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Orbis Cascade Alliance

Finance Team

Monday, December 19, 2016

10:00 am - 11:00 am

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.



    1. Welcome and review of notes from November 17  - Dena (draft notes)





Next Meeting: Monday, January 9, 2017; 12 - 1p (Go To Meeting)