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Auditor commends finance staff, urges succession planning during annual audit presentation
Summary
Pauly, Rogers & Co. auditor Kenny Allen presented the annual comprehensive finance report, praised finance staff consistency and awards, and urged the district to "consider a succession plan as accountants approach retirement age."
Pauly, Rogers & Co. auditor Kenny Allen presented the Medford School District's Annual Comprehensive Finance Report during the Board's Dec. 5 work session and directed attention to the Board letter summarizing audit results.
Allen commended the district's finance staff for their performance and awards and raised an operational concern, urging the district to "consider a succession plan as accountants approach retirement age." Assistant Superintendent of Operations Brad Earl and Finance Controller John Petach joined Allen for the presentation; Board directors thanked the finance team and sought clarification on whether the audit contained any new findings or notable positive items.
Board members expressed appreciation for the detailed introductory letter included with the audit and for the finance staff's years of consistent service. The presentation closed with the Board discussing succession planning and how to preserve institutional knowledge as staff approach retirement.
