Schools finance power hour webinar series

On the last Friday of every month, hosts Jay Staley and Matt Bubness invite you to discover how you can strengthen your school operations. With a rotating panel of guests, this webinar series will explore a timely new topic each month, sharing best practices and resources to help support your school district.

March 2024

How to leverage IRA for your district 

The Inflation Reduction Act (IRA) of 2022 is a landmark federal law that aims to curb inflation by investing in domestic energy production and promoting clean energy. The IRA also provides a range of tax incentives and programs that can help schools reduce their energy costs, improve their energy efficiency and adopt renewable energy sources. Eligible projects include geothermal, solar, thermal energy storage tanks, and more. Join Jay and Matt as they welcome Jesse Nelson and Jeremy Buskirk to discover how the IRA can help you achieve your school district’s energy performance and sustainability goals.

The information provided here is of a general nature and is not intended to address the specific circumstances of any individual or entity. In specific circumstances, the services of a professional should be sought. Baker Tilly Municipal Advisors, LLC is a registered municipal advisor and controlled subsidiary of Baker Tilly US, LLP, an accounting firm. Baker Tilly US, LLP trading as Baker Tilly is a member of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. © 2023 Baker Tilly US, LLP

February 2024

Investment strategies to boost financial performance 

K-12 schools in the United States face many funding challenges. During this higher interest rate environment, school districts have been able to invest their funds to generate additional income to support their educational goals. As conversations are intensifying regarding impending interest rate decreases on the horizon, in this edition of the Schools Finance Power Hour Jay and Matt invite specialists Jeff Messer and George Bawcum to share best practices and effective strategies for investing your school district’s funds. You will also hear about the common pitfalls and risks to avoid.

Investment advisory services are offered through Baker Tilly Investment Services, as a Division of Baker Tilly Wealth Management, LLC, a registered investment adviser. © 2024 Baker Tilly Wealth Management, LLC

January 2024

Elementary and Secondary School Emergency Relief (ESSER) sunset planning

In this month’s session, Jay Staley kicks off the series with Matt Bubness. Together, they share insights on preparing for the expiration of Elementary and Secondary School Emergency Relief (ESSER) funds in 2024. They discuss sustaining effective programs and strategies using already implemented ESSER funds and how to maximize the impact of your investments.