Empowering Districts Through Smart Finance
Build confidence in managing district finances with our hands-on Budget Notebook System and revenue projection training — developed by experienced superintendents.
Essential Skills for Education Leaders
Unlock the foundational and advanced skills every education leader needs to navigate school finance confidently.
Master the TEA Summary of Finance and State Revenue Template
Locate and Collect Resources for Revenue Projection & Budget Development
Organize and Maintain Budget Notebooks with Key Data Elements
Understand Local & State Property Values and Tax Rate Adoption
Schedule and Conduct Regular Revenue Projection Reviews
Training Levels
Foundations
5 Virtual Sessions
Ongoing Phone and Email Support
Applied Guidance
Includes Level I Elements
2 Onsite Visits
Notebook Review and Resource Assistance
Interactive Discussion and Q&A
Personalized Support
Includes Level II Elements
Individualized Assessments
Revenue Template Assistance Every 6 Weeks
Meet the Experts Behind Budget Notebook
With over 68 years of combined experience in education, Mark Keahey and Allen Garner bring a deep understanding of school leadership and finance. As former public school superintendents and lifelong educators, we’ve dedicated our careers to helping districts achieve operational excellence.
Through our work with district leaders, we recognized a growing need for practical guidance for new and aspiring superintendents, CFOs, and business managers seeking a strong foundation in school finance.
Our Budget Notebook System delivers hands-on, easy-to-follow training that simplifies financial management and empowers leaders to make informed, confident decisions.
Our mission: To empower the next generation of education leaders with the knowledge, structure, and confidence to manage school finances effectively and sustainably.
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