Board Policy & the Business Office

If you’ve ever found yourself digging through documents to confirm your district’s process for budgeting, purchasing, or other financial matters, you’re not alone. The good news? You don’t have to guess. Now available on demand, this hour-long webinar, a collaboration by TASB Policy Service and TASBO, walks you through how to use board policy as a practical tool in your daily work.

Led by Amy Kadlecek, Assistant Director of TASB Policy Service, and Kristi Clark, Chief Policy Officer for TASBO, this session focuses on Section C of the policy manual, the section most relevant to the business office, and explores policies related to finance, budgeting, purchasing, and internal controls.

You’ll learn:

• How to find and understand key business office policies
• Where board policy ends and administrative procedures begin
• How to use policy to support compliance, transparency, and consistency

Business office staff play a vital role in ensuring the financial integrity of a district, but navigating the intersection of state rules, district expectations, and board policy can be overwhelming. This webinar offers a roadmap for using policy not just as a requirement, but as a resource.

Watch at your convenience, revisit complex topics anytime, and come away with the tools you need to make policy work for you, not against you.

Register today to access the full session and make board policy a part of your business office toolkit.

Feel free to forward this invitation to business managers, CFOs, and administrative staff who support finance operations in your district.

Fee: $50 per person