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2004.12.16_FAB_Minutes_RegularFINANCIAL ADVISORY BOARD SPECIAL MEETING MINUTES Thursday. December 16, 2004 2:c7cj PrA 9nOG-A.M. Vice Chairman Alan Teller called the meeting to order at 2:00 P.M. in Commission Chambers. In attendance were Vice Chair Alan Teller, James W. Newill, Anthony Philosophos and Max Angel. Also present were Acting Town Manager Doris Trinley, Finance Director Stan Novak and members of the general public. APPROVAL OF MINUTES Upon MOTION by MR. NEWILL/MR. PHILOSOPHOS, the minutes of the September 29 Regular Meeting was unanimously approved. NEW BUSINESS Todd Higley, Public Risk Insurance Agency (PRIA), presented an overview of his company and what it can offer the Town. (additional information attached hereto and made a part of these minutes.) 0 He recommends that the Town look into retaining an insurance counselor to look at the Town's insurance policies. OLD BUSINESS There was discussion re the August Fiancials. Mr. Newill recommends the audit of the RO plant be done by an outside firm. Ms. Trinley confirmed that the Town is required to do an audit by the State. The on site auditors were brought into the meeting, and after discussion, said they will get a list of what items the State requires, and then be in a position to offer a quote. OTHER BUSINESS With the position of Chairman open, MOTION was made by Mr. Teller/Mr. Philosophos to elect Mr. Newill as Chairman. Mr. Teller will remain as Vice -Chair. ADJOURNMENT With no further business to come before the Board, MOTION to Adjourn was made by MR. TELLER/MR. NEWILL at 4:20 p.m. E 11 0 Financial Advisory Board Regular Meeting Pme 2 of 2 APPROVAL Alan Teller, v. eii ci4 Anthony Philosophos 31 -IJ -110j, Max Angel CR -Ls �- - David Stern Attest- Date: 31,;,.7110�-