source: Zoom summary, 2026-06-17]
  • Community member to be asked to post on Reddit (Ken and the org do not have an account) [Source: Zoom summary, 2026-06-17]

Email Marketing Updates

  • Mailchimp contacts: need to send revised welcome email to ~400 new contacts [Source: Zoom summary, 2026-06-17]
  • Pop-up to show only to new visitors who have viewed less than 3 pages lifetime; not to trigger again for 30 days [Source: Zoom summary, 2026-06-17]
  • Squarespace form creation: must map to correct Mailchimp audience (“website form inbounds”) — avoid creating separate audiences [Source: Zoom summary, 2026-06-17]
  • Apply same email formatting changes (mobile width etc.) to default intro email automation in Mailchimp [Source: Zoom summary, 2026-06-17]

Financial Situation

  • Cash flow challenges: UBI Works not over annual budget but experiencing timing issues — donor payment updates don’t align with actual payments received [Source: Zoom summary, 2026-06-17]
  • Requested advances from the bank [Source: Zoom summary, 2026-06-17]
  • Ken suggested creating a “whale deck” for major donors (different from institutional deck) [Source: Zoom summary, 2026-06-17]

Stefan/Mazzucato Connection

  • Liam mentioned having reached out to Marina Mazzucato already (Ken also contacted her for potential collaboration) [Source: Zoom summary, 2026-06-17]
  • Stefan had an email thread about contacting Mazzucato via the director’s team; Liam to forward to Marina Moscato [Source: Zoom summary, 2026-06-17]

Action Items

Ken:

  • Read at least one chapter of Stefan’s PhD thesis on land rent methodology; forward to Liam [Source: Zoom summary, 2026-06-17]
  • Follow up with event partners to remind them to share the event with their networks (increase RSVPs) [Source: Zoom summary, 2026-06-17]
  • Post event on organization’s social media [Source: Zoom summary, 2026-06-17]
  • Check activity on Big Housing Affordable Discord (do NOT post before speaking with Brendan Bay) [Source: Zoom summary, 2026-06-17]
  • Ask someone in the community to post on Reddit [Source: Zoom summary, 2026-06-17]
  • Put event on Eventbrite [Source: Zoom summary, 2026-06-17]
  • When creating new Squarespace forms: ensure mapped to correct Mailchimp audience (“website form inbounds”) [Source: Zoom summary, 2026-06-17]

Liam (UBI):

  • Forward Stefan’s email thread (re: contacting Mazzucato via director’s team) to Marina Moscato [Source: Zoom summary, 2026-06-17]
  • Finalize and send lease request for after-hours event space [Source: Zoom summary, 2026-06-17]
  • Pick up brother (Wayne Green) from Montreal [Source: Zoom summary, 2026-06-17]
  • Highlight sprint plan to Floyd; give him a chance to provide input [Source: Zoom summary, 2026-06-17]
  • Send revised welcome email to ~400 new contacts [Source: Zoom summary, 2026-06-17]
  • Adjust website pop-up: new visitors only, <3 lifetime page views, do not trigger for 30 days [Source: Zoom summary, 2026-06-17]
  • Apply email formatting changes (mobile width) to default intro email automation in Mailchimp [Source: Zoom summary, 2026-06-17]

Ken + Liam (After conferences/events):

  • Create updated “whale deck” for major donors (Avi Bryant, Floyd Marinescu) [Source: Zoom summary, 2026-06-17]

See Also

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