Handbook of the Society of California Archivists

Handbook, Bylaws, and Policies

3-9 Finance and Investment Committee

General Description

This standing committee advises the Board on matters pertaining to the management of the Society’s assets in a financially responsible manner.

The current Treasurer serves as the Chair. The other members are the President and Immediate Past President, the Western Archives Institute Administrator (as financial officer for WAI), the Development Committee Chair, and one SCA member-at-large appointed by the Finance and Investment Committee Chair. It is recommended that the member-at-large be a past treasurer.


General responsibilities are outlined in Handbook section 3-1.

  1. Seeks opportunities to grow those assets to create better value and greater benefit to our members in accordance with Handbook section 3-7-1 SCA Investment Policy Statement.
  2. Fosters long-term financial stability through careful and prudent investments.
  3. Advises on the fiscal impact of the organization’s current programs, and those that are planned for the future.
  4. Advises and coordinates with the various committees, particularly the Development Committee, on matters of financial import.

Revision history: 4/02 laj, 3/06 Board, 6/09 jmw, 7/2016 llc, 01/2017 llc, 04/2019 llc

  1. Section 3-9 Finance and Investment Committee
  2. Part 3 Committees
  3. Handbook of the Society of California Archivists