Trustees of the Trust Funds Meeting

Submitted on May 4, 2023 - 4:20pm
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Date: 
Friday, May 19, 2023 - 11:00am
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Trustees of the Trust Funds Meeting

Trustees of the Trust Funds Quarterly Portfolio Review
May 19, 2023
11:00am
Police Community Room
14 Village Green

 

  • Call to Order 11:00am
  • Pledge of Allegiance
  • Agenda Items:
    • Approval of 21 October 2022 Minutes
    • Minutes Posting on Town Website
    • Ratification of Approvals for Recent Deposits & Withdrawals
    • Portfolio Performance Review
    • Review of March 2023 MS-9/10
    • Yearly Upload To DOJ
      • 2022 Upload Lessons Learned
      • Planning for July Format Change
      • Planning for 2023 Filing
    • Town Audit(s)
      • Provision Of Electronic Statements to Town Auditors
      • Security Conflicts with Electronic Submittals
      • Upcoming School Audit Preparation
    • Pending Scholarships
  • Scheduling of Next Meeting
    • September 2023