Fundamentals
All About Dupes
BoardIQ Database
Agenda
Easy Peasy Lemon Squeezy
2

A brief description about the company, is usually obtained from the About Us section of the company website

Company Description

2

A thing that is exactly like something else, especially through having been copied.

Duplicate

2

Narrative details terms about a fund boards mandatory retirement policy.

Retirement Term

2

C-suites, corporate secretary, president.

ELOs

2

Editor, Board IQ.

Alex Cardno

4

This field is used to identify the more common name (or short name) for the account.

Doing Business As

4

A section in Salesforce which can show potential duplicates.

DupeBlocker Potential Duplicates

4

Details about compensation for a corresponding year.

Compensation Term

4

Liquidation. The company is past the stage of recovery and must sell off assets to pay their creditors.

Chapter 7 Bankruptcy

4

Formerly known as Money-Media.

FT Specialist US

6

We should not attempt to restore these in compliance with GDPR.

Anonymized Contacts

6

A place in Salesforce where we can restore merged accounts/contacts.

Recycle Bin

6

Notes current professional roles and past experience for directors.

Principal Occupation

6

Gives a company an opportunity to reorganize its debt and try to reemerge as a healthy business.

Chapter 11 Bankruptcy

6

The ________ is an Enterprise available to all FT Group employees on request to ensure the FT is fully AI literate and to identify AI-related use cases and innovations that can drive creativity and efficiency.

ChatGPT

8

A field in account pages in Salesforce should represent millions of US dollars.

Annual Sales ($Mil)

8

⭐⭐⭐⭐⭐ Give at least 5 Contact Duplicate Scenarios.

Exact Email Address, Contact Name, Account Name, Phone Number, Contact in Unassigned Account, CRD Number, Alias, Former Employment, Member Subscriptions, External Persons IDs

8

The correct compensation for a new Trust that hasn't completed a Fiscal Year.

N/A

8

Submission of Matters to a Vote of Security Holders.

5.07

8

A tax-free FT Manila Voluntary Retirement Savings Plan intended to assist in achieving financial independence at retirement age.

BDO PERA / Voluntary Retirement Savings Plan

10

This is a feature Chris created, which will allow the marketing team to better tag our contacts. Overtime, this will enable us to do even better targeting. All contacts should be tagged appropriately based on the project that we are working on.

Marketing Tags

10

The process of creating a single contact profile when 2 or more contacts were found in SF (duplicate records for a person).

Merging of Duplicate Contacts

10

⭐⭐⭐⭐⭐ Each Fund, pays each of its Trustees who is not an officer or employee of MassMutual a fee of $39,530 per quarter plus a fee of $6,700 per in-person meeting attended plus a fee of $6,700 for the annual Contract Committee meeting. The Chairperson of the Board is paid an additional 40% of the quarterly fee, the in-person meeting fee, and the Contract Committee meeting fee. The Chairpersons of each of the Audit Committee and the Contract Committee are paid an additional 10% of the quarterly fee, the in-person meeting fee, and the Contract Committee meeting fee. The Chairperson of the Nominating and Governance Committee is paid an additional 7% of the quarterly fee, the in-person meeting fee, and the Contract Committee meeting fee. Such Trustees who serve on the Audit Committee, including the Chairperson, are paid an additional 4% of the quarterly fee, the in-person meeting fee, and the Contract Committee meeting fee.

Annual Retainer: 158,120
Meeting Fee: 6,700
Chairman of the Board fee:
Audit committee Chair fee:

10

⭐⭐⭐⭐⭐ 0000886158

CIK Code of Bed Bath & Beyond, Inc./20230930-DK-Butterfly-1, Inc.

10

FT event to upskill and build confidence in using AI tools in the workplace.

Global AI Immersion Week

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