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Home > About Great Oaks > Board of Directors > Standing Committees of the Great Oaks Board of Directors > Financial & Investments Committee
 
 
 
Financial & Investments Committee

From top left to bottom right: Rob Giuffre, Barry Chambers, Gordon McCarty, Marilee Broscheid, Jayne Mummert, Ron Friend. Not pictured: Deborah Allsop, Kam Misleh & Barbara Perry

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 And Investments Committee Members

Committee Leader: Ron Friend, Fairfield

Alternate Leader: Kam Misleh, Madeira

Deborah Allsop, Wyoming

Marilee Broscheid, Hamilton County Educational Service Center

Gordon McCarty, Miami Trace

Jayne Mummert, Clermont Northeastern

Barbara Parry, Hamilton County Educational Service Center 

 

Staff Liaison: Robert Giuffre, Chief Financial Officer; Barry Chambers, Assistant to Chief Financial Officer