Budget & Fiscal Planning Committee

Meetings Dates

The following meeting is scheduled for the committee:

  • March 22, 2017, beginning at 8:30 a.m. at MDS headquarters
    Go to MDS Calendar



    Primary Responsibilities

    The Budget and Fiscal Planning Committee shall be composed of the Treasurer as Chair, President-elect, Vice President, Assistant Treasurer, Secretary, Speaker of the House, and three other members from the Board of Trustees appointed by the President after consultation with the Treasurer. The primary responsibilities of the committee are to:

    • To prepare for the Board of Trustees the annual budget of the Society. 
    • To investigate and recommend to the Board of Trustees an investment policy or changes in such policy when indicated to effect the financial growth of the Society.
    • To establish an Investment Subcommittee on retirement planning and investment trusts to assist the Budget and Fiscal Planning Committee in developing recommendations to the Board of Trustees on behalf of the membership. The Assistant Treasurer shall chair the Subcommittee. The President, in consultation with the Treasurer, shall select four members from the Budget and Fiscal Planning Committee to serve on the Subcommittee. The Subcommittee may engage consultants and resources as necessary to accomplish its work.


    Minutes and Materials

    Questions or comments concerning meetings or minutes can be directed to the Chair, Chief Financial Officer/Chief Operating Officer Kathleen Boyce, CPA, or MDS Executive Director Dr. Robert Boose.

    Meeting minutes are now secure for member-only access. Please click here to login and review directions on opening meeting minutes.




    Members (June 2016-June 2017)




    Thomas A. Trowbridge, DDS, MD
    (978) 328-0432

    Tom Trowbridge




    David P. Lustbader, DMD
    (617) 773-9500 

     Howard M. Zolot, DMD

    Vice President
    (978) 687-7788


    Philip B. Howells, DDS
    Assistant Treasurer
    (508) 393-6160


    Charles L. Silvius, DDS
    Speaker of the House
    (781) 286-3700


     Janis Moriarty, DMD
    (781) 729-7767 ext. 19


    Michael P. Arrigo, DMD
    (781) 284-8800


    Robert S. Leland, DMD
    (781) 826-8395


    John Boss, DMD
    (978) 458-1114


    Looking for a Meeting?

    Check the MDS Calendar for council, committee, CE, and district meetings.

    Go to MDS Calendar