Matthew Lonergan, CFA

Finance committee


The focus of the committee has been continued oversight of the management accounts and financial statements and the systems and controls of the Society, as well as putting in place a framework to refresh and renew the website and IT infrastructure to help the Society achieve its diverse objectives.

Matthew Lonergan, CFA

Matthew Lonergan, CFA

Main responsibilities

  • Reviews the financial reports and forecasts prepared by the staffed office;
  • Assists in the development of suitable financial controls and in setting an appropriate risk framework for the Society. 

Areas of focus for 2016/17

  • Continuing to have oversight of the Society’s operating reserves;
  • Oversight of cost control to ensure efficient use of the Society’s resources;
  • Ongoing review of the Society’s projects, including the IT website and CRM project, from a financial and risk perspective.