Overview - Business & Finance Support

Welcome to Region 10 School Business and Finance

At Region 10 Educational Service Center, our School Business and Finance department is dedicated to equipping superintendents, chief financial officers, administrators, and key finance personnel with the resources, tools, and expertise needed to navigate the complexities of school finance.

We understand that managing the financial operations of educational institutions is a critical component of delivering quality education. Our mission is to support schools and districts in achieving financial stability, compliance, and efficiency through expert guidance, tailored solutions, and collaborative opportunities.

What We Offer:

  • Professional Development: Specialized workshops, seminars, and training sessions to enhance your knowledge of school finance laws, budgeting, and financial reporting.

  • Technical Assistance: One-on-one support for navigating funding formulas, financial audits, and compliance requirements.

  • Resources & Tools: Access to templates, calculators, and comprehensive guides to simplify financial planning and decision-making.

  • Networking Opportunities: Forums and collaborative sessions to connect with peers and share best practices.

  • Innovative Solutions: Strategies and insights designed to help schools maximize funding opportunities while maintaining fiscal responsibility.

We are committed to simplifying the complexities of school finance and empowering education leaders to make informed decisions that positively impact students and communities. Explore our offerings and discover how Region 10 can be your trusted partner in school business and finance excellence.

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Contacts

Assistant Director Finance & Operations
Janeé Carter
972-348-1480 Email Janee' Carter

Administrative Assistant
Brenda Martinez
972-348-1480
Email Brenda Martinez

Professional Development Offerings

School Finance Academy - Cohort 3

Limited Seats

School Finance

School Finance Academy - Details PDF

At Region 10 ESC, we're all about empowering current and aspiring school finance personnel like you and your staff! Whether you're a seasoned Superintendent, a savvy CFO, a dedicated Business Manager, or simply interested in becoming more involved in business finance, our Finance Personnel Training & Development Academy is your ticket to mastering the ins and outs of school business operations.

Why Join?

  • Address the urgent need for highly trained school finance personnel

  • Learn from industry experts and gain practical insights

  • Network with like-minded professional in school business leadership

  • Create a pipeline for success with a "Grow Your Own" program

Who Should Enroll?

  • Aspiring and current School Finance Leaders

  • District Administrators looking to develop internal talent

  • Anyone passionate about driving school success through strong financial management

  • New to a finance role in an LEA or aspiring

When: 13 Full Day Hands-On Trainings

Tentative Dates

  • March 31, 2025

  • April 8, 2025

  • April 15, 2025

  • May 13, 2025

  • June 23, 2025

  • July 16, 2025

  • August 26, 2025

  • September 23, 2025

  • October 21, 2025

  • November 18, 2025

  • December 2025 - Date TBD

  • January 2026 - Date TBD

  • February 2026 - Date TBD

What does it cost?

Total Cost: $5,000 per team (up to two participants from a district) for all 13 events.

Payment Options:

  • Pay in full - March 2025

  • Split 2024-2025 & 2025-2026 LEA budgets

  • Individual payments, not LEA

Don't Miss Out!

This is a change to elevate yourself or your staff's expertise and build a future-ready finance team. Enroll now and invest in your future and the future of your district!

Each session runs from 9:00 AM to 4:00 PM at Region 10. Attendance is strongly encouraged as each session builds upon the previous one, covering essential skills and topics critical for the knowledge expected of academy graduates.

2 Ways to Register

Number 1

Complete the Self-Registration form. This will save your seat. Then have your superintendent complete the nomination form.

Self-Registration Form
Number 2

Superintendents can complete the Nomination form to reserve a seat for the candidate.

Superintendent Nomination Form

Major Lesson Topics Covered

Foundations of School Finance

  • CFO role & Expectations

  • Importance of the CFO Position

  • Helpful Organizations

  • Texas Legislative Process for School Finance

Budgeting & Financial Planning

  • Texas School Finance System

  • Budget Development (2024-2025)

  • Revenue Sources: State Aid & Property Tax

  • Payroll & Position Control

  • Debt Service & Long-Term Planning

  • Cash Flow & Investment Timing

Financial Operations & Compliance

  • Finance Template Training & Inputs

  • Business Office Organization

  • Coordination with Other Departments

  • Working with Chief Appraisers & Demographers

Property Tax & Revenue Management

  • Property Tax Values & Collections

  • Truth in Taxation

  • Local & Federal Revenues

Financial Advisory & Operational Management

  • Role of the Financial Advisor

  • School District Operations & Safety

  • Accounting & Budgeting Best Practices

Bond Planning & Capital Management

  • Bond Planning & Capital Projects

  • TEA Account Code Structure

  • Bond Programs from a CFO Perspective

TEA Reporting & Compliance

  • CTE & CCMR Funding

  • TEA Website & Reporting Requirements

  • Local Website & Newspaper Publications

Purchasing & Audit Preparation

  • Purchasing Laws & Procedures

  • CFO Role in Purchasing

  • Budget Workshop & Audit Preparation

Leadership & Strategic Planning

  • CFO Role on the Leadership Team

  • State Aid & Template Review

  • Bond Planning & Elections from CFO POV

  • Service Contracts & Asset Disposition

Construction & Retirement Planning

  • Managing Construction Projects

  • Retirement Planning & Investments

  • Year-End Financial Close & TEA Reporting