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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 two-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:

  • 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.

Members

Region

Country

Term Ends

Sonia De Morais, Chair

North America United States December 31, 2021

Erin Schuetz, ISSX Treasurer

North America United States December 31, 2021

Sandy Pang, ISSX Treasurer-Elect

North America Canada December 31, 2021

Paul Hollenberg

North America United States December 31, 2020

Dennis Smith

Europe United Kingdom December 31, 2021

Kouichi Yoshinari

Asia Pacific Japan December 31, 2020

Alan Wilson

North America United States December 31, 2020

Bill Smith

North America United States December 31, 2021
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