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LONGBOAT KEY (MANATEE COUNTY) · LOCALHeld · official record pendingPartial coverage

Investment Advisory/Finance Committee Meeting — Packet

Thursday, April 30, 2026 · Government meeting record

The 30-second read

Record incomplete

The Longboat Key Investment Advisory and Finance Committee will meet on April 30, 2026, to conduct an investment review, review the annual comprehensive financial report, and discuss auditor contract renewals. The agenda also includes the election of committee leadership and the reappointment of resident members.

Why it matters

This meeting determines the oversight of town financial reporting and investment strategies, which directly impacts the management of public funds.

What happens next

The scheduled meeting date has passed. Minutes or an action agenda are not published in the records we hold.

This meeting date has passed and no official outcome record has been published yet. Nothing on this page is a decision.

Captured actions

5

Recorded outcomes

0

Source artifacts

2

Record text

No recording or transcript is held for this meeting.

Agenda textInvestment Advisory/Finance Committee Meeting

Town of Longboat Key

Investment Advisory/Finance Committee

Town Hall, 501 Bay Isles Road

Longboat Key, FL 34228

www.longboatkey.org

Finance Committee: Penny Gold (Chairperson), Sarah Karon (Vice-Chair); Debra Williams

Resident Members: Lynn Larson, Frank Malickson

Investment Advisory Committee: Penny Gold, Sarah Karon, Debra Williams

AGENDA

REGULAR MEETING

Ante Chambers

April 30, 2026 – 1:00 PM

1. Call to Order

2. Public to be Heard

3. Election of Chair and Vice-Chairman

4. Reappointments of Resident Elect Members

5. Approval of Minutes January 30, 2026

6. Investment Review

Quarterly Investment Reports ending March 31, 2026 presented by Chandler Asset Management

7. Auditors’ Report and Annual Comprehensive Financial Report (ACFR) September 30,

2025 presented by Mauldin & Jenkins CPAs

8. Financial Report Quarter ending March 31, 2026

9. Discussion on Contract Renewal for Independent Auditors

10. Committee Comments

11. Adjournment

Schedule of Future Meetings 2026

• July 31, 2026 (Fri) – Cancelled (Reporting only)

• October 30, 2026 (Fri) – 1 PM

No verbatim record by a certified court reporter is made of these proceedings. Accordingly, any person who may

No verbatim record by a certified court reporter is made of these proceedings. Accordingly, any person who may seek to appeal

any decision involving the matters noticed herein will be responsible for making a verbatim record of the testimony and evidence

at these proceedings upon which any appeal is to be based (see Section 286.0105, Fla. Stat.).

In accordance with the Americans with Disabilities Act and Section 286.26, F.S., persons needing a reasonable accommodation

to participate in this proceeding should contact the Town Clerk’s office at 941-316-1999 seventy-two (72) hours in advance of

this proceeding. If you are hearing impaired or require an alternative means of communication, utilize Florida Relay Service by

dialing 7-1-1 (TTY) or one of the following toll-free numbers:

1-800-955-8770 (Voice), 1-800-955-1339 (ASCII), 1-877-955-8260 (VCO-Direct), or 1-800-955-5334 (STS).

All meeting actions

Source coverage incomplete

5 meeting items captured. The published sources do not prove this is the complete docket.

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Official record

ArtifactSourceState
Budget documentNot published in the sources we holdunavailable
Action agendaNot published in the sources we holdunavailable
MinutesNot published in the sources we holdunavailable
Transcript or captionsNot published in the sources we holdunavailable
AttachmentNot published in the sources we holdunavailable

Coverage and corrections

Records considered

  • Investment Advisory/Finance Committee Meeting
  • Investment Advisory/Finance Committee Meeting — Packet

Not claimed by this page

  • Verified meeting decisions with item-specific public-source evidence
  • A medium- or high-grade, non-procedural agenda-item analysis for the meeting digest
  • A source-grounded next meeting date
  • Official outcomes have not been published.
  • A transcript is not available.
  • No audio or video recording is linked.
  • Speakers have not been reliably matched to public profiles.
  • Named people and places have not been reliably resolved.
  • An individual roll-call roster is not available.
  • Low-grade, ungraded, procedural, or superseded items remain in the complete agenda inventory rather than the meeting digest.

No source correction or revision history is recorded for this meeting. A corrected artifact will appear here as a new version rather than replacing what is shown above.

Canonical record: bae58239fac8b9ed79f5057a2fe03609. This page changes as stronger artifacts are published; it never overwrites an agenda with minutes.

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