Participants will join 4 virtual sessions: April 18, 19, 25, and 26, 2024.
12:00-2:00 PM EDT each day

Workshop Description

For most districts, financial pressures are intensifying as federal relief funds wind down, enrollments shift, and labor costs continue to rise, all against a backdrop of an economic downturn. Decisions made at this spring's budget meetings will play a critical role in ensuring that the district's limited funds are able to deliver the most for its students.

This 8-hour workshop is designed to equip district leaders, school board members, and advocates with the practical skills needed in strategic fiscal management, finance policy analysis, and financial leadership and communication.

Workshop Topics

  • Tips and tools for financial decision-making
  • How to examine trends in enrollment and staffing
  • How to weigh important tradeoffs (for new investments and cuts)
  • How to communicate financial decisions to constituents

Workshop Format

  • 4 Virtual Sessions
  • 12:00 – 2:00 PM EST
  • April 18, 19, 25, and 26, 2024

Instructor

Dr. Marguerite Roza
Ph.D., Director, Edunomics Lab and Research Professor at Georgetown University’s McCourt School of Public Policy.

Dr. Roza’s research focuses on quantitative policy analysis, largely in the education finance arena. She has led projects including the Institute for Education Sciences multi-year study of weighted student funding, the Finance and Productivity Initiative at the Center on Reinventing Public Education (CRPE) and the Schools in Crisis Rapid Response Paper Series. Her recent research traces the effects of fiscal policies at the federal, state, and district levels for their implications on resources at the school and classroom levels. Her calculations of dollar implications and cost-equivalent trade-offs have prompted changes in education finance policy at all levels in the education system. As part of her groundbreaking work on weighted student funding, Dr. Roza devised a “%SBA metric,” enabling an apples-to-apples comparison of total district funds in a WSF formula. This metric is now commonly recognized as the foundational measurement of WSF formulas nationwide.

Dr. Roza has written extensively on financial transparency and the opportunity toward equity and productivity. Her work has been published by the Brookings Institution, Public Budgeting and Finance, Education Next, Governing, The Hill, and the Peabody Journal of Education. She is author of the highly regarded education finance book, Educational Economics: Where Do School Funds Go?

Dr. Roza served as a Senior Economic Advisor to the Bill & Melinda Gates Foundation, and as a Lieutenant in the U.S. Navy teaching thermodynamics at the Naval Nuclear Power School. She earned a Ph.D. in Education from the University of Washington and a B.S. from Duke University, and has studied at the London School of Economics and the University of Amsterdam.


Pricing

ASBO International Members - $650
Non-Members - $850

Register Now

Cancellation & Substitution Policy

All requests for participant cancellations and substitutions must be submitted in writing via email to Theresa Boulware at [email protected]. A substitution occurs when a participant registers for a class he or she cannot attend and instead asks to send someone else in his or her place. The policies for such requests are as follows:

Days Before Start Date  Cancellation Policy Substitution Policy 
More than 30-day notice Full refund minus a $150 administration fee A $150 administration fee 
15 to 30-day notice 50% refund A $150 administration fee 
14 days or fewer 25% refund A $150 administration fee