Minutes:08 JAN 2023 Financial Planning

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Revision as of 19:06, 8 January 2023 by LogiK (talk | contribs) (Created page with "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 s...")
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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
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