Budget & Finance Committee Meeting

Contact: David Nolle
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29
May
2019
Duluth
May 29, 2019 11:45 AM – 1:00 PM
Rotary Office
207 West Superior Street
Suite 201
Duluth, MN  55802
United States of America

Agenda items include:

  • Formation of 2019-2020 Club Budget(s) (Operating and Pledge) and preparation for submission to board for approval for action at its June 18 meeting
  • Finalization of FY2018 990 and Financial Statement Compilation
  • Review and implementation of Billing & Collection Policy #3.2.1
  • Review and revision of YTD Balance sheet, income statement, and statement of cashflows

Subsequent Agenda Items for the 2019-2020 committee:

  • FY2019 Compilation and 990
  • Support of Strategic Planning Committee and the board regarding any Club operating plan changes
  • Review of:
    • Risk Management
    • Purchasing Policies
    • Contracts
    • A/R and A/P Policies and procedures