1 / 8

Business Managers Network Meeting: November 15 th , 2013

Business Managers Network Meeting: November 15 th , 2013. Working well with Your Administrator and Board - Terry croy Lewis, Executive Director, High Point Academy. Background. Working in charter schools for 17 years Founder, Governing Board President, Administrator Focus on finance

travis
Download Presentation

Business Managers Network Meeting: November 15 th , 2013

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Business Managers Network Meeting: November 15th, 2013 Working well with Your Administrator and Board- Terry croy Lewis, Executive Director, High Point Academy

  2. Background • Working in charter schools for 17 years • Founder, Governing Board President, Administrator • Focus on finance • Executive Director of High Point Academy since 2006

  3. High Point Academy: Finance Structure • Currently HPA outsources accounting and financial consulting to Boos Financial • In the past, HPA has had an employee who served as the Business Manager • Advantages and disadvantages of both • ED meets with Account Manager weekly • Office Manager and Bookkeeper work very closely – daily communication

  4. Finance: Process • ED meets with Account Manager weekly • Office Manager and Bookkeeper work very closely – daily communication • Communication: in constant communication and ensuring that enough time is devoted to the business side

  5. Finance: Key Players • Finance Committee: ED, GB Treasurer, Business/Account Manager once per month (other administrators attend when they are available) • Governing Board • The right balance: ensuring the board is informed and well aware without slipping into the day to day operational issues • Governing Board Training: ED and Boos Financial provide training

  6. How does an ED ensure a productive relationship with the board? • Be extremely knowledgeable about school finance and the school’s budget • Plan for the future • Provide PD for the Business Manager, Board Treasurer, Governing Board and Staff • Open communication

  7. challenges/successes • Challenges: • Respecting the roles and responsibilities of the board and the head of school • Salaries for the administrative team • Performance Pay • Using reserves • Successes: • Open communication • All parties are knowledgeable about the budget and finance. • Healthy financial standing

  8. For More Information… • Terry Croy-Lewis, Executive Director of High Point Academy • tcroylewis@highpointacademy.net • School: 303.217.5152

More Related