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Orbis Cascade Alliance

Finance Team

Thursday, November 17, 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.


  Marilyn Moody will be our note taker

    1. Welcome and review of notes from October 24  - Dena (revised draft notes)

    2. FY16 Tax Return - Dana & Dena (FY16 draft tax return*)

    3. HrTF update with focus on financial implications - Dana, Faye, Dena

    4. Budget initiatives as part of the budget proposal - Dana

    5. Adjourn

Next Meeting: Monday, December 19, 2016; 10 - 11a (Go To Meeting)