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Orbis Cascade Alliance

Finance Team

Monday, October 20

8:00 am to 9:00 am

 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. 

8:00 am        Welcome

8:05 am        Collaborative Workforce Proposal – All                       

8:30 am        Review First Quarter budget report – Michelle and Debi

8:50 am        Wrap-up and next steps


 Next meeting:  December 8, 2014, 11:00 am to 12:00 pm, Go to Meeting

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