SFO Exam Prep II: Finance and Budget

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School business practitioners are visionary leaders who can help others see clearly the future of the district through a comprehensive financial plan based on integrity and commitment to the educational mission. In order to inspire and motivate others to achieve a common goal, you’ll need to understand the trends of the community and the district to accurately forecast budget assumptions and assign resources to where they’re needed most. Dive into the details of financial planning, analysis, and budget reporting activities to accurately map out the fiscal year, evaluate data, and inform your stakeholders with clarity and transparency.

Learning Objectives:

Objective 1: Understand how to conduct financial planning and analysis through linking expenses to education outcomes, developing short- and long-term financial goals, and exploring external funding sources.

Objective 2: Understand key elements of budgeting and reporting, including how to accurately project student enrollment, how to evaluate instructional program costs, and how to prepare for the annual audit.

Objective 3: Understand your leadership role in providing financial decision making.


Marvin Dereef Jr., MAFM, SFO, Chief Financial Officer, Fulton County Schools, Atlanta, GA

Knowledge Level:


Focus Area(s):

Principles of School Finance

SFO Domain(s):

Financial Planning and Analysis
Budgeting and Reporting Activities

Field of Study: