Adelante Schools

Finance Committee Meeting

Date and Time

Monday May 13, 2024 at 3:00 PM EDT

Goals: 

  1. Approve organizational foundational tools and policies to govern our school and operate effectively.
  2. Deepen our understanding of Adelante’s Emma Donnan operational state and provide any necessary support and guidance.

Agenda

Section Number Topic Number Details Purpose Presenter Time
I. Opening Items 3:00 PM
  A. Record Attendance   1 m
  B. Call the Meeting to Order  
II. Finance - Budget & Reporting 3:01 PM
 

A review of the budget and monthly reporting

 
  A. Current Finance Standings Discuss Jordan Habayeb 15 m
   

Review

  • Financial Position
  • Budget VS Actuals
  • Transaction Lists (Over 10K is in yellow)
 
III. FY24 Project Spending Approval 3:16 PM
  A. Out of Budget Approval Vote Jordan Habayeb 10 m
IV. Finance Systems - OEI Reporting 3:26 PM
  A. OEI CQ2 Report FYI Jordan Habayeb 5 m
V. Other Updates
VI. Closing Items
  A. Adjourn Meeting Vote