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PMA Structuring & Banking Solutions
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PROGRAM ROAD MAP - includes Weekly Instructions, Assignments and Slidedecks
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Chapter 1: Introduction to Banking, Organization, Contracts and Laws12 Topics
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Topic 1: Contracts and Laws
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Topic 2: Sea of Contracts
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Topic 3: What is your Status or Position in the Contract?
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Topic 4: Types of Contracts and Businesses
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Topic 5: What is an Annuitant?
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Topic 6: Personal Information Banks PIBs
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Topic 7: How is the Government structured?
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Topic 8: Birth Certificate and it's Value Creation
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Topic 9: Disadvantages of Government Contracts
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Topic 10: What are Your Rights to Contract
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Topic 11: How Do You Make A Claim?
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Topic 12: Review
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Topic 1: Contracts and Laws
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Chapter 2: Unincorporated Associations, PMA's, Tax Exemptions19 Topics
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Topic 13: What is a PMA?
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Topic 14: Knowing the Rights & Benefits of a PMA
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Topic 15: What's Next
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Topic 16: Styles of Business, Registering Vs. NOT Registering
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Topic 17: PMA's, Unincorporated or Incorporated?
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Topic 18: Is the PMA acting under its purpose?
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Topic 19: PMA as a Social Enterprise
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Topic 20: Administrative and Operational Structures can create benefits as a simple solution
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Topic 21: Potential Consequences: Registering Vs. NOT Registering
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Topic 22: What is the Solution?
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Topic 23: Security & the Estate
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Topic 24: Administrative Set up of a PMA
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Topic 25: Income Tax Exemptions
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Topic 26: Bank Account for Tax Exempt Entity
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Topic 27: The Operational Set ups of PMAs
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Topic 28: What does a Public Notice do?
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Topic 29: Securing the PERSON aka The Estate
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Topic 30: Review
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Topic 31: Visual Examples of the Registered Clients & Public Vs. Private
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Topic 13: What is a PMA?
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Chapter 3: Getting your Tax Exempt Entities9 Topics
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Topic 33: Overview of Law Jurisdictions
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Topic 34: The Evolution of Canada not being a Country
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Topic 35: Clearfield Doctrine
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Topic 36: What Lawyers Say about Un-Incorporations
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Topic 37: What Cornell University Lawyers have to say about Un-incorporations & USA Contract Statute
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Topic 38: AMERICA: Getting Your Foreign Grantor EIN Entities
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Topic 39: AUSTRALIA: Getting your ABN for your Unincorporated Association
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Topic 40: FOR CANADA - Call CRA and get clear on name & addy details on file
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Topic 41: CANADA: Getting your Registered Client | Entities
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Topic 33: Overview of Law Jurisdictions
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Chapter 4: Reviewing Benefits of the Entities and a Guest Speaker on his Entities2 Topics
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Chapter 5: Live Life Claim and Shopping LIst2 Topics
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Chapter 6: Document Set Review and Trust conversations17 Topics
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Topic 46: Overview of Program Structure
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Topic 47: Overview of Document sets we are about to walk through
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Topic 48: Review of Documents You have created so far
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Topic 49: Visual of the Trust and UA and what relationships are involved with a trust
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Topic 50: What are Trusts?
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Topic 51: What is a Constructive Trust?
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Topic 52: What is an Irrevocable Trust?
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Topic 53: Why would I want to set up an Irrevocable Trust?
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Topic 54: What is a Grantor?
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Topic 55: Can you play different roles in Trusts?
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Topic 56: Can you be both a Grantor and another role in the trust?
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Topic 57: What is the job of the Trustee?
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Topic 58: What is an Express Trust?
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Topic 59: What is a Resulting Trust?
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Topic 60: What is an Implied Trusts and types (Constructive & Resulting)?
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Topic 61: What is Beneficial Interest of a Trust?
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Topic 62: Everything is about creating trusts and contracting
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Topic 46: Overview of Program Structure
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Chapter 7: The Trust Indenture Articles17 Topics
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Topic 63: Declaration of Trust/ Trust Indenture
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Topic 64: Article 1, Definitions
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Topic 65: Article 2, Preamble
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Topic 66: Read & Know YOUR documents
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Topic 67: Filling out the Trust Indenture
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Topic 68: Adding Property like your offspring to the Trust
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Topic 69: Witnesses to the Trust conveyance / Fidelity Ceremony
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Topic 70: Lawful & LEGAL consideration for the Trust
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Topic 71: Article 3- Intention
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Topic 72: Article 4- Rights
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Topic 73: Article 5 - The Purpose of the Trust
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Topic 74: Article 6 - Trust Property
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Topic 75: Article 8- Trustees Administrative Powers
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Topic 76: Article 9 - Trustee Indemnification
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Topic 77: Article 10 - Irrevocability & Article 11 - Situs
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Topic 78: Article 12 - Acknowledgment
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Review of the trust indenture
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Topic 63: Declaration of Trust/ Trust Indenture
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Chapter 8: Trust Documents11 Topics
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Topic 79: On the Bank Accounts
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Topic 80: Power of Attorney
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Topic 81: Indemnity Bond
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Topic 82: Security Agreement
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Topic 83: Public Disputes
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Topic 84: Subordination of Debtor's Debts
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Topic 85: This Whole Global game is about Banking, Commerce and Contracts
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Topic 86: The Beneficiary working WITH the Treasury to Audit the Accounts, aka W4 sandwich
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Topic 87: Visuals of the Accounts on the Private Side of the Ledger
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Topic 88: Schedule A
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Topic 89: Schedule B
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Topic 79: On the Bank Accounts
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Chapter 9: UA Documents: Minutes of The Meeting & Guest Speakers17 Topics
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Topic 90: Review of the "Agreement" Documents
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Topic 91: The iterations of your All Caps Name
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Topic 92: Minutes of the meetings
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Topic 93: Marketing & Advertising Strategies in the Minutes
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Topic 94: Let's finish up the Minutes of the meeting and review
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Topic 95: Minutes of the meeting- Article 1: Attendance
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Topic 96: Minutes of the meeting- Article 2: Administrative Amendments
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Topic 97: Minutes of the meeting- Article 3: Association Agenda
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Topic 98: Minutes of the meeting- Article 4: Operations
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Topic 99: Minutes of the meeting- Article 5: Holding Companies & Banking
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Topic 100: Minutes of the meeting- Article 6: Currently Held Assets
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Topic 101: Minutes of the meeting- Article 7: Intellectual Property
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Topic 102: Minutes of the meeting- Article 8: Marketing & Community Engagement
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Topic 103: Minutes of the meeting- Article 9: Next Meeting and Acknowledgement
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Topic 104: Quick review of the minutes
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Topic 105: Guest Speaker-CRA Issues before Registered Clients- Devon
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Topic 106: Guest speaker #2: Ali
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Topic 90: Review of the "Agreement" Documents
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Chapter 10: UA Documents: Constitution & Bylaws12 Topics
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Topic 107: Constitution
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Topic 108: Member examples of customized Constitutions
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Topic 109: Setting up Payment providers -merchant systems to your accounts
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Topic 110: Guest Chris | Some property challenges
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Topic 111: Guest Chris | Business Problems Solved
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Topic 112: Bylaws
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Topic 113: Bylaws | Article 1 & 2 | Offices & Board of Trustees (BOT) Section 1-6
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Topic 114: Bylaws | Article 3 | Committees Section 7-13
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Topic 115: Bylaws | Article 4 | Administrators Section 14-25
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Topic 116: Bylaws | Article 5 | Miscellaneous Section 26-31
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Topic 117: Bylaws | Article 6 | Notices Section 32
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Topic 118: Bylaws | Article 7 | Amendments Section 33
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Topic 107: Constitution
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Chapter 11: UA Documents: Notices & Membership Waiver5 Topics
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Chapter 12: Benevolence in Business, Endorsements, Processor Server8 Topics
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Topic 124: What is Benevolence in your Business?
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Topic 125: Rules of Signatures granting the trust by Christian Walters
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Topic 126: Financing Statements
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Topic 127: What does a Process Server Do?
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Topic 128: Elaborating on the documents going to the Process Server
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Topic 129: Some documents are legal size and some letter size
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Topic 130: Enforcing trust property- Example a bank account
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Topic 131: A little on the W4 Audit process
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Topic 124: What is Benevolence in your Business?
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Chapter 13: Financing Statements & Creating Your List for UCC and PPSR filing2 Topics
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Chapter 14: Chapter 14: Financing Statements Review, Business Operations, Process Server Preparation13 Topics
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Topic 134: Review on Financing Statements, Etc
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Topic 135: Alberta.ca- Personal Property Liens
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Topic 136: The Financing Statement Form- PPSA Security Agreement
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Topic 137: Filling out the Form Example
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Topic 137a: PPSR Filing for British Columbia
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Topic 138: Form #2- Attachment Order Financing Statement
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Topic 139: Questions about filling out the Financing Statement
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Topic 140: Managing the Accounts
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Topic 141: What is a payment processor?
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Topic 142: Question about Assigner & Agricultural lean
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Topic 143: Angela's UCC Financing Statement Example & Step by Step walk through
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Topic 144: Step-by-step Instructions for Process Server logistics
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Topic 145: Remember to Squash Overwhelm
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Topic 134: Review on Financing Statements, Etc
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Chapter 15: Dealing with Banks & Real World Experiences12 Topics
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Topic 147: Review- Bank Coaching Tips
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Topic 148: Angela's First Experience with the Bank
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Topic 149: First Guest Speaker: Francisco
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Topic 150: Q&A with Fransisco
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Topic 151: Guest Speaker: Nathan
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Topic 152: Q&A with Nathan
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Topic 153: Short story of a Banking experience as an Advisor for a Client
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Topic 154: Third Guest Speaker: Ali
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Topic 155: Guest Speaker Ali: Tips and Advice
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Topic 156: Last Guest Speaker: Ato
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Topic 157: Question Period
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158: Bonus Topic: Voucher/ Traffic Ticket information
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Topic 147: Review- Bank Coaching Tips
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Chapter 16: Course Review30 Topics
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Topic 159: Why banking is the major component of this course and why banking is actually just about contracts
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Topic 160: The system of Government that we happen to be in an Implied Relationship with
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Topic 161: The landscape of this Government Contract that we've entered into
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Topic 162: N A I C S codes website -North American Industry Classification System
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Topic 163: PIBs in government Civil Structures
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Topic 164: What are these Contracts we enter into?
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Topic 165: Benefits & Privileges of these Contracts & Disadvantages
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Topic 166: Your Rights to the Contract
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Topic 167: Visiting your current location in the Sea of Commerce
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Topic 168: Salvage Claims
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Topic 169: Administrative Protection - Foundational Documents
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Topic 170: PMAs & Securing the Estate
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Topic 171: Security and the Estate for the Legal Person
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Topic 172: Administrative Set Up: PMA
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Topic 173: Un-INC Vs PMA
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Topic 174: Where do we get this Un-incorporation?
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Topic 175: Commercial use of a Un-Incorporation
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Topic 176: Function of the Registered Client -Trust/Other
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Topic 177: Example of a Registered Client
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Topic 178: Review on KYT Protocol or Procedure
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Topic 179: Discovering the Annuities in the Contract
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Topic 180: The Trust is an Agreement between the two parties, Trust & Association/Society
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Topic 181: Minutes of the Meetings, POA, Indemnity Bond
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Topic 182: Review of the Constitution
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Topic 183: Review of Bylaws
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Topic 184: Review Waivers, Notices & Notices to Agents
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Topic 185: Review Endorsements & Financing Statements
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Topic 186: Review on Managing the Accounts (Bank Accounts)
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Topic 187: Review on Getting a PPSR account
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Topic 188: Review on Bank Coaching, Tips & Scenarios
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Topic 159: Why banking is the major component of this course and why banking is actually just about contracts
Lesson 12,
Topic 5
In Progress
Topic 123: Example PMA Agreements
Lesson Progress
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Here are some example PMA documents that have been gathered over the years from a variety of sources. They were redacted back in the day and if you choose to use them as examples, please make them your own by customizing them for your Association. Know that you can use sections from each of them if that suits your needs, what you are creating is your own….make it so!
Main SBD PMA Structures Waiver Membership
and below are screen shots from Mountain Refillery provided by our very own advisor Susan Stokhof (I couldn’t get pages to open so had to do screenshots. This is a Brick and Mortar Business model).
