Excel Academy Massachusetts

Board of Trustees - Finance Committee Meeting

Published on October 16, 2026 at 5:05 PM EDT

Date and Time

Thursday October 22, 2026 at 8:30 AM EDT

Location

Microsoft Teams meeting 

Join: https://teams.microsoft.com/meet/217413400685548?p=lmwyGPbhsHp70aKmnw 

Meeting ID: 217 413 400 685 548 

Passcode: yc3jY7H6 

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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 Anne Healy 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 May 19, 2026  
II. Finance 8:33 AM
  A. Review & Accept Excel Academy MA FY26 (SY25-26) Audit Vote AAF & Excel Finance Team 30 m
   
  • Excel Academy MA FY26 Audit presentation
  • Vote to accept the Excel Academy MA FY26 Audit by the Excel Academy MA Finance Committee

Link to Excel Academy FY26 Audit Files

 
  B. Review & Accept Friends of Excel Academy FY26 (SY25-26) Audit Vote AAF & Excel Finance Team 30 m
   
  • Friends of Excel Academy FY26 Audit presentation
  • Vote to accept the Friends of Excel Academy FY26 Audit by the Friends of Excel Academy Finance Committee

Link to Excel Academy FY26 Audit Files

 
  C. Board member discussion with AAF auditors, without management staff present Discuss AAF 15 m
III. Other Business
 

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

 
IV. Closing Items 9:48 AM
  A. Adjourn Meeting Vote Anne Healy 1 m