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Finance Committee Meeting Agenda

  • Vizcaya of Bradenton 6101 34th Street West Bradenton, FL, 34210 United States (map)

FINANCE COMMITTEE MEETING AGENDA

March 13, 2023 (3:00 PM)

(In Clubhouse & Via Zoom)

1. Call to Order

2. Determination of Quorum

3. Review Reserve Advisors Revaluation of Property

4. Review Insurance Renewal – if available

5. Collect feedback on Multi Year Reserve Budget

6. Discuss Investments – Higher Yields with Rising Rates

7. Discuss “Capital Improvement Contrib.” (Jim S/Prior Committee recommendation)

8. Annual Meeting Presentation

9. New Board Directives (none this month)

10. Next Meeting – TBD

11. Adjourn

Join Zoom Meeting

https://us02web.zoom.us/j/88419184594?pwd=KzZQcUVXUTNpSm9tWlRIZ0JvbDhoQT09

Meeting ID: 884 1918 4594

Passcode: 947984

One tap mobile

+13052241968,,88419184594#,,,,*947984# US

Find your local number: https://us02web.zoom.us/u/kdW1GAC6C1

Later Event: March 14
Annual Membership Meeting