Finance Committee


 

Oversees the preparation of the Mecklenburg County Bar’s (MCB) annual 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 will be reviewed and/or approved by the Executive Committee or Board of Directors.

 


Membership

 

2019-20 Chair

Cary Davis
704/377-8386
cdavis@robinsonbradshaw.com

 
Class of 2020 Class of 2021 Class of 2022
Jenny Holman
Patricia W. Magee
Thomas E. Powers
Marcus D. Benning
Shannon E. Hoff Duarte
Holly B. Norvell
Belal Elrahal
Heather Fuller
Christopher M. Hicks
 
 

Staff Liaison

Sally Robinson, Director of Finance and HR - srobinson@meckbar.org

Leah Campbell, Interim Executive Director - lcampbell@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.


2018-19 Finance Committee report
Heath Gilbert, Chair

The Finance Committee met periodically throughout the year to review the latest financial information and projections concerning the Bar’s income and expenses. The committee recommended a budget for the 2019-20 fiscal year that included a reduction in income and expenses for the second year in a row. 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 Mecklenburg County 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 2018-19 were excellent, with a good exchange of ideas among Committee members.  We especially thank Committee members Doug Edwards, John Fetner and Gonzalo Frias who are rolling off of the Committee.
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