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✰FOUNDATIONAL Workshop

Budgeting Basics 101 5/19/26

Date:

Strong budget development and management are foundational to effective school business operations. Budgeting Basics is a hands-on virtual workshop designed to help participants build confidence in the core principles, processes, and responsibilities involved in developing and managing school district budgets.

Through practical instruction and real-world examples, participants will explore the fundamentals of California school finance, the budget development process, monitoring and reporting practices, and strategies for effectively communicating budget information to stakeholders. This workshop provides a step-by-step framework that can be applied immediately in the workplace, helping attendees better understand how budgets are built, managed, and presented throughout the fiscal year.

Ideal for administrators, new chief business officials, business office staff, and professionals looking to strengthen their foundational financial knowledge, this course offers practical tools and guidance to support informed decision-making and fiscal stewardship.

Participants will leave with a stronger understanding of budget regulations and requirements, improved confidence in monitoring financial projections, and a clearer roadmap for developing and managing budgets from start to finish.

Competency Level: Foundational
Designed For: Administrators, new chief business officials, business office staff, and anyone interested in developing foundational knowledge of school budgeting concepts
Discipline Area: Accounting / Financial Services
CEUs: 4

Topics Covered:

  • Introduction to budgets in California schools
  • Budget development process
  • Steps in budget development
  • Budget documents and presentations

Learning Objectives:

  1. Summarize the history of school finance
  2. Comply with budget regulations and laws
  3. Monitor budget results against projections
  4. Develop an effective budget development and management process

Speaker: Susana Lopez, Chief Business Official, Moreno Valley Unified School District

Susana Lopez Headshot

Registration Deadlines:

  • Early-Bird Registration Closes: 4/20/2026
  • Cancellation Deadline: 5/05/2026
  • Registration Closes: 5/12/2026

Fees:

Registration Type CASBO Member Non-Member
Early-Bird $220 $305
Regular $270 $355

Cancellation Processing Fee: $45

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