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Finance Committee

About

The Finance Committee is a board-level group responsible for overseeing the financial health and sustainability of CMT Association. Composed of board directors with financial expertise, the committee manages budgeting, financial planning, and strategic oversight of investments and reserves. It ensures that financial policies align with the Association's goals and that resources support global growth and educational programs. The committee’s role is critical in maintaining a stable foundation that enables CMT Association to fulfill its mission over the long term.

Mission

The Finance Committee’s mission is to safeguard the financial integrity and sustainability of CMT Association by providing rigorous oversight and strategic guidance on budgeting, investments, and resource allocation. The committee upholds values of prudence, transparency, and fiscal responsibility while collaborating with staff and advisors to develop sound financial policies. By monitoring financial performance and advising the board, the committee ensures that resources are allocated efficiently to support the CMT Program and member services. This stewardship enables the Association to maintain operational stability and pursue its mission with confidence, securing long-term value for members and stakeholders.
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Chair
Eric CaisseEric Caisse
AB
Ananda Bhaumik
Dan ShkolnikDan Shkolnik
Tyler WoodTyler Wood

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The Group Experience
SHAPE THE FUTURE OF TECHNICAL ANALYSIS

CMT Association committees are standing bodies of charterholders who steward a specific function of the Association — curriculum, ethics, governance, programming, and more. Committee members are appointed based on qualifications and experience.

Core Responsibilities

  • Safeguard financial health
    Monitor and manage the Association’s overall financial condition to ensure stability and long-term viability
  • Develop annual budget
    Prepare and propose the yearly budget aligned with strategic priorities and operational needs
  • Oversee reserves and investments
    Manage the Association’s reserve funds and strategic investments to optimize returns while controlling risk
  • Advise on resource allocation
    Provide guidance to the Board regarding the strategic deployment of financial resources to support organizational goals
  • Ensure fiscal responsibility
    Establish and uphold policies that promote prudent financial management and sustainability

Core Activities

  • Build and recommend the annual budget with staff
  • Monitor monthly and quarterly financial statements
  • Oversee reserves, investments, and funds policy
  • Review and interpret financial statements (GAAP)
  • Review the annual Form 990 filing