Fiscal Framework for Collective Bargaining

Costs and times
SSC Clients: $290 per attendee
Non-clients: $580 per attendee
Program Begins: 9:00 AM
Program Ends: 12:00 PM
Presenters
Matt Phillips, CPA Associate Vice President
Kathleen Spencer Vice President

State revenue fluctuations, low cost-of-living adjustments, declining enrollment, and increased pressure from associations have created significant pressures for local educational agencies (LEAs). As LEAs prepare for collective bargaining, they must balance fiscal solvency with the need to offer competitive compensation packages that attract and retain qualified staff.

This course will provide essential guidance on the financial aspects of bargaining, including how to prepare, analyze costs, and effectively communicate an LEA’s fiscal position. Participants will gain practical tools and strategies to navigate negotiations with confidence in today’s challenging fiscal environment.

Who Should Attend

  • Accountants
  • Fiscal directors
  • Budget managers
  • Chief business officials
  • Lead negotiators for the LEA

This course is valuable for both experienced negotiators and those new to the management side of collective bargaining.

Cancellation Policy 

What You’ll Learn

  • How to prepare for negotiations, mediation, and factfinding
  • Methods for calculating step and column costs, and the cost of a 1% increase
  • Approaches to establishing comparable agencies for bargaining purposes
  • Techniques for pricing proposals and translating costs into clear, at-the-table language
  • How to use simplified multiyear projection tools to estimate proposal impacts
  • Common negotiation pitfalls and how to avoid them
  • Strategies for effectively communicating the LEA’s financial position, including tracking one-time resources
  • Most current information available as it relates to state policies, legislation, etc.
Location Details
September 8, 2026
DETAILS FOR THIS LOCATION
SSC Clients: $290 per attendee
Non-clients: $580 per attendee
Program Begins: 9:00 AM
Program Ends: 12:00 PM

Thank you for your business. School Services of California Inc. has moved to credit card payments for this service. Please contact us by email at SSC-Assistance@sscal.com or by phone at (916) 446-7517 if this causes an undue hardship for your organization.