Accuracy Builds Credibility: Improving School Budget Projections and Financial Forecasts

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School budgets are built around finite resources, but how do you better estimate current and future year costs? What metrics and data can support your ongoing projections? This session will review best practices for budget forecasts and how you can improve your analysis of current and future revenues and expenditures to maximize student outcomes while ensuring your entity is prepared to weather changing assumptions and impacts. This session was originally recorded for the 2020 Envision virtual conference.    

Learning Objectives:

Objective 1: Describe best practices for budget and financial reporting revenues and expenditures.

Objective 2: Discuss case studies in budget forecasting utilizing technology to perform data and analytics.

Objective 3: Outline communication strategies necessary to ensure stakeholders understand the variability of budget projections.


Matthew Lentz, Chief Financial Officer/ Board Secretary, Upper Moreland School District, Willow Grove, PA
Stan Wisler, Strategic Account Advisor, Forecast5 Analytics, Naperville, IL

Knowledge Level:


 SFO Domain(s):

Financial Planning and Analysis


1.0   SFO

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