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Orbis Cascade Alliance

Finance Team

Thursday, August 21

11:30 am to 1:00 pm

Charge: 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 annual audit and any other fiscal matters that arise.
    • Reviewing, accepting and recommending for Board of Directors approval the annual 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.

Annual Goal: The Board requests that the Finance Team provide recommendations that will guide management of the Collaborative Workforce program.

I. Welcome – Michelle

II. Collaborative Workforce program discussion with Alliance team leaders

III. Collaborative Workforce principles – All

IV. Next Steps – All

Next meeting:  Thursday, September 11, 9 am to 5 pm, location TBD