Level III Developer Fees on Hold
Right after the State Allocation Board (SAB) determined that the conditions for triggering Level III developer fees exist (see “State Allocation Board Triggers Level III Developer Fees” in this issue of the Fiscal Report), the California Building Industry Association (CBIA) filed action ...
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School Finance and Management Conference
July 2016

Our annual School Finance and Management Conference has been the centerpiece of school agency financial management and business planning for almost four decades.

As with our prior Conferences, this year’s program will focus on the newly adopted State Budget and current management issues. Additionally, we will focus on pending legislation that may be adopted either with the State Budget or later in the legislative session. Major emphasis will be given to the Local Control Funding Formula (LCFF) and the Local Control and Accountability Plan (LCAP).

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The Audit Challenge: Updates and New Considerations
June 2016

Every year the Audit Regulations are updated to add new programs based on newly enacted legislation or audit findings identified through the submission of audit reports to the State Controller's Office.

We are now into the third year of the Local Control Funding Formula (LCFF) and local educational agencies (LEAs) are in the second year of the Local Control and Accountability (LCAP). High expectations and accountability are paramount under the LCFF, so how do you determine the impact on the operations of the LEA related to the annual audit? A finding of noncompliance can result in an LEA losing a significant amount of revenue. Knowledge and preparation could be the key to resolving issues early. This workshop incorporates need-to-know, up-to-date information on all of these changes, and sound advice on internal controls and fraud prevention.

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Human Resource Essentials
September 2016

 With as much as 90% of a district’s General Fund revenue being commit-ted to employee compensation, LEAs cannot afford inefficiency in person-nel management. This workshop focuses on essential human resource (HR) operations and best practices in personnel management that, if imple-mented, can minimize legal risks and protect scarce financial resources. Additionally, the workshop will cover recent changes in law in the area of employment and labor relations.

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Advanced Collective Bargaining Workshop
September 2016

District management’s challenge is to create positive employee contract settlements that are in alignment with the district’s financial capacity and program goals.

There are two levels of knowledge involved in the negotiations process. First, there are fundamental aspects of preparing for negotiations, the legal aspects of the process, and impasse procedures, etc., which are covered in our "Fiscal Aspects of Negotiations" workshop, which we offer online.

The second level involves practical applications, negotiating strategies, constructing and presenting proposals and counter proposals, and dealing with "real-life" problems for the current contract. This "advanced" workshop addresses those issues and many more. If you are going to be involved on the management side of the bargaining table this year, you need this workshop.

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Unraveling the Mystery of School Finance Workshop
September 2016

Never before have educational leaders in California been provided such an opportunity to leverage our state funding for the programs and services that we value the most at the local level. As our base funding recovers from the Great Recession, we are able to restore structures and services necessary to support our classrooms. In addition, most of the categorical programs of the past have been combined into supplemental/concentration grants that can have broad application to support our chil-dren with the greatest needs. And, after several years of significant fund-ing increases, today’s decisions are even more critical as revenues flatten and resources for ongoing programs become more scarce.

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Conquering District Budgets In a New World of School Finance
September 2016

With the major reforms to school funding, the connection of the budget to the LCAP, and major changes in how we look at separate funding streams, grappling with the school district and charter school budget is more chal-lenging than ever for business administrators—and the entire manage-ment team.

This workshop is a "must" for those who face the task of building, analyz-ing, and monitoring the charter school or school district budget.

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LCAP Development Workshop
October 2016

Our school finance system is going through the most dramatic change since the creation of revenue limits and categorical programs in 1972. The LCFF shifts the state away from a system of rule compliance, measured by audits and enforced through penalties, to a system of local accountability based upon local needs. We are no longer implementing the state’s plan for students—we must develop a plan locally that achieves improved results.

The cornerstone of the state’s accountability system is the LCAP, which, if developed and implemented with rigor and fidelity, provides a strategic roadmap for decision making by LEAs. The LCAP requires that local deci-sion making be transparent and that parents, school personnel, and the community be engaged in setting goals and identifying metrics for measur-ing results.

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Making It Work: Implementing California's New Vision for School Success
2016 EdSource Symposium
October 06, 2016

In our 2016 Symposium, “Making it Work: Implementing California's New Vision for School Success,” EdSource will offer a timely, in-depth look at these reforms. Attendees will leave with need-to-know information about the changes and the extent to which new ways of assessing success can translate into improved education outcomes. 

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Local Control Funding Formula Workshop
November 2016

We are in an environment of continuing change, with the twists and turns of LCFF implementation and adjustments to the LCAP continuing to bring us new surprises. How does this impact our operations?

  • Effective stakeholder engagement requires clear communication of complex budgetary and operational information

  • Compliance with new regulatory requirements mandates a deep awareness of the flexibility and limitations for using the supplemental and concentration grant funds
  • Understanding is crucial to meeting the statutory and regulatory requirements of LCFF implementation, as well as effectively managing the commitment of funds at the bargaining table
  • LCFF is still in transition—K-3 class-size targets change each year and "gap closure" is a moving target
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Fiscal Aspects of Negotiations

Many districts are struggling with collective bargaining issues this year, but they also face very tight travel and professional development budgets. Some months ago, in anticipation of this situation, School Services of California, Inc., (SSC) made a commitment to change the mode of delivery on some of its foundational workshops. The “Fiscal Aspects of Negotiations” workshop, which we have presented in a face-to-face format for more than 20 years, has been completed and is now available as a 100% online offering.

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Fiscal Implications of School District Reorganization

In an effort to continue to meet the changing demands on our clients, we are now offering the Fiscal Implications of School District Reorganization as an online workshop. This format provides many benefits, including ease of viewing at your desk, viewing the presentation at a time that is convenient to you, and eliminating the need to travel to a location outside of the area.

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Associated Student Body

The number one area for findings in an audit report are those in the area of Associated Student Body (ASB). It is critical that district- and site-level staff receive training in this area on a regular basis to ensure that the district, as well as the employees, are being protected.

There have been changes to regulations over the last several years related to food sales. Site-level staff need to become familiar with these regulations as they work with students and fundraising events. This format will allow the school agencies to build capacity within their organization by expanding the number of employees that receive training who are involved in the handling of ASB funds.

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Attendance Accounting

The state of California provides funding to school agencies based on actual  attendance, which indicates that school agencies do not receive funding for  students who are not in school. The funding received for students attending school is a significant portion of school agencies’ operating revenue. California school agencies have been hit hard by the economic downturn and any adjustments to funding, no matter how small, can be significant. The importance of understanding the regulations for attendance is at an all-time high. There is too much at stake—academic achievement and funding.

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Fiscal Solvency for School Districts

School Services of Caifornia, Inc. and the Fiscal Crisis and Management Team (FCMAT) have teamed up to provide a free online workshop on fiscal solvency.

Hear from Joel Montero, Ron Bennett, and John Gray as they discuss the various aspects of district financial management including:

  • Multiyear planning
  • Negotiations
  • Cash management
  • Other budgetary challenges facing school districts today


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