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Excel Academy Massachusetts

Board of Trustees - Finance Committee Meeting

Published on February 18, 2026 at 12:29 PM EST

Date and Time

Tuesday December 16, 2025 at 8:30 AM EST

Location

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Meeting ID: 222 896 989 048 9

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Meeting Notice Posted Publicly: 12/10/25

 

Please note: All items listed on the agenda are subject to a possible vote by the Board of Trustees or its subcommittees. 

Agenda

Section Number Topic Number Details Purpose Presenter Time
I. Opening Items 8:30 AM
  A. Record Attendance Discuss Arthur Kaynor
  B. Call the Meeting to Order Discuss David Stolow 1 m
  C. Public Comment Discuss Arthur Kaynor 1 m
  D. Approve Prior Meeting Minutes Approve Minutes Arthur Kaynor 1 m
    Approve minutes for Board of Trustees - Finance Committee Meeting on October 27, 2025  
II. Finance 8:33 AM
  A. Finance Discussion Topics Discuss Aaron Stelson 60 m
   
  • Check in on Q1 finance data and review new dashboard
  • Review updated 5-Year Strategic Financial Plan
  • Discuss high-level budgeting plan and provide directional inputs (compensation, subsidies, CMO fees, fundraising)
  • Planning for key work streams in 2026:
    • Moore St. Debt Plan
    • Investment Policy Review
    • Longer-Term CapEx Planning in MA
  
III. Other Business
 

N/A - No discussion or voting topics for this meeting

  
IV. Closing Items 9:33 AM
  A. Adjourn Meeting Vote David Stolow 1 m

The public is welcome to attend any meeting of the Board of Trustees or its subcommittees. If communication assistance (readers/ interpreters/captions) or any other accommodations are needed to ensure equal participation, please contact Arthur Kaynor at akaynor@excelacademy.org at least two (2) business days prior to the meeting. Any changes in the agenda will be posted on Excel Academy Charter School’s website, Excel’s principal place of business, and will be electronically filed with the Secretary of State at least forty-eight (48) hours in advance of the meeting. If you would like to attend a Board meeting and provide public comment, please sign up 48 hours in advance here: https://forms.gle/7315BJ7v1bHGGh2Q9.

 

Excel Academy does not discriminate on the basis of race or color, religion, sex, sexual orientation, gender identity or expression, disability, age, country of ancestral origin, or veteran status in administration of its admissions or educational policies, curricular programs, other school-administered programs, or in its hiring and employment practices in accordance with applicable federal, Massachusetts, and Rhode Island laws and regulations.