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Friday, March 12, 2010
Home » Directors Only


 CONSUMER
FINANCIAL EDUCATION

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 Board Of Directors Use


This section of Auburn Mountain Financial Education Services website is for the Board of Directors and staff. We believe in total transparency…that is why if you are a non board member, you were still able to reach this section. This section contains

  • Strategic Plan and Intiatives
  • Motions and Directives of the Board
  • Minutes of Meetings
  • Board of Directors Code of Ethical Conduct
  • Travel Expense Reimbursement Voucher & Policy
  
Board Documents - Issues - Concerns
Protecting Underserved “Sandwiched” Families
Long term care and hospice costs are siphoning off savings and wealth needed to maintain the quality of life for the Boomer and their offspring;Generation X and the Millennials.  Get more details from the Grant Proposal.
April 25th, 2009 Auburn Mountain's Board Of Directors Meeting
Auburn Mountain’s Board of Directors met on April 25th, 2009 at 10am
2008 Tax Filing Reporting: Auburn Mountain's Form 990-N E-filing Receipt - IRS Status: Accepted
2008 Tax Filing Reporting Completed for Auburn Mountain Financial Services...
Board News: 12/13/2008
Email Sent to Auburnmountain Board on repositioning Consumer Financial Education to its own section on the website.
Board of Directors Report: November 17th,2008
We continued to promote Auburn Mountain as a product neutral conflict free source of Career and Career Development information and tools. It is  our desire and passion for us to become the gold standard source for Financial Services Professionals
Financial Planning Grants in 2008

We enable Financial Services Professionals…in America and other counties. We provide collaboration space for the Financial Service Professionals that go will beyond email. We are also dedicated to helping all Americans acquire the information and gain the skills necessary to  take control of their personal finances. Our goal is to increase the recruitment, retention, and representation of people of color, ethnic  minorities and women in the Financial Services Industry. Our goal is to help empower the disadvantaged and underserved populations of the United States....

CFP Board's 2008 Financial Planning Grants Program (Decision)
Timothy Stifel: Director of Stakeholder Communications, CFP Board email letter to Auburn Mountain Financial Education Services...

Non-Profits Boards: Conflict of Interest

The board should establish conflict of interest policies regarding board, staff, volunteers, contractors, and organizational partners or allies and adhere to these policies in all dealings...

Roles And Responsibilities of The Nonprofit Board

Board of directors are trustees who act on behalf of an organization's constituents, including service recipients, funders, members, the government, and taxpayers. The board of directors has the principal responsibility for fulfillment of the organization's mission and the legal accountability for its operations...

ByLaws - Auburn Mountain Financial Education Services
Auburn Mountain Financial Education Services Corporation is organized exclusively for education and educational purposes. We serve Financial Services Professionals and the Financial Services Industry. READ BYLAWS...
  
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