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Great Oaks Charter School - Bridgeport

GOBPT March Finance Meeting

Published on March 11, 2025 at 9:09 AM EDT
Amended on March 12, 2025 at 4:02 PM EDT

Date and Time

Wednesday March 12, 2025 at 5:00 PM EDT

Location

375 Howard Ave.

Bridgeport, CT 06605

Agenda

Section Number Topic Number Details Purpose Presenter Time
I. Opening Items 5:00 PM
  A. Record Attendance   Corey Sneed 1 m
  B. Call the Meeting to Order   Corey Sneed 1 m
  C. Approve Last Month's Meeting Minutes Approve Minutes Corey Sneed 1 m
    Minutes for GOBPT February Finance Meeting on February 12, 2025  
II. Administrative / Financial Overview 5:03 PM
  A. Dashboard & Financial Overview FYI Benjamin Chan 13 m
     
III. New Vendors 5:16 PM
  A. New Vendors FYI Benjamin Chan 3 m
   

1. Formal approval of recurring vendors over $5,000 to be added to the updated 'New Vendor' list.

 

2. Quotes from Sage Intacct for financial software package & EDPeak for implementation services (in lieu of CLA for implementation). Sage has already been approved & quote is basically identical

  
     
     
     
     
     
IV. Additional Items 5:19 PM
  A. ADP review Discuss Latoya Hubbard 10 m
     
  B. Updated Forecast for FY25
     
     
     
     
  C. Cashflow Model 5 m
     
     
  D. Appendix
   

- Balance Sheet & Statement of Cashflows

  
     
     
     
V. Closing Items 5:34 PM
  A. Adjourn Meeting Vote Corey Sneed 1 m

Attention: Times and Locations are subject to change.