OPERATIONS DIVISION

Finance Committee

BACK TO COMMITTEES MAIN PAGE
COMMITTEE ACTION PLAN

About the Finance Committee

The Finance Committee reviews and advises the Board annually and on an as-needed basis, and is available to support the Treasurer on financial aspects of the operation of the Society and its financial planning for the future. The Community also establishes broad policy guidelines relating to the Society's budgets, target levels of capital, working capital and borrowings, investments and financial performance criteria.

Revised November 1, 2007

JOIN THIS COMMITTEE

What we do:

The Committee reports to the Executive Committee of the Board of Directors. Tasks may include general financial oversight and annual budgeting, identifying revenue sources and opportunities, analyzing borrowing needs and sources, and periodic development of investment policies and supervision of their implementation.

Sources and uses of financing the Society's operations are monitored and evaluated, including:

  • The adequacy of dues levels and other fee arrangements,
  • The adequacy of working capital,
  • Meeting short, medium and long-term funding requirements, including reviewing the need for interest bearing debt,
  • Funding commitments in general,
  • Funding commitments to the Benevolent Fund,
  • Funding commitments to the FAE, and
  • Operations of The CPA Journal and other publications.

The Committee also evaluates and makes recommendations regarding investment policies, including:

  • The performance and return on invested funds,
  • The investment status of funds in conformity with the Society's Investment Guidelines, and
  • The performance of investment advisor(s).

Who should join:

Society leadership with substantial committee or chapter experience.

Benefits of Committee Membership

Being part of maintaining a financially sound organization to represent the members of the New York State Society of CPAs.

*Tentatively Approved at 11/14/07 Executive Committee (EC) Meeting subject to Finance Committee approval of EC revisions. Approved by the Finance Committee on 1/10/08.

Community Members

To view a member's contact information, click on the member's name (for NYCPA members only).

Atque labore aut aliquam illum incidunt voluptatem minima.

This isn't real content. Please follow the instructions to access the real content.

["

Quod qui eveniet cupiditate aut excepturi. Est hic corrupti totam. Iusto doloremque odio non consectetur nesciunt repudiandae. Tempora voluptas odit quisquam.<\/p>","

Praesentium quia voluptatem libero et est nostrum. Quia dolor aut consequuntur molestiae. Occaecati ut quisquam omnis et est in ut libero. Voluptatem nobis ut in quos.<\/p>","

Eius laboriosam modi eaque dolor dolor ut. Sit consequuntur inventore sed suscipit deleniti sunt.<\/p>","

Sint non provident consequatur cumque. Dolorum quo velit sint quis eligendi numquam sit. Saepe perspiciatis placeat quibusdam facilis ad rerum sit.<\/p>","

Hic vitae voluptatibus ratione porro. Fugiat ex culpa sit saepe et dicta. Libero illo iste libero asperiores doloremque qui deleniti.<\/p>"]

Please login to view

This content is viewable by members only.

Join NYCPA

Corporis maxime error porro.

This isn't real content. Please follow the instructions to access the real content.

["

Expedita quas aperiam molestiae earum ex. Doloremque aut voluptas quisquam quia atque quaerat. Id illum et consequatur occaecati repellat unde nulla. Quas consequatur enim non explicabo inventore. Ut tenetur esse voluptas.<\/p>","

Magni quis quis alias est quis cum eos. Eaque et expedita voluptatem est. Ducimus recusandae adipisci quia qui.<\/p>","

Corrupti aliquam hic sit voluptatibus. Qui quas suscipit quisquam praesentium non eveniet impedit sequi. Nulla necessitatibus laudantium ipsa corrupti minima nesciunt temporibus. Qui facilis a aut tempore.<\/p>","

Perferendis velit veniam dolorum ea a iusto quas excepturi. Quo corporis sit voluptas neque. Vel itaque placeat aut facilis quidem veritatis.<\/p>","

Sit ut exercitationem dolore quia dolorem et nostrum. Aut fugiat beatae mollitia quo doloribus est. Quis aspernatur hic facere eius eius voluptates. Aspernatur omnis ut omnis nostrum sunt dicta eius. Recusandae cupiditate ipsam dolor quis voluptates officia.<\/p>"]

Please login to view

This content is viewable by members only.

Join NYCPA