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Task force to pilot CFO survey, coordinate with associations for context on outliers
Summary
Members proposed surveying chief financial officers—starting with large entities and outliers—to gather context about reserve growth and to coordinate distribution with municipal associations. The dashboard may include an in-app feedback field for CFOs to annotate entity records.
Members agreed to design a brief electronic survey to ask CFOs why reserves have changed and whether the dashboard's fields are feasible for respondents to provide. The task force emphasized minimizing respondent burden and suggested piloting with a subset of larger entities and confirmed outliers. Staff (S4) and task force members said they will circulate a draft survey for review before distribution and plan to coordinate outreach through associations to avoid surprising members.
Howard Hadley (S11) urged coordination with trade groups to increase buy-in and suggested using association channels to identify thoughtful CFOs for a pilot. Staff also proposed an in-dashboard feedback mechanism so entity CFOs can add contextual notes visible to other users.
