IOA Finance Committee

About the Finance Committee and Their Mission

The IOA Finance Committee institutes the necessary financial strategies, processes, and controls to meet all IOA goals and objectives.

Participants

Treasurer & Chair:

  • Lee Twyman, Rochester Institute of Technology

Committee Members

  • Willem Kweens, Assistant Treasurer
  • Glenda Dickson, Clemson University
  • Victoria Dowd, University of North Carolina at Chapel Hill

  • Janet Hill, KBR (retired)
  • Melanie Jagneaux, CO-OP®, Baylor College of Medicine
  • David Michael, National Institutes of Health
  • Jennifer Moumneh, CO-OP®, University of California, Irvine

Priorities 

  • Continue review of IOA policies and required revisions
  • Complete strategic financial review and recommendations, resulting in Strategic Financial Plan and Vision for IOA
  • Ongoing review of monthly financial statements, investments, and communication of concerns and highlights to the IOA board

 Accomplishments 2019-2020

  • Investment and reinvestment in IOA were the themes for the 2019 and 2020; new Executive Director was hired, additional resources were approved for volunteer and staff travel to present at stakeholder organizational conferences to promote the role and value of the Organizational Ombudsman
  • Realized a year-end $95,000 surplus
  • Collaborated with staff and committees on development of a conservative yet growth-oriented 2020 budget
  • Continued to develop diversified and robust IOA revenue streams to contribute to fiscal health

To Join the Committee

If you are interested in joining this or any other committee, please visit our Volunteer Opportunities page to learn more about available positions and complete our Volunteer Interest Form.

Volunteer Interest Form
View Volunteer Job Description

Last Updated 5 August 2020