Budget & Finance


  • Meet prior to the November Executive Board meeting with the incoming and outgoing committee members to prepare the budget for the coming year.
  • Send Executive Board members a copy of the proposed budget at least one week prior to the November Board Meeting where it will be approved.
  • Advise the Executive Board on all Association matters with significant fiscal impact.
  • Develop and maintain a fiscal policy manual for the Association (in Appendix D).
  • Prepare a report of the financial condition of the Association for the annual membership meeting.
  • Recommend long-range plans to ensure the fiscal strength of the Association.
  • Review, at least every three years, all regular income sources of the Association (i.e. membership dues, conference registration, vendor rates at conference) to determine if they need to be adjusted.
  • Advise the Executive Board on investment of Association funds.
  • Advise the Executive Board on capital purchases.
  • Submit annual professional auditor review to the Executive Board according to the schedule in the Fiscal Manual.

Duties outlined in the MLA Handbook. All appointed.

2023 Budget & Finance Committee Chair – Jason Phinney  (treasurer@molib.org)