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Orbis Cascade Alliance

Finance Team

Thursday, April 7, 2016

11:00 am - 12:00 pm

Charge (Updated): The Finance Team is responsible for the following:

  • Recommending new and revised financial policies.

  • Reviewing investments and making recommendations regarding the investment portfolio.

  • Facilitating communication between external auditors and the Board of Directors in connection with the audit and any other fiscal matters that arise. 

  • Reviewing, accepting and recommending for Board of Directors approval the audited financial statements.

  • Ensuring compliance with governmental regulations, including filing of federal and state tax documents.

  • Communicating all relevant matters to the Board of Directors as necessary.



11:00 am     Welcome

11:05 am     Updates
•    Tax returns – Debi
•    Financials update – Debi and Michelle
•    Overhead rate – Michelle
11:35 am   Finance Team training prior to Summer Meeting – Debi and Michelle

12:00 pm    Adjourn

Next meeting:  Thursday, May 5, 2016, 11:00a - 12:00p via Go to Meeting