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Orbis Cascade Alliance

Finance Team

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. 

AGENDA 

2:00 pm   Welcome

2:05 pm    Budget 

2:40 pm   Collaborative Work Force March Council Discussion

2:55 pm   Wrap up


Next meeting:  Thursday, April 9, 2015; 11:00 - 12:00 pm via Go to Meeting

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