Workshop Topics

Fiscal Navigation for Superintendents

Session 1  (5 Hours)

An overview of the fiscal leadership of a school district

Fiscal responsibilities, duties and attitudes of the superintendent of schools

Superintendent relations with business officials and business office staff

The superintendent’s annual Fiscal calendar

Roles and responsibilities of business officials and business office staff

Session 2 (5 Hours)

Understanding monthly financial reports

Fund Balance - Reserves

The development and use of fiscal data and reports

Fiscal stability and control

Session 3 (5 Hours)

Internal fiscal controls and fraud risk reduction

Revenue management and fund balance control and strategy

Assessment, equalization, and tax rate calculation and projection