School District Business Leadership Certificate Program

Transcription

1 University Of Washington School District Business Leadership Certificate Program Prepared for WASBO Conference May 11, 2012

2 The Program Is... A graduate level program leading to a certificate in school district business leadership. To help accountants become leaders and business managers become executive team members. $ $ $

3 Advisory Board Debra Aungst, Deputy Superintendent, Puyallup SD Janene Fogard, Deputy Superintendent & Chief Operating Officer, Lake Washington SD John Glenewinkel, Superintendent, East Valley SD Donna Gregg, Business Director, Camas SD, President WASBO Marla Miller, Executive Director of Business & Operations, Edmonds SD Nancy Moffatt, Executive Director, WASBO Becky Nissen, Director of Financial Services, Yakima SD Bill Nutting, Executive Director, Human Relations, Mt Vernon SD Marge Plecki, Associate Professor, Educational Leadership & Policy Studies, UW College of Education Doug Poole, Executive Director, Division of Administrative Services, North Central ESD

4 Program Design Executive style program emphasizing reading, seminars, guest speakers, and student projects. Three courses totaling 9 credits taken over three quarters (current series started January 2012) Each course meets for three days once a month (Thursday-Saturday) for two months Course design, curriculum, and sequence will evolve as we gain experience

5 Classes are held on the University of Washington Seattle Campus

6 Admission Requirements Bachelors degree or above required for graduate credit (upper management experience preferred) Experience in school business management Non-credit option available for students not holding a bachelor s degree

7 Program Scheduling Program first launched January 2012 First series runs from January 2012 through October 2012 Future series of the program will be scheduled beginning in January 2013 if student interest and enrollment is sufficient

8 Staff Program Administrator, Harry Matrone, UW Professional and Continuing Education Course #1: Tom Rockefeller, Superintendent of Mead School District. Course #2: Al Jones, Director of Financial Resources, Tumwater School District Course #3: Stephen Nielsen, Assistant Superintendent for Financial Services, Puget Sound ESD

9 Current 2012 Course Schedule First Two Completed Courses Course Session 1 Session 2 School Business Officials as Systems Leaders in K-12 Organizations Fiscal Leadership & Resource Management in K-12 Organizations Thursday, January 19 Friday, January 20 Saturday, January 21 Thursday, March 15 Friday, March 16 Saturday, March 17 Thursday, February 16 Friday, February 17 Saturday, February 18 Thursday, April 19 Friday, April 20 Saturday, April 21 Third Remaining Course Course Session 1 Session 2 Developing Internal & External Relationships in K- 12 Organizations Thur, September 27, Noon to 5 Fri, September 28, 8:30 to 4:30 Sat, Sept. 29, 8:30 to Noon Thur, October 25, Noon to 5 Fri, October 26, 8:30 to 4:30 Sat, October 27, 8:30 to Noon

10 Some Assembly Required

11 Course #1- January-February 2012 School Business Officials as Systems Leaders Responsibilities and skills of present-day CFO Legal and political influences on public policy re: financing of K-12 education Legal processes & requirements re: public school finance officer accountability

12 Course #2- March-April 2012 Fiscal Leadership and Resource Management Question: How does the CFO and business staff support the educational mission of the school district? Question: How do we judge or measure our success? Reading assignment: Reinventing the CFO by Jeremy Hope How Financial Managers can transform their roles and add greater value

13 Course #2- Assignment Develop performance measures for one of ten school business functions identifying four levels: Undeveloped, Basic/Developing, Proficient, & Advanced, and present to class. EXAMPLE: Aligning Resources-Budget Development 1 - Undeveloped 2 - Basic/Developing 3 - Proficient 4 Advanced Budget decisions are driven by position power and lobbying (squeaky wheel). District priorities are considered in evaluating budget proposals. District leadership adopts budget parameters and priorities to guide budget development. The district s strategic initiatives, goals, and objectives guide budgeting decisions. The budget timing meets the state F-195 deadline. Annual schedule matters only to the Business Office. Annual budget schedule is communicated early to involve stake-holders. The budget schedule is part of an on-going, integrated multi-year planning process.

14 Course #2- Guest Speakers Janene Fogard, Deputy Superintendent of Lake Washington School District Debra Aungst, Deputy Superintendent of Puyallup School District Marla Miller, Executive Director of Business and Operations of Edmonds School District (soon to be Shoreline School District Deputy Superintendent).

15 Course #3- September-October 2012 Developing Internal and External Relationships Legal foundation of Washington bargaining law & opinions shaping public school bargaining Stakeholder management & implications for school finance practices of varied stakeholder values and desires Strategic planning given district mission, current financial conditions & identifying improvements to current financial management practices Experience & confidence in negotiations

16 Course #3- Reading Assignments Brain Rules by John Medina 12 Principles for Surviving and Thriving at Work, Home, and School Diagnosing and Changing Organizational Culture by Kim Cameron, Robert Quinn, & Josey Bass Negotiation: Readings, Exercises, and Cases By Roy Lewicki, Bruce Barry, & David Saunders

17 2012 Class Members Kim Brodie, Director of Finance, Bethel School District Kristin Heather, Director of Finance & Operations, Orting School District Patricia Johnston, Chief Financial Officer, Walla Walla School District Rosalind Medina, Budget Director, Tacoma School District Ruby Perez, Business Manager, Warden School District Mark Spangenberg, Director Business & Finance, Shoreline School District Janet Suppes, Budget Director, Bellevue School District Marie Telecky, Director of Finance & Budget, Bellevue School District Martin Turney, Director of Finance, Issaquah School District Doug Wilson, Director of Operations - Support Services, Northshore School District

18 For More Information Harry Matrone UW ProgramAdministrator, Professional & Continuing Education (206)

19 Questions?