The GLOBE Academy

Finance Committee Meeting

Date and Time

Friday January 23, 2026 at 8:00 AM EST

Location

Google Meet and Upper Campus (Denise's Office)

Vision, Mission and Core Values
Vision: To develop globally minded citizens who have the knowledge, skills, and attitudes to effect positive change in our world.
Mission: The GLOBE Academy fosters Global Learning Opportunities through Balanced Education for children of all backgrounds. With a focus on dual-language immersion, an experiential-learning model, and a constructivist approach, GLOBE inspires students to be high- performing lifelong learners equipped to make a positive impact in the world.
Core Values: The GLOBE Academy’s core values are expressed in the acronym, CREST: Community, Respect, Empathy, Sustainability and Trust. These values are expected of the governing board, faculty, staff, parents, and students. They are woven into daily life at GLOBE and incorporated into the curriculum.
 Community: We are inclusive, and we nurture and support one another.
 Respect: We treat ourselves and each other with kindness and dignity.
 Empathy: We strive to understand and share the feelings of others.
 Sustainability: We aim to conserve our resources for optimal use in the present and future.
 Trust: We are committed to honesty, transparency, and respectfully sharing our thoughts and encouraging others to do the same.

Agenda

Section Number Topic Number Details Purpose Presenter Time
I. Opening Items 8:00 AM
  A. Record Attendance   Stephen Ellis 1 m
  B. Call the Meeting to Order   Stephen Ellis 1 m
  C. Approve minutes from last meeting Approve Minutes Stephen Ellis 1 m
   

Need to approve the minutes form the October meeting

 
    Approve minutes for Finance Committee Meeting on October 20, 2025  
II. Monthly Financial Review 8:03 AM
  A. November-December 2025 Financial Review FYI Denise Clayton-Purvis 10 m
   
  • Budget to Actual 
  • Statement of Net Position 
  • Statement of Activities
  • Discuss budget shortfall (specifically, GLOBE Trot)
 
III. Procurement Policy Discussion 8:13 AM
  A. Procurement Policy Discuss Stephen Ellis 10 m
   

As a committee, we need to review the Procurement Policy currently in place and affirm that we're comfortable with the thresholds for approvals. Adrienne and Stephen to discuss the RFP review process and get committee signoff (Adrienne, Stephen and Nathan to review all RFPs are a first cut)

 
  B. Vote on Procurement Policy Vote Stephen Ellis 2 m
   

Vote of approval thresholds

 
IV. Post-Issuance Disclosure Policy Review 8:25 AM
  A. Policy Discussion Discuss Denise Clayton-Purvis 10 m
   

The committee needs to discuss the proposed policy and its implied reporting/disclosure obligations. No vote necessary yet

 
V. 990 Update 8:35 AM
  A. 990 Update Discuss Denise Clayton-Purvis 3 m
VI. Other Business
VII. Closing Items 8:38 AM
  A. Adjourn Meeting Discuss Stephen Ellis 1 m