Please contact us at edunomics@georgetown.edu for accessible versions of these resources.

Webinar: The Changing Role of Education Finance Leadership

2019-09-05T21:03:06+00:00

A webinar exploring connections and opportunities with ESSA's financial transparency requirement, the new Supplement-not-Supplant requirement for a district “resource allocation methodology” and “resource allocation reviews” as well as what each means for states and districts.

Webinar: The Changing Role of Education Finance Leadership2019-09-05T21:03:06+00:00

A Way to Get School Finances Back Under Control

2019-06-28T17:58:28+00:00

Amid demands on school districts for increased spending, a troubling trend is emerging: School district leaders are approving budgets and signing labor deals they can't afford. It's a dangerous and disruptive cycle that throws these districts into financial turmoil, produces layoffs that hurt students as well as teachers, and can leave states and taxpayers on the hook for

A Way to Get School Finances Back Under Control2019-06-28T17:58:28+00:00

Training School Leaders to Spend Wisely

2019-06-28T17:39:33+00:00

Raise the topic of education finance and most jump to the revenue side of the equation: Is there enough money? Are districts funded equitably? But the spending side is equally important and is about to get much more attention, thanks to a provision in the Every Student Succeeds Act that will make school-level spending data public. District

Training School Leaders to Spend Wisely2019-06-28T17:39:33+00:00

Understanding school finance is one thing. Being effective in communicating about it is another skill entirely

2019-06-15T00:16:24+00:00

Recent research reveals a lot about what those in schools and the broader public know about school finance, and what they don’t. It’s very clear that there are some important knowledge gaps about how schools are funded—and that many people are hungry to engage with the issue more fully. There is also a clear need for

Understanding school finance is one thing. Being effective in communicating about it is another skill entirely2019-06-15T00:16:24+00:00

Webinar: Taking Stock as SEAs Begin Releasing Per Pupil Spending Data

2019-06-25T23:09:29+00:00

Marguerite Roza and Katie Hagan April 2019 In the coming year SEAs will report (many for the first time) per school spending data. In this webinar Marguerite Roza and Katie Hagan examine school-by-school expenditures in those states where data are now available sharing how leading states are incorporating financial transparency data in school and district report cards and

Webinar: Taking Stock as SEAs Begin Releasing Per Pupil Spending Data2019-06-25T23:09:29+00:00

New Education Department guidance on supplement-not-supplant: Sorry not sorry

2019-05-28T15:55:56+00:00

In this blog post, Marguerite Roza discusses the new U.S. Department of Education guidance on monitoring the “supplement-not-supplant” (SNS) provision of Title I. SNS specifies that federal Title I funds for schools with high concentrations of poverty must be used to augment state and local funding, rather than offset it. Where the Obama Administration attempted (and failed) to require

New Education Department guidance on supplement-not-supplant: Sorry not sorry2019-05-28T15:55:56+00:00

Equipping School Leaders to Spend Wisely

2019-05-24T11:37:11+00:00

While the revenue side of education finance gets plenty of attention (Is there enough money?), the spending side is equally important and yet gets short shrift. This is partly due to a lack of visibility into how the money is spent. But that is about to change, thanks to a new provision in the Every Student Succeeds Act.

Equipping School Leaders to Spend Wisely2019-05-24T11:37:11+00:00

A Checklist to Guide Data-Visualization Decisions

2019-07-23T23:42:20+00:00

The financial transparency requirement in the Every Student Succeeds Act (ESSA) requires states to report per-pupil expenditures down to the school level on state and district report cards. As states decide how to visually communicate these data, an important first step is to understand how various stakeholders (e.g., policymakers, district and school leaders, community advocates, parents, media, etc.)

A Checklist to Guide Data-Visualization Decisions2019-07-23T23:42:20+00:00

Interstate Financial Reporting

2019-03-23T13:11:02+00:00

Making the most of school-level per-student spending data Interstate Financial Reporting (IFR) was created by states, for states, to meet the financial data reporting requirement under ESSA—and maximize the value of their efforts. Based on a set of voluntary, minimal reporting criteria, IFR is designed to produce data that have common meaning and can be used to make

Interstate Financial Reporting2019-03-23T13:11:02+00:00

Four Approaches to Assigning Costs to Central Levels vs. School Levels When Calculating Per-Pupil Expenditures

2019-03-31T14:09:26+00:00

Marguerite Roza and Katherine Hagan September 2017 This paper authored by Marguerite Roza and Katherine Hagan outlines different approaches state education agencies may take when calculating per pupil expenditures weighing the benefits and considerations of each. Read More Linked resources: Developing Rhode Island's Chart of Accounts A Conversation with Donna Nester about Mississippi’s Account

Four Approaches to Assigning Costs to Central Levels vs. School Levels When Calculating Per-Pupil Expenditures2019-03-31T14:09:26+00:00

School Level Finance Survey Converter Tool

2019-05-23T22:58:03+00:00

This tool can help state education agencies (SEAs) meet the Every Student Succeeds Act (ESSA) financial transparency per-pupil expenditure reporting requirement using two pre-existing federal survey tools -- the School Level Finance Survey (SLFS) and the Local Education Agency Finance Survey (also called F-33). State agencies can use this tool to combine data from those two surveys to

School Level Finance Survey Converter Tool2019-05-23T22:58:03+00:00

What does the ESSA financial transparency requirement mean for districts?

2019-03-31T14:48:22+00:00

Marguerite Roza In this webinar hosted by AASA, Marguerite Roza provides an overview of the financial transparency requirement in the Every Student Succeeds Act, highlight lessons learned from states working towards meeting the requirement, and provide a district lens for thinking about the opportunities this new data can provide. View the recorded webinar View Presentation

What does the ESSA financial transparency requirement mean for districts?2019-03-31T14:48:22+00:00

Financial Transparency & Equity

2019-03-26T12:54:12+00:00

Reporting per-pupil expenditures at the school level will undoubtedly uncover some inequitable distribution of resources within states and districts across the country. The videos listed and linked below are part of a larger conversation about the equity element of the financial transparency at a meeting we convened in February 2017. State education agencies may find these videos helpful as

Financial Transparency & Equity2019-03-26T12:54:12+00:00

Financial Transparency Reporting Requirement: Where to start

2019-03-23T14:25:29+00:00

Marguerite Roza and Katherine Hagan March 2017 In this paper authors Marguerite Roza and Katherine Hagan describe their work with 22 state education agencies to identify data readiness to meet the financial transparency reporting requirement and outline the inventory processes so other states can identify their own data readiness and start to outline next steps to meet the requirement.

Financial Transparency Reporting Requirement: Where to start2019-03-23T14:25:29+00:00

The Productivity Opportunity: A Role-Playing Activity to Engage Leaders in Financial and Outcomes Data

2019-07-23T23:05:44+00:00

This document offers a set of exercises designed to help education leaders better understand the relationship between spending and student performance—and position them to use emerging data to explore opportunities for productivity in their day-to-day work improving education. The exercises are intended to make productivity data easily comprehensible. They are designed to engage education leaders and

The Productivity Opportunity: A Role-Playing Activity to Engage Leaders in Financial and Outcomes Data2019-07-23T23:05:44+00:00

With New Data, School Finance is Coming Out of the Dark Ages

2019-03-23T14:32:14+00:00

Marguerite Roza August 4, 2017 In this post and podcast Marguerite Roza shares how a sleeper provision in the Every Student Succeeds Act will serve up a motherlode of never-before-available school-level financial data. And how if we seize the unprecedented opportunity this data offers, we will be better equipped to tackle some of education’s most pressing issues.

With New Data, School Finance is Coming Out of the Dark Ages2019-03-23T14:32:14+00:00

New Era of School Finance

2019-04-08T22:17:52+00:00

A New Era of School Finance The McCourt School of Public Policy’s 2016 LEAD Conference, A New Era of School Finance, led by Seattle-based research center Edunomics Lab, convened leading authorities for a dialogue on the complexities of education finance in light of the new Every Student Succeeds Act (ESSA). The conference sessions examined how leadership roles at each

New Era of School Finance2019-04-08T22:17:52+00:00

A State Information System to Support Improvements in Productivity

2019-04-11T12:50:08+00:00

Marguerite Roza May 2014 A State Information System to Support Improvements in Productivity In this essay Marguerite Roza discusses the data needed to support districts and schools as they seek new, more productive solutions. Read More

A State Information System to Support Improvements in Productivity2019-04-11T12:50:08+00:00

Funding for Student’s Sake: How to Stop Financing Tomorrow’s Schools Based on Today’s Priorities

2019-09-16T20:00:15+00:00

Marguerite Roza, Larry Miller (CRPE) and Suzanne Simburg May 2014 In this essay Marguerite partners with Larry Miller (CRPE) and Suzanne Simburg, to discuss how new funding and allocation models can encourage productive local decision making and how states can seize the rare opportunity many now have to redesign their funding allocation models. Read More

Funding for Student’s Sake: How to Stop Financing Tomorrow’s Schools Based on Today’s Priorities2019-09-16T20:00:15+00:00