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2005.03.21_FAB_Minutes_Regulari FINANCIAL ADVISORY BOARD • REGULAR MEETING MINUTES Tuesdav, March 21, 2005 9.30 a.m. Vice -Chair Alan Teller called the Meeting to order at 9:30 A.M. in the Town Commission Chambers. In attendance were Members Max Angel and David Stern. Anthony Philosophos was absent. Town Dale Sugerman, Finance Director Stan Novak, and members of the general public were also present. ELECTION OF OFFICERS Upon MOTION by Mr. Angel/Mr. Stern, ALAN TELLER was appointed as Chairman. Upon MOTION by Mr. Angel/Mr. Stern, ANTHONY PHILOSOPHOS was appointed as Vice -Chairman. APPROVAL OF MINUTES Upon MOTION by MR. ANGEL/MR. STERN, the minutes of the December 16, 2004 Meeting was unanimously approved. NEW BUSINESS • Comprehensive Annual Report Representatives from Nolen, Holt & Miner, PA, the Towns auditing firm, reviewed subject report and answered all questions from the Board. There was also discussion re the financial statements. After all questions were answered, the following MOTION was made by MR. ANGEL/MR. STERN to accept the Comprehensive Annual Report and recommends approval by the Town Commission. (no formal vote was taken.) Insurance Issues were discussed, with a MOTION being made by MR. TELLER/MR. ANGEL to select Waters Rick Management to conduct the Insurance analysis of the Town. MOTION carried unanimously. ADJOURNMENT With no further business to come before the Board, MOTION to adjourn was made by MR. ANGEL/MR. STERN 10:45 a.m. 0 Financial Advisory Board March 21, 2005 Page 2 of 2 Alan I eller, Chairman Anthony Philosophos,)V.Ch. Max Angel David Stern Open Attest: • Date: -A —d 6