• April 22, 2026 | 10:00 AM - 10:45 AM
• Congress Hall B

Finance Committee

Oversee the financial operations of The CCIM Institute and make recommendations to the Board of Directors on funding of The CCIM Institute’s activities. The Finance Committee will act in accordance with such regulations as may be established by the Board of Directors of The CCIM Institute. Duties include, but are not limited to:

(a) Oversee the development of an annual operating budget aligned with strategic plan and work plan;

(b) Monitor investment portfolio in accordance with the investment policy. Review portfolio performance and investment manager performance against benchmarks. Oversee investment policy review at least every two years and make recommended changes;

(c) Review actual financial performance in comparison to the annual budget;

(d) Oversee the risk insurance coverage and recommended changes; and

(e) Annually review and approve standard business plan process and procedures. Review business plan(s) progress, requests for modification(s), and close out reports.