Adelante Schools
Finance Committee Meeting
Date and Time
Tuesday December 12, 2023 at 9:00 AM EST
Location
Virtual
Goals:
- Approve organizational foundational tools and policies to govern our school and operate effectively.
- Deepen our understanding of Adelante’s Emma Donnan operational state and provide any necessary support and guidance.
Agenda
Purpose | Presenter | Time | |||
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I. | Opening Items | 9:00 AM | |||
A. | Record Attendance | 1 m | |||
B. | Call the Meeting to Order | ||||
II. | Finance - Budget & Reporting | 9:01 AM | |||
A review of the budget and monthly reporting |
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A. | Current Finance Standings | Discuss | Jordan Habayeb | 15 m | |
Review
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III. | Finance Systems - OEI Reporting | 9:16 AM | |||
A. | December - January Reporting | FYI | Jordan Habayeb | 2 m | |
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IV. | Finance Systems - Policy | 9:18 AM | |||
A. | High Yield Investment Option + Banking Options | Discuss | Jordan Habayeb | 10 m | |
B. | Audit | FYI | Jordan Habayeb | 1 m | |
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V. | Other Updates | ||||
VI. | Closing Items | ||||
A. | Adjourn Meeting | Vote |