Conquering Budgets - Tips and Tricks for Success in School Finance Workshop

About the Workshop

With the full implementation of the Local Control Funding Formula (LCFF), the connection of the budget to the Local Control and Accountability Plan (LCAP), and continuing changes in how we look at separate funding streams, grappling with school district and charter school budgets is more challenging than ever for business administrators—and the entire management team.

This workshop is a “must” for those who face the task of building, analyzing, and monitoring the school district or charter school budget.

Workshop Topics

A wide range of analytical methods and budget analysis, along with specific areas for budget reduction and restoration, will be addressed in this half-day workshop. Topics to be covered include:

  • Development of the multiyear projection
  • Linking budget items to LCAP services and actions
  • Best practices for budget planning throughout the local agency budget including:
    • Enrollment and average daily attendance
    • Staffing and salaries
    • Health and welfare benefits
    • Pension benefits and contribution rate increases
    • Use of base grants and supplemental/concentration grants, including meeting the minimum proportionality percentage
    • Other impacts of full implementation of the LCFF on the local agency budget
    • Use of one-time funds
    • Routine Restricted Maintenance Account contributions
    • Determining the adequacy of reserves
  • Communicating to the board and other stakeholders about the changes to education funding and the impact on your local agency's budget

Who Should Attend?

This workshop will be most beneficial for anyone involved in the audit process, including, but not limited to, assistant superintendents for business, fiscal services directors, program administrators, and school district auditors.

Presented by

Matt Phillips, CPA, Director, Management Consulting Services

Sheila Vickers, Vice President

SSC Clients:

$250 per attendee
$350 per attendee

Program Begins:
Program Ends:
8:30 AM
9:00 AM
12:00 PM

Dates and Locations
September 17, 2019   Corona Norco Unified School District Learning Center  
September 18, 2019   Tulare County Office of Education  
September 20, 2019   Yolo County Office of Education  
      Online Registration
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