Department Chair, School of Business at Sonoma State University
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Decision makers at Sonoma State University
Accreditation Liaison Officer
Assistant Vice President for Alumni Relations, Marketing, and University Engagement
Associate Dean, College of Science, Technology, and Business
Associate Director of Marketing, Digital Engagement, and Brand Strategy
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Organization Signals
Board meetings, strategic plans, and buyer signals from Karen Thompson’s organization
The committee discussed governance items including board and committee membership confirmations for the upcoming term, succession planning, the CSURMA/AORMA agreement and resolution, and CSU Auxiliary financial standards and self-assessment. Additionally, the committee reviewed the agenda for an upcoming foundation board meeting and discussed a schedule for special presentation topics.
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The committee discussed updates on SSU commitment funding, including planned renovations for the nursing program and the work of the Athletics Fiscal Feasibility Committee. Strategies for media relations and advocacy were reviewed, along with the President's Advisory Council function. Development updates provided figures on recent gifts, pending estate contributions, and success metrics from Giving Day. Additionally, the committee reviewed the prospect profile for new board recruitment and explored upcoming community engagement opportunities.
The committee meeting agenda includes discussions regarding the audit plan and timeline for the 25/26 fiscal year, a review of the scholarship compliance report, a review of the audit committee charter, and a discussion of open items.
The meeting includes a review of the Galbreath Endowment Investments quarterly report and a presentation from Graystone Consulting regarding pooled endowment investments, featuring a capital markets update, portfolio review, and NCSE results comparison. Additionally, the committee will discuss updates on aligning recommended investment policy asset allocation changes, along with the approval of the 2026/2027 SSUF operating budget and the 2026/2027 pooled endowment distribution.
Extracted from official board minutes, strategic plans, and video transcripts.
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