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CME/MOC

Committees

Committee

Finance Committee

Chair Jesse M. Roman, MD, ATSF Philadelphia, PA
Vice Chair - Treasurer-elect Gregory Tino, MD, ATSF, FCCP, FACP Philadelphia, PA
Committee Member Bruce K. Rubin, MD, MBA, FRCPC, MSc Henrico, VA
Committee Member Charles A. Powell, MD, MBA New York, NY
Committee Member Debra M. Boyer, MD, ATSF Columbus, OH
Committee Member M. Safwan Badr, MD, MBA, ATSF Detroit, MI
Committee Member May M. Lee, MD, MHA, ATSF, FCCP Los Angeles, CA
Committee Member Meilan K. Han, MD, MS, ATSF Ann Arbor, MI
Committee Member Michelle N. Gong, MS, MD Bronx, NY
Committee Member Patricia J. Sime, MD, FRCP, FACP, ATSF Richmond, VA
Committee Member - PAR Representative Paula Blonski Elgin, IL
Committee Member Raed A. Dweik, MD, ATSF, MBA Cleveland, OH
Committee Member Steven M. Dudek, MD, ATSF Chicago, IL
Committee Member Sushma K. Cribbs, MD, MSCR, ATSF Atlanta, GA
Staff Patricia C. Huie New York, NY
Staff Karen J. Collishaw, MPP, CAE New York, NY
Staff Neil Kerley New York, NY

The Finance Committee has responsibility for providing oversight of the Society’s fiscal policies, financial operations, and reporting processes in order to maintain the integrity of the Society’s financials. It fulfills its charge by reviewing requested financial reports to ensure sound fiscal practices and the financial sustainability of the Society. It reviews the Society’s investment portfolio performance, investment policy and cash management program, and staff recommendations to the Board regarding the selection of investment advisors or audit firms. The Committee reviews and recommends to the Board the annual budget of the Society, as well as the audit report and its findings. It reviews all material written communication from the auditors and proposes to the Board solutions for any matters that may be noted as a result of the audit. The Committee periodically reviews the employee benefit plans of the Society.

Benchmarks, 2024-2025:
• Participate with senior management in evaluating and recommending pathways to achieving financial sustainability for the Society. Consider new or enhanced sources of revenue, prioritization of core activities, and improved operating efficiencies as elements of a sustainable financial plan;
• Review and recommend to the Board an ATS annual budget that maintains the fiscal integrity of the Society;
• Work with ATS Chief Financial Officer and finance staff to enhance financial reporting to the ATS Executive Committee, Board of Directors and Council of ATS;
• Review draft audited financial statements and present auditors’ findings and recommendations to the Board of Directors;
• Interact with and review performance of investment portfolio advisors.