How Design Impacts Your Financial Data

When you’re evaluating tools and systems to help you manage financial data at your school district, you’re probably focused on features, functionality, and how easy they are to implement. Whether it looks good isn’t part of your decision-making process -…

Transparency & Crisis Management with Superintendent Mark Schwarz

Mark Schwarz, Superintendent of Madison Public Schools in New Jersey, was amongst the first district leaders to post video messages to his community, and was clear and transparent about the planning process for closures even before the decision was made.…

Achieve District Goals with Strategic Budgeting

Strategic budgeting involves creating a multi-year budgeting plan that supports the long-term goals and vision set by the school district. It should represent the district’s strategic plan in action and allow the district to identify the financial…

Survive District Accounting System Transitions with Balance

If your district is preparing to undergo an accounting system transition, you may feel that now is not a good time to implement Balance. You couldn't be more wrong! Balance can help districts streamline and minimize technical issues typically associated…

5 Steps to Transition Your District to Weighted Student Funding

1. Evaluate your current state Successful districts transition to weighted student funding (WSF) formulas over several years so make sure you manage your expectations and plan for the long term. Before you begin, review your site-level spending to assess…

Improve District Finances Using SMART Pathways

Another new year, another set of new year’s resolutions unintentionally abandoned by February. Despite our best efforts, many of us fail to achieve our goals for various reasons; either they weren’t realistic, we failed to keep track of our progress, or…

Meet Your K-12 Budgeting Season Survival Guide

Your district’s budget aims to be a reflection of the goals and priorities important to the district that will ultimately work towards maximizing the opportunities for your students. Unfortunately, for many school districts, budget decisions are made…

Get Control of Your Chart of Accounts with Balance

School is back in session and now is the time to put your budget to work! Expected and unexpected school and department level expenditures will quickly show how thorough and efficient your budget planning may or may not have proven to be. Is your chart…

The A, B, Cs of Back to School Finance

The school year is right around the corner and even with the best intentions, it's easy to get off track when it comes to managing your department or school's budget. With that in mind, here's an easy checklist to help keep your school or district…

Procuring a Budgeting Tool Does Not Happen by Luck

In today’s education climate, many budget owners see the need to invest in a financial management and budgeting tool that can not only save them from the tedium of legacy systems, but meet changing regulations. Here are seven considerations compiled by…