IASB’s Core Mission

1. Framing Our FutureIowa Association of School BoardsDistrict MeetingsJune 2010Thank you for your participation.

2. IASB’s Core Mission Mission: IASB is an organization of elected school board members dedicated to assisting school boards in achieving their goal of excellence and equity in public education.

3. Meeting Agenda • Welcome and Introductions • Framing Our Future: Ronni Stalker, IASB Interim Executive Director • Dinner Activity: Feedback and Input – Member Needs and Priorities • Lessons to Share: Expectations and Finance • Legislative Update • New Tools and Resources, Good News • Thoughts for the Road

4. Framing Our Future • Ronni Stalker • IASB Interim Executive Director

5. Dinner Activity • Feedback and Input: • Member Needs and Priorities

6. Member Input • A: What should be the primary focus of IASB? What should IASB’s overall purpose of the organization? • B: What are two or three specific actions IASB can take to prove that we are back on track? • Please return one yellow sheet per table • Please return one green sheet per person. Thank You!

7. Lessons Learned • Sharing to benefit our members: • Clear Expectations • Finances

8. IASB Board Standards Effective School Governance • Setting clear expectations • Creating conditions for success • Holding the system accountable to expectations • Building collective will • Learning together as a board team. Source: IASB School Board Member Handbook

9. Setting Clear Expectations Ensuring Funds are Available to Accomplish the Vision • Legal • Ethical • Fiduciary Duty • Board Policy See General Fund Reserves (gray paper) and Fiscal Management (pink sheet) examples in meeting packet.

10. Setting Clear Expectations Additional Considerations: • Planning • Monitoring • Financially stable • Comfortable asking questions

11. Budget Monitoring Creating Conditions for Success and Holding the System Accountable • Monitoring of the District’s Finances: • Financial Reports Code of Iowa 291.7  MONTHLY RECEIPTS, DISBURSEMENTS, AND BALANCES.  The secretary of each district shall file monthly with the board of directors a complete statement of all receipts and disbursements from the various funds during the preceding month, and also the balance remaining on hand in the various funds at the close of the period covered by the statement, which monthly statements shall be open to public inspection. *See Balance Sheet example (white paper) in meeting packet.

12. Budget Monitoring • Key Financial Measures • Spending Authority/Unspent Balance • Financial Solvency • Enrollment • Cash Balance • Revenue/Expenditures • Staff Costs • Trends of above *See Glossary of Terms (ivory paper) in meeting packet.

13. Budget Monitoring

14. Budget Monitoring

15. Budget Monitoring • Budget Cycle • Enrollments • October 1 • December 1 • Certified Budget • Line Item • Updates • Fiscal Year End • Certified Annual Report • Audit

16. Budget Monitoring • Understanding the Audit Process • Relationship with vendor • Audit RFP (request for proposal) tan paper • Roles • Superintendent • Business Manager • Audit Committee • Activity (lavender handout)

17. Building Collective Will • Effective Boardsmanship • Public Communication • Newsletters • News Stories • Web site • Features

18. Learning Together as a Board Team • Board Development Training/Resources • Visit our website IA-SB.org • Finance • Legislative Advocacy • Legal/Policy • Student Achievement • Board Operations • Community Relations • And more!!

19. Legislative Update: • What Happened During the 2010 Session?

20. This past year . . . Successful on many fronts including: • Defeated most unfunded mandates • Killed bills that expanded scope of bargaining • Headed off thoughts of raiding state penny • Maintained some ISL funding • Delayed setting FY 2012 Allowable Growth • Funding for education was better than anticipated

21. 2011 IASB Legislative Platform • Discuss and select your district priorities at your next board meeting • Return priorities to IASB • On-Line form: http://www.ia-sb.org/iasbform.aspx?ekfrm=7270 • Fax: (515) 247-7058 • Mail: 6000 Grand Ave. Des Moines, IA 50312 • Priorities are due back to IASB by Aug. 13, 2010

22. Getting involved in the 2010 Elections • Meet, greet and discuss • Invite candidates to board meetings or school events • Hold or participate in candidate forums • Work with the media • Write a guest editorial about key education issues • Invite the media to meetings with candidates • Consider campaign contributions • After the election • Meet with your new legislators • Find out how he/she will keep in touch with constituents during the legislative session See the IASB Legislative AdvocacyToolkit on our Web site at http://www.ia-sb.org/EventsTraining.aspx?id=5510

23. What to expect in 2011 • Potential for significant changes in the Statehouse – new people = learning curve • Potential for new leadership so new priorities and focus • Less money than this year unless new federal money surfaces – state is out of one-time money

24. Closing Comments • New Tools and Resources • Good News • Thoughts for the Road

25. New Tools and Resources • Superintendent Evaluation Corner • New Sample Policies • Budget Cut Survey • Upcoming Events • Fiscal Conference: July 13, 2010 • Fall ABLE Meetings • Convention

26. Good News Thank you for sharing good news from your excellent board work! Please keep us informed of what’s going on in your district. Award opportunity! Apply for the Boards Making a Difference Award – share what’s going on at your board table.

27. Thank you for helping us Frame Our Future! • Your time is valued. • If you have additional questions or input, please contact us. • www.ia-sb.org • (800) 795-4272 • iasb@ia-sb.org