Redwood Empire Estate Planning Council
ANDRIY LESYSHYN, CTFA
The President shall preside at all meetings of the Council. He or she shall act as Chairperson of the Board of Directors and preside at the meetings and shall be the chief executive officer of the Council. He or she shall be an ex officio member of all standing committees.
Justin Pigeon, CFP®
The Secretary shall keep a book of the minutes of all membership meetings and Board Meetings. He or she shall be responsible for the management of the Council web site, and a register of a membership list of active members. He or she shall ensure that notice is given to the membership for each monthly meeting. The Secretary shall ensure a dues notice is sent to the membership in September each year for the dues then designated by the Board of Directors.
CARLI ORTIZ, CPA
The Treasurer serves as a voting semi-permanent position appointed by the Board of Directors. He or she shall be responsible for taking reservations and depositing all dues and monthly meeting checks in the Council bank account and give the Board of Directors an accounting at each Board of Directors meeting. He or she shall be responsible for paying for Council expenses in a timely manner, including paying for the cost of dinner and room expenses for monthly meetings. He or she shall manage the pre-meeting list of attendees and money. All checks shall have two signatures.
IMMEDIATE PAST PRESIDENT
JOSH STERLING, CLU®, CLTC®
Subject to any limitation of these Bylaws, the policies, and affairs of the Council shall be controlled by the Board of Directors consisting of 12 members of whom 4 shall be officers of the Council, one shall be the immediate past president of the Council.