If you get invited then you will likely be giving a report to the board on your area of responsibility. Specifically on a key accomplishment.A successful shareholder meeting is built on a wellcrafted plan. The first step is to determine the date, time, and location for the meeting. A meeting of shareholders shall be held each year for the election of directors and for the transaction of any other business that may come before the meeting. Identify annual shareholder meeting requirements and simplify your planning with a checklist of the steps and processes needed for success. On Wednesday, December 18th, 2024, NAMI Broward County held its Annual Membership Meeting, which took place virtually via Zoom at pm. I'd like to share some tips with firsttime CEOs running their first board meeting. Mistakes can be easily avoided if you know what to do. Please also fill out form 8B prior to the meeting. PAGE. 1.