Finance Training

Superintendents, boards of education, and district officials are sometimes overwhelmed with the complexity of school funding. Our veteran team offers training to ensure that finance personnel, school leaders, boards of education, and other officials understand the school finance arena.

Key components that can be covered include (note: sessions are tailored based on the needs of participants):

  • Laws Impacting School Budgets
  • Local, State, and Federal Sources of Funds
  • Key Definitions in School Finance
  • Important Dates in the Budget Cycle
  • Budget Authority and Roles and Responsibilities
  • Position/Dollar/Categorical Allotments
  • Personnel Costs and Position Options
  • Ways to Handle Unfunded Mandates and Discretionary Cuts
  • Suggestions to Redirect Resources
  • Audit Requirements and Resolutions
  • And additional finance topics as requested