Financial Planning Committee Regular Meeting Minutes

· Islands Trust Area · Meeting Documents · 2025

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Topics: Bylaw enforcement · First Nations & reconciliation · Governance & budget — our classification, not the Trust's.

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ADOPTED
 
Financial Planning Committee 
Minutes of a Regular Meeting 
January 22, 2025 ADOPTED Page 1 of 6 
Financial Planning Committee 
Minutes of a Regular Meeting 
 
Date of Meeting:  
Location:  
January 22, 2025 
Electronic Meeting 
 
Members Present:  
 
Mairead Boland, Local Trustee (FPC Vice-Chair) 
Tobi Elliott, Executive Committee Representative 
Sue Ellen Fast, Municipal Trustee 
Judith Gedye, Governance Committee Representative 
David Graham, Local Trustee 
Peter Luckham, Executive Committee Representative 
David Maude, Executive Committee Representative 
Laura Patrick, Regional Planning Committee Representative 
Tim Peterson, Executive Committee Representative 
 
Member Regrets Susan Yates, Islands Trust Conservancy Board Representative 
Alex Allen, Trust Programs Committee Representative 
 
Staff Present: 
 
Rueben Bronee, Chief Administrative Officer 
Julia Mobbs,  Director, Administrative Services 
Stefan Cermak, Director, Planning Services 
David Marlor, Director, Legislative and Information Services (DLIS) 
Nancy Roggers, Finance Officer 
Morgana Van Niekerk, Communication Specialist 
Jason Youmans, Senior Policy Advisor 
Robert Barlow, Legislative Services Clerk/Recorder 
  
1. CALL TO ORDER 
 
Vice-Chair Boland called the meeting to order at 10:00 a.m. Trustees and Staff introduced 
themselves. 
 
2. ELECTION OF FINANCIAL PLANNING COMMITTEE (FPC) CHAIR 
 
It was noted that Trustee Joe Bernardo resigned from the Committee on December 9, 2024, and 
Islands Trust Chair Peter Luckham appointed Trustee Sue Ellen Fast to the Committee on 
January 21, 2025. As Trustee Bernardo was the FPC Chair, an election was required to establish a 
new FPC Chair. 
 
Director Marlor described the election process and initiated the election for the FPC Chair.  
 
Director Marlor asked a first time for nominations. Trustee Maude nominated Trustee Fast and 
Trustee Elliott seconded that nomination. Trustee Fast accepted the nomination. 
 

ADOPTED
 
Financial Planning Committee 
Minutes of a Regular Meeting 
January 22, 2025 ADOPTED Page 2 of 6 
Director Marlor asked a second time for nominations. Trustee Patrick nominated Trustee Boland 
and Trustee Peterson seconded that nomination. Trustee Boland accepted that nomination. 
Director Marlor asked a third time for nominations.  Trustee Peterson nominated Trustee 
Graham and Trustee Boland seconded that nomination.  Trustee Graham declined that 
nomination. 
 
On not hearing any more nominations, Director Marlor declared an election between Trustees 
Boland and Fast. The Director explained that the election would be by secret ballot and 
described the process of voting by each member of the Committee sending an email to himself 
indicating their vote.  
 
Director Marlor then requested that the FPC appoint an election scrutineer. 
 
FPC-2025-001 
It was MOVED and SECONDED, 
that Financial Planning Committee appoint Trustee Maude as election scrutineer. 
CARRIED 
 
Director Marlor conducted the electi

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