HomeMy WebLinkAboutAppointment to the Audit Committee
Commission Memorandum
REPORT TO: Honorable Mayor and City Commission
FROM: Aimee Brunckhorst, Deputy City Clerk Stacy Ulmen CMC, City Clerk
SUBJECT: Appointment to the Audit Committee
MEETING DATE: November 18, 2013 MEETING TYPE: Action
RECOMMENDED MOTION: I move to appoint Dan Tracey to the Audit Committee.
BACKGROUND: The Audit Committee has two ongoing vacancies for citizens with some expertise in finance, accounting, or management. One new application with the requisite
experience has been received.
The role of the Audit Committee is to advise the City Commission regarding selection of an auditor, monitoring the audit while in process and reviewing the comprehensive annual financial report in detail, forwarding a recommendation to the Commission.
The Audit Committee has two vacancies and one new applicant.
Applicant: Dan Tracey
Attachment: Board Application
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AdvisoryBoardApplicationID: 50
Form inserted: 10/25/2013 3:11:54 PM
Name: Dan Tracey Physical Address: 798 Sanders Ave, Bozeman, Montana 59718
Primary Phone: (406) 370-5446
Email: dan@hpwcpas.com
Your current occupation: Certified Public Accountant
Employer: HPW, CPA's
How long have you lived in the Bozeman Area?: 6-10 yr Which position are you applying for?: Audit Committee
City Limits: yes
Have you ever served on a City or County Board or Commission?: no
Please explain your relevant qualifications, interests and experiences.: I am a state licensed CPA,
practicing in the city of Bozeman with recent Governmental and not-for-profit financial audit
experience and continuing education. Many CPA's practicing in the area of governmental audits have independence requirements that would not allow them to serve on such a committee, however I have recently narrowed my professional focus to taxation therefore relieving me of
any such requirement. I desire to give back in some way to the city of Bozeman and with my
financial background, the audit committee feels like a strong fit. I also hold a Masters of
Professional Accountancy from Montana Sate University. Reference 1: Kevin Hubley, CPA 406-586-0281 kevin@hpwcpas.com
Are you willing to comply with all ethics training requirements?: yes
Reference 2: Scott Holton, CPA 406-585-3393 sholton@hpwcpas.com
How did you hear about us?: City Website
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