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 Colorado State Board of Education Website
 
 

TREASURER'S EXPERIENCE

 
MY EXPERIENCE WITH LARGE MILITARY BUDGETS(HUNDREDS OF MILLIONS OF DOLLARS)
AND MY RESPONSIBILITIES AS D-11 BOARD OF EDUCATION (BOE) TREASURER-4 years

RESPONSIBLITIES      
Develops Treasurer's reports to the Board of Education to provide effective and efficient financial services to the Board and the District.
ESSENTIAL JOB FUNCTIONSo
o Must be committed to the Board of Education and the District s fiscal operations
o Be willing to devote the necessary time and effort to the position                                                 o Be willing to use good, independent judgment o Understand and accept the duties, responsibilities and liabilities of the position o Attend regular board meetings and work sessions as appropriate
o Work closely with the District s Chief Financial Officer (CFO)/Assistant Treasurer using same as primary resource
o Ensure the development of appropriate financial policies and procedures for Board review
o Present quarterly reports of Board expenses by the second regular meeting following the end of the quarter
o Present an annual report of Board expenses by the second regular meeting after June 30
o Approve Board expenses and reimbursement requests when they are properly completed, comply with adopted policies and have adequate documentation
o Ensure appropriate accounting procedures and controls are in place regarding Board expenses
o Consult with any paid staff about financial matters o Perform other duties related to Board expenses as requested by the Board of Education
o Accept calls and correspondence from Board members regarding Board expenses
o Bring items to the attention of the Board, as needed, through coordination with the Board President and Assistant Secretary when meeting agendas are prepared
o Participate in developing the District s budget o Review the Comprehensive Annual Finance Review (CAFR)
o Review the annual management letter
o Review results of the internal audit
o Review operational audits
o Participate in quarterly investment reviews
o Chair the District Audit Committee
o Serve on the Districts Investment Committee and participate in quarterly investment reviews

OTHER DUTIES
o Performs related duties as assigned by the Board of Education ________________________________________________________________

            Ongoing Activities Related To The Above Functions
I have an ongoing, great relationship with the District CFO/Assistant Treasurer.

I am also on several other district committees as the BOE member along with personnel from the CFOs staff.


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