October 9, 2026
BD - New Business Client — 40 pts
BD - New Individual Client — 35 pts
BD - Take a Staff With You to Meeting — 10 pts
BD - Take a Prospect to Lunch or Breakfast — 65 pts
BD - Attend a Business Related Networking Event — 5 pts
BD - Attend Industry Trade Show or Convention — 8 pts
TS - Create and Teach an Internal CPE — 10 pts
CR - Take a Client to Lunch (Not During Fieldwork) — 45 pts
CR - Take a Client to Lunch During Fieldwork — 2 pts