Create the Supreme Court Report every three (3) years and present to the Executive Committee (EC) and Board of Trustees (BOT).
Review the Audit which is received every two (2) years, and make recommendations to the BOT.
Update annually the fiver year forecast of the Bar's budget.
Create annually the Bar's budget and present to the EC and BOT.
Review the Office of Disciplinary Counsel's (ODC) budget as per MOU with the State Bar and ODC.
Review annually the Bar's investment policy and
a. recommend the EC whether the BOT should review the policy sooner than the three year minimum; and
b. present the BOT with any recommended changes to the policy
Determine specific annual dates for these steps and reports.