People looking at financial plans and budget

Schools finance power hour: Best practices in strategic financial planning and budgeting

Budgeting is a critical process for K-12 schools. As schools face constant pressure to provide high-quality services with limited resources, effective budgeting becomes essential. In this webinar, we will explore best practices for school budgeting, examine current market conditions and pressures and review strategies to better align the district’s budget with its strategic goals and objectives.

Learning objectives:

  • Discover the advantages of aligning and communicating their school district’s budget with strategic goals and objectives to drive better decision-making and outcomes.
  • Gain a deeper understanding of upcoming budgetary challenges, including the end of federal Elementary and Secondary School Emergency Relief (ESSER) funding and the ongoing effects of inflation on prices and the demand for higher wages.
  • Explore strategies for assessing your long-term financial position through projections, staffing analysis and other helpful tools


Jay Staley, Ed.D., Director

Matt Bubness, Director


Brent Habegger, Senior Manager

Who should attend

Directors of finance, chief financial officers (CFOs), business managers, superintendents

There are no prerequisites for this event, and advance preparation is not required. There is no cost to attend this event.

Level: Basic

CPE credit: One (1) hour total credit

Fields of study: Specialized knowledge

A certificate of completion will be emailed to you four to six weeks following the event. For more information regarding administrative policies such as complaint and refund policies, please email [email protected].

CPE sponsors

Baker Tilly is registered with the National Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

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