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Orbis Cascade Alliance

Finance Team

Thursday, September 11

9:00 am to 5:00 pm

Matthews Hall, Willamette University

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.

9:00 am Welcome

9:10 am Collaborative Workforce Proposal

  • Review summary of meeting discussions and research
  • Develop guiding principles section
  • Develop shared work principles section

12:00 pm Working Lunch

  • Discuss/identify potential business models

1:30 pm Finalize Collaborative Workforce proposal draft

4:00 pm Discuss presentation to the Board on Sept. 24

4:45 pm Wrap-up and next steps

Next meeting:TBD