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Township finance review recommends active investment strategy, cross‑training to reduce silos
Summary
Township staff presented a strategic review of finance operations recommending cross‑training, fuller use of Tyler Technologies, consolidation of brokerages and a more active investment posture (including opening a STAR Ohio account) while noting statutory limits on permissible instruments.
Lisa (introduced at the meeting as one of the presenters) summarized a strategic review of West Chester Township's finance operations following a leadership change and proposed operational and investment changes to increase returns while preserving liquidity.
"We do have a very talented and dedicated finance team," Lisa said, while urging changes to reduce silos and improve continuity through cross‑training. She outlined recommendations for mapping processes, expanding staff development and using existing software (Tyler Technologies) to remove redundancies and…
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