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Establish/transfer merchant account(s)
Close existing accounts/forwarding address
Insurance Issues
Item/Action
Responsible
Person(s)
Deadline
Date
Comments
Obtain copies of the following:
Convention cancellation policy
Directors and officers liability policy
General liability policy
Dishonesty/fidelity bond
Other insurance
Notify carriers/agents of new address/
Management
Inventories
Item/Action
Responsible
Person(s)
Deadline
Date
Comments
Determine status of:
Electronic media (a/v tapes, CD-ROMs)
Membership certificates/cards/pins
Branded merchandise
Publications
Newsletters
Directories
Office Supplies
Other items
Determine existence/contents of off-site storage
Obtain copies of order forms, sales history
and pricing policy