Invictus Nashville Charter School

Minutes

Introduction - Finance Committee

Date and Time

Friday July 26, 2024 at 11:00 AM

Location

Please refer to the zoom invite 

Committee Members Present

C. Webb

Committee Members Absent

None

Guests Present

B. Jones (remote), aholdren@invictus-nash.org (remote), greg@gt3group.com (remote)

I. Opening Items

A.

Record Attendance

B.

Call the Meeting to Order

C. Webb called a meeting of the Finance Committee of Invictus Nashville Charter School to order on Friday Jul 26, 2024 at 11:04 AM.

C.

Approve Minutes

No minutes to be approved. This first meeting.

II. Finance

A.

Finance Committee Review

Discussed the roles and responsibilities. Clarity provided.

B.

Board Reporting Process and Procedures

Typically, the back-office will prepare YTD, trends, etc. The finance committee meeting will look at the presentation and numbers. 

 

Reviewed by Committee. 

 

Coding completed by Adam and GT3 so that everything is categorized. 

III. Other Business

A.

Facility Updates

Discussed Facility Options in play. 

Deadline of October for lease agreement.

B.

Meeting Cadence

The meetings will at 4th Thursday of the month from 5-6pm. 

IV. Closing Items

A.

Adjourn Meeting

There being no further business to be transacted, and upon motion duly made, seconded and approved, the meeting was adjourned at 11:36 AM.

Respectfully Submitted,
C. Webb
Documents used during the meeting
None