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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 notnecessarily reflect those of CASBO.
Who benefits from Certification?
Who Benefits from Certification?You.
CASBO Certification
You
Who’s Future?You.
School business.
CASBOYou
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.
Questions to Answer:
Why should I get certified?
What is certification?
How do I get certified?
General Specific
Through the lens of…
ME!
CASBO is…
"CASBO has been my primary professional education since I started in education in 1978. Love and respect CASBO!"
Professional Councilsby Discipline:
Accounting
CBO
Charter Schools
Child Nutrition
Facilities
Financial Services
HR
M&O
Payroll
Purchasing
Retiree
Risk Management
Special Education
Technology
Transportation
Regional Sections
1. Shasta Cascade
2. Sacramento
3. Northern
4. Central
5. Southern
6. Eastern
7. San Diego/Imperial
Developing new workshops
School Biz Topic
Presenter/Venue/
Location
New Workshop!
CASBO recognizes leaders.
CASBO Certifications
Chief Business Official
Director
School Business Professional
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.
All school business professionals can earn CBO Certification.
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
How Do I Get Certified?
CBO Certification
• Core• Skill Area• Electives• Practicum
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.
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)
CASBO Certifications
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."
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.
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.
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)
Profile #1: Meet Julianna
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
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."
Profile #2: Meet Steve
Profile #2: Meet SteveDFS and/or CBO Certification:✓ Next steps:
• CASBO CBO Partner Training Program
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."
Profile #3: Meet Amy
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
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."
CASBO Certifications
CASBO Certifications
CASBO Certifications
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.
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!
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
Each year…
30+ workshop topics
100+professional development offerings
3000+ CASBO members served
Other Providers◦UC Riverside
◦USC Rossier School of Education
◦Wilkes Master’s in School Business Leadership
◦FCMAT
◦ACSA
◦ASBO International
◦School Services of California
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
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)
School business.
CASBOYou
GO TO THE CONFERENCE APP!
Annual Conference app:
> Main Menu > Self-Certification Form
[]Long Beach
Contact
(916) 447-3783