39th Annual School Finance and Management Conference

Our annual School Finance and Management Conference has been the centerpiece of school agency financial management and business planning for almost four decades. Each year we revise the content, delivery, and supporting materials in order to keep each presentation fresh and informative for our audience. This is also the premier networking event for professionals involved in public education.

As with our prior Conferences, this year’s program will focus on the newly adopted State Budget, current management issues, and implementation of current initiatives for public education. Additionally, we have expanded our 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 implementation of the Local Control Funding Formula (LCFF) and the Local Control and Accountability Plan (LCAP).

While the Conference will discuss how the State Budget deals with the ongoing economic issues, the primary focus will be on K-12 education programs, along with tips and ideas for making the most of your resources. Additionally, our presentation will discuss forecasts of school funding for future years—a critical factor for multiyear projections and, therefore, budget-year decisions. The Enacted State Budget will put to rest differences in various financial forecasts and clearly define our expectations for the year.

We recently changed the Conference format to include slides highlighting our advice to best manage your local agency through the year. Based on overwhelming positive attendee feedback (see comments below), we continue with this new format. As always, we value your time and will again deliver the information in a half-day format. We are also offering the Conference in four locations; we travel more, so you travel less. Sign up today to get your preferred location!

You have the option to download the essential resource materials, as well as the presentation itself, to iPads and other devices. Additionally, we will continue to provide a "board-ready" budget presentation that can easily be tailored to your local agency and used for your own presentations.

Conference Topics 

The conference will begin promptly at 9:00 A.M. and will focus on the following topics:

  • California's economy and state tax revenues
  • Proposition 98 funding and its impact on K-12 education funding—and what may change during the year
  • Resolution of the differences between the Legislative Analyst's Office and the Department of Finance revenue forecasts
  • The LCFF gap closure and progress toward targets
  • Changes to unrestricted funding and the specific impact on your school agency
  • Budget, pension, employment, and other reforms
  • Special education funding, including any proposed state reform, and maintenance of effort
  • Changes in federal regulations and funding issues, a big topic this year
  • Collective bargaining issues and the impasse process
  • Facilities funding, potential program reforms, Proposition 51, and local and statewide bonds
  • Pending legislation with a significant fiscal or operational impact
  • Our assessment of the progress made toward making the LCFF/LCAP work for all of California's students
SSC Clients:

$225 per attendee
$325 per attendee

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

Dates and Locations
July 13, 2017   Sacramento Convention Center  
July 14, 2017   Embassy Suites Hotel Garden Grove  
July 17, 2017   San Jose Holiday Inn  
July 18, 2017   Visalia Convention Center  
      Additional Information

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