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Orbis Cascade Alliance

Finance Team

Thursday, June 2, 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.
 

AGENDA

 

11:00 am     Welcome
  • Welcome to Dena Hutto, incoming Treasurer and Finance Team Chair

11:05 am     Updates
•    Summer Finance Team training - All
11:35 am   Policy Statements - Michelle

12:00 pm    Adjourn


Next meeting:  Tuesday, July 12, 2016, 1p - 5p (Finance Team training, Warner Pacific College, room TBD)  AND Thursday, July 14 10:00a - 11:00a (Warner Pacific College, room TBD)