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HomeMy WebLinkAbout10 Power Point Consideration to Appoint Treasurers ACTION ITEM #10Treasurer Treasurer, and Interim Assistant Consideration to Appoint a Interim Treasurer Treasurer, and Interim Assistant Consideration to Appoint a Interim March 4, 2020 Consideration to Appoint Interim Treasurers Ms. Wise has left the District•2015Regina Wise has been appointed to the office of District Treasurer since •District codeThe Treasurer performs duties as assigned by the Board and required by •the office of Treasurer The Board of Directors has historically appointed an employee to fill •BACKGROUND / HISTORY Consideration to Appoint Interim Treasurers •NEW INFORMATION Consideration to Appoint Interim TreasurersConsideration to Appoint Interim Treasurers Day to day operations of Finance and Accounting•Routine treasury reporting•Bond refundings•Past and present audits•and Accounting, includingMs. Phillips has been instrumental in all aspects of the District’s Finance •Holds an MBA from Lindenwood University•Received a BS in Finance from Missouri State University•In January 2011 was appointed Assistant Treasurer•in May of 2006Tricia Phillips joined the District’s staff as Senior Accountant and Analyst •The Board will need to appoint an Interim Treasurer •NEW INFORMATION Consideration to Appoint Interim TreasurersConsideration to Appoint Interim Treasurers A Interim Assistant Treasurer provides depth in operations •Accounting Department during this interim timeMr. Fitzgerald is providing management support to the Finance and •joined the District in 2000Ian Fitzgerald the District’s current Information Technology Director/CIO •The Board will need to appoint an Interim Assistant Treasurer FISCAL IMPACT Consideration to Appoint Interim TreasurersConsideration to Appoint Interim Treasurers There is no direct fiscal impact associated with this item• RECOMMENDATION Consideration to Appoint Interim TreasurersConsideration to Appoint Interim Treasurers Interim Assistant TreasurerAppoint Tricia Phillips as Interim Treasurer and Ian Fitzgerald as •