Meeting notes

Incomplete tasks from meetings

Description	Assignee	Task appears on
Paul Barry Discuss concerns with principle at our accounting firm	Paul Barry	2024-08-09 Meeting notes
Investment Strategy: Executive Director will work with BofA to invest surplus capital into CD’s to achieve a better ROI		2023-03-17 Meeting notes
Insurance Needs Assessment: Executive Director will work with insurance broker to assess general liability risks and needs and bring recommendations back to the committee.		2023-03-17 Meeting notes
Surplus Investment Plan		01/13/2023 Meeting Minutes
Training for the new Treasurer		01/13/2023 Meeting Minutes
Board approval of the budget		2022-12-09 Meeting notes
Schedule an insurance review FIN-20 - Getting issue details... STATUS beginning in the 3rd quarter		2022-04-08 Meeting notes
Review VonLehman invoice when received. Compare to estimate of $3500-$4500.		2022-03-11 Meeting notes
Paul Barry to initiate a small group to review insurance coverage with our broker.	Paul Barry	2022-02-11 Meeting notes
Antitrust		2022-01-14 Meeting notes