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Pharos Academy Charter School

PHACS Finance Committee Meeting

Date and Time

Monday September 14, 2026 at 5:30 PM EDT

Location

https://bronxlighthouse.zoom.us/j/5239033349

Agenda

Section Number Topic Number Details Purpose Presenter Time
I. Opening Items 5:30 PM
  A. Record Attendance   Maria Dorsey 1 m
  B. Call the Meeting to Order   Keyur Shah 1 m
  C. Approve Minutes Approve Minutes Keyur Shah 1 m
   
  • Approve previous month's minutes
  
II. Investment Account 5:33 PM
  A. Investment Account Update Discuss Shahzada Rasheed 10 m
   
  • Report
  • Next Steps on Ladder Vote from August 2026
  
III. Other Business 5:43 PM
  A. Items Over 50K Discuss Courtney Russell
IV. Finance 5:43 PM
  A. Monthly Financials Discuss Shahzada Rasheed 5 m
V. Investment Accounts 5:48 PM
  A. Investments FYI Shahzada Rasheed
   

 

  • Quarterly Investment Update 
    • January, April, July, October
      • N/A for August
  
VI. Audit Updates 5:48 PM
  A. Audit Updates FYI Courtney Russell 2 m
   
  • All going according to schedule
  • Auditors will join us at the October 2026 meeting for a formal presentation
  • Single Audit
  
VII. Closing Items 5:50 PM
  A. Adjourn Meeting FYI Keyur Shah 1 m