Wesley International Academy

September Finance Committee

Date and Time

Wednesday September 23, 2026 at 9:00 AM EDT

Agenda

Section Number Topic Number Details Purpose Presenter Time
I. Opening Items 9:00 AM
  A. Record Attendance   Kate Boyer 1 m
  B. Call the Meeting to Order Vote Bobby Little 1 m
  C. Approve Agenda Vote Bobby Little 1 m
  D. Approve Minutes Vote Bobby Little 1 m
II. Finance 9:04 AM
  A. Set Committee Roster Vote Bobby Little 5 m
  B. Finance Update FYI Lisa Price 10 m
   
  • Audit Update
  • Announce name of new CFO and start date
 
  C. 2026-2027 Goals Vote Lisa Price 25 m
   

Update Financial Policies and Procedures (last done in FY22) - New

FY26 Audit Completion (currently in process) - Recurring

FY27 Audit Revision (2nd semester) - Recurring

FY28 Budget Development - Recurring

Due diligence/implementation of automated Procurement Platform (target YE completion) - New

 
III. Closing Items 9:44 AM
  A. Adjourn Meeting Vote Bobby Little 1 m