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Forum:CEO Forum - San Diego
Chair:John Smith
Type:CEO
Members:12
Frequency:Third Thursday
Location:123 St SW, San Diego, CA, 92101, USA
Next Meeting Date: Mar 19, 2026
Todo Completion: 33%
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10:42●●● ◉ ■
10:42
Thu, 19 March
CEO Forum · San Diego On now
Forum Meeting
11 of 12 here · Dave Whitfield presenting
4:18remaining
DW2 todos due today · 1 still open
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10:44
Thu, 19 March
CEO Forum · San Diego
Forum Meeting4:18
Always-on display — no unlock, no app
9:41●●● ◉ ■
Next meeting
2days
Thu 19 Mar, 8:00 AM
CEO Forum · San Diego
Owed by you
✓Q3 numbers to Ed
✓Book Chair 1:1
✓Read Ch. 4
2 due before the meeting
Meeting day · Thu 19 Mar
11of 12attending
8:00AMstarts
2due1 still open
☉ 123 St SW, San Diego · 24 min from your office
9:41●●● ◉ ■
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9:41●●● ◉ ■
Discussions · 12 replies

Ron Meyers

RM
Ron Meyers · 6:04 AMBringing a hard one to forum — we are 40% off plan and I think I have to let two people go.
Catch me up12 replies
Gemini Nano is reading the thread on this phone…
MW
Marcus Webb · 7:12 AMPraying for clarity on this one, Ron. Can we talk Thursday?
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7:12●●● ◉ ■
7:12
Wed, 18 March
MWMarcus Webb · Replies2m
Replied to your prayer request
“Praying for clarity on this one. Can we talk Thursday?”
ReplyI’m prayingOpen
✓ Marcus has been told you’re praying
C12 · Meeting reminders7:00
Forum Meeting tomorrow, 8:00 AM
123 St SW, San Diego · 2 todos still open before you arrive
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9:41●●● ◉ ■
Whitfield Millwork

My Numbers

Q3 revenue
$4.28M
trailing
+11%on plan
▲ Gross margin 38.4% · up 1.2 pts
4.1
Months of runway$812K cash on hand
September report — submitted
2 Oct · visible to John Smith and your forum group
October report — due 3 Nov
Not started
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9:41●●● ◉ ■
Whitfield Millwork — FY2025 statements
Return on capital employed14.2%
Sales growth rate11.4%
EBITDA18.6%
Expanded market capacity+2 states
Owner’s equity ratio0.62
Headcount34
Hold steady — ML Kit is reading your Economic Value Add figures
7:52●●● ◉ ■
Stewardship Under Pressure
March Curriculum · Stewardship Under Pressure
6:14-11:02
15s▶30s
1.25×↓ Downloaded☰ Sections
7:58●●● ◉ ■
Stewardship Under Pressure
Section 2 · arriving 8:09
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Android Auto — 123 St SW, 11 minutes away
9:41●●● ◉ ■
C12
Forum Meeting — March
CEO Forum · San Diego
Date
Thu 19 Mar
Starts
8:00 AM
Venue
123 St SW
Dave Whitfield · Member since 2019
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☉Directions · 24 min from your office›
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9:41●●● ◉ ■
After your CORE presentation

Two minutes?

0:00 Done
9:41●●● ◉ ■
One commitment

Two homes

In C12
✓
Q3 numbers to EdDue in March · Ed can see this
✓
Bring 90-day cash planApril forum
✓
Read March curriculumMarch
◯In Google Tasks
✓
Q3 numbers to EdMarch · C12 list
✓
Bring 90-day cash planArriving at 123 St SW
✓
Read March curriculumLeaving the office
Tick either one. Both update. The Chair sees it either way.
Two App Actions, not a builder
☉When I leave 123 St SWAsk me to record my commitments›
✉When I next message Ed GainesRemind me about the Q3 numbers›
9:41●●● ◉ ■
CEO Forum · San Diego

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Forum Meeting — March
Thu 19 Mar · 8:00 AM · 123 St SW
Q3 numbers to Ed
Due in March
Ron Meyers replied
12 replies in Discussions
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9:41●●● ◉ ■
Dave Whitfield · Whitfield Millwork

CORE 2026

Your presentation
7of 12
58% prepared
Presenting Thu 14 May · 54 days
🔒 Every section is encrypted. Only you and your Chair.
↶Carried from CORE 2025
Financial Management1 year “Can you hold margin through a downturn without cutting the people who built it?”
Personal Issue90 days “What does Laura think you should do, and have you asked her?”
Sections
✓ Revenue GenerationCompleted 2 Feb9
✓ Financial Management5 of 5 EVA figures — scan your P&L10
✓ Balance Wheel Trends3 years plotted11
✓ Key Questions2 carried forward · 0 new12
7 more · Personal Review, Ministry, SWOT…
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