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Finance Committee

The ISSX Finance Committee consists of six (6) appointed members plus the President, Treasurer, Treasurer-elect and Executive Director as ex-officio members, with the Past Treasurer as chairperson. Each member serves a four-year term, with half of the membership rotating off every two years.

The responsibilities of this committee are to prepare and present an annual budget for action by Council, prepare annually 3-year projections for the Society budget and dues structure, review and approve budgets of all Society sponsored meetings, and to formulate recommendations to Council for the long term financial planning for the Society.

The Duties of the Finance Committee are to:

  • Regularly review the Society‚Äôs financial reports and monitor financial performance.

  • Report to the Council any perceived financial irregularities, concerns, or opportunities.

  • Review audit firm proposals and forward a recommendation to Council for the hire of an audit firm.

  • Work with ISSX staff to prepare and present an annual budget for action by Council.

  • Work with ISSX staff to prepare three-year projections for the Society budget that takes account of projected meeting expenses and revenue.

  • Undertake an annual review of investment performance and report recommendations to Council.

  • Conduct an annual review of IRS Form 990 (ISSX tax return).

  • Liaise with the Membership Affairs Committee to undertake an annual review of dues.

  • Advise Council regarding the financial management and planning of the Society, including strategic investments and trends in expenses and revenue.

  • Interface with Meeting Organizing Committees to provide financial input and guidance.

  • Other functions related to Society finances as requested by Council.


Chair & Liaison to Council: Andrew Parkinson

Members

Region 

Country

Term Ends

Andrew Parkinson, Chair

North America

United States

December 31, 2017

James Halpert, ISSX Treasurer

North America

United States

December 31, 2017

Sonia de Morais, ISSX Treasurer-Elect

North America

United States

December 31, 2017

Paul Hollenberg

North America

United States

December 31, 2019

Pat Murphy

North America

United States

December 31, 2019

Chandra Prakash

North America United States December 31, 2017

Geoff Tucker, ISSX President

Europe United Kingdom December 31, 2017

Michael Voice

Europe

United Kingdom

December 31, 2019

Alan Wilson North America  United States  December 31, 2019 

 

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