The Finance Committee studies and recommends policy for the prudent management of Foundation funds in consultation with the Foundation’s investment advisor. Finance Committee members and the Treasurer regularly review the expenditures and investment of the Foundation accounts to ensure compliance with the Foundation mission and investment policies.
Forensic and Business Valuation Membership
The Forensic and Business Valuation Membership Committee reviews all F&BV membership applications and recommends candidates for approval to the Foundation Board of Directors. In addition, the Forensic and Business Valuation Division members are responsible for providing content to the Foundation’s business valuation newsletter and are available as a knowledge resource to Foundation members.
Jay Fishman, Co-chair
The Fundraising Committee plans programs and activities to raise the funds necessary to carry out the mission of the Foundation. The Committee is also tasked with developing and implementing new fundraising campaigns to meet the day to day financial needs and charitable goals of the Foundation.
The Grants Committee evaluates the applications for grants and makes recommendations to the Board of Directors for annual awards to grant applicants based upon the Board’s grant policy. The Grants Committee establishes objective criteria for grant awards and ranks the applications. The Committee also proposes policy affecting such awards.
Joanne Ross Wilder Lecture
In coordination with the AAML CLE Chairs, the Joanne Ross Wilder Lecture Committee obtains and recommends the guest lecturer to speak at the Annual Meeting of the AAML. The lecture is reserved for presentation on a leading topic that is thought provoking and challenges lawyers to view the practice in unconventional ways.
The Planned Giving Committee works to encourage AAML Fellows to create significant planned gifts by will, trust, or other means which grow the investable assets of the Foundation. The Committee is also tasked with reaching out to potential donors and properly acknowledging the planned gifts.
The Publicity Committee coordinates publicizing the work of the Foundation both to the Fellows of the AAML and the public at large. The Committee is tasked with preparing the Foundation’s Annual Report and Business Valuation Newsletter. In addition, the Publicity Committee provides content for the Foundation website and the Academy’s monthly newsletter. The Committee is the channel that in part helps publicize our fundraising campaigns and the many activities of the Foundation.
The Sponsorship Committee seeks and facilitates sponsorships for Foundation events including the Foundation Reception, Lifetime Members Luncheon, and tees and greens at the AAML Mid–Year Golf Outing. Other sponsorship opportunities include the Annual Report and Trolleys to/from the Reception. The Committee is also tasked with making sure the sponsors’ concerns are passed on to the Foundation Board and staff, and with making sure that prompt responses are communicated back to the sponsors. The Sponsorship Committee has been instrumental in building long lasting relationships that promote the mission of the Foundation.
The Website Committee is charged with maintaining the structure and content of the Foundation website. In addition, the Committee is tasked with keeping the Board apprised of technological developments that affect the ability of the Foundation to reach out to Fellows, Lifetime Members, Sponsors and Friends of the Foundation as well as members of the public about the activities of the Foundation through the internet.