From: f To: SS ee Subject: 11/01/21 WebEx with Dan Besselsen Date: Thursday, November 11, 2021 2:41:58 PM 11/01/21 WebEx Dan Besselsen a Ss © GRR cave D8 the documents we have marked DB is Assistant VP of Finance at Interlochen since 2012ish ° ° ° ° ° Reports to CFO, Pat Kesley Oversees the finance department, purchasing, payroll, biz office Deals with banks, audits, investments Supervises dining, campus safety on campus Works with the Board Has worked there 16 years. Hired in 2005 as the Controller, promoted but kept Controller responsibilities. Works on campus (except for COVID) In role, he is familiar with records like GX 741 b/c of his role in the external audit. Some of the transactions auditors test relate to contributions from donors. They test 20-25/year, and auditors ask for the thank you letter, so has to go get it from the philanthropy process. Used to be paper, now it’s electronic b/c of Salesforce. GX 744 reports out of Salesforce, which is used for many parts of their business (e.g. admissions, student accounts receivable). Hasn’t run this particular filtered report personally but could do that. Informed DB about Court’s pseudonym order 3528-001 Page | of 1 SUBJECT TO PROTECTIVE ORDER PARAGRAPHS 7, 8, 9, 10, 15, and 17 EFTA_00010090 EFTA00159742