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Friday, April 5 • 3:15pm - 4:45pm
Financial Advisory Committee Meeting

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The Committee is responsible for:

  • Assisting the Treasurer in maintaining surveillance over the funds and investments of the Association with the goal of steadily increasing the assets while providing funds.
  • Ensuring that the Association maintains a reserve fund equal to 6 months of current operating expenses.
  • Reviewing and revising, at least annually, the Association's strategy for
    long-term financial growth, and advising the Treasurer and the Board about
    best business and operating practices for non-profit organizations.
  • Investigating for the Treasurer investment vehicles for the Association; the Treasurer will submit the recommendations of the committee to the Executive Board for approval.
  • Working with the Development Committee to ensure that funds raised by that Committee are appropriately allotted or invested.
  • Ensuring that the Investment Policy and the Treasurer’s Manual are reviewed and updated regularly.

Friday April 5, 2013 3:15pm - 4:45pm
Salon 6, 18th Floor Providence Biltmore, 11 Dorrance Street, Providence, RI

Attendees (3)

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