Financial Advisor

• One of three officers of the UUA elected to a four year term by the General Assembly (the others are the Moderator and the President)
• Serves as a member of the Board of Trustees and its Executive Committtee, Finance Committee, and Administrative Organization and Personnel Committee.
• Serves as a member of UUA committees: Investment Committee, Compensation Benefits & Pension Committee, and Congregational Properties & Loan Commission.

Dan Brody Financial Advisor

"The Financial Advisor is elected by the General Assembly to serve as your best assurance that the UUA is behaving in a fiscally responsible manner. The Financial Advisor provides the President, Board of Trustees, & General Assembly with an independent and expert evaluation of financial issues and the fiscal health of the UUA, and the Financial Advisor recommends changes that will improve the quality of fiscal planning and management of the UUA."

by Larry Ladd, former Financial Advisor (1997-2005)

Background

• Background of Dan Brody
• Financial Advisors 1961-present
• The "Treasurer as Watch Dog": A History of the Positions of Treasurer and Financial Advisor in the UUA
  By Larry Ladd, October 29, 1999,

Audit Committee

Reports & Information

Unitarian Universalist Association
25 Beacon St. | Boston, MA 02108 | 617-742-2100