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Financial and Investments Committee

Financial & Investments Committee

The Financial & Investments Committee:

  • Reviews and reports information concerning the monthly financial report to the Board of Directors;
  • Studies and makes periodic reports on special funds of the District to the Board of Directors;
  • Studies and recommends the annual budget, amendments to the budget and transfers as recommended by the management team and the Chief Financial Officer;
  • Reviews the annual appropriations and amendments to the budget as recommended by the management team and the Chief Financial Officer;
  • Studies projections of estimated receipts and expenditures of the District;
  • Reviews and recommends the investment of funds as recommended by the Chief Financial Officer;
  • Annually studies and reviews the student service charge for out-of-district students’ attendance;
  • Acts as an agent in reporting to the Board of Directors on assignments of this Committee;
  • Acts upon all requests made by the Board of Directors, its chairman, and management team in areas related to the Committee responsibilities; and
  • Reviews and approves all requests for the preparation of financial reports and statements of the District.

Financial & Investments Committee Members

Committee Leader: Bill Ferguson
Alternate Leader: Steve Smith
Ron Friend
Jim Perdue
Beverly Rhoads
Matt VanSant
Joe Wheeler

Staff Liaison: Robert Giuffre, Chief Financial Officer

Financial & Investments Committee
From left:  Steve Smith, Ron Friend, Jim Perdue, Beverly Rhoads, Bill Ferguson, Rob Giuffre.  Not shown:  Matt VanSant.