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Lyndsey Lis

Currently serves on Finance Committee

Topics they've engaged with

AI-summarized engagement on each topic, backed by verbatim quotes from meeting minutes.

No engagement summaries yet. Synthesis is generated for topics where this official has been attributed in enough meeting items to summarize meaningfully.

Activity timeline

Showing the 79 most recent attributed contributions.

2026-04-16·Finance Committee·spokeFinance Committee Officer Slate FY24–FY28
Ms. Lis recognized the departing members of the committee.
2026-03-19·Finance Committee·spokeFY27 Town Capital Improvement and Debt Plan
Ms. Lis asked whether using $1,550,000 in free cash for Article 11 would still keep the combined free cash and general stabilization balance above 8%.
2026-03-19·Finance Committee·spokeArticle 12 Municipal Facilities Planning Funding
Ms. Lis asked whether there was time before Town Meeting to refine the estimates.
2026-03-05·Finance Committee·secondedAnnual Town Meeting Article Recommendations
Ms. Lis seconded the motion.
2026-03-05·Finance Committee·secondedFY27 Town Capital Improvement and Debt Plan
Ms. Lis seconded the motion.
2026-02-26·Finance Committee·spoke
by Vice Chair Lyndsey Lis
2026-02-26·Finance Committee·spokeFY26 snow and ice budget shortfall.
Vice Chair Lis noted some correspondence from the Carlisle Finance Committee regarding the regional district's use of OPEB funds to fund future capital projects. She also noted a message from the Town Manager's office regarding an expected shortfall in the FY26 snow and ice budget by about $500K, part of which could be recovered from the Town' Reserve Fund which FinCom oversees.
2026-02-26·Finance Committee·spokeCarlisle OPEB Funds for Regional Capital Projects
Vice Chair Lis noted some correspondence from the Carlisle Finance Committee regarding the regional district's use of OPEB funds to fund future capital projects. She also noted a message from the Town Manager's office regarding an expected shortfall in the FY26 snow and ice budget by about $500K, part of which could be recovered from the Town' Reserve Fund which FinCom oversees.
Vice Chair Lis reviewed the FinCom's public hearing schedule and procedure for the March 5, 10, and 12 public hearings.
2026-02-26·Finance Committee·spoke
Vice Chair Lis adjourned the meeting at 8:12 p.m.
2025-12-11·Finance Committee·spokeFree Cash and Stabilization Fund Policy Evolution
Ms. Lis asked that the FPWG add voting requirements to the summary table.
2025-12-11·Finance Committee·secondedFY27 Budget Guidelines Finalization.
Ms. Lis seconded the motions
2025-10-30·Finance Committee·spokeFY27 Budget Guidelines Finalization.
Ms. Lis
2025-10-30·Finance Committee·spokeFY27 Capital Planning & Policy Update
Ms. Lis
2025-10-30·Finance Committee·spokeOut-of-District Expense Guidelines Treatment
Ms. Lis felt that the lack of visibility and control
2025-10-30·Finance Committee·spokeFY27 Budget Guidelines Finalization.
Ms. Lis felt that the lack of visibility and control
2025-10-30·Finance Committee·spokeFY27 Capital Planning & Policy Update
Ms. Lis felt that the lack of visibility and control
2025-10-16·Finance Committee·spoke
Call to Order: of the Finance Committee Meeting at 6:31 p.m. by Vice Chair Lyndsey Lis
2025-10-16·Finance Committee·spokeFinCom Budget Data Requests for CPS and CCRSD
Vice Chair Lis noted that there was one new correspondence regarding a new CCRSD initiative called Vision of a Graduate.
2025-10-16·Finance Committee·spoke
Vice Chair Lis
2025-10-16·Finance Committee·spokeOut-of-District Expense Guidelines Treatment
Vice Chair Lis
2025-08-28·Finance Committee·spokeFY27 Budget Guidelines Finalization.
Ms. Lys suggested that Fin Comm consider a measure of volatility or unpredictability versus historical trends to elucidate the metrics.
2025-07-31·Finance Committee·secondedFinCom 2025-2026 Goals and Working Groups.
Ms. Lis seconded
2025-07-31·Finance Committee·spokeFinCom Information Request Letters (FY25-FY27)
Ms. Lys wanted the Schools' letter to include a specific reference to the FY27 cost split between Concord and Carlisle for the high school (CCRHS) because last year's split change was a surprise.
2025-07-31·Finance Committee·spokeFY27 Budget Guidelines Finalization.
Ms. Lys added that the 'ability to pay' metric does not break out the percentage of retirees
2025-06-26·Finance Committee·spokeFinCom 2025-2026 Goals and Working Groups.
Ms. Lys suggested we also use the liaison role to work with committees.
2025-06-26·Finance Committee·spokeFinance Committee Liaison Assignments 2025-2026.
Ms. Lys
2025-02-27·Finance Committee·spokeFY26 FinCom Report Development
Ms. Lis asked that the summary include metrics of how we determine the health of the Town's finances
2025-01-09·Finance Committee·spoke
Ms. Lis will refine the estimated mean residential property tax impact table
2025-01-09·Finance Committee·spokeFY27 Budget Guidelines Finalization.
Ms. Lis presented the FY25-29 estimated median residential property tax impact table
2025-01-09·Finance Committee·spokeProperty tax implications deferral and forecast.
Ms. Lis presented the FY25-29 estimated median residential property tax impact table
2024-12-19·Finance Committee·spokeCCRSD FY26 Budget Guidelines Process
Ms. Lis noted this amendment would reduce the excess levy capacity available to 2.99%.
2024-11-21·Finance Committee·spokeCCRSD FY26 Budget Guidelines Process
Ms. Lis and Mr. Ansaldi will work on creating a table showing the tax impacts of the 2.44% preliminary guideline.
2024-11-21·Finance Committee·spokeConcord-Carlisle School Budget Collaboration
Ms. Lis and Mr. Ansaldi will work on creating a table showing the tax impacts of the 2.44% preliminary guideline.
2024-11-21·Finance Committee·spokeCCRSD FY26 Budget Guidelines Process
Ms. Lis went through each scenario and spreadsheet in the meeting packet
2024-11-21·Finance Committee·spokeFY25 Budget Guidelines Development
Ms. Lis went through each scenario and spreadsheet in the meeting packet
2024-11-21·Finance Committee·spokeFY27 Budget Guidelines Finalization.
Ms. Lis went through each scenario and spreadsheet in the meeting packet
2024-11-07·Finance Committee·spokeCCRSD FY26 Budget Guidelines Process
Mr. Sadruzzaman presented a series of spreadsheets prepared with Ms. Lis and Mr. Ansaldi on the implications of various FY26 budget guideline scenarios on the excess levy capacity.
2024-11-07·Finance Committee·spoke
Mr. Sadruzzaman and Ms. Lis will present the preliminary guidelines scenarios
2024-10-24·Finance Committee·spokeCCRSD FY26 Budget Guidelines Process
Ms. Lis noted that about half of the Town's spending and nearly all of the Schools' spending is subject to guidelines
2024-07-18·Finance Committee·spokePILOT Policy Development
Ms. Lis’ assistance
2024-07-18·Finance Committee·spokeRecreation Strategic Plan & Revolving Fund Updates
Ms. Lis’ assistance
2024-07-18·Finance Committee·spokeFY26 Budget Data Letters Process
Ms. Lis’ assistance
2024-07-18·Finance Committee·spokeRecreation Strategic Plan & Revolving Fund Updates
Ms. Lis questioned whether Brookline's PILOT program applied to all non-profits at the same level, and whether the Brookline PILOT was applied to non-profits that rented Town property.
2024-07-18·Finance Committee·spokePILOT Policy Development
Ms. Lis questioned whether Brookline's PILOT program applied to all non-profits at the same level, and whether the Brookline PILOT was applied to non-profits that rented Town property.
2024-07-18·Finance Committee·spokeFinCom Budget Data Requests for CPS and CCRSD
Ms. Lis noted that timing is a challenge for the Town and schools to make complete responses by Fall.
2024-07-18·Finance Committee·spokeFY26 Budget Data Letters Process
Ms. Lis noted that timing is a challenge for the Town and schools to make complete responses by Fall.
2024-07-08·Finance Committee·spokeRecreation Strategic Plan & Revolving Fund Updates
Responding to Ms. Lis' question on next steps
2024-06-20·Finance Committee·spokeFY25 Budget Guidelines Development
Ms. Lis provided an overview of the FY25 budget guideline process.
2024-06-20·Finance Committee·spokeCCRSD FY26 Budget Guidelines Process
Ms. Lis opened the discussion on how to improve the guideline process for FY26
2024-05-23·Finance Committee·spokeTown Reserve Fund Oversight Clarification
Ms. Lis suggested adding it to our FinCom Report.
2024-05-23·Finance Committee·spokeFree Cash and Stabilization Fund Policy Evolution
Ms. Lis and Mr. Sadruzzaman will guide us through the guidelines process.
2024-05-23·Finance Committee·spokeTown Meeting Study Task Force
Ms. Lis and Mr. Sadruzzaman will guide us through the guidelines process.
2024-05-23·Finance Committee·spokePeabody School Property Transfer and Sale
Ms. Lis and Mr. Sadruzzaman will guide us through the guidelines process.
2024-05-23·Finance Committee·spokeJoint Meetings with Carlisle Finance Committee.
Ms. Lis and Mr. Sadruzzaman will guide us through the guidelines process.
2023-11-27·Finance Committee·spoke
Ms. Lis
2023-11-27·Finance Committee·spokeFY25 Budget Guidelines Development
Ms. Lis began the discussion by introducing suggested guidelines
2023-11-27·Finance Committee·spokeFY25 Budget Guidelines Development
Ms. Lis
2023-11-16·Finance Committee·spokeFY25 Budget Guidelines Development
Ms. Lis
2023-10-26·Finance Committee·spoke
Ms. Lis
2023-10-26·Finance Committee·spoke
Ms. Lis
2023-10-26·Finance Committee·spokeFY24 Town Budget Overstatement Correction
Forecast projections will be sent to Ms. Wasoff and Ms. Lis who are developing the guidelines
2023-10-26·Finance Committee·spokeCapital and Reserve Fund Policies Review
Forecast projections will be sent to Ms. Wasoff and Ms. Lis who are developing the guidelines
2023-10-26·Finance Committee·spokeOPEB Full Funding By 2030
Forecast projections will be sent to Ms. Wasoff and Ms. Lis who are developing the guidelines
2023-10-26·Finance Committee·spokeFree Cash Certification and Policy Development
Forecast projections will be sent to Ms. Wasoff and Ms. Lis who are developing the guidelines
2023-09-07·Finance Committee·spokeFY25 Budget Guidelines Development
Ms. Lis provided additional information associated with guidelines projections.
2023-09-07·Finance Committee·spokeFY25 Budget Guidelines Development
Ms. Lis
2023-08-24·Finance Committee·spokeFY25 Budget Guidelines Development
Ms. Wasoff and Ms. Lis presented a "kickoff" on the guidelines process.
2023-05-25·Finance Committee·spokeFinance Committee Officer Slate FY24–FY28
Slate of nominations include Parashar Patel – Chair, Eric Dahlberg – Vice Chair, Lois Wasoff – Guidelines Chair, and Lyndsey Lis - Guidelines Vice Chair, Dee Ortner as Clerk and Don Kupka – Vice Clerk.
2023-04-27·Finance Committee·spokeFinance Committee Officer Slate FY24–FY28
Lyndsey Lis – Guideline Vice Chair
2023-03-15·Finance Committee·spokeFY24 CPS Budget Guidelines and Final Vote.
Lyndsey Lis: yes
2023-03-01·Finance Committee·spokeFree Cash Certification and Policy Development
Ms. Lis wanted additional guidance from other Committee members
2023-03-01·Finance Committee·spokeFree Cash and Stabilization Fund Policy Evolution
Ms. Lis wanted additional guidance from other Committee members
2022-11-17·Finance Committee·spokeConcord Middle School financing and construction
Lyndsey Lis raised the issue of demographic trends and projections for future enrollment declines – she asked if that was factored into enrollment projections for the school.
2022-11-10·Finance Committee·spokeConcord Middle School financing and construction
Ms. Lis questioned the use of median assessed property value for real estate tax impact since there is wide range of home values.
2022-09-22·Finance Committee·spoke
A scribe, Ms. Lis, was appointed
2022-09-22·Finance Committee·spokeConcord Middle School financing and construction
Ms. Lis asked whether, outside of the value engineering already done, any additional cuts would affect the education plan
2022-06-23·Finance Committee·abstained
Mr. Bhatia and Ms. Lis, who abstained
2022-05-26·Finance Committee·abstained
Ms. Lis