Financial Planner Meeting Agenda


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Whether you manage the finances at your work or at home, adequate communication is essential. Accurately keeping track of financial data is not only critical for running the day-to-day operations of your small business, but it is also important when seeking funds from investors or lenders to grow your business to the next level. Having correct and accurate information exchange, enables and ensures you, you are able to make the right decisions. For those working in Finance, it's important to be accurate and always double-check every detail.

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United Way of Santa Fe County / New Mexico Early Childhood Development Partnership O Donnell Economics and Strategy CHRISTUS St. Vincent Regional Medical Center Accion New Mexico University of New Mexico Center for Education Policy Research New Mexico Tax Research Institute Richard Perez Selestte Sanchez Sharon Berman Sherrick Roanhorse Steve Wedeen Ty Trujillo San Antonio Chamber of Commerce CYFD Home Visiting New Mexico First PNM Vaughn Wedeen New Mexico Association of Community Colleges Craig Strong Dale Dekker Doug Clark Duane Trythall Heather Balas Jack Jekowski Julie Walleisa Katherine Freeman Kelly O Donnell Lillian Montoya Marisa Barrera Peter Winograd NMECDP and New Mexico First 8 MEETING REPORT: Financial Planning for Early Childhood Development, April 2015 APPENDIX B: MEETING AGENDA Meeting Agenda April 29, 2015 8:30 am – 2:30 pm Hotel Albuquerque at Old Town, 800 Rio Grande Blvd.. NW , Albuquerque, New Mexico 87104 When 8:30 8:45 9:00 9:10 9:35 9:55 10:15 10:30 10:50 11:10 Noon 2 pm What Check-in and Breakfast Welcome Introductions  Katherine Freeman, President CEO, New Mexico Early Childhood Development Partnership  Dr. Beverlee McClure, Chair, New Mexico Early Childhood Development Partnership, Advisory Council Overview of Agenda Heather Balas, President, New Mexico First Case Study: Business Sector Leadership in Early Childhood Financing Richard Perez, President and CEO, San Antonio Chamber of Commerce Discussion A: Compare and contrast What can New Mexico learn from the San Antonio experience  Discussion leader: Heather Balas  Synthesizer/recorder: Sharon Berman Information on Early Childhood Programming Options Claire Dudley Chavez, Executive Vice President for Policy and Stakeholder Engagement, United Way of Santa Fe County  Home visiting expansion  PreK expansion  Workforce expansion Discussion B: Program Options Which program (or combination of programs) might the business community prioritize Information on Financing Options Kelly O’Don



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