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.

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. 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.

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. 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. 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. So you want to be a…
6

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. Education Headlines
(www.fcmat.org)

9. Headlines Activity

10. Your lens, your perspective

11. Your lens as a teacher

12. Your lens as a Principal/Director

13. Your lens as a Cabinet
Administrator

14. Awareness Test

15. Educational Services Department
$ Core Curriculum Materials
$ Professional Development
$ Categorical Funding
$ Assessment & Accountability
$ Compliance
$ Student Achievement
$ Educational Technology

16. I have a question

17. Human Resources Department
$ People are our business
$ People account for 85%- 95% of any
school district budget

18. Human Resources Department
$ Bargaining Unit Contracts
$ Negotiations
$ Position Control

19. SAMPLE PVR

20. SAMPLE PVR

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. Human Resources Department
$ Workers Compensation

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. Human Resources Department
 Cafeteria worker, repetitive
motion/cumulative trauma, arms,
shoulders, upper back;
 Medical $ 85,400
 Indemnity $ 40,500
$125,900

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. Superintendent / Governing Board
$ Governance Team
$ Establish Goals and Priorities
$ Policies
$ Negotiations
$ Represent all Stakeholders

27. Superintendent / Governing Board

28. Business Services Department
$ Budget Development Process
$ Educational Funding and Reporting
$ Educational Facilities & Infrastructure
$ Support Services
$ Contracts
$ Legal

29. County Office Support
$ Job Alike Connections
$ Department Support
$ Staff Development Support
$ Financial Support
$ County Board
$ SELPA
$ AB 1200

30. AB 1200

31. AB 1200

32. AB 1200

33. Wrap-up
 What is the basic foundation
necessary to begin mastering school
finance and the budget
development process?

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