Best Practices in Developing, Managing and Controlling Budgets for Site General Fund, Categorical Programs and Student Body Funds
A one-day institute that provides participants with all they need to know about site budgets
What do Superintendents and Cabinet Level District Officials need to know about the budget to effectively manage district programs, avoid fiscal crisis and ensure excellent management of fiscal resources?
Unfortunately, despite increased demands, responsibility, expectations and resulting accountability, no comprehensive training programs have been developed and made available to prepare educational leaders to handle complex and tedious budgeting matters. The TSS/ACSA Budget Boot Camp for District Leaders has been developed at the request of superintendents themselves who believe that such a training program is not only needed, but is vital to the successful career and professional growth of today’s superintendent and other cabinet level administrators.
This session will include information on:
- Basic financial requirements and timeliness for all CA school districts
- Reading and interpreting financial reports (SACS)
- Understanding the financial health of your school district
- Interpreting of multi-year projections
- Account code basics and how they are used to manage the budget
- The key functions of the business services department
- Questions to ask your fiscal office staff to help insure financial information is accurate
Understanding how to manage budgets is not only vital for site administrators for success in their current positions, it is important for those who aspire for advancement through promotional opportunities like higher site and district level positions.
Who Should Attend?
Superintendents and District-level administrators with responsibility to supervise and evaluate budget managers and ensure fiscal solvency of the district are strongly encouraged to attend. Also, available for other administrators who aspire to be in district level top positions.
Participants will receive a binder with a copy of the materials presented and shared by all presenters along with any supplemental handout materials filed in the appendices. Additionally, participants may be provided convenient tools and simple spreadsheets to assist in the day-to-day budget management.
About the Presenter
is a school district chief business official who has been credited with developing and implementing sound business practices including strong and well-tested site budget development and control processes. She has worked in the realm of education finance for over 20 years. She has been extensively involved in providing training to site administrators about the matters pertaining to budgets and LCFF and LCAP. She is currently the Chief Business Officer and Governmental Relations for the Riverside Unified School District. She has developed training programs to assist site administrators in understanding and managing budgets.
Dr. Joseph Pandolfo
has worked in public education for over 30 years as both a teacher and administrator and joined Total School Solutions in 2020 as their Executive Vice President. He provides financial and managerial consulting to District’s throughout the state. He started his career in the Midwest working ten years, where he was Director of Finance and Operations for the Westchester Elementary School District in Westchester, Illinois. Joseph was President of the Redwood Empire Schools and a member of the Sonoma County Treasury Oversite Committee. He has a doctorate from the University of California, Davis and his dissertation was on school district efficiency.
has served as the Chief Business Official at a number of school districts in California. He is a Certified Public Accountant and is currently the president and chief executive officer of Total School Solutions. Throughout his career, he has worked with site managers in ensuring stronger controls on site level spending and in developing sound business practices. He understands the importance of empowering site administrators with budgeting decisions and the responsibility that comes along with them. He believes that well-designed training is vital to the success of site-based budgeting to ultimately help students through well-managed program budgets.