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

 

2013-14 Chair

Tracy H. Hewett

704/686-0943

tracy.hewett@mecklenburgcountync.gov

 
 

Class of 2013

Class of 2014

Class of 2015

Clair K. Shapack

Lina E. James

Jerry D. Reed

Brian S. Cromwell

T. Russwll Ferguson, III

David A. Rea

Douglas R. Edwards

Karen G. Darlington

Lauren A. Rico

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


 

Finance Committee, 2012-13 Report

John C. Nipp, 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 consider a proposed budget for the 2013-2014 fiscal year.  Working in conjunction with Executive Director Nancy Roberson and Director of Finance and Human Resources Sally Robinson, the Committee provided financial oversight primarily to ensure that spending in each category remains in line with budgeted expectations.  The Committee may also provide recommendations regarding budgetary impact of certain proposals.  The overall financial condition of the Bar remains solid, with income and expenditures in line with expectations during this past fiscal year.  In April, the Finance Committee reviewed and recommended approval of the annual budget for FY 2013, which begins on July 1, 2013.  The members of the Finance Committee provide a valuable service by donating their time to ensure good stewardship of the member's dues and other income, and we especially salute the efforts of long-time Committee member Luther T. Moore and Daniel A. Merlin who are both rolling off the Committee this year.