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CBO AND DIRECTOR CERTIFICATION: TAKE THE NEXT STEP IN YOUR CAREER The views and opinions expressed in this presentation are those of the authors and do not necessarily reflect those of CASBO.

CBO AND DIRECTOR CERTIFICATION: TAKE THE NEXT STEP … and Dir Cert Take the Next Step...Completion of modules 1 and 2 satisfies training requirements for Director of Fiscal Services

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Page 1: CBO AND DIRECTOR CERTIFICATION: TAKE THE NEXT STEP … and Dir Cert Take the Next Step...Completion of modules 1 and 2 satisfies training requirements for Director of Fiscal Services

CBO AND DIRECTOR CERTIFICATION: TAKE THE NEXT STEP IN YOUR CAREER

The views and opinions expressed in this presentation are those of the authors and do notnecessarily reflect those of CASBO.

Page 2: CBO AND DIRECTOR CERTIFICATION: TAKE THE NEXT STEP … and Dir Cert Take the Next Step...Completion of modules 1 and 2 satisfies training requirements for Director of Fiscal Services

Who benefits from Certification?

Page 3: CBO AND DIRECTOR CERTIFICATION: TAKE THE NEXT STEP … and Dir Cert Take the Next Step...Completion of modules 1 and 2 satisfies training requirements for Director of Fiscal Services

Who Benefits from Certification?You.

CASBO Certification

You

Page 4: CBO AND DIRECTOR CERTIFICATION: TAKE THE NEXT STEP … and Dir Cert Take the Next Step...Completion of modules 1 and 2 satisfies training requirements for Director of Fiscal Services

Who’s Future?You.

School business.

CASBOYou

Page 5: CBO AND DIRECTOR CERTIFICATION: TAKE THE NEXT STEP … and Dir Cert Take the Next Step...Completion of modules 1 and 2 satisfies training requirements for Director of Fiscal Services

Workshop DescriptionWith a CASBO certification, you, your district and your community will be confident in your training, experience and education; your professional growth, initiative and dedication; and your commitment to Smart Business, Smart Schools. This workshop will help you pair your particular skill set and experience with the continuing education you need to earn the designation that shows your desire to be the best in your area of school business.

Page 6: CBO AND DIRECTOR CERTIFICATION: TAKE THE NEXT STEP … and Dir Cert Take the Next Step...Completion of modules 1 and 2 satisfies training requirements for Director of Fiscal Services

Questions to Answer:

Why should I get certified?

What is certification?

How do I get certified?

General Specific

Page 7: CBO AND DIRECTOR CERTIFICATION: TAKE THE NEXT STEP … and Dir Cert Take the Next Step...Completion of modules 1 and 2 satisfies training requirements for Director of Fiscal Services

Through the lens of…

ME!

Page 8: CBO AND DIRECTOR CERTIFICATION: TAKE THE NEXT STEP … and Dir Cert Take the Next Step...Completion of modules 1 and 2 satisfies training requirements for Director of Fiscal Services

CASBO is…

"CASBO has been my primary professional education since I started in education in 1978. Love and respect CASBO!"

Page 9: CBO AND DIRECTOR CERTIFICATION: TAKE THE NEXT STEP … and Dir Cert Take the Next Step...Completion of modules 1 and 2 satisfies training requirements for Director of Fiscal Services

Professional Councilsby Discipline:

Accounting

CBO

Charter Schools

Child Nutrition

Facilities

Financial Services

HR

M&O

Payroll

Purchasing

Retiree

Risk Management

Special Education

Technology

Transportation

Page 10: CBO AND DIRECTOR CERTIFICATION: TAKE THE NEXT STEP … and Dir Cert Take the Next Step...Completion of modules 1 and 2 satisfies training requirements for Director of Fiscal Services

Regional Sections

1. Shasta Cascade

2. Sacramento

3. Northern

4. Central

5. Southern

6. Eastern

7. San Diego/Imperial

Page 11: CBO AND DIRECTOR CERTIFICATION: TAKE THE NEXT STEP … and Dir Cert Take the Next Step...Completion of modules 1 and 2 satisfies training requirements for Director of Fiscal Services

Developing new workshops

School Biz Topic

Presenter/Venue/

Location

New Workshop!

Page 12: CBO AND DIRECTOR CERTIFICATION: TAKE THE NEXT STEP … and Dir Cert Take the Next Step...Completion of modules 1 and 2 satisfies training requirements for Director of Fiscal Services

CASBO recognizes leaders.

Page 13: CBO AND DIRECTOR CERTIFICATION: TAKE THE NEXT STEP … and Dir Cert Take the Next Step...Completion of modules 1 and 2 satisfies training requirements for Director of Fiscal Services

CASBO Certifications

Chief Business Official

Director

School Business Professional

Page 14: CBO AND DIRECTOR CERTIFICATION: TAKE THE NEXT STEP … and Dir Cert Take the Next Step...Completion of modules 1 and 2 satisfies training requirements for Director of Fiscal Services

Why earn a CBO Certification?

➢72% of certified members say the program has enhanced their ability to advance in their careers.

➢91% of certified members said the certification is seen as valuable to the leadership in their district

➢97% intend to renew.

Page 15: CBO AND DIRECTOR CERTIFICATION: TAKE THE NEXT STEP … and Dir Cert Take the Next Step...Completion of modules 1 and 2 satisfies training requirements for Director of Fiscal Services

All school business professionals can earn CBO Certification.

Page 16: CBO AND DIRECTOR CERTIFICATION: TAKE THE NEXT STEP … and Dir Cert Take the Next Step...Completion of modules 1 and 2 satisfies training requirements for Director of Fiscal Services

Recent Changes to CASBO CBO CertificationWe’ve ADDED the new “E” designation of CBO Certification.

Now, candidates who undergo the required 440 hours of training and satisfy the following requirements may “add the ‘E’” for Experience and Education, earning the CBOE Certification:

▪ Experience: 5 or more years of direct CBO experience, plus

▪ Education: A bachelor’s or graduate degree from an accredited university

Page 17: CBO AND DIRECTOR CERTIFICATION: TAKE THE NEXT STEP … and Dir Cert Take the Next Step...Completion of modules 1 and 2 satisfies training requirements for Director of Fiscal Services

How Do I Get Certified?

Page 18: CBO AND DIRECTOR CERTIFICATION: TAKE THE NEXT STEP … and Dir Cert Take the Next Step...Completion of modules 1 and 2 satisfies training requirements for Director of Fiscal Services

CBO Certification

• Core• Skill Area• Electives• Practicum

Page 19: CBO AND DIRECTOR CERTIFICATION: TAKE THE NEXT STEP … and Dir Cert Take the Next Step...Completion of modules 1 and 2 satisfies training requirements for Director of Fiscal Services

Foundation: TrainingCBO Partner Training Program

Completion of modules 1, 2 and 3 satisfies training requirements for

Chief Business Official and

CBOE Certifications.

New CBO training curriculum

includes 3 modules.

Page 20: CBO AND DIRECTOR CERTIFICATION: TAKE THE NEXT STEP … and Dir Cert Take the Next Step...Completion of modules 1 and 2 satisfies training requirements for Director of Fiscal Services

CBO Partner Training Programs in progress

◦Sonoma COE (April 2016 – sold out)

◦Santa Clara COE (June 2016 – sold out)

◦San Luis Obispo COE (September 2016 – sold out)

◦Sutter COE (December 2016 – sold out)

◦Madera COE (March 2017 – sold out)

◦San Bernardino CSS (May 2017)

◦San Joaquin COE (September 2017)

Page 21: CBO AND DIRECTOR CERTIFICATION: TAKE THE NEXT STEP … and Dir Cert Take the Next Step...Completion of modules 1 and 2 satisfies training requirements for Director of Fiscal Services

CASBO Certifications

Page 22: CBO AND DIRECTOR CERTIFICATION: TAKE THE NEXT STEP … and Dir Cert Take the Next Step...Completion of modules 1 and 2 satisfies training requirements for Director of Fiscal Services

Training –CBO Partner Training Program

Completion of modules 1 and 2 satisfies training requirements for

Director of Fiscal Services and

DFSE Certifications.

"The local classes provided easy access and allowed me to fit them into my work schedule. The topics were relevant and presented by the top leaders in our industry. I was very pleased and excited to have access to these presenters and their knowledge."

Page 23: CBO AND DIRECTOR CERTIFICATION: TAKE THE NEXT STEP … and Dir Cert Take the Next Step...Completion of modules 1 and 2 satisfies training requirements for Director of Fiscal Services

COE-hosted Certification TrainingCOEs can host Director of Fiscal Services and CBO training programs.▪ The host COE…✓ Determines venue availability;

✓ Works with CASBO professional development team and assigned facilitator to establish and maintain training program schedule;

✓ Handles all appropriate catering, audio-visual needs and other on-site logistics and supplies.

Page 24: CBO AND DIRECTOR CERTIFICATION: TAKE THE NEXT STEP … and Dir Cert Take the Next Step...Completion of modules 1 and 2 satisfies training requirements for Director of Fiscal Services

COE-hosted Certification Training▪ The CASBO professional development team…✓ Manages registration;

✓ Collects and distributes all program-related funds;

✓ Develops and maintains the training curriculum and budget.

▪ The program facilitator…✓ Is appointed by CASBO to serve as program leader from start to finish;

✓ Coordinates all program documents, handouts, assignments;

✓ Monitors student attendance and facilitates class discussions.

CASBO encourages interested COEs to contact [email protected] for more information.

Page 25: CBO AND DIRECTOR CERTIFICATION: TAKE THE NEXT STEP … and Dir Cert Take the Next Step...Completion of modules 1 and 2 satisfies training requirements for Director of Fiscal Services

Other Programs◦UC Riverside

◦USC Rossier School of Education

◦Wilkes Master’s in School Business Leadership

◦ACSA Academy (qualifies for 100 Skill Area training hours)

Page 26: CBO AND DIRECTOR CERTIFICATION: TAKE THE NEXT STEP … and Dir Cert Take the Next Step...Completion of modules 1 and 2 satisfies training requirements for Director of Fiscal Services

Profile #1: Meet Julianna

Page 27: CBO AND DIRECTOR CERTIFICATION: TAKE THE NEXT STEP … and Dir Cert Take the Next Step...Completion of modules 1 and 2 satisfies training requirements for Director of Fiscal Services

Profile #1: Meet JuliannaDFS(E) Certification:✓ 12 years of training

hours✓ Three or more years of

DFS experience

CBO Certification:✓ Core Classes:

university-level✓ Electives: 12 years of

training hours✓ Next steps:

• ACSA Academy• Practicum

requirement

Page 28: CBO AND DIRECTOR CERTIFICATION: TAKE THE NEXT STEP … and Dir Cert Take the Next Step...Completion of modules 1 and 2 satisfies training requirements for Director of Fiscal Services

Profile #1: Meet JuliannaDFS(E) Certification:✓ 12 years of training

hours✓ Three or more years of

DFS experience

CBO Certification:✓ Core Classes:

university-level✓ Electives: 12 years of

training hours✓ Next steps:

• ACSA Academy• Practicum

requirement“Certification has opened up doors of opportunity and is an industry-accepted validation of our skills as school finance personnel."

Page 29: CBO AND DIRECTOR CERTIFICATION: TAKE THE NEXT STEP … and Dir Cert Take the Next Step...Completion of modules 1 and 2 satisfies training requirements for Director of Fiscal Services

Profile #2: Meet Steve

Page 30: CBO AND DIRECTOR CERTIFICATION: TAKE THE NEXT STEP … and Dir Cert Take the Next Step...Completion of modules 1 and 2 satisfies training requirements for Director of Fiscal Services

Profile #2: Meet SteveDFS and/or CBO Certification:✓ Next steps:

• CASBO CBO Partner Training Program

Page 31: CBO AND DIRECTOR CERTIFICATION: TAKE THE NEXT STEP … and Dir Cert Take the Next Step...Completion of modules 1 and 2 satisfies training requirements for Director of Fiscal Services

Profile #2: Meet SteveCBO Certification:✓ Next steps:

• CASBO CBO Partner Training Program

"The certification document and notation on my resume has helped lend credibility to my professional qualifications. As important, or maybe more so, the ‘process’ of getting the certification provided networking opportunities statewide that have led to professional relationships, new opportunities, an enhanced support network and new friendships."

Page 32: CBO AND DIRECTOR CERTIFICATION: TAKE THE NEXT STEP … and Dir Cert Take the Next Step...Completion of modules 1 and 2 satisfies training requirements for Director of Fiscal Services

Profile #3: Meet Amy

Page 33: CBO AND DIRECTOR CERTIFICATION: TAKE THE NEXT STEP … and Dir Cert Take the Next Step...Completion of modules 1 and 2 satisfies training requirements for Director of Fiscal Services

Profile #3: Meet AmyCBO Certification:✓ Gather:

• Copy of certificate of completion• Copy of USC transcripts• 2 letters of reference (1

personal, 1 professional)• Resume

Go to casbo.org > Learn > Certifications…

Step 3 of 3: Apply

Page 34: CBO AND DIRECTOR CERTIFICATION: TAKE THE NEXT STEP … and Dir Cert Take the Next Step...Completion of modules 1 and 2 satisfies training requirements for Director of Fiscal Services

Profile #3: Meet AmyCBO Certification:✓ Gather:

• Copy of certificate of completion• Copy of USC transcripts• 2 letters of reference (1

personal, 1 professional)• Resume

Go to casbo.org > Learn > Certifications…

Step 3 of 3: Apply

"Having the certification allowed me to compete for CBO positions while I was a Finance Director. In some recruitments, CBO certification was required."

Page 35: CBO AND DIRECTOR CERTIFICATION: TAKE THE NEXT STEP … and Dir Cert Take the Next Step...Completion of modules 1 and 2 satisfies training requirements for Director of Fiscal Services

CASBO Certifications

Page 36: CBO AND DIRECTOR CERTIFICATION: TAKE THE NEXT STEP … and Dir Cert Take the Next Step...Completion of modules 1 and 2 satisfies training requirements for Director of Fiscal Services

CASBO Certifications

Page 37: CBO AND DIRECTOR CERTIFICATION: TAKE THE NEXT STEP … and Dir Cert Take the Next Step...Completion of modules 1 and 2 satisfies training requirements for Director of Fiscal Services
Page 38: CBO AND DIRECTOR CERTIFICATION: TAKE THE NEXT STEP … and Dir Cert Take the Next Step...Completion of modules 1 and 2 satisfies training requirements for Director of Fiscal Services

CASBO Certifications

Page 39: CBO AND DIRECTOR CERTIFICATION: TAKE THE NEXT STEP … and Dir Cert Take the Next Step...Completion of modules 1 and 2 satisfies training requirements for Director of Fiscal Services
Page 40: CBO AND DIRECTOR CERTIFICATION: TAKE THE NEXT STEP … and Dir Cert Take the Next Step...Completion of modules 1 and 2 satisfies training requirements for Director of Fiscal Services

How to Renew Your Certification◦CBO and Director Certifications are a five-year term.

◦CBO Certification Renewal requires 50 hours of CEU with a minimum of 10 hours per year.◦ 25 of those hours must be in School Finance. The other 25 hours must be spread across the other disciplines.

Page 41: CBO AND DIRECTOR CERTIFICATION: TAKE THE NEXT STEP … and Dir Cert Take the Next Step...Completion of modules 1 and 2 satisfies training requirements for Director of Fiscal Services

How to Renew Your Certification◦CBO and Director Certifications are a five-year term.

◦CBO Certification Renewal requires 50 hours of CEU with a minimum of 10 hours per year.◦ 25 of those hours must be in School Finance. The other 25 hours must be spread across the other disciplines.

Start by checking out the CASBO

Professional Development webpage

for training opportunities!

Page 42: CBO AND DIRECTOR CERTIFICATION: TAKE THE NEXT STEP … and Dir Cert Take the Next Step...Completion of modules 1 and 2 satisfies training requirements for Director of Fiscal Services

CBO Boot Camps120+ attendees

2-day events—one in Northern CA, one in Southern CA

Taste of what it’s like to be a CBO

Page 43: CBO AND DIRECTOR CERTIFICATION: TAKE THE NEXT STEP … and Dir Cert Take the Next Step...Completion of modules 1 and 2 satisfies training requirements for Director of Fiscal Services

Each year…

30+ workshop topics

100+professional development offerings

3000+ CASBO members served

Page 44: CBO AND DIRECTOR CERTIFICATION: TAKE THE NEXT STEP … and Dir Cert Take the Next Step...Completion of modules 1 and 2 satisfies training requirements for Director of Fiscal Services

Other Providers◦UC Riverside

◦USC Rossier School of Education

◦Wilkes Master’s in School Business Leadership

◦FCMAT

◦ACSA

◦ASBO International

◦School Services of California

Page 45: CBO AND DIRECTOR CERTIFICATION: TAKE THE NEXT STEP … and Dir Cert Take the Next Step...Completion of modules 1 and 2 satisfies training requirements for Director of Fiscal Services

Introduction to School Business Administration (up to 10 hours CEUs)

Management & Supervision (3.5 hours)

Principles of School Law (6.5 hours)

School Finance and Budgeting (6.5 hours)

Electives (remaining hours)

Training Checklist: SBP

Page 46: CBO AND DIRECTOR CERTIFICATION: TAKE THE NEXT STEP … and Dir Cert Take the Next Step...Completion of modules 1 and 2 satisfies training requirements for Director of Fiscal Services

Training Checklist: DFS

Introduction to School Business Administration (up to 10 hours CEUs)

Management & Supervision (3.5 hours)

Principles of School Law (6.5 hours)

Budget Basics & Beyond (6.5 hours)

Advanced Budgeting (6.5 hours)

ASB Accounting (6.5 hours)

Technology (3.5 hours)

Project Management (4.5 hours)

Collective Bargaining Basics (6.5 hours)

Electives (remaining hours)

Page 47: CBO AND DIRECTOR CERTIFICATION: TAKE THE NEXT STEP … and Dir Cert Take the Next Step...Completion of modules 1 and 2 satisfies training requirements for Director of Fiscal Services

School business.

CASBOYou

Page 48: CBO AND DIRECTOR CERTIFICATION: TAKE THE NEXT STEP … and Dir Cert Take the Next Step...Completion of modules 1 and 2 satisfies training requirements for Director of Fiscal Services

GO TO THE CONFERENCE APP!

Annual Conference app:

> Main Menu > Self-Certification Form

[]Long Beach