FY25 A.I. Financial Reporting to School Committee - Excel

Building on the previous session on financial reporting to the School Committee, this session will discuss the nuts and bolts of using Excel to prepare the data, tables, and graphs to present to your School Committee. Including building the historical database, reviewing trends, forecasting expenditures, and presenting data (BRING YOUR LAPTOP IF YOU WANT TO WORK IN EXCEL WHILE WE LEARN).

NOTE: Attending the previous session at 9:40 is encouraged, but not required.

Michael MacMillan

School Business Manager

Monomoy Regional School District

Michael MacMillan is currently the Business Manager for the Monomoy Regional School District. He previously held the same position in the Cohasset Public Schools and Wareham Public Schools. Prior to entering school finance, Michael worked in school technology, national government finance and policy, and management consulting.

Tracy Novick

Field Director

Massachusetts Association of School Committees

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Excel Cheat Sheets
Open to download resource.
Open to download resource.
Excel Data Sets
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Open to download resource.
Excel Data Set Answers
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Open to download resource.
Session Evaluation: Financial Reporting to School Committee - Excel
Recorded 05/15/2025  |  60 minutes
Recorded 05/15/2025  |  60 minutes Upon completion of this survey, your PDPs will automatically appear in your MASBO transcript.