2024 Annual Board & Council Transition Meeting

Meeting Room A/B

Agenda:

9:00 am: Networking and Coffee

9:15 am: Welcome, Introductions + Ice Breaker (Maren Wolff)

9:45 am: Approve Meeting Minutes + Treasurer Report (Josh Ortman)

10:00 am: Edward Jones Investment Update

10:15 am: Iowa Academy Overview, Recognition of 2023-2024 Board and Council

+ 2024 - 2025 Board and Council (Maren Wolff)

10:30 am: Public Policy Updates

11:00 am: Break

11:10 am: Passing of the Gravel (Ashley Danielson, Maren Wolff)

11:20 am: Transition to the new Board and Council (Ashley Danielson)

Position roles, expectations, best practices

Review position descriptions

Strategic Plan review

12:00 pm: Lunch

1:00 pm: Meet with new teams (zoom if needed)/Revisit Strategic Plan or take time for headshots

1:30 pm: Executive Director and Webmaster Updates (Josh Ortman)

Updates Josh would like to provide as ED

Marketing/social media

Website Resources

Google Drive info, Email recap

Q+A

2:00 pm: 2024-2025 Information (Ashley Danielson and Josh Ortman)

B&C Calendar, meeting logistics, planning for upcoming meetings

Budget review, payment requests

New IAND member recruitment (ideas)

Any other items coming up in the next couple of months

3:00 pm: Adjourn