Upcoming Workshops and Conferences

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.

Conquering District Budgets in a New World of School Finance September 2015

With the major reforms to school funding, the connection of the budget to the Local Control and Accountability Plan (LCAP), and major changes in how we look at separate funding streams, grappling with the local educational agency (LEA) budget is more challenging than ever for business dministrators—and the entire management team. Using decades of experience, Maureen Evans, Vice President, and Sheila G. Vickers, Vice President, will provide helpful hints, tips, and methods for budget analysis, budget restorations or reductions, and budget communications as districts deal with the budget challenges of 2015 and beyond.


Human Resource Essentials October 2015

With as much as 90% of a district’s General Fund revenue being committed to employee compensation, local educational agencies (LEAs) cannot afford inefficiency in personnel management. This full-day workshop focuses on essential human resource (HR) operations and best practices in personnel management that, if implemented, can minimize legal risks and protect scarce financial resources. 

A significant and growing problem in California is a record-breaking number of discrimination claims. LEAs are not immune to these employment trends and are facing increasing incidences of employee misconduct and mounting public pressure to dismiss marginal employees. This workshop offers an in-depth examination of workplace investigations, the interactive process required by the Americans with Disabilities Act, and employee misconduct.

Advanced Collective Bargaining Workshop October 2015

There are no more prevalent and specific mandates on the operation of public schools than those found in collective bargaining agreements. 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, the fundamental aspects of preparing for negotiations, the legal aspects of the process, impasse procedures, etc. Those important mechanical elements 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 table this year, you need this workshop.

Local Control Funding Formula Workshop November 2015

We are in an environment of continuing change, with the twists and turns of Local Control Funding Formula (LCFF) implementation and adjustments to the Local Control and Accountability Plan (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, some maintenance of effort requirements have expired, and “gap closure” is a moving target

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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