Association of California School Administrators Leadership Summit 2012

Friday, November 9, 2012 3:00 – 5:00 p.m.

Budget and Fiscal Matters for

Aspiring Cabinet Leaders

Brought to you by: ACSA Business Services Council

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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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

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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.

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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

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So you want to be a…

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A Cabinet Member

• Superintendent • Deputy Superintendent… • Associate Superintendent… • Assistant Superintendent… • Chief…

… • Administrative Services • Educational Services • Business Services • Human Resources • Information Technology • Facilities

Education Headlines (www.fcmat.org)

Headlines Activity

Your lens, your perspective

Your lens as a teacher

Your lens as a Principal/Director

Your lens as a Cabinet Administrator

Awareness Test

Educational Services Department

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

I have a question

Human Resources Department

$ People are our business

$ People account for 85%- 95% of any

school district budget

Human Resources Department

$ Bargaining Unit Contracts

$ Negotiations

$ Position Control

SAMPLE PVR

SAMPLE PVR

Human Resources Department

$ Personnel Law $ Layoff procedures $ Hiring/Selection Rights $ Rights of Employees – FMLA, CFRA, Leave

laws $ Workers Compensation $ Litigation prevention and participation $ Attorneys

Human Resources Department

$ Workers Compensation

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

Human Resources Department

Cafeteria worker, repetitive motion/cumulative trauma, arms, shoulders, upper back; Medical $ 85,400 Indemnity $ 40,500

$125,900

Human Resources Department

Teacher distributing papers, turned and tripped over back pack, injured both knees; Medical $145,000 Indemnity $ 61,700

$206,700

Superintendent / Governing Board

$ Governance Team $ Establish Goals and Priorities $ Policies $ Negotiations $ Represent all Stakeholders

Superintendent / Governing Board

Business Services Department

$ Budget Development Process $ Educational Funding and Reporting $ Educational Facilities & Infrastructure $ Support Services $ Contracts $ Legal

County Office Support

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

AB 1200

AB 1200

AB 1200

Wrap-up

What is the basic foundation necessary to begin mastering school finance and the budget development process?

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