Trustees of Trust Funds
Submitted on March 13, 2024 - 8:49am
Date:
Tuesday, March 19, 2024 - 6:00pm
BOARD/COMMITTEE: Trustees of Trust Funds
DATE: Tuesday, March 19, 2024
TIME: 6:00 PM
LOCATION: Town Hall Annex - Small Conference Room
https://meet.goto.com/318391485
REQUESTED BY: Chair, Janelle Tanenbaum
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“The listings of matters are those reasonably anticipated by the Chair 48 hours before said meeting, which may be discussed at the meeting. Not all items listed may in fact be discussed and other items not listed may also be brought up for discussion to the extent permitted by law.”
LIST OF TOPICS TO BE DISCUSSED
- Review minutes from last meeting
- Discussion of Trust Accounting and Administration (including records and recordkeeping)
- Investment Review
- Investment Policy Review
- Draft of new audit request to Selectboard
- Accounting update
- Review of trustee notebooks / policies
- New business