Bridge Preparatory Charter School
Finance Committe Meeting
Date and Time
Becky Peters is inviting you to a scheduled Zoom meeting.
Join Zoom Meeting
https://us06web.zoom.us/j/2275708042?pwd=b2E5Yzh0SElzc2RiL29zYm5DMXJOZz09
Meeting ID: 227 570 8042
Passcode: 1bxf1n
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Meeting ID: 227 570 8042
Passcode: 155454
Find your local number: https://us06web.zoom.us/u/koYNoBTik
Agenda
| Purpose | Presenter | Time | |||
|---|---|---|---|---|---|
| I. | Opening Items | 3:30 PM | |||
| A. | Record Attendance | Rebecca Peters | 3 m | ||
| B. | Call the Meeting to Order | Rebecca Peters | 1 m | ||
| II. | Reporting and Compliance | 3:34 PM | |||
| A. | Monthly Financial Report & Audit Update | Tim Castanza, Josh Moreau (BoostEd) | 10 m | ||
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Schedule checkin with Investment teams.
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| B. | Monthly Compliance Report | Tim Castanza | 8 m | ||
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Compliance Calendar Update
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| C. | Policies, Procedures and Controls | Tim Castanza | 8 m | ||
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Update of Financial Policies and Procedures Manual for 2024-2025 |
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| III. | Budget and Planning | 4:00 PM | |||
| A. | Budget | Tim Castanza | 10 m | ||
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High level review of working budget. |
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| B. | Contracts & Vendors | Tim Castanza | 8 m | ||
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| C. | Grants and Fundraising | Tim Castanza | 5 m | ||
| IV. | Other Business | ||||
|
FY25 Financial Goals
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| V. | Closing Items | 4:23 PM | |||
| A. | Adjourn Meeting | 1 m | |||