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Finance and Budget Committee

The functions of the Finance and Budget Committee are:

  • Recommend finance and budget policies for all APA-related entities.
  • Assist the Board in development of fiscal policies.
  • Help to conduct financial operations in a manner that helps the Board to fulfill its fiduciary responsibilities, to maintain business operations in accordance with generally accepted practices, and to implement the strategic priorities of the Association.
  • Assist the Board in development of a financial plan and help ensure that ongoing operations are consistent with that financial plan, as well as the overall business plan, of the Association.
  • Review actual financial results and report to the Board as to the fiscal status of the Association.
  • Recommend annual operating, capital and development budgets to the Board and major adjustments thereof as may be indicated throughout the year.
  • Focus on the long term and short-term financial strength, needs, opportunities, and problems of the Association.
  • Oversee APA components relating to finance, including the Investment Oversight Committee.
  • Make recommendations to the Board concerning the charges, areas of responsibility, and composition of these financial components.

Staff Liaison

Committee Members

  • Steven Sharfstein, M.D., DLFAPAChairperson
  • Rebecca Brendel, M.D., J.D., DFAPA
  • Gregory Dalack, M.D., DLFAPA – APAF Board Member
  • Geetha Jayaram, M.B.A., M.B.B.S., DLFAPA 
  • Daryl Knox, M.D., DLFAPA –  Assembly Representative
  • Theresa Miskimen, M.D., DLFAPA
  • James Polo, M.D., M.B.A., FAPA
  • Barbara Weissman, M.D., DLFAPA
  • David Fassler, M.D., DLFAPAConsultant
  • Steve Koh, M.D., DFAPAEx-Officio (APA Treasurer)
  • Ramaswamy Viswanathan, M.D., DSc, DLFAPAEx-Officio (APA President)
  • Marketa Wills, M.D., M.B.A., FAPAEx-Officio (CEO & Medical Director)

Component Reporting to Standing Committee

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