Community Home

Finance and Investment Committee


This committee monitors the Society’s fiscal policies and financial planning and advises the Board in support of maintaining a sound financial position for the Society.

Group Type



Executive Board


  1. Analyze proposed budgets in line with the Society’s strategic objectives.
  2. Support the Society Treasurer in evaluating economic changes that may affect the financial condition or operations of the Society.
  3. Oversee the assets of the ISA Foundation.
  4. Monitor the investment of the Society's reserve funds.


8-11 professional members representing a diversity consistent with Society’s policies and values, as well as up to 2 non-members. Society Treasurer serves as Chair. Geographic and Technical Assembly may appoint one ex-officio member.

Selection/ Appointment

Appointed by the Executive Board upon recommendation from the outgoing committee.


Terms coincide with Society operating year. Member terms are one-year, renewable up to three consecutive years.

Expected Commitment

2-4 hours per month

The committee will host virtual discussions, documents, notes and resources on their ISA Connect community.

Roles and Authorities

Makes Recommendations to the Executive Board

  1. Society’s annual and capital budget and any proposed modifications
  2. Fiscal policies
  3. Audit schedule
  4. Charitable contributions matching funds
  5. Selection of professional investment manager
  6. Investment guidelines including acceptable types of investments, acceptable risks, and relative distribution of funds


    1. Auditing procedures
    2. Financial statements
    3. Reserves and cash balances
    4. Performance of professional investment manager
    5. Performance of investment portfolio


    ISA Treasurer
    Committee Member
    Committee Member
    Committee Member
    Committee Member
    Committee Member
    Committee Member
    Committee Member
    Committee Member
    Committee Member
    Committee Member