Fiscal Aspects of Negotiations

About the Workshop

Local educational agency negotiations are increasingly complex. Full implementation of the Local Control Funding Formula (LCFF) results in a number of statutory and practical considerations. Slowing revenues, which are compounded by escalating cost pressures, are creating very strenuous conditions at the bargaining table. The year 2019-20 ushers in a new trifecta in state leadership with a new Governor, Superintendent of Public Instruction, and State Board of Education president.

As a prelude to our Advanced Collective Bargaining Workshop, this workshop focuses on steps for preparation as you weave your way through the labyrinth of fiscal and program pitfalls that plague collective bargaining agreements. Having the ability to work your way through the fiscal issues at the negotiating table is the cornerstone of any positive settlement, and this workshop focuses on management’s tools for uccessful fiscal conclusions.

The workshop contains new ideas for the experienced negotiator, as well as training for the newest participant on the management side of the table.

Workshop Topics

  • Understanding the key aspects of the Educational Employment Relations Act
  • Understanding the components of the LCFF
  • Preparing for negotiations, mediation, factfinding, and the realities of impasse
  • Pricing proposals and translating the costs into table language
  • The role of the chief business official in negotiations—what’s a fair expectation
  • Negotiation pitfalls and management mistakes

Presented by

Matt Phillips, CPA, Director, Management Consulting Services
Suzanne Speck, Vice President
Kathleen Spencer, Director, Management Consulting Services

For Workshop Registration Assistance: Please email Michelle Berge at

To bring this workshop to your district or county office, please contact Sheila Vickers at (916) 446-7517 or


SSC Clients:

$225 per attendee
$325 per attendee

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

Dates and Locations
March 06, 2019   Yolo County Office of Education  
March 07, 2019   Tulare County Office of Education  
March 12, 2019   Ventura County Office of Education/Conference & Educational Services Center  
      Additional Information

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