The Institute for Education Innovation (IEI) and Allovue are pleased to announce ... 

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Future of Education Finance Summit

September 22, 2022

Baltimore, Maryland
Kimpton Hotel Monaco

The Future of Education Finance Summit brings together K-12 ed finance professionals and district leaders to network, learn, and discuss the future of education finance. FEFS features 12 breakout sessions focused on critical topics in education finance across four themes: research, policy, practice, and technology. By sharing research, policy studies, and district implementation strategies, FEFS helps administrators make informed financial decisions for their schools and students.

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Join us on September 22, 2022 in Baltimore, Maryland!

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Breakout Sessions

Choose from curated sessions across research, policy, practice, and tech.

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Networking

Connect with ed finance advocates and district leaders in small group settings.

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Roundtables

Engage in guided discussions on key challenges in K-12 ed finance.

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Innovative K-12 district leaders and ed finance advocates are at home here.

Since 2016, ed finance professionals from across disciplines gather at FEFS to work toward a future where every dollar works for every student.

While the topics of conversation have evolved (in often unexpected ways), we're still pressing forward to empower education leaders to equitably and effectively administer resources. Newly reimagined through a partnership between the Institute for Education Innovation (IEI) and Allovue, this year's program offers a unique setting to inform future practical and technological innovation and best practices for K-12 leaders across the country.

A full day of curated programming and open discourse are hallmarks of the Summit.

This September, we'll tackle critical challenges in K-12 education finance across the broad themes of research, policy, practice, and technology.

A hand-selected roster of speakers will guide attendees in breakout sessions. FEFS will open with a reception on the evening of September 21, followed by a day of educational programming and networking. View the speakers and agenda below!

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KeynoteSpeaker

Making Headlines: Challenges & Opportunities of Reporting on School Finance

Hear from a star-studded lineup of education finance journalists on how they cover inflation, a looming recession, declining enrollment, labor shortages, and other tough topics in the field. 

How do they consider the evolving public opinion on all things school finance (for better or worse)?

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Event Program

Please note that the panel roster and session line-up are subject to change at any time. 

September 21
6:00 PM
Allovue Partner Dinner & User Group Session

Invite-only


8:00 PM
Welcome Reception

For all attendees


September 22
8:00 AM
Breakfast

9:00 AM
Keynote Address | Making Headlines: Challenges & Opportunities of Reporting on School Finance

Hear from a star-studded lineup of education finance journalists on how they cover stories on ESSER, inflation, a looming recession, declining enrollment, labor shortages, and other tough topics in the field. What are the challenges to balancing local nuance with national narratives? How does research and data play a role? How do they consider the evolving public opinions on all things school finance (for better or worse)? 

⦿  Cory Turner, Correspondent/Senior Editor | NPR Ed

⦿  Lauren Camera, Senior Writer | U.S. News & World Report

⦿  Mark Lieberman, Reporter | Education Week

⦿  Matt Barnum, National Reporter | Chalkbeat

⦿  Moderated by Erica Green, Correspondent | New York Times

 


10:00 AM
Networking

10:15 AM
RESEARCH TRACK
Federal Regulations for Racially Equitable Funding

While the federal government has long pressured local education agencies to mitigate within-district disparities, little has been done (outside of providing Title I aid) to pressure states to provide more equitable and adequate school funding. Learn about the patterns of existing disparities in state school finance systems, including the sharp racial divide in school funding across districts within metropolitan areas. What federal regulatory pressures could be applied to states to improve interstate equity and adequacy of school funding and to mitigate racial disparities? What can the federal government do and what are the potential limits to that authority?

⦿  Bruce Baker, Professor of School Finance, Policy & Quantitative Analysis | University of Miami

⦿  Preston Green III, John and Maria Neag Professor of Urban Education | University of Connecticut

 

 

POLICY TRACK
Lessons from State Policy Reform

Hear from leaders who have been instrumental in crafting and advocating transformational ed finance policies in Tennessee, Maryland, and Arizona. They'll share stories, learnings, and recommendations about engaging local education agencies in designing and implementing policy changes, as well as guidance for how district leaders can become allies for transformational ed finance policies in their home states. Challenges and opportunities of interpreting and implementing these changes at the district-level will also be considered.

⦿  Breanna Sommers, Tennessee P-12 Policy Analyst | EdTrust

⦿  Emily Anne Gullickson, President & Founder; Founder & CEO | Great Leaders Strong Schools; A for Arizona

⦿  Kristy Miller, Fiscal Compliance Officer | Prince George's County Public Schools

⦿  Shamoyia Gardiner, Executive Director | Strong Schools Maryland

⦿  Moderated by Zahava Stadler, Special Assistant for State Funding & Policy | EdTrust

 

 

PRACTICE TRACK
Journey to a New Funding Formula

Boston Public Schools finance leader reflects on the district's path to a new funding formula and how strategic partnerships have been leveraged for different components of the design and implementation of this important resource equity work.

⦿  David Bloom, Deputy Chief Financial Officer | Boston Public Schools

⦿  Carrie Stewart, Co-Founder & Managing Partner | Afton Partners

⦿  Jason Becker, Chief Product Officer | Allovue

 


11:00 AM
Networking

11:15 AM
TECHNOLOGY TRACK
Partner Showcase with the Institute for Education Innovation (IEI)

Ed Tech leaders will deliver powerful 2-minute presentations on how they’re working to solve school finance problems. Attendees will provide instant feedback in the conference app.

11:45 AM
Lunch
12:30 PM
TECHNOLOGY TRACK
Partner Roundtable Discussions

Attendees will rotate through a series of 15-minute roundtable discussions with Ed Tech leaders based on IEI’s proprietary matching algorithm. Each roundtable discussion will focus on solving a key problem in education finance.


1:30 PM
RESEARCH TRACK
Mitigating Financial Challenges Post-Relief Funding

Based on work with districts and Chief Business Officers across California, this session will review financial challenges following the influx of federal relief funding. District practitioners will discuss their experiences navigating school finance through challenges like issues related to declining enrollment and workforce shortages.

⦿ Jayne Christakos, former Chief Business Officer | San Bernardino City Unified School District

⦿  Jason Willis, Director, Strategy & Performance | WestEd

⦿  Kelsey Krausen, Senior Engagement Manager| WestEd

⦿ Tara Bergfeld, Senior Education Finance Associate | WestEd

 

POLICY TRACK
Federal Funding: Relief Aid Doesn’t Solve All the Problems

Learn about the advocacy efforts of the Committee for Education Funding and how they are making the case to build on the increase from FY 2022. The discussion will cover why the huge (but one-time) COVID-relief dollars "don't solve all the problems" and the uncertainty of timing for federal appropriations. 

⦿  Sarah Abernathy, Executive Director | Committee for Education Funding

 

PRACTICE TRACK
Budget Season Best Practices

Panelists will have a conversation about their overall budgeting approach and how they’ve organized their teams to support principals and other budget stakeholders. They’ll also offer advice to other districts on lessons learned over the years.

⦿  Joe Hykle, Deputy Chief of Finance | KIPP Texas

⦿  Moderated by Cory Edmonds, Vice President of District Partnerships | Allovue

 


2:15 PM
Networking

2:30 PM
RESEARCH TRACK
ESSER Halftime Review: Lessons for Equity, Sustainability, & Impact in ESSER's Second Half

In our work with schools across the country, we’ve learned that virtually no ESSER plans are unfolding as expected—and the student needs may be much greater than originally anticipated two years ago. The good news: there’s much more ESSER money left to spend. And with two years left for ESSER resources, there’s more than enough time to spend these funds in strategic ways that make a difference for the children who need it most. Now is the moment to reflect and learn—and then take action. Our ESSER Halftime Review process occurs in three distinct phases: collecting data, interpreting the data, and action planning for what’s next. Come to the breakout session to learn more about what we are finding working with districts hand-in-hand to complete this process and make good decisions for the future of their students and communities. 

⦿  Christopher Cleveland, Manager | Education Resource Strategies

 

POLICY TRACK
Five Steps for Creating a Stronger Procurement Department

This session will give you five actionable steps to make the case for creating a more effective and efficient procurement division in your district. The federal government approved approximately $190 billion in Covid relief aid for K-12 schools. These funds are essential for supporting students. Yet the funds have also created and exacerbated challenges for district procurement teams. In this session, you will learn about process improvements, technology upgrades, and other changes that have allowed districts to significantly enhance procurement operations. Specifically, you will hear how districts can reduce procurement cycle times, eliminate manual processing of bids, increase transparency, reduce workloads, and support a healthy team culture.

⦿  Robert Avossa, former Superintendent (The School District of Palm Beach County) and chief in residence at Chiefs for Change

⦿  Michael Hinojosa, former Superintendent (Dallas Independent School District) and member of Chiefs for Change

 

PRACTICE TRACK
Engaging Stakeholders in District Funding Decisions
In this panel discussion, four IEI members share innovations for increasing community, student, and staff engagement for funding decisions. The influx of ESSER dollars increased scrutiny over how money was to be spent, as stakeholders wanted to create more opportunities for students. The district leaders will share their journeys to fiscal stakeholder engagement, providing practical models that can be replicated and scaled. These initiatives include:
- A city/district partnership to create a Birth-8 program in New London, CT
- A $100K grant delivered to a school community to decide how it is to be invested through a truly democratic process in Victoria ISD, TX
- Stretching ESSER $$ to reduce financial pressure on bond cycles and capital expenses, creating new long-term positions to serve students in Princeton City Schools, OH
- Turning a deficit into a 33% fund balance through community and student advisory committees who analyzed ROI of various programs to make difficult fiscal decisions in Chattahoochee County, GA

Plan to share your questions for the audience Q&A! 

 

⦿ Tom Burton, Superintendent | Princeton City Schools

⦿  Kristie Brooks, Superintendent | Chattahoochee County Schools

⦿  Justin Gabrysch, Principal| Victoria Independent School District

⦿  Cynthia Ritchie, Superintendent | New London Public Schools

⦿  Moderated by Doug Roberts, Founder & CEO | Institute for Education Innovation

 


3:15 PM
Closing Remarks

⦿  Jess Gartner, Founder & CEO | Allovue

4:00 PM
Happy Hour
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Learn from leaders across ed finance research, policy, and practice.

A warm welcome to our speakers for this year's program! We can't wait to share their expertise with you at the Future of Education Finance Summit. Please note that the panel roster is subject to change at any time. 

Breanna Sommers

Tennessee P-12 Policy Analyst

EdTrust

Bruce Baker

Professor of School Finance & Ed Policy

University of Miami

Carrie Stewart

Co-Founder & Managing Partner

Afton Partners

Christopher Cleveland

Manager

Education Resource Strategies

Cory Edmonds

Vice President of District Partnerships

Allovue

Cory Turner

Correspondent/Senior Editor

NPR Ed

Cynthia Ritchie

Superintendent

New London Public Schools

David Bloom

Deputy Chief Financial Officer

Boston Public Schools

Doug Roberts

Founder & CEO

Institute for Education Innovation

Emily Anne Gullickson

President & Founder; Founder & CEO

Great Leaders Strong Schools; A for Arizona

Erica Green

Correspondent

New York Times

Jason Willis

Director, Strategy & Performance

WestEd

Jayne Christakos

Former Chief Business Officer

San Bernardino City Unified School District

Jess Gartner

Founder & CEO

Allovue

Joe Hykle

Deputy Chief of FInance

KIPP Texas

Justin Gabrysch

Principal

Victoria Independent School District

Kelsey Krausen

Senior Engagement Manager

WestEd

Kristie Brooks

Superintendent

Chattachoochee County Schools

Kristy Miller

Fiscal Compliance Officer

Prince George's County Public Schools

Lauren Camera

Senior Writer

U.S. News & World Report

Mark Lieberman

Reporter

Education Week

Matt Barnum

National Reporter

Chalkbeat

Michael Hinojosa

Former Superintendent; Member

Dallas Independent School District; Chiefs for Change

Preston Green III

John and Maria Neag Professor of Urban Education

University of Connecticut

Robert Avossa

Former Superintendent; Chief in Residence

School District of Palm Beach County; Chiefs for Change

Sarah Abernathy

Executive Director

Committee for Education Funding

Shamoyia Gardiner

Executive Director

Strong Schools Maryland

Tara Bergfeld

Senior Education Finance Associate

WestEd

Tom Burton

Superintendent

Princeton City Schools

Zahava Stadler

Special Assistant for State Funding & Policy

EdTrust

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Registration & Lodging

Join us in Baltimore for the Future of Education Finance Summit this fall!

September 22, 2022 | Baltimore, MD

Passes include the evening reception on 9/21 and all sessions and meals on 9/22.

  • General Public*: $500
  • IEI Members: $99 (check email for the discount code)
  • Allovue Customers: $99 (check email for the discount code)

Attendees can make room reservations at the Kimpton Hotel Monaco by booking through this link or calling 1-800-Kimpton with meeting code G6V. The group rate expires on 9/7. 

 

*Attendees representing vendor/solution partner organizations are not eligible for general public passes. To attend as a non-sponsoring vendor, contact Tiffany Law for details. 


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PARTNER OPPORTUNITIES AVAILABLE

Please contact our Director of Partner Relations, Tiffany Law, for more information:

tiffany@instituteforedinnovation.com

Join the IEI Family, Allovue, and friends for another informative and inspiring event focused on the future of education finance!

 
September 22, 2022 | Baltimore, Maryland