View source for Minutes:08 JAN 2023 Financial Planning

Meeting begins: 

Meeting ends: 

Meeting attendees: Nate Y., Joe D., James K.

* Quickbooks progress

* Budget updates

* Loan updates/issues/concerns?

* Other Budget notes:
** After 6 months, we are looking good in terms of projected costs
** We see a need to add an item for outreach/events at $150/quarter (e.g. Art Fair, Tech Trek fees), bringing the total budget to $450/quarter.

* Action items:
** Membership rates/requirements - James (DONE)
** Quickbook training session - Robin/Joe
** Update rent auto-payments - Nate (DONE)
** Add a new budget bucket: $150/quarter for outreach-related stuff

* Separate/out of scope from this meeting, but good topics to discuss later:
** How do we hold open hours better? Get more people involved, which days to do it?
** Idea would be a "class day" where we stagger each tool training class on a single day to get maximum participation.
** Ideas on how to spend our $25k loan