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Financial Leadership Series


January 23, 2020 / Capital Region BOCES


Financial Leadership Series for School Superintendents

Thursday, January 23, 2020
Capital Region BOCES, 900 Watervliet-Shaker Road, Albany, NY

Empire Room
8:30 am -3:00 pm

Cost: $199 per person including breakfast, break & lunch and all program materials.
Aidable through Capital Region BOCES.

Audience: Superintendents and their leadership teams

This event, in partnership with Capital Region BOCES, will feature discussions on state aid and school funding transparency; capital project planning; long-range planning and fiscal analysis and special education funding. This program will also provide an opportunity for attendees to meet colleagues from around the state and discuss critical financial leadership issues.

Behind the Numbers: A Closer Look at Foundation Aid and School Funding Transparency
Presented by Joseph P. Dragone, Ph.D., Senior Executive Office, Capital Region BOCES

Beginning with the 2018-19 school year, Education Law §3614 required school districts to annually submit a NYS School Funding Transparency Form to the Director of Budget. A November 2018 report by the Rockefeller Institute claims there are uneven distributions of state and local revenue among schools within the Big 5 school districts. The policy conversation has now shifted to emphasize how districts allocate revenue to schools as opposed to the level of state aid they receive. After a review of the current Foundation Aid principles, learn what the data says about intra-district revenue distributions by applying the principles of the Rockefeller Report to other districts in the state. If districts allocated revenue based on the pupil weightings in the foundation aid formula, what are the implications for revenue distribution to schools within districts?

It’s Not About the Money…It’s About the Money! 
Presented by Scott Payne, District Superintendent, Cattaraugus-Allegany-Erie-Wyoming BOCES & Kelly Zimmerman, Elementary Principal & Director of Special Education, Pine Valley CSD

Working with a district’s special education programs can sometimes feel like grabbing smoke. As an early career superintendent, how do you know what to focus on? Where does special education funding come from and where does it flow? What do I need to pay attention to in ensuring our special education programs are in compliance and that every student that has a plan is served appropriately? Join this interactive presentation to learn about your district’s special education program and important considerations regarding the management of finances within special education programming. 

Long-Range Financial Analysis
Presented by Rick Timbs, CEO & President, R.G. Timbs, Inc.

Discuss critical fiscal considerations that have shaped your district’s finances, considerations that affect district funding and learn strategies to create a sound long-range fiscal plan. Analyze real life scenarios such as the budget process and considerations, reserves, tax cap, capital projects and declining enrollment with colleagues from around the state.

A Collaborative Approach to Maximizing Building Aid for Capital Projects
Presented by Bryan Manning AIA, Managing Director, BBS Architects, Landscape Architects, & Engineers, P.C.

Planning a capital project requires strategic financial planning long before SED approval. The scope of the project and the layout of the building will have a direct impact on the amount of building aid generated. Failure to properly plan could lead to aid implications that cannot be reversed. Using a “board of directors” approach, learn how to plan a capital project involving the facilities planning committee, business official, construction manager, bond counsel, fiscal advisor, and architect to ensure positive outcomes and maximum aid for your District’s next project.

There is a room block at the Hilton Garden Inn Albany Airport, located at 800 Albany Shaker Road, Albany, NY 12211 at the rate of $130/night. Call 518-464-6666 and reference group code C25.

Questions? Contact Vreneli G. Banks,  Associate Director / Director of LEAF, Inc.
T:  (518) 694-4875

Strategic Partners
  • New York Schools Insurance Reciprocal (NYSIR)