Track 9: Development of a Working Line-Item Budget & Monthly Financial Reporting

Participants will utilize district data to develop a working line-item budget. Categorical and general education funds will be identified and discussed, and participants will be more confident in tracking receipts and expenditures throughout the year. They will learn how to access the financial information for their districts and practical strategies for managing their district budget. Program budgeting, site-based budgeting, coding of expenditures and revenues will guide instruction and learning.

Financial reporting is essential to the education of numerous audiences in the school and community. Therefore, participants will review several examples of financial reports that provide meaning and understanding for internal staff, community audiences, and the board of education. As a participant, you will leave with a variety of financial reports that can be used to inform your board and community relative to the district’s financial position.

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