Orbis Cascade Alliance
Monday, March 2, 2015
2:00 pm - 3:00 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.
2:00 pm Welcome
2:05 pm Budget
2:55 pm Wrap up
Next meeting: Thursday, April 9, 2015; 11:00 - 12:00 pm via Go to Meeting
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