Budget and Fiscal Matters for Aspiring Cabinet Leaders

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2012 ACSA Leadership Summit

Friday, November 9, 2012

3:00 – 5:00 p.m. • Featured Session

Budget and Fiscal Matters for Aspiring Cabinet Leaders

Understanding school finance and the district budget process isn’t just for business office types anymore. All members of a district’s leadership cabinet must have a strong proficiency when it comes to fiscal matters. The stakes are too high for cabinet members to leave these issues up to the business office. This workshop is designed to provide education leaders aspiring to district and county office cabinet positions with the basic foundation necessary to begin mastering school finance and the budget development process.

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Budget and Fiscal Matters for Aspiring Cabinet Leaders

  1. 1. Association of California School Administrators Leadership Summit 2012 Budget and Fiscal Matters for Aspiring Cabinet Leaders Brought to you by: ACSA Business Services Council Friday, November 9, 2012 3:00 – 5:00 p.m.
  2. 2. 3:00 – 5:00 p.m. • Featured SessionBudget and Fiscal Matters for Aspiring Cabinet LeadersUnderstanding school finance and the district budget processisn’t just for business office types anymore. All members of adistrict’s leadership cabinet must have a strong proficiencywhen it comes to fiscal matters. The stakes are too high forcabinet members to leave these issues up to the businessoffice. This workshop is designed to provide educationleaders aspiring to district and county office cabinetpositions with the basic foundation necessary to beginmastering school finance and the budget developmentprocess.
  3. 3. Business Services Council• Structure • Composed primarily of Chief Business Officers, one from each region, serving 3 year terms• Goals • Influence and positively impact school finance and business operations issues at the State and Local levels • LEARN  ADVOCATE  NETWORK 3
  4. 4. Business Services Council• Purpose • To identify and study issues relating to administrators who work in the area of business services. • To promote membership in ACSA by school business officials and to encourage their participation in all levels of ACSA. • To enhance the position and skills of business officials through workshops and conferences. • To maintain liaison with other ACSA committees, affiliated organizations, the State Department of Education, and other educational agencies. • To serve as a quick response team. 4
  5. 5. Panel• Craig Helmstedter, Ed.D., Superintendent, Ocean View School District, ACSA member since 1995• Holly Edds, Ed.D., Assistant Superintendent – Educational Services, Orcutt Union School District, ACSA member since 1999• William C. Young, Assistant Superintendent – Business Services, Ocean View School District, ACSA member since 2003• Alex Cherniss, Ed.D., Chief Business Officer, Los Angeles County Office of Education 5
  6. 6. So you want to be a… 6
  7. 7. A Cabinet Member• Superintendent• Deputy Superintendent…• Associate Superintendent…• Assistant Superintendent…• Chief… … • Administrative Services • Educational Services • Business Services • Human Resources • Information Technology • Facilities 7
  8. 8. Education Headlines(www.fcmat.org)
  9. 9. Headlines Activity
  10. 10. Your lens, your perspective
  11. 11. Your lens as a teacher
  12. 12. Your lens as a Principal/Director
  13. 13. Your lens as a CabinetAdministrator
  14. 14. Awareness Test
  15. 15. Educational Services Department$ Core Curriculum Materials$ Professional Development$ Categorical Funding$ Assessment & Accountability$ Compliance$ Student Achievement$ Educational Technology
  16. 16. I have a question
  17. 17. Human Resources Department$ People are our business$ People account for 85%- 95% of any school district budget
  18. 18. Human Resources Department$ Bargaining Unit Contracts$ Negotiations$ Position Control
  19. 19. SAMPLE PVR
  20. 20. SAMPLE PVR
  21. 21. Human Resources Department$ Personnel Law $ Layoff procedures $ Hiring/Selection Rights $ Rights of Employees – FMLA, CFRA, Leave laws$ Workers Compensation$ Litigation prevention and participation$ Attorneys
  22. 22. Human Resources Department$ Workers Compensation
  23. 23. Human Resources Department Phys Ed teacher stepped into gopher hold on field, deranged knee and low back;  Medical $146,000  Indemnity $ 96,500 $242,900
  24. 24. Human Resources Department Cafeteria worker, repetitive motion/cumulative trauma, arms, shoulders, upper back;  Medical $ 85,400  Indemnity $ 40,500 $125,900
  25. 25. Human Resources Department Teacher distributing papers, turned and tripped over back pack, injured both knees;  Medical $145,000  Indemnity $ 61,700 $206,700
  26. 26. Superintendent / Governing Board$ Governance Team$ Establish Goals and Priorities$ Policies$ Negotiations$ Represent all Stakeholders
  27. 27. Superintendent / Governing Board
  28. 28. Business Services Department$ Budget Development Process$ Educational Funding and Reporting$ Educational Facilities & Infrastructure$ Support Services$ Contracts$ Legal
  29. 29. County Office Support$ Job Alike Connections$ Department Support$ Staff Development Support$ Financial Support$ County Board$ SELPA$ AB 1200
  30. 30. AB 1200
  31. 31. AB 1200
  32. 32. AB 1200
  33. 33. Wrap-up What is the basic foundation necessary to begin mastering school finance and the budget development process?
  34. 34. ACSA Support$ Network with your colleagues$ Attend ACSA Academies$ Attend ACSA Professional Development$ Attend School Services of California, CASBO, FCMAT, and County Office Professional Development

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