Communicating School District Finances

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Community trust depends on clear, compelling fiscal communications that are simple and relatable, but how do you do that when the information is so complex? School finances can be an intimidating topic to cover. The many different funding streams, legal obligations, liabilities, and board directives make finance one of the least understood areas of education. 

We will explore effective ways to talk about the business of running a school district, from budget reductions to tax collections to allocations and spending. We’ll discuss the importance of communicating about finances all year long, not just when your district has a funding measure on the ballot. You’ll come away with practical ways to relate school finances to families’ home finances, ideas for visuals that help simplify complexity, and more!

Community trust depends on clear, compelling fiscal communications that are simple and relatable, but how do you do that when the information is so complex? School finances can be an intimidating topic to cover. The many different funding streams, legal obligations, liabilities, and board directives make finance one of the least understood areas of education. 

We will explore effective ways to talk about the business of running a school district, from budget reductions to tax collections to allocations and spending. We’ll discuss the importance of communicating about finances all year long, not just when your district has a funding measure on the ballot. You’ll come away with practical ways to relate school finances to families’ home finances, ideas for visuals that help simplify complexity, and more!

Topics we’ll cover include:

  • How to simplify complex financial ideas in ways that are relatable 

  • The role of strong visuals and infographics to chart out finance

  • Tools for staff to help explain business issues and decisions

  • Who speaks about school finance – and why

Meet the Instructors: Frank Kwan and J.Marie


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