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Workshops, Webinars, and Events

Memphis School Training 2

Workshops, Webinars, and Events

ERS hosts and participates in events throughout the year to support district leaders in their efforts to transform systems through strategic resource decisions.

Contact Renée Sullivan for more information.

≪ Back to current events

ERS-Hosted Convenings

  • May 7-8, 2020

    ERS-California CFO Strategy Network Virtual Event

    Under California’s Local Control Funding Formula, California CFOs face a unique challenge and opportunity to achieve financial transparency and address resource equity across their districts. This CFO network helps CFOs in California districts grapple with the question, “What must a Strategic CFO know, do, and ask?” to drive real change in processes and practice, and is increasingly focused on supporting district leaders thinking about adjusting resources based on student need.

  • Oct 23-25, 2019

    Strategic Budget Partner Retreat

    The 2019 Strategic Budget Partner Retreat is scheduled for October 23-25, 2019 in Boston, MA

    This three-day retreat provides finance teams and district staff with the knowledge, skills, and mindset to support strategic resource allocation in schools and across the district.  At the retreat, participants are introduced to and explore the tools, processes, data, and knowledge that budget staff need to support school leaders.  We also explore how finance teams can best support Strategic School Design. Participating districts will collaborate through shared problems of practice and reflect within their own district teams about how to continuously improve the services they provide to schools.

  • July 19-20, 2018

    Student-Based Budgeting (SBB) Summit

    The SBB Summit is scheduled for July 19-20, 2018 in Boston, MA

    This two-day conference brings together district leaders who have implemented Student-Based Budgeting (also known as Fair Student Funding and Weighted Student Funding) with the goal of optimizing the equity, transparency, and flexibility of their school funding systems, and empowering their school leaders to develop more strategic school designs. Summit workshops will include: sharing best practices and lessons learned with peers across the country, deep dives into ongoing challenges with other practitioners, and the testing of new tools and resources.

    Click here for more details and to get in touch if you'd like to send a team.

  • Apr 16, 2018

    Teacher Professional Development Summit

  • Summer Summit
    Summer 2019

    School Design Summit

    The next School Design Summit is scheduled for the summer of 2019.

    This three-day training brings together cross-functional teams of school and district leaders to work toward a set of key actions necessary in their district to scale strategic school design to ensure that every school succeeds for every student. The workshop includes case-studies with other practitioners, testing new tools and resources, sharing practices with peers from around the country, and hands-on teamwork facilitated by ERS experts on visioning and planning. Access tools and resources from the 2017 Summit here.

    It was a great learning experience for me. I am now reflecting on my own practices-past and present-and how I can improve.


    Please contact us if your district would like to send a team.

External Events

  • May 15, 2020

    GFOA Annual Conference

    ERS is joining the pre-conference to engage GFOA’s members in a discussion on what it takes for strategic CFOs to align resources to strategies. This session is grounded in ERS’ Strategic CFO Guide

  • May 7, 2020

    #EdFinChat: The Strategic CFO

    EdFinChat hosts monthly Twitter conversations about education finance, operations, and tech. ERS will co-host the May session on our recent publication, The Strategic CFO.

  • Apr 29 - May 1, 2020

    Aspen Urban Superintendents Network Virtual Retreat

    The Aspen Superintendent network helps superintendents develop the skills necessary to be a strong strategic partner to their CFOs, CAOs, or Strategy Officers. Karen Hawley Miles has been an advisor to this group for 10 years running. 

  • Nov 6, 2019

    MASC MASS Joint Conference

    David Rosenberg will be presenting at this November conference in Hyannis, MA, at a session called Doing More With Less: Organizing Resources for Max

    In this session, participants will hear from leaders in two communities who are challenging longstanding assumptions about how our schools should work, identifying resource shifts with the potential to accelerate learning for all students, and making real-life tradeoffs to maximize the return on educational investment in their communities.

  • Jun 27, 2019

    National Conference of State Legislatures

    Karen Hawley Miles will be presenting at the NCSL conference on June 27. Don't miss her session on State Budget and Tax Academy, K-12 Education Finance

  • May 9, 2019

    NewSchools Summit 2019

    Hosted by the NewSchools Venture Fund, the NewSchools Summit is an annual invitation-only gathering for education leaders who bring important and diverse perspectives in PreK-12 education innovation. The Summit will be held in Oakland, CA and will bring together over 1,300 educators, entrepreneurs, community leaders, funders, and policy makers. More information can be found at https://www.newschools.org/about-us/summit/summit-2019. 

  • Feb 14, 2019

    AASA 2019 National Conference on Education

    Joe McKown will be presenting at a round robin session at the AASA 2019 National Conference on Education. Will we see you there?

  • Feb 2, 2019

    ESSA Financial Transparency Reporting

    ERS' Renee Sullivan presents with Aaron Butler of State Support Network, Gayellen Jacobson of Beaverton School District, and Michael Wiltfong of Oregon Department of Education. 

    ESSA’s new financial transparency reporting requirement asks states to report per-pupil expenditures for each school. The requirement presents both challenges and opportunities for schools, districts, and states. The workshop will feature a case study of the State Support Network’s work with one state educational agency and a cohort of districts to engage in collaborative discussions to analyze district financial data and consider the implications of the data for equitable resource allocation.


  • Oct 24-28, 2018

    Council of Great City Schools Annual Conference

    ERS Partner Jonathan Travers will be presenting with the Council of Great City Schools in Baltimore, MD

  • Oct 18, 2018

    NASBE 60th Anniversary Conference

    Karen Hawley Miles will be presenting at the National Association of State Boards of Education 60th Anniversary conference in Denver, CO on Advancing Resource Equity

  • Oct 18, 2018

    Leadership Florida

    ERS is facilitating a game of District Budget Hold'em at the Leadership Florida conference

  • Oct 16, 2018

    Grantmakers for Education Conference

    ERS is facilitating a game of District Budget Hold'em at the Grantmakers for Education conference in San Diego, CA

  • Sep 21-14, 2018

    ASBO International

    Betty Hsu Chang is excited to attend this conference. She will be co-presenting a session titled "Student Success Funding: A District in Transformation" with Lisa Bracken, Chief Financial Officer of Atlanta Public Schools. Betty will be sharing ERS' work on student-based budgeting and toolkit, while Lisa will be sharing Atlanta's experience implementing SBB. 


  • Mar 16, 2020

    Opportunities Abound: SOA Plan Support

    The 2019 Student Opportunity Act creates a once-in-a-generation moment for Massachusetts students: the Commonwealth has committed $1.5 billion dollars over seven years to make good on the promise that best-in-the-nation education can be a reality for all Massachusetts children, especially English learners and students from low-income families. Join ERS on March 16 for a free webinar on using new funding strategically and get expert assistance in designing and troubleshooting SOA plans.

  • Nov 29, 2018

    NYASBO Hold'em Webinar

    ERS will be presenting to NYASBO (New York Association of Business Officers) and facilitating an online worksession around our Budget Hold'em for Districts tool. 

  • Aug 30, 2018

    EdTrust Webinar

    Implementing school improvement strategies will require districts to rethink how they use resources — money, people, and time. Our pre-recorded webinar will help advocates learn to leverage ESSA’s resource allocation review requirements to support improvement efforts. This presentation is designed to help community leaders facilitate a conversation about resource allocation at local meetings and includes an activity that allows participants to experience firsthand the realities that districts will face when making resource allocation decisions.

    Presenters: Ary Amerikaner, director of P-12 resource equity, and Ivy Smith Morgan, senior resource equity analyst, The Education Trust; with Jonathan Travers and Keith Amonlirdviman of Education Resource Strategies

  • Aug 28, 2018

    Strategic Budget Development Webinar

    The webinar will be held from 9:30-10:30am EST / 12:30-1:30pm PST on Tuesday, August 28, 2018. 

    The standard budgeting process for many districts is to review last year's budget and make incremental changes. Strategic CFOs know that to make transformational change, the budget process needs to evolve and be integrated into the district's strategic development and review. During this webinar, CFOs will be introduced to a tool to help them reflect on how strategic their budget development processes currently is, and begin to brainstorm ways to improve it.

    Although applicable for all districts, there will be a specific focus on the California context.

  • April 30, 2018

    Fighting for Fiscal Transparency: Opportunities and Challenges

    This webinar will be hosted by the PIE Network on April 30, 2018

    State-level advocates play an important role in implementing the ESSA public reporting requirement on school-level financial information. By asking the right questions and working with districts and departments, advocates can ensure the data illuminates equity gaps and improves policy-making.
    Experts Ary Amerikaner from Education Trust and Jonathan Travers from ERS will present on opportunities and challenges of the fiscal transparency requirement. Then, we’ll turn to partners and state advocates for a discussion on their experiences with this issue.


  • April 30, 2018

    A Tool to Support Financial Transparency

    This webinar will be co-hosted with the State Support Network on April 30, 2018

    Under ESSA, all districts must report school level expenditures for every public school across the country. Providing this level of financial transparency is uncharted territory for many states and districts. This webinar will showcase a tool can help states and districts meet the ESSA reporting requirements by identifying and analyzing school level expenditure data. This tool contains two components – a self-diagnostic framework and an analysis tool – that are designed to help districts and states understand the dynamics of school-level per-pupil reporting in their own district financial data.

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