Alliance for Excellence in School Budgeting

Training Type: 
Live Training
Date and Time: 
Sep 26 2019 - 8:30am to 4:30pm  CDT
Sep 27 2019 - 8:30am to 2:30pm  CDT

Chicago, IL (Hyatt Regency Chicago)

151 E. Upper Wacker Dr
Chicago, IL 60601
United States
Field of Study: 
CPE Credits: 
Member Price: 
Non-Member Price: 

Currently employed at a school district and basic familiarity with school budget and planning processes.

Budget Director
School District of Palm Beach County
Director of Exceptional Student Education (ESE)
School District of Palm Beach County (SDPBC)
Director of Budget & Treasury
Jeffco Public Schools
Chief Strategy Officer
Jeffco Public Schools
Supervisor of Education, Office of Teaching, Learning, and Assessment
Upper Moreland School District, Pennsylvania
Chief Financial Officer
Upper Moreland School District
Chief Financial Officer
Tigard-Tualatin School District
District Administrator
Tigard-Tualatin School District
Retired CFO
Lake County Schools
Senior Director
Principal Associate
Education Resource Strategies
Education Resource Strategies
Senior Manager, RCC
Who Will Benefit: 

This training and “mini” conference is designed for school district senior level staff from both the academic and budget/finance areas who lead and are integral participants in the district’s budget and planning processes (superintendents, and potentially board members would benefit from attendance as well).

Program Description: 

The two-day event will provide participants with an overview of the Best Practices in School Budgeting and also more in depth discussion, exercises, and practical examples of key portions of the enhanced budget process framework. The conference will consist of self-assessments, group exercises, networking activities, and facilitated discussions — all centered on the best practices framework, examples from districts implementing the best practices, and other supporting content. Portions of the event will be geared towards the finance and academic sides separately in order to share challenges anonymously to facilitate a broader discussion on improving collaboration, specifically during the budget process — a key tenant of the best practices. Additional emphasis will be placed on the initial steps of the best practices framework — including enhancing communications and engagement strategies; improving goals, strategies for achieving goals, and measuring performance; and also finding additional opportunities for cost savings to fund strategies for increasing student outcomes. These emphasized areas will help serve as the foundation for an enhanced budget process that focuses on aligning scarce resources to optimizing student achievement.

The event will also include ample opportunities to share and collaborate with other districts in attendance — including discussions and a networking event.

Seminar Objectives: 
  • Complete a self-assessment to determine next steps for your district in improving its budget process
  • Learn more about the Best Practices in School Budgeting framework
  • Network with other districts working to improve their budget processes
  • Gain perspectives on budget process pain points of your academic or finance peers
  • Gain additional tips, advice, and tricks from other districts working to implement the best practices