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SUMMARY AND TRANSCRIPT OF CONFERENCE CALL CFA BOARD OF DIRECTORS AUGUST 13, 2013, Secretary s note: This index is provided only as a courtesy to the readers and is not an official part of the CFA

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1. Start by gathering all the necessary information. Before filling out the summary and transcript, make sure you have all the required details in front of you. This may include the date of the event or meeting, the names of the participants, key discussion points, and any relevant documents or presentations.
2. Begin with the summary section. The summary is a concise overview of the main points discussed or presented. To fill it out effectively, carefully review your notes or recordings and identify the key ideas or conclusions. Write a brief paragraph that accurately captures the essence of the event or meeting.
3. Move on to the transcript section. The transcript provides a verbatim record of the conversation or dialogue that took place. To fill it out, listen to any audio recordings you have or review your notes. Write down the exact words spoken by each participant, including any questions, comments, or responses. It is important to be as accurate as possible to maintain the integrity of the transcript.
4. Proofread and edit your work. Once you have completed the summary and transcript, read through them carefully to check for any errors or inconsistencies. Make sure the information is clear and accurately represents the event or meeting. Edit any grammar or spelling mistakes to ensure a professional final document.
5. Submit or share the summary and transcript as required. Depending on the purpose of the summary and transcript, you may need to submit them to a supervisor, distribute them to meeting participants, or archive them for future reference. Follow any specific instructions or guidelines provided regarding submission or sharing.

Who Needs Summary and Transcript of?

1. Researchers: Researchers may need a summary and transcript of an event or meeting to extract valuable insights or data for their studies. Having an accurate record allows them to reference specific information and draw meaningful conclusions.
2. Journalists: Journalists often require summaries and transcripts to gather facts and quotes for their articles. They can use the information to accurately report on a meeting, conference, or interview, ensuring their news pieces are reliable and informative.
3. Legal Professionals: Lawyers or legal teams may need summaries and transcripts as evidence or reference for legal proceedings. These documents can provide a comprehensive record of discussions, witness testimonies, or negotiations that took place during a case.
4. Business Professionals: Business professionals may need summaries and transcripts to keep track of important meetings, presentations, or training sessions. These documents serve as reference material, allowing them to refresh their memory or share information with colleagues who were unable to attend.
5. Students or Educators: Students and educators can benefit from having summaries and transcripts for academic purposes. Summaries provide a condensed version of the content, while transcripts offer a detailed account, helping students study or educators prepare lesson plans.

By following these steps and considering the broad range of individuals who may require summaries and transcripts, you can efficiently fill out these documents and ensure they meet the needs of the intended audience.

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Summary and transcript of are documents that summarize important information or events, usually in a legal or official context.

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Summary and transcript of should be filled out by providing accurate and detailed information about the relevant events or information in the specified format.

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The purpose of summary and transcript of is to provide a concise and accurate account of important information or events for record-keeping or legal purposes.

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The information that must be reported on summary and transcript of will vary depending on the specific requirements of the requesting party, but generally it should include relevant details and dates.