Our Services |

Governance & Board Support

EdTec works closely with both the school leader and the Board throughout the year and is typically called upon to advise in a variety of areas beyond the standard financial reporting and analysis. EdTec attends board meetings monthly and helps the Board to stay in compliance with the Brown Act.

Our Governance & Board Support includes:

  • Financial Analysis Presentation: The Client Manager develops a thorough Financial Analysis presentation for each Board Meeting that supplements the detailed monthly financial reports and that informs and facilitates senior-level decision making.
  • Agenda Development: EdTec works with the school leader and the Board to develop each month's agenda and recommends appropriate agenda items based on prior meeting minutes, upcoming compliance deadlines, necessary policies / resolutions, etc.
  • Board Materials & Distribution: EdTec collects, organizes, and collates materials for each meeting and emails the information to Board members well in advance of the meeting.
  • Board Meeting Minutes: EdTec reviews and edits Board meeting minutes, incorporating Client feedback as necessary, for inclusion in the Board binders.
  • Materials Organization: EdTec prepares a well-organized three-ring binder with tabs for each Board member that holds information from all Board meetings.