Intro to Budget Preparation I and II

11am – 12pm MST, 27 February 2024 ‐ 1 hour

Workshop/Breakout Sessions

Glenn Gustafson from the Colorado Department of Education and a charter school finance professional will lead you through the budget preparation process and offer tips for maximizing revenues, allocating expenditures and complying with bond covenants.   

Key aspects of the session will include a budget development timeline, forms to collect budget information and a step by step process for preparing your budget in an efficient manner.

Key takeaways will include all the tools to navigate the budget deadlines and end up with a financial plan that effectively and efficiently resources your school.

In addition, they will walk you through the CDE budget template that will help you prepare a sound  financial plan for your school and allow you to effectively estimate pay raises, comply with all state and authorizer deadlines.  The budget template will help you understand Colorado school finance and governmental accounting and District flow-through accounting and State Intercept accounting for your bonds.

Please take the post-workshop survey: https://www.surveymonkey.com/r/AC24-finance

Key takeaways will include the confidence to build a budget using the CDE template that communicates your financial plan to your board, staff and community.