September 2023 Exec Subcommittee Meeting Minutes

City of Chandler — Executive (2023-10-02)

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Meeting Minutes 
Chandler Museum Foundation  
Executive Subcommittee  
Regular Meeting 
 
September 5, 2023, | 1:00 p.m. 
Chandler Museum, Saguaro Room 
300 S. Chandler Village Drive., Chandler, AZ 
 
 
Call to Order 
The meeting was called to order by Joan Clark at 1:12 p.m. 
 
Roll Call 
Board Member Attendance 
 
 
 
Staff Attendance 
Joan Clark, Vice-Chair 
 
 
                      Jody Crago, Museum Manager 
Tom Escobedo, Treasurer                                                           
 
Absent 
Barbara Meyerson, Chair – Excused  
 
Scheduled and Unscheduled Public Appearances 
None 
 
Consent Agenda  
1. August 2023 Museum Foundation Executive Subcommittee Meeting Minutes 
 Tom Escobedo made a motion to approve the meeting minutes from August 7, 2023.  
 Joan Clark seconded the motion. Motion carried unanimously (2-0). The minutes 
were approved as written.  
 
Action 
2. Recommend Draft Mission Statement  
 Joan Clark made a motion to recommend a draft of the Mission Statement to the full 
board.

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 Tom Escobedo seconded the motion. Motion carried unanimously (2-0).  
 The Executive Subcommittee Members reviewed the drafts created by Jacki Ryan of 
the Mission Statement Workgroup. 
 Discussion ensued and edits were made. 
 The second version, with some changes, is the draft recommended to take to the full 
board at the September board meeting.  
 
3. Recommend the Creation of the Idea Incubator Workgroup 
 Joan Clark made a motion to recommend the creation of the Idea Incubator 
Workgroup to the full board.  
 Tom Escobedo seconded the motion. Motion carried unanimously (2-0). 
 The Idea Incubator Workgroup gathers and reviews the ideas introduced in board 
meetings. Board members can also email the Workgroup members directly with 
ideas.  
 The Idea Incubator Workgroup decides what ideas should be pursued. These ideas 
are brought forth to the Executive Subcommittee for review before being presented 
to the Museum Foundation Board.  
 The Chair will reach out to some board members to inquire if they are interested 
serving on this Workgroup.  
 Joan Clark mentioned Calvenea Malloy would be a good fit for this Workgroup since 
she visits different museums and attends various events.  
 
Briefing 
4. Discuss the Creation of a Governance Subcommittee 
 Creating a Governance Subcommittee was discussed at the Strategic Planning 
Session. 
 Some of this subcommittee’s responsibilities would include: 
o The creation of the Spending Policy. 
o Ensuring the Foundation’s policies are current and being followed accordingly.  
o Bring forward nominations of future candidates. 
o This subcommittee will govern the day-to-day operations of the Foundation, 
such as tracking the terms of board members and officers; calendar of when 
tasks are to occur like working on the budget and appointments to the 
Celebration Plaza Committee are due; exploring new programs which could 
be offered at the Museum; and so forth.  
 
5. Schedule Strategic Planning Subcommittee Meeting 
 Meeting Date 
o The Strategic Subcommittee members include Joan Clark (Chair), Barbara 
Meyerson, Tom Escobedo, Martin Sepulveda, Brenda Abney, and Jody Crago 
(Staff Liaison).

Page 3 of 4 
 
o The subcommittee has not been meeting due to various events.  
o Joan Clark would like to start meeting again. Clark will send information and 
meeting date options to Jody Crago, who will then forward it to the 
subcommittee members so a meeting can be scheduled.  
o  One of the first items the Strategic Planning Subcommittee will work on in 
taking the Strategic Planning Framework and creating a concise and complete 
plan.  
 Next Steps for Expanding Workgroup Research Results – This item was tabled.  
 
6. Directors & Officers (D&O) Liability Insurance for Museum Foundation Board  
 Tom Escobedo has three applications. Escobedo highlighted a few areas in which he 
has questions. 
 Joan Clark will review the applications and assist Escobedo.  
 Tom Escobedo will contact Michelle Mac Lennan to see what the Chandler Cultural 
Foundation has in place regarding D&O Liability Insurance. 
 Once the applications are completed, quotes can be obtained.  
 
7. Chandler Museum Foundation Budget Status Update  
 Jody Crago started drafting the FY23-24 Budget for the Museum Foundation. 
 The draft of the budget will be a briefing item on the September board meeting 
agenda.  
 Jody Crago and Tom Escobedo will review the information prior to the proposed 
budget being presented to the Executive Subcommittee at their October meeting.  
 Once presented to the Executive Subcommittee, the proposed budget will be 
brought to the full board for approval.  
 
8. Financial Update  
 The financial data is inputted into QuickBooks by a City staff member, Rynel Aldecoa. 
 Aldecoa creates the financial reports reviewed by Tom Escobedo, Treasurer, at the 
board meetings.  
 Jody Crago, Tom Escobedo, and Rynel Aldecoa will meet to examine the current 
reports and ensure they contain all the data the board is asking for.  
 
9. Discuss Next Topic for Museum Moment: Museum Programs 
 The next topic for the Museum Moment will be to review with the board the 
programs the Museum provides.  
 Joan Clark suggested to include in the Museum Moment the quarterly calendar of 
the Programs & Events held at the Museum. This calendar contains a variety of 
programs and events open to all. There may be some programs and/or events board 
members would like to attend or participate in.

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10. Review Agenda for next Museum Board Foundation Meeting 
 The agenda has been set for the September 28th Museum Foundation Board 
Meeting.  
 One of the briefing items at that board meeting will be the “From Where to Here” 
report.   
 
Member Comments 
None. 
 
Member Announcements 
None. 
 
Calendar 
11. The next Museum Foundation Board Meeting will be held on Monday, September 18, 
2023, at 5:30 p.m., at the Chandler Museum, Saguaro Room, 300 S. Chandler Village Drive, 
in Chandler, Arizona. 
 
12. The next Executive Subcommittee Meeting will be held on Monday, October 2, 2023, at 
1:00 p.m., at the Chandler Museum, Saguaro Room, 300 S. Chandler Village Drive, in 
Chandler, Arizona.  
 
 
Adjourn 
With no other business to discuss, the meeting was adjourned at 2:22 p.m. 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Joan Clark, Vice-Chair  
 
 
 
 
 
Jody Crago, Staff Liaison