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AAUW NATIONAL CONVENTION

AAUW NATIONAL CONVENTION. Finance Briefing June 2013 Millie Hoffler-Foushee, AAUW Finance Vice President A. Michael Gellman, AAUW Chief Financial Officer. Welcome and Introductions . Opening Comments – Finance VP Opening Comments – CFO.

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AAUW NATIONAL CONVENTION

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  1. AAUW NATIONAL CONVENTION Finance Briefing June 2013 Millie Hoffler-Foushee, AAUW Finance Vice President A. Michael Gellman, AAUW Chief Financial Officer

  2. Welcome and Introductions Opening Comments – Finance VP Opening Comments – CFO

  3. Recap of Finance Committee ActivityFY 2012 and FY 2013 • AAUW Finances • Positive Financial Results During a Difficult Economy • Stabilized Membership • Consistent Contributions • Long-Term Investments Fully Recovered • Over-View of Financial Results • FY2012 Recap • FY2013 Recap

  4. BUDGET FY2014 • Budget FY 2014 • Revenue • Membership Dues • Contributions • Investment Income • Expenses • Awards & Fellowships • Communications & Programs • Public Policy and Government Relations

  5. OTHER FINANCIAL UPDATES • Supported Two Successful Audit Completions for FY 2011 and FY 2012 • Assisted with Successful Filing of Federal Form 990 for FY 2011 and FY 2012 (FY 2012 filed early) • Assisted with Internal Control Upgrades • Building Report

  6. Investment Committee Update • Fully Supported 4-2-2 Spending Policy • Worked on Multiple Re-Balancing • Second Generation Committee Members Successfully Installed

  7. Audit Committee Update • Independent Audit Reports • Two Unqualified (Clean Opinions) • FY 2013 Audit Schedule

  8. Questions and Answers

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