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✰FOUNDATIONAL Workshop

Budgets: Basic Development – 5/12/27

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Learn the fundamentals behind every successful school district budget and understand how financial plans support student success.

School district budgets shape nearly every decision a district makes, from staffing and programs to facilities, services, and long-term planning. Yet for many professionals, the budget development process can feel complex, intimidating, and difficult to navigate without a clear understanding of the steps, requirements, and responsibilities involved.

This foundational workshop provides a practical introduction to budget development and management in California schools. Participants will explore how budgets are built, monitored, and communicated, while gaining a clearer understanding of the regulations, timelines, and decision-making processes that drive successful fiscal planning. Walk away with a step-by-step framework for developing and managing budgets and a stronger foundation for future growth in school business leadership.

Live Virtual Workshop
10:00 AM – 2:00 PM

4.0 CEUs

Who Should Attend

Administrators, new Chief Business Officials, business office staff, aspiring school business professionals, and anyone seeking a foundational understanding of school district budget development and management.

What You Will Learn

Participants will learn how to:

  • Understand the fundamentals of California school finance and budgeting
  • Navigate key budget regulations, requirements, and legal considerations
  • Develop and manage budgets using a structured budget development process
  • Monitor budget performance and compare results against projections
  • Prepare and interpret budget documents and financial reports
  • Present budget information clearly and effectively to stakeholders

Featured Presenter

Susana Lopez, Chief Business Official, Moreno Valley USD

With more than 20 years of experience in school business and fiscal management, Susana Lopez brings extensive expertise in budget development, financial planning, and district business operations across California school districts.

Registration

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

Registration & Access

Early Bird Deadline: April 12, 2027
Cancellation Deadline: April 28, 2027
Registration Closes: May 5, 2027
Cancellation Fee: $45

Participants will receive a Zoom link upon registration and again in a reminder email approximately four business days before the workshop.

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Associate Member Conference Attendance Policy

Purpose To ensure a fair and consistent experience for all participants at CASBO conferences and to maintain the value of sponsorship and exhibitor opportunities for associate members.

Policy Statement Associate Members who are not exhibiting or sponsoring at a CASBO conference are not permitted to attend the event as regular attendees.

Details

  • Conference attendance for Associate Members is considered a benefit tied to active participation as an exhibitor or sponsor.
  • Only Associate Member firms with a confirmed exhibit booth or paid sponsorship are eligible to register representatives for conference access.
  • Associate Members without an exhibit or sponsorship may not:
    • Purchase or obtain standard attendee registrations
    • Access sessions, meals, networking events, or the exhibit hall
    • Attend on behalf of or in partnership with another exhibiting or sponsoring organization
  • This policy ensures equitable opportunities for participating partners and protects the value of conference engagement offerings.

Exceptions Any exceptions to this policy must be reviewed and approved in advance by CASBO leadership.

Enforcement CASBO reserves the right to:

  • Deny registration requests that do not meet the eligibility requirements
  • Remove individuals from the event who attend in violation of this policy
  • Revoke or limit membership privileges for repeated violations