Orbis Cascade Alliance
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)