With its establishment at the 2026 Annual Conference, ABFM is requesting volunteers amongst its membership to serve on its new Investment Committee. This group will be responsible for advising the Chair and Executive Committee on all matters related to investment, including the following:
- Working with the Chair and the budget committee, recommends the amount for investment.
- Recommending investment objectives, risk tolerance, and asset allocation.
- Monitoring investment performance and the advisor/custodian relationship on an ongoing basis.
- Reviewing and recommending updates to ABFM’s Investment Policy.
- At least meets once a year, proposing any changes to the investment-related affairs, and being prepared to discuss them at Executive Committee meetings.
- Providing a summary report to Executive Committee in the last quarter of the year.
The Inaugural Investment Committee will be comprised of 3 members, each appointed by the ABFM Chair and assigned to terms of 3, 4, and 5 years to facilitate a staggered rotation of membership in future years, where eventually one member up for appointment each year. Once this pattern is established, the Chair of the Investment Committee will be the member serving the third year of their term.
Membership on the Investment Committee is open to ABFM Members with interest in and knowledge of investing an organization’s idle funds. This is an excellent opportunity to provide needed wisdom and insight to our organization as we work to set the best example possible with our own finances as we encourage in our promotion of excellent in public sector budgeting and financial management.
Interested ABFM Members can apply by writing a short paragraph on why they would like to serve and emailing it to ABFM Secretariat, Tatyana Guzman, at t.guzman@csuohio.edu. The deadline for submitting applications is Tuesday, December 1, 2026.