Orbis Cascade Alliance
Thursday, March 3, 2016
11:00 am - 12:00 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 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.
11:00 am Welcome
11:05 am Updates
- Tax returns – Debi
- Budget updated from Board meeting – Michelle
11:45 pm Policy revisions
12:00 pm Adjourn
Next meeting: April 7, 2016, 11:00a - 12:00p via Go to Meeting