FY24 A.I. Fund Balances: Striking the Right Balance

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Participants will gain an in-depth understanding of school revolving funds from the authorization for the creation of a fund to closing the fund out. Learn the structure of school funds, then engage in discussions to hear how other school districts manage and maintain fund balances, such as how fees are set/collected or when to pull more of/less from the fund and appropriate balances, and finish by learning when, why, and how to close a revolving fund account.

Deborah A. Wagner

Director of Accounts

Massachusetts Division of Labor Services

Debbie has been with the Division of Local services for over 25 years.  She was appointed Director of Accounts in June, 2021.  She started her accounting career in public accounting at KPMG and has a background in cost accounting, financial analysis and operational auditing along with her municipal finance experience.

Sara Consalvo (Moderator)

Budget Director

Worcester Public Schools

Chris Mathieu (Moderator)

Director of Finance and Operations

Ashland Public Schools

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Slide Deck: Fund Balances: Striking the Right Balance
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Session Evaluation: Fund Balances: Striking the Right Balance
Recorded 05/16/2024  |  60 minutes
Recorded 05/16/2024  |  60 minutes Upon completion of this survey, your PDPs will automatically appear in your MASBO transcript.
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PDP Certificate
1.00 PDP credit  |  Certificate available
1.00 PDP credit  |  Certificate available
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