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2014 - 15 Finance Committee

Oversees the preparation of the MCB’s annual operational budget; recommends budget modifications and their financial impact; reviews the financial impact of other MCB initiatives as requested; recommends financial policy updates; regularly reviews the financial reports of the MCB and provides updates as needed. Finance Committee reports and recommendations by the Finance Committee will be reviewed and/or approved by the Executive Committee or Board of Directors.

 


Membership

 

2014-15 Chair

Tracy H. Hewett

704/686-0943

tracy.hewett@mecklenburgcountync.gov

 
 

Class of 2015

Class of 2016

Class of 2017

Karen G. Darlington

John P. Fetner

S. Eric Bass

T. Russell Ferguson III

David A. Rea

Stephanie C. Daniel

Lina E. James

Jerry D. Reed

M. Heath Gilbert Jr.

Staff Liaison

Sally Robinson, Director of Finance and HR

srobinson@meckbar.org

 

Nancy Roberson, Executive Director

nroberson@meckbar.org 

 


 

Volunteer Need / Commitment

Members of the Finance Committee attend 4-5 committee meetings per year, oversee the preparation of the annual budget for MCB, monitor income and expenses throughout the year to ensure budget guidelines are met and make recommendations to the Executive Committee/Board regarding modifications or adjustments to the budget. Interested in joining this committee? Complete the committee interest form.

 


 

Committee Documents/Links


2013-14 Finance Committee Report

Tracy Hewett, Chair

 

The Finance Committee met periodically throughout the year to review the latest financial information and projections concerning the Bar’s income and expenses, and to recommend a proposed budget for the 2014-15 fiscal year. The proposed budget was based on 4 months at 1123 S. Church St., Ste. 103 and 8 months in the new Bar & Foundation Center at 2850 Zebulon Ave. Working in conjunction with Executive Director Nancy M. Roberson and Director of Finance and Human Resources Sally Robinson, the Committee provided financial oversight primarily to ensure that spending in each category remained in line with budgeted goals.

 

The overall financial condition of the Bar remains solid, with income and expenses in line with expectations for the past fiscal year. The members of the Finance Committee provide a valuable service by donating their time to ensure good stewardship of the members’ dues and other income. Attendance and participation for 2013-14 were excellent, with a good exchange of ideas among Committee members.  We especially thank Committee members Claire Shapack, Brian Cromwell and Doug Edwards who are rolling off the Committee at the end of 2013-14.

 

2013-14 Goals

1.     Monitor current financial reports

2.     Review Finance Committee membership

3.     Approve budget or 2014-15. Explore use of 2 separate 6 month budgets for different locations

4.     Present MCB Finance 101 to interested Bar leaders

5.     Review and/or recommend for approval Finance Committee purpose statement

 


 

 

 
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Upcoming MCB Events
 

1-8-15 Lawyers' Luncheon Series - Cyber Security for Attorneys: Preventing Cyber Theft
Join your colleagues at a regular monthly luncheon to eat, socialize and learn from an FBI representative about ways to protect against cyber theft. NEW LOCATION: Bar & Foundation Center, 12:15 p.m. - 1:15 p.m.

1-29-15 Bar Leadership Dinner featuring Keynote Speaker Anne M. Tompkins
The Bar Leadership Dinner is a celebration of leadership and service provided by Mecklenburg County Bar members & Mecklenburg Bar Foundation supporters.

2-5-15 Lawyers' Luncheon Series
Join your colleagues at a regular monthly luncheon to eat, socialize and hear remarks from a speaker. 12:15 p.m. - 1:15 p.m. at the Bar & Foundation Center.

 

Mecklenburg County Bar