Budget & Finance Committee Meeting

Contact: Dave Nolle
Online Registration
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04
May
2020
Duluth
May 04, 2020 12:00 PM – 1:00 PM
ZOOM
MN
United States of America

Draft Budget and Finance Committee Agenda

  1. FY2021 Budget Development 
  2. F2020 YTD Financials (Nolle)
    1. ​P&L
    2. Balance Sheet
    3. Cash Flow
  3. FY2020 Forecasts – COVID-19 Implications (Casperson)
    1. PPE and/or SBA Support
  4. FY2019 990 (Nolle/E.Hansen)
  5. FY2019 Compiled Financial Statements (Nolle E. Hansen)
    1. ​Strategic Planning Committee Request (Assignment?) (Casperson)
  6. ​Systems/Processes​ - Standardization & implementation of best practices
    1. ​Banking and Financial Institution Relationships
    2. Merchant Account(s)
    3. Member Billings & A/R
    4. Potential/Desired Role of Foundation in Fundraiser(s)
    5. Shared Service Agreement with Foundation
    6. Board/Officer/Committee/Staff/Contractor roles in workflow
  7. ​Other

Guests: Contact David Nolle for link to ZOOM meeting.