September 19, 2024 BOS Retreat Packet
AGENDA
NELSON COUNTY BOARD OF SUPERVISORS
SEPTEMBER 19, 2024
THE CONTINUED MEETING CONVENES AT 10:00 A.M. AT THE LODGE,
THREE NOTCH’D BREWING COMPANY, NELLYSFORD, VA
10:00 A.M. I. CALL TO ORDER
10:02 -10:05 II. WELCOME & ITINERARY FOR THE DAY
10:05 – 11:30 III. DAVENPORT & COMPANY, INC. FINANCIAL ADVISORS
A. Draft Financial Policies Presentation Including:
a. Introduction/Peer Group Comparison/Policy Purpose
b. Fund Balance/Reserves (Financial Condition)
c. Revenues, Expenditures, Budgets, and CIP
d. Debt and Debt Capacity Update
e. Financial Reporting and Economic Development
f. Investment Management (Potential Future Policy)
11:30 – 12:00 IV. YEAR IN REVIEW (QUESTIONNAIRE SUMMARY)
A. What We Did Well/What Needs Improvement (Common Themes)
12:00 – 12:30 V. LUNCH (Working if Needed)
12:30 – 2:00 VI. BOARD GOALS FOR THE NEXT YEAR USING COMPREHENSIVE
PLAN IMPLEMENTATION MATRIX – SHORT, ONGOING, OR SHORT/MID PRIORITIES
A. Rank Identified Focus Areas
B. Ways to Achieve Progress-Strategies
2:00 – 2:15 VII. 15 MINUTE BREAK
2:15 – 3:00 VIII. CONTINUATION OF ITEM VI.
3:00 – 3:45 IX. FY2025-2026 BUDGET PROCESS DISCUSSION
3:45 – 4:15 X. WRAP-UP
4:15 – 4:45 XI. OTHER BUSINESS (AS MAY BE PRESENTED)
5:00 XII. ADJOURNMENT
