EmployAbility Finance Committee Calendar

JUL         Approved budget begins

                Review financials

AUG       Review financials

                Support work of audit, as needed

SEP         Review end-of-year financials

                Audit update

OCT        Present final end-of-year financials to Board

                Review financials

NOV       Review financials

                Receive/review audit

                Review strategic plan financial initiatives

DEC        Review financials

                Audit presentation at Board meeting

                Ask other committees about upcoming budget prep (anticipated expenses, income goals)

                Executive staff asks key staff about upcoming budget prep (anticipated expenses, income goals)

JAN         Review financials

                Confirm audit plans/schedule

Executive staff and Treasurer begin budget prep

FEB         Executive staff and Treasurer continue budget prep

                Review financials

MAR       Finance Committee review of first draft of budget; make adjustments as needed; review

                Share first budget draft with Executive Committee (Officers) in advance of Apr. Board meeting

                Review financials

APR        Board review of first budget draft

                Review financials

MAY       Finance Committee review/discuss Board input on budget; make adjustments as needed; review

                Share final budget draft with Executive Committee (Officers) in advance of June Board meeting

                Review financials

JUNE      Board review of final budget draft; Approval

                Review financials

*Underlined months are recommended Finance Committee meetings for review/discussion of items.