Finance Committee

Documents

Charge

The Finance Committee is responsible for the following:

  1. Recommending new and revised financial policies.
  2. Reviewing investments and making recommendations regarding the investment portfolio.
  3. Facilitating communication between external auditors and the Board of Directors in connection with the audit and any other fiscal matters that arise.
  4. Reviewing, accepting and recommending for Board of Directors approval the annual financial statements.
  5. Ensuring compliance with governmental regulations, including filing of federal and state tax documents.
  6. Communicating all relevant matters to the Board of Directors as necessary.

Membership of the Finance Committee will consist of: the Treasurer, (who serves as Chair); the Alliance Past-Chair; one additional Board member; and three Council members (non-voting). Members of the Committee are appointed by the Alliance Chair annually for a two-year term. The Alliance Executive Director and Finance Manager serve as ex-officio members with no voting rights, and are recused from audit discussions. (updated 4-28-2021)

The work of the Finance Committee is normally accomplished by mail, fax, email, and telephone.

Members

Chelle Batchelor

Western Oregon University

Term: July 2020 – June 2021

Natalie Beach

Board Past-Chair

Chemeketa Community College

Term: July 2020 – June 2021

Michael Brown

Clark College

Term: July 2020 – June 2022

Mark Dahl

Board Treasurer; Chair, Finance Committee

Lewis & Clark College

Term: July 2020 – June 2022

Pronouns: he/him

Dena Hutto

Reed College

Term: July 2016 – June 2021

Craig Milberg

Council Liaison, Unique & Local Content Team

Willamette University

Term: July 2019 – June 2021

Pronouns: he/him

Staff

Photo of Amy Wheeler

Amy Wheeler

Finance Manager

Orbis Cascade Alliance

Work Phone: (541) 583-0244

Pronouns: she/her/hers