Business managers interact with everyone from students to support and instructional staff, to boards of education, to community members, to legislators. These stakeholders' knowledge about education trends, best practices, school finance, legal requirements, and state and federal politics varies dramatically from each other's and from those of…

The prospect of an IRS 403(b) audit can be daunting, but as the old saying goes, knowing is half the battle. Understanding what to expect during the audit process and having the proper internal controls are the keys to avoiding stress. As part of a traditional IRS 403(b) plan audit, the Internal Revenue Service has requested that plan sponsors…

The author is fairly familiar with the work dimensions of a business manager and has pretty much attended most of the professional development "how-to" sessions on everything from asset management to school budgets and beyond. When she thinks about what business managers do in schools and how much of what they do actually adds value, she…

"Oh the Places You'll Go!" That Dr. Seuss book is a standard gift for graduates as they are sent out into the world-whether it's off to college or into the world of work. "You can steer yourself any direction you choose." What direction did school business officials take to get where they are today? The most recent…

Failing to have a plan to communicate with stakeholders during the budget process is a plan to fail. Without community support, getting budget approval can be difficult. Thus, school business officials must have a plan to ensure the appropriate budget message is conveyed throughout all communication channels. In fact, a communication plan is the…

Transporting students with special needs can be a costly proposition. However, school business officials can help mitigate those costs by focusing on four specific areas: relationships, information sharing, safety, and time lines. Although these areas may seem a bit far removed from the numbers we love to crunch, they do affect your…

Districts around the country have been forced to reduce personnel and programs because sufficient funds are unavailable to maintain what are commonly referred to in education as "level service budgets." Perhaps it is time for school business officials (SBOs) to engage in serious conversations about whether K-12 public schools should place greater…

It is the best of times because there has never been a greater need for quality school business officials, but it is the worst of times because it has never been more difficult to "be" a school business official. One needs the wisdom of Solomon to balance the foolishness of greed with need. A poorly equipped negotiating team can quickly sink the…

Educational policy makers (e.g., legislators, state and local school boards) continue to promote inter-district service consolidation as one method to reduce operating expenditures citing economies of scale as the source of any savings. This study uses survey data to identify the extent of non-instructional service consolidation in Michigan, with…

CAUBO--the Canadian Association of University Business Officers--is a volunteer-driven organization that represents the administrative function of virtually all Canadian universities (CAUBO is the Canadian counterpart to NACUBO in the United States). Member committees provide direction and subject matter expertise, with each committee typically…

This study examined the essential skill sets needed to effectively perform as a school business official in New York State. This study surveyed 132 practicing school business officials across New York State and created a needs-based assessment of the competencies required to successfully perform as a New York State school business official. In…

Working effectively with stakeholders is a common challenge for school business officials (SBOs) and noninstructional school leaders. SBOs are often frustrated by unrealistic expectations and a lack of appreciation for their efforts. What's more, they are often blamed for things over which they have no control. One might blame lack of…

In hostile situations, a communicator's goal is to establish and maintain trust and credibility with the audience. School business officials need the special skills and techniques of what's known as "risk communication." Few people are natural risk communicators. Those who do it well honed their skills over many years spent in hostile…

Traditionally, district and corporate leaders regarded chief financial officers, or CFOs, as chief accountants. They were the individuals tasked with ensuring financial compliance, settling the books, creating reports, and cutting costs. The CFO was inherently risk averse and internally focused; he or she was there to backstop the ambitious plans…

The effects of the Great Recession of 2007-2009 continue to challenge school business officials (SBOs) and other education leaders as they strive to prepare students for the global workforce. Economists have borrowed a word from chemistry to describe this state of affairs: hysteresis--the lingering effects of the past on the present. Today's SBOs…