Finance Committee
Mission Statement
The role of the Finance Committee is to monitor the California Dental Association’s financial assets, to oversee the preparation of accurate and meaningful financial records for the association, and to communicate such to the Board of Trustees and the House of Delegates as those entities shall require.
Primary Duties
(a) To review annually preliminary estimates of income, expenditures and additions to reserves and to review and submit an annual budget to the board.
(b) To oversee and provide guidance concerning investment of reserve funds. The Finance Committee shall report quarterly to the board and annually to the house.
(c) To present written reports at least annually to the board.
(d) To review and report to the board semiannually, the financial and operational records of all subsidiaries and affiliates.
(e) To conduct an annual review of all employee retirement plans to ensure continued compliance with all federal laws and regulations.
Time Requirements
Committee - 4 all-day meetings per year
Conference Calls - Minimum of 4 per year
Composition
The Finance Committee shall be composed of the treasurer as chair, president, president-elect, and three trustee members elected by the board.
Terms of Office
The trustee members will serve one three-year term. Should a trustee term expire prior to completion, that member shall be allowed to serve the remainder of the unexpired Finance Committee term, not to exceed one year.
| Current Members | Component |
| Daniel G Davidson, DMD, Chair | San Francisco DS |
| Clelan G. Ehrler, DDS | Tri-County DS |
| Philip B. Maldonado, DDS |
San Gabriel Valley DS |
| Brian E Scott, DDS | Mid-Peninsula DS |
| Alan R. Stein, DDS | San Fernando Valley DS |
| Carol G. Summerhays, DDS | San Diego County DS |
| Support Staff: Robert Spinelli CFO & VP Member Enterprises 916.554.4904 bob.spinelli@cda.org |
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