Purpose: To conduct a final review of the Financial Policies and Procedures Manual, ensuring alignment with organizational standards and governance requirements, before recommending it to the Board of Directors for approval.

Respond with either “Present”. If a Committee member is “Absent”, the Committee Chair will respond “Absent” on their behalf, respectively.

1. Daniel Kadeba, Finance Committee Chair
2. Chris Hill, Development Committee Interim Chair
3. Loni Vazquez-Hall, Committee Member
4. Charles Frazier, Board Chair
5. LaTarsha White, Board Vice Chair
6. Jeremy Sager, Founder & Executive Director

May 2026 Work Session Minutes

Financial Policies & Procedures Manual

1. Status of Board giving commitments.
   1. Board Baseline Goal: $50,000
   2. Individual Baseline Commitment: $4,000
2. Identification of Board member fundraising roles and opportunities.
3. Strategy for leveraging Board networks for funding and partnerships.

• Who is Dun & Bradstreet?
• Dun & Bradstreet's Credit Insights Brochure

At a high level, Credit Insights Plus is designed to help us proactively build and showcase our organization’s credit profile in a more structured and transparent way. One of the most valuable components, particularly in our current phase, is the document submission capability.

With this feature, our team can securely upload and organize key financial and credit-related documents (such as trade references, payment histories, and supporting financials) directly within the platform. This allows us to:

• Provide suppliers with a clearer, consolidated view of our creditworthiness
• Accelerate onboarding and approval timelines by reducing back-and-forth requests for documentation
• Strengthen trust with new vendors by proactively demonstrating payment history and financial reliability
• Control your narrative by ensuring the most relevant and up-to-date information is readily accessible

As we’re engaging new suppliers for the school, this becomes especially impactful. Instead of relying solely on traditional bureau data, which may be limited or delayed, we can supplement our profile with real-time documentation that highlights our credit story and operational stability.

From an implementation standpoint, the Dun & Bradstreet team will support:

• Initial setup and configuration of your Credit Insights Plus environment
• Guidance on best practices for document submission and organization
• Ongoing support to ensure you’re maximizing the value of the platform

Pricing:

• Retail: $1,499 annually
• Discount: service crediting the $229 already paid for the expedited DUNS, comes to $1,270 annually
• Quarterly: Option available to split into 4 interest free installments of $317.50 /90 days for the year of service

1. Can everyone commit to using GroupMe with fidelity moving forward? It will help with streamlined communication. 
2. Summary of next steps.
3. Be prepared for ongoing review of the following documents. 
   1. Financial Policies and Procedures
   2. Inventory Policies & Procedures Manual
   3. Procurement Policy
4. Assignment of action items.