Community Home

Finance and Investment Committee


This committee supports the Executive Board in fulfilling its responsibility to oversee the Society’s financial strategy and performance.

Group Type



Executive Board


  1. Review 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. Monitor any designated or restricted funds.


Society Treasurer as chair with 6 additional members.

Selection/ Appointment

Executive Board appoints three members from the Executive Board and one non-ISA member with financial expertise. Geographic and Technical Assemblies appoint one member each.


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 (annually)
    2. Financial statements (quarterly)
    3. Reserves and cash balances (quarterly)
    4. Performance of investment portfolio (annually)


    Committee Member
    Committee Member
    Committee Member
    Committee Member
    Committee Member
    Committee Member