Final

Adelante Schools

Finance Committee Meeting

Date and Time

Monday June 17, 2024 at 9:00 AM 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 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

  
  A. Current Finance Standings Discuss Jordan Habayeb 15 m
   

Review

  • Financial Position
  • Budget VS Actuals
    • Note: CIES is cleaning up some benefit coding
  • Transaction Lists (Over 10K is in yellow)
  
III. Finance Systems - OEI Reporting
IV. Other Updates 9:16 AM
  A. Audit Prep FYI Jordan Habayeb 5 m
   
  • Begins next week
  • Will have the bulk of the work done in June and July
  • Will then closeout hopefully in October
  
V. Closing Items 9:21 AM
  A. Adjourn Meeting Vote

We unite in solidarity with our families and community to create a joyous neighborhood school, preparing all scholars to graduate from college and lead lives of leadership and service to Indianapolis