Learning Lab: Long Range Financial Planning for School Districts
Build Your School District Forecast

Eligible for credit to meet Continuing Professional Education (CPE) and Continuing Teacher and Leader Education (CTLE) requirements. 

This unique hands-on series will help school officials maximize the potential of long range financial planning to support a school district multi-year plan that strengthens the school district’s financial condition, provides information that supports sustainability and manages change in the district. The long-range plan provides a framework to support collaboration between the school district’s financial and instructional leadership and helps the district manage external factors such as the Tax Cap.

NYSASBO’s long-range financial planning series consists of four 1.5-hour sessions to be held once a month beginning in February 2017. The curriculum was  developed by NYSASBO’s SBO in Residence, Kurt Jaeger, who has extensive experience as a school business official and certified public accountant, and Deborah Cunningham, NYSASBO Director of Education and Research, in consultation with other subject area experts


Details pertaining to each session will be emailed to participants on the Thursday prior to the Tuesday session. Please email johanna@nysasbo.org if you fail to receive details by the Friday before the Tuesday session.



February 7 from 1:00 p.m. to 2:30 p.m. 

Overview of a Multi-year Planning Process
Participants will be assisted in the process of choosing a long-term planning model, based on what the district is trying to accomplish. The overview will detail the use of fund balance and reserves and best practices to maintain district equity.


March 14 from 1:00 p.m. to 2:30 p.m. 

Capital Planning
Participants may be planning to present a capital project to the voters for approval and will be guided in the process of identifying state building aid by project including timelines for SED approval and the flow of Building Aid to the district. This session will explore ways to maintain the local share of capital expenditures to present a consistent request for tax levy each year while complying with the Tax Cap.

4 from 1:00 p.m. to 2:30 p.m. 


Fine Tuning the Long-range Plan
This session will review assumptions used in long range financial plan and help participants tailor the assumptions they use to their specific district situation and culture. The session will review trend analysis based on the assumptions, how to articulate the district’s organizational structure and multiple planning efforts, and adjusting the forecast to balance revenues and expenditures in the future years.


May 2 from 1:00 p.m. to 2:30 p.m. 


Instructional Planning
This session will present ways to incorporate instructional planning in the long-range financial plan. It will explore ways financial staff can collaborate with the district’s instructional leadership to become an integral part of the dialogue on instruction and fully understand instructional challenges and opportunities. Participants are asked to bring their school district instructional leadership staff (superintendent, assistant superintendent for instruction, etc.) to this session.



Sessions will be interactive and participants will work towards developing a financial forecast for their particular school district. The goal is to help ensure that participants are able to transfer knowledge learned to their job setting. Participants must take all four sessions and will be awarded a certificate of completion and invited to assist NYSASBO in future turn-key training of the service in their region. The sessions will be conducted at NYSASBO headquarters.

 $500 for members; $750 for non-members. Participants must sign up for all four sessions.

Space is limited to 15 in person and 15 online slots. 

12/20/2016: The online slots are now full. Please email Debbie at debbie@nysasbo.org to be placed on the waiting list. Debbie will reach out if a slot opens up. IN-PERSON slots are still available.