Brevard Academy
Monthly Finance Meeting
Date and Time
Mission:
The Mission of Brevard Academy is to prepare its students to achieve academic excellence through the Core Knowledge Sequence. Through a partnership involving students, teachers, and parents the school strives to create citizens with strong moral character and active intellectual inquiry.
Vision:
Brevard Academy: A Challenge Foundation Academy (BA-CFA) a K-8 public charter school develops and encourages motivated, intellectually curious students who are skilled in critical thinking, individual expression, and problem-solving. From their diverse backgrounds, students accept our challenge to pursue personal and academic excellence. Through this pursuit, they become confident members of their community who lead by serving others.
Strategic Goals:
- Provide Effective & Innovative Learning Environments
- Recruit, Hire and Retain Highly Effective Personnel
- Use Resources Effectively & Be Fiscally Responsible
Agenda
| Purpose | Presenter | Time | |||
|---|---|---|---|---|---|
| I. | Opening Items | 8:30 AM | |||
| A. | Record Attendance | Juli Lefler | 1 m | ||
| B. | Call the Meeting to Order | Ted Duncan | 1 m | ||
| C. | Approve Minutes | Approve Minutes | Juli Lefler | 1 m | |
| Approve minutes for Monthly Finance Meeting on April 14, 2026 | |||||
| D. | Approve Agenda | Vote | Ted Duncan | 1 m | |
| II. | Finance Committee Reports | 8:34 AM | |||
| A. | Fundraising | FYI | Hannah Camenzind | 5 m | |
| B. | Review Financial Reports | Discuss | Ted Duncan | 15 m | |
|
Monthly Board Report Reconciliation Files Annual Encumbrance Spreadsheet Review
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| III. | New Business | 8:54 AM | |||
| A. | Draft Budget for 2026-2027 | Discuss | Ted Duncan | 10 m | |
|
Draft Budget Draft Budget Notes
Updated Encumbered Funds Spreadsheet |
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| B. | Funding Requests | Discuss | Ted Duncan | 10 m | |
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| C. | Treasurer Report for BOD | Discuss | Paul Cooper | 5 m | |
|
Treasurer Report to Board
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| IV. | Other Business | 9:19 AM | |||
| A. | Future School Needs | Discuss | Ted Duncan | 5 m | |
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| B. | Committee Officers | Vote | Ted Duncan | 5 m | |
|
Hannah Camenzind as Committee Vice-Chair |
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| C. | Strategic Budgeting | Discuss | Ted Duncan | 10 m | |
|
Strategic Budgeting
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| V. | Action Items | 9:39 AM | |||
| A. | Board Action Items | Discuss | Ted Duncan | 5 m | |
| VI. | Closing Items | 9:44 AM | |||
| A. | Announce Date of Next Meeting | FYI | Ted Duncan | 1 m | |
| B. | Adjourn Meeting | Vote | |||