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

 

2020-21 Chair

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

 
Class of 2021 Class of 2022 Class of 2023
Jenny Holman
Shannon E. Hoff Duarte
Holly B. Norvell
Belal Elrahal
Heather Fuller
Christopher M. Hicks
Stephanie Daniel
Fred P. Parker, IV
Aaron Lang
 
 

Staff Liaison

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

Leah Campbell, 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.


2019-20 Finance Committee report
Cary Davis, 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 2020-21 fiscal year that included a reduction in income and expenses for the third year. 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 MCB remains solid, with income and expenses in line with expectations for the past fiscal year. This is so even in this unprecedented era of COVID-19, which has presented unique budgeting and oversight challenges that the Committee has worked to proactively address with a fiscally conservative approach. 

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 2019-20 were excellent, with a good exchange of ideas among Committee members.  We especially thank Committee members Thomas Powers and Tricia Magee who are rolling off of the Committee.

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