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Orbis Cascade Alliance

Finance Team

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