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Orbis Cascade Alliance

Finance Team

Monday, December 18

10:00 am to 11:00 am

 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. 


10:00 am      Welcome

10:05 am      Collaborative Workforce Proposal

10:30 am       Budget planning

                         Task force with CCD

10:45 am       Wrap-up and next steps        

 Next meeting:  TBD - please answer the SurveyMonkey poll 

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