November 2014

Post date: Oct 19, 2014 12:10:20 AM

The treasurer transition from Gary Wolff to Joe Ossmann is about 90% complete. The committee is awaiting the End-of-year Fundraising Appeal letter, and is prepared to move it forward once it receives it. The committee is reviewing standard record retention policies to guide what records we retain and discard.

The CofC referred a proposal on Conference Scholarships to the committee. This is the committee’s recommendation:

The Finance Committee does not support dedicating surplus funds from the previous year’s conference to scholarships. We support the practice of budgeting $5k from AVPUSA funds for scholarships, independent of surplus or deficit from the prior year. The Conference Committee can still build in additional funds (through registration fees and fundraising) into their budget to support additional scholarships.

The committee accepted John Michaelis’ request to be released from the committee, and thanks John for his service.