The GLOBE Academy
September 2026 Finance Committee Meeting
Date and Time
Monday September 21, 2026 at 8:00 AM EDT
Location
In person @ UC & Google Meet
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.
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
| 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 | ||
| II. | Approve Finance Committee Meeting Minutes | 8:02 AM | |||
| A. | Approve Minutes from June 2026 Meeting | Vote | Stephen Ellis | 1 m | |
| III. | Lawsuit Proceeds | 8:03 AM | |||
| A. | Discuss Options for Use of Funds | Discuss | Christi Elliott-Earby | 30 m | |
|
The school recently received a lawsuit settlement from DCSD. The school administration was to draft ideas about how to use the funds. The committee will discuss these ideas |
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| IV. | Private Business Use | 8:33 AM | |||
| A. | PBU Discussion | Discuss | Denise Clayton-Purvis | 10 m | |
|
Denise to present the deck she prepared concerning PBU limitations as outlined by the bond covenants |
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| V. | Monthly Financial Review | 8:43 AM | |||
| A. | Summer 2026 Financial Review | FYI | Denise Clayton-Purvis | 8 m | |
|
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| VI. | Audit Update (if any) & 403b | 8:51 AM | |||
| A. | Audit & 403b discussion | Discuss | Denise Clayton-Purvis | 8 m | |
|
Has Doug Erwin begun the audit?
GLOBE currently does not have a retirement contribution program in place for staff members. Denise reached out to 3 providers (TIAA, fidelity and Vanguard), but only got traction with TIAA. Need to discuss progress & next steps |
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| VII. | Closing Items | 8:59 AM | |||
| A. | Adjourn Meeting | Discuss | Stephen Ellis | 1 m | |