A new hire affects far more than staffing. From budgets and benefits to payroll, grant allocations, accounting, and financial reporting, every personnel decision creates a chain of financial and operational consequences.

Using practical Colorado charter school scenarios, this interactive session follows the employee lifecycle from budgeting and hiring through payroll, financial reporting, and offboarding. Examine where information must flow between HR, Finance, payroll, grants, and school leadership—and how breakdowns can lead to errors, compliance issues, and unnecessary rework.

Learn how to:

Connect staffing decisions to budgets: Account for compensation, benefits, vacancies, and funding sources.
Strengthen critical handoffs: Keep employee information, payroll, grant allocations, and accounting aligned.
Improve financial reporting: Understand staffing-related budget variances and their implications for financial statements and MD&A reporting.

Leave with a practical framework for clarifying responsibilities, strengthening communication, and improving decision-making without adding unnecessary bureaucracy.

(24) HR + Finance: Building One Team Instead of Two

Speakers

Rory Yonts

Kelly Moore