Finance Committee
Meeting Notice and Agenda

Teleconference




The State Bar of California

www.calbar.ca.gov

Thursday, March 4, 2021
3:00 p.m.—4:00 p.m.

Members of the public may access this meeting as follows:

Zoom Link: https://calbar.zoom.us/j/94160366869

Call-In Numbers:
669-900-9128
253-215-8782
346-248-7799
646-558-8656
301-715-8592
312-626-6799
Webinar ID: 941 6036 6869

Closed Session

NONE

Open Session

The Chair reserves the right to alter the order of items to run an effective meeting. If you wish to assure yourself of hearing a particular discussion, please attend the entire meeting.

-- Call for Public Comment --
Members of the public may speak to any item on the agenda. The Chair reserves the right to limit the duration of the public comment period.
I. Chair's Report
Oral Report
II. Consent
A.Licensee Requests for Adjustment of Fees, Penalties and Charges (DiLoreto) (5 min.) - Withdrawn
III. Business
A.Annual Review of Debt Collection Efforts and Approval of Proposed Debt Collection Policy (Harper/Kaur) (15 min.)
III. Business
III.A Annual Review of Debt Collection Efforts and Approval of Proposed Debt Collection Policy
B.2022-2026 Five Year Financial Projection (Harper) (15 min.)
III. Business
III.B 2022-2026 Five-Year Financial Projection
C.Q4 Financial Statement Report, Investment Report, and Client Security Fund Report (Harper) (10 min)
III. Business
III.C Q4 Financial Statement Report, Investment Report, and Client Security Fund Report
Adjourn

In compliance with the Americans with Disability Act, those requiring modifications or accommodations to observe and address this meeting should notify Veronica Alvarez at 415-538-2525, 180 Howard Street San Francisco, CA 94105. Please provide notification at least 72 hours prior to the meeting to allow sufficient time to make arrangements for accommodations at this meeting.

Questions regarding any agenda item should be directed to Committee Coordinator Veronica Alvarez at 415-538-2525, 180 Howard Street San Francisco, CA 94105 or Chair José Cisneros at 415-538-2300, The State Bar of California, 180 Howard Street, San Francisco, CA 94105. Board members are requested to notify the Committee Coordinator as early as possible in advance of the meeting if they wish to remove any item(s) from the consent agenda.


The notice and agenda are available at Meetings: Board of Trustees.

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