Tips for Board Prep for Annual Members Meeting – Financial

  • Discuss the following at your Annual Members Meeting:
  • Review Financial Records During current year.
  • Prepare required Year-end Financial Report.
  • Review Budget for abnormalities – explain variances & make adjustments.
  • Review Status of Reserves Fund. Explain amounts. On track?
  • Confirm adequate funding, discuss necessary changes/updates.
Scroll to Top