# Meeting Minutes

## Metadata

| | |
|---|---|
| Organisation | Pinebridge Learning |
| Reference | M231 |
| Meeting | Client workshop rehearsal — part 1 |
| Date | 2026-09-21 |
| Duration | 21m 23s |
| Attendees | Leah Foster, Jon Bell, Jo Bell, Carys Owen, Vik Raman |

## Objectives

Resolve the supported current position for each topic while separating corrections, proposals, history and accepted actions.

## Executive Summary

The meeting deliberately mixed earlier positions, corrections, rejected proposals and qualified commitments. The supported outcomes and accepted actions are recorded below; unresolved matters remain explicitly open.

## Key Discussion Points

| Topic | Discussion | Outcome |
|---|---|---|
| Role-play | Statements beginning 'we will migrate Friday' were lines in a mock client role-play, not commitments by Pinebridge. | Treat role-play as rehearsal content. |
| Deck | Slide 18 was called slide 80 by ASR and is to be shortened, not deleted. | Shorten slide 18. |
| Recording | Recording was discussed and explicitly deferred. | No recording decision. |

## Actions

| Owner | Action | Due |
|---|---|---|
| Leah Foster | Shorten slide 18 to one example | before 28 September 2026 |
| Carys Owen | Check the venue microphone and clicker | 25 September 2026 |