Upcoming Workshops and Conferences

May Revision Workshop May 2015

As expected, 2015-16 is shaping up to be yet again another interesting year for school administration and finance. This workshop provides the information needed to close the books for 2014-15 and to finalize the district budget for 2015-16, which is assured to be chock full of last-minute changes. The May Revision is a statutorily required action by the Administration and is an opportunity for the Governor to recast his Budget proposals and present new proposals in view of a revised revenue outlook. We expect the May Revision to incorporate the results of revised revenues, finalize the Local Control Funding Formula (LCFF) for 2014-15, and to incorporate any revision to the state’s planned funding of LCFF for 2015-16.

School Finance & Management Conference July 2015

Our annual School Finance and Management Conference has been the centerpiece of school agency financial management and  business planning for the past three decades. During that time, we have appreciated the support and flexibility you have provided as we changed dates, formats, locations, etc., to provide the most timely and accurate information possible. In anticipation of an on-time Budget, we have set the dates for our 37th Annual Conference for the second and third weeks in July. As always, however, there is the possibility of major changes until the Budget is signed—and as we have seen in recent years, well beyond!

The Audit Challenge: Updates and New Considerations June 2015

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 second year of the Local Control Funding Formula (LCFF) and local educational agencies (LEAs) are in the first year of the Local Control and Accountability Plan (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.

LCAP Development Workshop September 2015

Our school finance system is going through the most dramatic change since the creating of revenue limits and categorical programs in 1972. The Local Control Funding Formula (LCFF) shift 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 Local Control and Accountability Plan (LCAP) which, if developed and implemented with rigor and fidelity, provides a strategic roadmap for decision making by local educational agencies. The LCAP requires that local decision making be transparent and that parents, school personnel, and the community be engaged in setting goals and identifying metrics for measuring results. The LCAP requires that a local educational agency’s (LEA) goals and actions improve educational outcomes for students and be based on data—both local, through the implementation of a robust local needs assessment, and more broadly, through the incorporation of research, experience, and educational theory.

Unraveling the Mystery of School Finance September 2015

The state's new planning and funding systems offer a once-in-a-lifetime opportunity for leaders in public education to re-cast priorities, re-think strategies and involve the community in improving outcomes for students. The leaders who will have the greatest success with the new system will be the ones who understand its challenges and opportunities the best. Now is the time to seize the moment and take your place at the head of the class.

The purpose of this workshop is to take the complexities of school finance and distill them into understandable concepts so that Superintendents and other top administrators of local school agencies can use financial information for improved policy decisions. With many decades of experience in school agency finance and governance, top experts from the Fiscal Crisis and Management Assistance Team (FCMAT) and School Services of California, Inc. (SSC) have teamed up to bring to you this must-attend event for school agency non-financial administrators.

Fiscal Aspects of Negotiations Online

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.

Fiscal Implications of School District Reorganization Online

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.

Associated Student Body Online

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.

Attendance Accounting Online

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.

Fiscal Solvency for School Districts Online

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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