CBO Mentor Project
Class #2
June 25 & 26
1
June 25 & 26
DRAFT
Outline
Change in
Plans.
No Budget
exercise on
Friday night.
5:00 to 6:00
6:00 to 7:00
7:00 to 8:00
8:00 to 9:00
Sa tur da y
9:00 to 10:00
Sa tur da y
optional - school
School Finance with
finance tutorial
Ken Hall
Working dinner & Working dinner &
activity
activity
County office Fiscal
Oversight (Wendy
Benkert)
Sa tur da y
Financial
Reporting Francie
Sa tur da y
Activity
School Finance Revenue
School Finance
(Francie Heim)
(Francie Heim)
11:00 to 12:00
Lunch Activity
Lunch Activity
Fiscal Update Kevin Gordon
Leadership
Legal Issues &
Contracts
(Harold Freiman
Lozano Smith)
Financial
Reporting Trend
Analysis
Francie
working lunch
12:00 to 1:00
1:00 to 2:00
2
September 10 & 11
Fiscal CrisisMentor
FCMAT
Questions/Activity perspective
(Joel Montero)
8:00 to 9:00
10:00 to 11:00
We will
reschedule for
August class.
What a CBO
needs to know
about C&I
August 6& 7
2:00 to 3:00
School Finance
(Francie Heim)
Budget
Presentation
Part 1
Bill McGuire
Budget
Bill McGuire
Introduction of Guests
Celebrations
Challenges
Have you learned your classmate
names?
Class Name? 1st class, 2nd to none, Joel’s
Favorites, Fantastic 4th, 5 Star Leaders..
3
Team Contact Information
Reminders:
MONDAY MORNING SURVEY FROM BILL M. – PLEASE RESPOND
MONDAY MORNING – LETTER FROM FRANCIE RECAPPING THE
WEEKEND (also posted to google docs)
Check your spam filters
Team Contact Information
Bill Gillaspie
bgillaspie@fcmat.org
Bill McGuire
billm@sia-us.com
Francie Heim
fheim@edcoe.org
Mary Turcotte
mwturcotte@comcast.net
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2
3
4
5
Style
4
cell phone
(661) 204-0579
(559) 217-3901
(530) 313 8516
(530) 417-4405
Francie Heim
Strategic
Responsibility
Learner
Focus
Woo
Competing
Accomodating
Strengths
Empathy/Developer
Competition/Includer
Strategic/Responsibility
Empathy/Relator
Typical category of questions:
Absences, college credit, life problems
What do I need to do with the rest of my life in order to win?
What do I need to do for class?
Mentor questions & problems
Bill McGuire
Includer
Competition
Activator
Self-Assurance
Ideation
Bill Gillaspie
Empathy
Harmony
Positivity
Developer
Woo
Mary Turcotte
Connectedness
Consistency
Empathy
Ideation
Relator
Competing
Collaborating
Compromising
Guest Speaker
Linda Hauser, Ed.D.
Curriculum and Instruction
Dr. Linda Hauser has been deeply involved in education for over 30 years. She
currently serves as a Professor at California State University Fresno,
Educational Research and Administration, where she teaches both in the
Education Administration Master’s Program and Doctoral Program in
Educational Leadership. Dr. Hauser served over 28 years in K-12 public
education as the Chief Academic Officer for the Fresno Unified School District
and as an Area Superintendent, Administrator for Professional Development (K12), elementary school principal, secondary learning director, resource teacher
and teacher in the Clovis Unified School District. She has taught numerous
grade ranges from primary grade students to the graduate level. Dr. Hauser
received her BA in Communicative Disorders (deaf education emphasis) and
teaching credential from California State University of Fresno, her MA in
Administration and Reading Specialist Certification from Fresno Pacific
University and completed a doctorate in Organizational Leadership from the
University of LaVerne.
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Random Selection
Stand
Identify the district selected
Research relative to Student Achievement
(e.g. who did you talk to, where did you go for resource
documents)
Talk about student achievement in your district
(How are students doing?)
(or selected district)
2 MINUTE TALK
Stop watch for each table.
Volunteer time keeper.
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MENTOR DISCUSSION
 Discuss with your mentor what they believe is the role of a CBO and the
qualities they feel are critical to be successful. Discuss your strengths and
the strengths of your mentor. Discuss your aspirations to be a CBO. Ask
your mentor what skills you need to acquire or expand to be successful.
 Discuss student achievement and how they believe a CBO plays a role
with the district leadership team in achieving student success. Discuss
with them your assignment to talk for two minutes about student
achievement.
 Discuss the relationship between business and curriculum & instruction
division. How does business support the instructional side of the house?
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MENTOR DISCUSSION
What is your district revenue limit? Bring to the class a copy of your district
revenue limit calculation as presented in the 2nd interim report. Discuss
with your mentor where your revenue limit is in relationship to the state
wide average for your type of district. Do you know why it is above or
below statewide average?
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Interview Question:
“Please tell us about yourself, your education and your
experience, as it relates to this position.” Time your
response to be under five minutes.
Find a partner.
Provide your response. Request feedback.
Listen to their response. Provide feedback.
9
Written Assignment
Prepare a 200 – 300 word summary that describes your district revenue
limit funding. Include whether you are above or below the statewide
average (and why). Include the percentages of state aid and property
tax. Describe it as though you were including the description
in a budget document.
You will get an opportunity to rewrite this document after listening to
class discussion on Saturday.
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Strengths
Our strength exercise forms the basis for many of our
leadership and team building activities. Understanding your
strengths is the easy part of this leadership lesson.
What strengths do you NOT have?
What strengths do you need on your team in order for your
team to succeed?
How do you learn to value the strengths that your team
members bring to the table?
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Thomas Killman Survey Results
Accommodate
Diane Lacombe
Kristofer Pitman
Tom Etchart
Barbara Henderson
Maria Palmer
Harley Robertson
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Avoid
9 Tom Etchart
9 Chris Vaz
8 Veronica Lanto
7 Cecile Nunley
7 Maria Palmer
7 Kristofer Pitman
Aaron Thornsberry
Paul Ziegler
Jane Shamieh
Collaborate
compete
11 Dennis Snelling
11 Wael Elatar
10 Harley Robertson
10 Harley Robertson
9 Wael Elatar
9 Jonathan Allen
9 Susan Junette
9 Kraig Magnussen
9 Joyce Lopes
9 Brett McFadden
9 Tommy Welch
9 Dennis Snelling
9 Jonathan Allen
8
8 Thomas Barentson
8
7 Stan Machesky
8
Jane Shamieh
8
Jennifer Stahlheber 8
Barbara Henderson
7
Veronica Lanto
7
Brett McFadden
7
Tina Tuning
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Compromise
9 Brett McFadden
8 Thomas Barentson
7 Stan Machesky
7 Cecile Nunley
7 Jennifer Stahlheber
7 Barbara Henderson
Kraig Magnussen
Maria Palmer
Tommy Welch
Jonathan Allen
Diane Lacombe
Veronica Lanto
Joyce Lopes
Jane Shamieh
Debra Silva
Tina Tuning
Chris Vaz
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11
10
10
10
9
9
9
9
8
8
8
8
8
8
8
8
Strengths (note – we lost a few folks)
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Aaron Thornsberry
Maria Palmer
Kristofer Pitman
Dennis Snelling
Demian Barnett
Kraig Magnussen
Paul Ziegler
Gary Kelly
Tommy Welch
Tom Etchart
Cecile L. Nunley
Wael Elatar
Stan Machesky
Debra Silva
Harley Robertson
Susan Junette
Chris M Vaz
Joyce Lopes
Jane Shamieh
Tina Tuning
Jonathan Allen
Jennifer Stahlheber
Brett W. McFadden
Diane Lacombe
Barbara Henderson
Tom Barentson
Veronica N. Lanto
Analytical
Futuristic
Analytical
Context
Ideation
Learner
Competition
Ideation
Learner
Harmony
Input
Analytical
Strategic
Restorative
Input
Harmony
Relator
Achiever
Achiever
Relator
Strategic
Input
Input
Learner
Arranger
Maximizer
Responsibility
Harmony
Learner
Relator
Context
Competition Deliberative
Deliberative Strategic
Input
Adaptability
Maximizer Self-Assurance
Achiever
Strategic
Achiever
Focus
Context
Input
Deliberative Responsibility
Achiever
Activator
Maximizer Futuristic
Individualization
Futuristic
Futuristic
Ideation
Relator
Intellection
Context
Achiever
Strategic
Achiever
Learner
Strategic
Maximizer Learner
Developer Maximizer
Command
Activator
Learner
Includer
ResponsibilityArranger
Intellection Input
Maximizer Achiever
Strategic
Learner
Futurisic
Individualism
Deliberative Acheiver
IndividualizationAchiever
Context
Responsibility
Learner
Responsibility
Learner
Restorative
Woo
Connectedness
Arranger
Learner
Learner
Maximizer
Achiever
Focus
Consistency
Belief
Intellection
Self-Assurance
Self-Assurance Ideation
CommunicationSelf-Assurance
Achiever
Belief
Restorative
Ideation
Learner
Responsibility
Responsibility Self-Assurance
Futuristic
Focus
Relator
Ideation
Empathy
Achiever
IndividualizationInput
Intellection
Positivity
Learner
Analytical
Analytical
Achiever
Context
Command
IndividualizationWoo
Arranger
Conectedness
June Assignment
(& future heads up)
 Come prepared to talk (TWO MINUTES) about student achievement in your district. (if
you haven’t spoken already)
 Review the Clovis Unified School District Budget On-line at
http://www.cusd.com/business/budget.htm “Do not Print” (We will reschedule)
 Attend a board meeting in June where a budget is being presented.
(Your district, your mentor’s district, or another district of your choice).
 User Friendly BUDGET. CD provided. Your job is to complete the User Friendly
Budget. Complete all sections of UFB 6.2 for the District/COE of your choice. Review
and discuss with your mentor prior to the class. Due by the October class. Be prepared
to report out in TWO minutes and two minutes only what you learned about budgeting
in CA using UFB during dinner at the October class. Resource for prior year data:
http://www.ed-data.k12.ca.us
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Exercise – Fingertip Facts
 As a CBO, there are a large number of facts about your
district you should know “by heart”.
 And a large number of facts, that you should have assembled
in some type of document for easy access.
 You will produce your own finger tip fact document for your
district by the end of the program.
Team starting point:
Brainstorm all the things you think should be “facts” about your
district that you should have on a fingertip fact document.
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August Mentor
Interview Question
 Discuss with your mentor the topic of fiscal oversight (AB 1200) and
their experiences in working with their county office. Bring a copy of
your district 2nd interim approval letter from the county office.
 Discuss with your mentor strategies relative to cash flow, cash
management, cash loans.
 Interview Question: We understand the need for a reserve for
economic uncertainty. However, these are definitely times of great
economic uncertainty. What are the conditions whereby use of reserves
to balance the budget is acceptable? Note – put interview question answer in
writing and post to google site.
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August Writing Assignment
 Prepare a 200 – 300 word summary that describes Class Size
Reduction Funding in 2010-11. Describe it as though
you were including the description in a budget
document.
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August Assignments
 Leadership assignment – TBD
 Attend a JPA meeting (workers compensation/property &
liability/health and welfare) – not due until January.
 Start work on your unique “Fingertip Facts”. You will keep
adding to this document as the class progresses and your final
document is due at the end of the program.
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Kevin Gordon
Budget Update
President
School Innovation and Advocacy
(Bio from SI&A website)
Widely viewed as among the top education advocates in California, Mr. Gordon is President
of School Innovations and Advocacy. Along with CEO Jeff Williams, Gordon leads our
company's efforts to provide the very best services available to school agencies across
budget and finance, curriculum and instruction, categorical programs, human resource
management, school facilities construction and education technology. The longtime
Executive Director of the California Association of School Business Officials (CASBO), Mr.
Gordon previously served as the Chief Lobbyist and Assistant Executive Director of the
California School Boards Association (CSBA). He has also served as Chief of Staff to
Congressman Robert T. Matsui and as a legislative advocate for the California Building
Industry Association. He holds a master's degree in public administration from the
University of San Francisco. Prior to that, while completing his undergraduate degree in
communication studies at University of California, Davis, he was recruited by the IBM
Corporation and served three years in its national marketing division for large systems.
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