Brevard Academy

Finance Committee Meeting

Published on October 20, 2026 at 9:15 AM EDT

Date and Time

Tuesday October 20, 2026 at 10:00 AM EDT

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 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:

  1. Provide Effective & Innovative Learning Environments
  2. Recruit, Hire and Retain Highly Effective Personnel
  3. Use Resources Effectively & Be Fiscally Responsible

Agenda

Section Number Topic Number Details Purpose Presenter Time
I. Opening Items 10:00 AM
  A. Record Attendance   Ali Liubenov 1 m
  B. Call the Meeting to Order   Ted Duncan 1 m
  C. Approve Minutes Approve Minutes Ali Liubenov 1 m
    Minutes for Finance Committee Meeting on September 15, 2026  
  D. Approve Agenda Vote Ted Duncan 1 m
II. Finance Committee Reports 10:04 AM
  A. Fundraising FYI Hannah Camenzind 5 m
   
  • September Giving Report (attached)
 
     
     
  B. Review Financial Reports Discuss Ted Duncan 15 m
   

Monthly Board Report

Reconciliation Files

  • Attached

Annual Encumbrance Spreadsheet Review Quarterly

 

 
     
     
     
     
     
     
     
III. New Business 10:24 AM
  A. Funding Requests Discuss Ted Duncan 10 m
   
  • *Board Action Required
    • Sharity Capital Campaign Proposal
 
  B. Treasurer's Report for BOD Discuss Paul Cooper 5 m
   

Treasurer's Report to the Board

  • Funding Requests
    • Fully fund the USDA Reserve Account at approximately $150,000.00.
  • Audited Financial Records and Management Representation Letter
 
     
     
IV. Other Business 10:39 AM
  A. Future School Needs Discuss Ted Duncan 5 m
     
  B. Strategic Budgeting Discuss Ted Duncan 10 m
   

Strategic Budgeting

  • USDA and State Retirement Funds
  • Investment Policy
  • Finance Goals
 
V. Action Items 10:54 AM
  A. Board Action Items Discuss Ted Duncan 5 m
   
  1. Audit and Management Letter Approval
 
VI. Closing Items 10:59 AM
  A. Announce Date of Next Meeting FYI Ted Duncan 1 m
  B. Adjourn Meeting Vote