10 episodes

How can dedicated teams of leaders, school business officials, educators, and entire school communities allocate resources to better meet the needs of all students? That’s the story we’re sharing in this new limited series presented by CASBO and WestEd. Each episode, our host Jason Willis welcomes education leaders and practitioners to discuss funding, educational improvements and advancing resource equity across all levels of California's public education system. We'll explore their motivations, the tools they’re using, and what’s working and what they’ve learned. Join us to tap into the experiences of guest experts and colleagues who are doing the work every day of ensuring a more equitable allocation of resources. It's valuable insight you won't want to miss!Want to learn more ways to put what you hear about resource equity into action? Check out our episode companion briefs, available via WestEd at https://www.wested.org/budgeting-for-educational-equity-podcast-series/

Budgeting for Educational Equity CASBO and WestEd

    • Education
    • 5.0 • 5 Ratings

How can dedicated teams of leaders, school business officials, educators, and entire school communities allocate resources to better meet the needs of all students? That’s the story we’re sharing in this new limited series presented by CASBO and WestEd. Each episode, our host Jason Willis welcomes education leaders and practitioners to discuss funding, educational improvements and advancing resource equity across all levels of California's public education system. We'll explore their motivations, the tools they’re using, and what’s working and what they’ve learned. Join us to tap into the experiences of guest experts and colleagues who are doing the work every day of ensuring a more equitable allocation of resources. It's valuable insight you won't want to miss!Want to learn more ways to put what you hear about resource equity into action? Check out our episode companion briefs, available via WestEd at https://www.wested.org/budgeting-for-educational-equity-podcast-series/

    9 - Key Ingredients For Making Good Decisions – Especially When You’re In The Pressure Cooker

    9 - Key Ingredients For Making Good Decisions – Especially When You’re In The Pressure Cooker

    Education leaders, school business officials and practitioners continue to confront a full plate of difficult and time-sensitive decisions. How can we reflect on and improve practices and approaches for making those decisions to better serve students? In this episode, host Jason Willis and special guest Alex Jacobson from WestEd explore how good decisions in our school systems that lead to successful outcomes for all students are in part contingent on the ways in which people make those decisions. 
    As part of this exploration, we’ll look through the frame of what’s known as System 1 and System 2 thinking – and discuss how education leaders can begin to apply some of what the research tells us to strengthen approaches to decision making, both individually and organizationally.

    ABOUT OUR GUEST
    Alex Jacobson is a Senior Research Associate with the Comprehensive School Assistance Program at WestEd. In this role, he serves on research projects related to education finance, strategic resource allocation, and cost modeling. Alex also provides collaborative, research-based capacity building to education practitioners, including direct organizational improvement assistance and facilitating stakeholder engagements. He also supports state education agencies across the U.S. through Regional Comprehensive Centers at WestEd. Prior to joining WestEd, Alex served as a researcher and technical assistance provider for the American Institutes for Research (AIR). He has a Masters of Public Policy from Georgetown University.

    RESOURCES

    Jason and Alex refer to some key studies in this episode:
    Estimating the Costs Associated with Reaching Student Achievement Expectations for Kansas Public Education Students: A Cost Function Approach: This adequacy cost study examines the structure of the Kansas school finance formula as well as estimates the potential costs associated with reaching student achievement expectations for K-12 students in Kansas.Individual differences in reasoning: Implications for the rationality debate? In a series of experiments involving most of the classic tasks in the heuristics and biases literature, authors Keith E. Stanovich and Richard F. West examine the implications of individual differences in performance and introduce the concepts of System 1 and System 2 processing.
    ABOUT OUR HOST

    Jason Willis serves as the Director of Strategic Resource Planning and Implementation for WestEd, where he oversees and guides the agency’s school finance, governance, and accountability efforts. Prior to WesEd, Jason served as a chief business official in several California school districts,
    Budgeting for Educational Equity is presented in partnership between the California Association of School Business Official (CASBO), the premier resource for professional development and best practices for more than 24,000 California school business leaders, and WestEd, a national nonprofit research development and service agency that works to promote excellence and equity in education. We are grateful to the Sobrato Family Foundation for providing additional support. Our series is written and produced by Paul Richman and Jason Willis. Original music and editing by Tommy Dunbar. John Diaz at WestEd develops our companion written briefs. Follow us at @budget4edequity.

    • 27 min
    8 - One School District’s Approach to System Improvement and Equity During the Pandemic: Don’t Just Navigate, Accelerate

    8 - One School District’s Approach to System Improvement and Equity During the Pandemic: Don’t Just Navigate, Accelerate

    COVID-19 and other crises have put extreme operational pressures on public school systems. And these pressures, as Dr. Rosanna Mucetti, Superintendent of Napa Valley USD says, can break or make organizations. In this episode, Rosanna and Rabinder "Rob" Mangewala, NVUSD’s Assistant Superintendent and Chief Business Official, describe how their district actually leveraged challenges during the crisis to accelerate their focus on resource equity and school improvement. 
    “All of a sudden, work that was probably going to take us three to five years to implement as articulated in our strategic plan was in overdrive and things got adopted in months because of the pressures of the pandemic,” Rosanna says. 
    In addition, Rosanna and Rob share practical guidance and insights from their leadership experiences, including how their district:
    Opened campuses early in the pandemic and maintained strong collaboration among the board, management team and labor partners.Approached resource allocation equity through standardization and sustainability to guarantee a “base floor” of access for all students.Revamped the district’s system of technology and adopted a new assessment in the midst of the pandemic.Responded to severe fiscal challenges like declining enrollment.About our guests
    Rob and Rosanna’s professional partnership began more than two decades ago, when they were both clearing their teaching credentials. 
    Rosanna Mucetti, Ed. D., has served as a bilingual teacher, English Learner program specialist, assistant principal, principal, manager of Curriculum and English Learner Services, Assistant Superintendent, and Deputy Superintendent. Before her appointment as Superintendent at NVUSD in 2018, she served as the Deputy Superintendent of Educational Services in San Leandro USD for five years, where she led instructional transformations, including integrating socio-emotional learning into the curriculum. She also revamped the district’s technology platforms. Her educational background includes a bachelor’s degree in Psychology from UC Berkeley and a master’s degree and a doctorate in Educational Leadership from CSU East Bay. She also completed the School Business Management program at USC and has a CASBO chief business official certificate.Rabinder “Rob” Mangewala joined NVUSD as the Assistant Superintendent, Business Services in 2019. He serves as the Chief Business Official for the organization, ensuring the district successfully addresses its financial challenges. He also oversees technology, data management and enrollment. Rob previously served with Rosanna in San Leandro USD, where he oversaw district-wide data management, enrollment, information technology and instructional materials. He began his career in education as an elementary school teacher in Hayward where he taught for 13 years while obtaining his administrative credential and masters degree at CSU East Bay. He also holds a certificate in School Business Management from the Rossier School of Education at the University of Southern California. Budgeting for Educational Equity is presented by the California Association of School Business Official (CASBO) and WestEd. Our series is written and produced by Paul Richman and Jason Willis, Director of Strategic Resource Planning and Implementation for WestEd. Music and editing is by Tommy Dunbar. John Diaz at WestEd develops our written briefs. Follow us at @Budget4EdEquity.

    • 50 min
    7 - The Locus of Local Control: Revisiting the LCFF (Part Two)

    7 - The Locus of Local Control: Revisiting the LCFF (Part Two)

    How has California's shift to the Local Control Funding Formula (LCFF) impacted equitable resource allocation? In part two of our focus on LCFF, host Jason Willis and special guests consider this and other vital questions, including:
    How do we best strike a balance between local autonomy, innovation, compliance and accountability?How effective are Local Control and Accountability Plans (LCAPs) that all districts must adopt with stakeholder input? What role can school boards in particular play in the LCFF-LCAP process? Plus, we delve into the practical, hands-on experiences of a veteran chief school business official who has implemented LCFF in her small, rural school district. She shares valuable strategies that school district leaders and business officials can draw on when implementing LCFF.

    Guests:
    Heather Naylor has served as CBO in Gridley USD in Butte County for 17 years. The district serves approximately 2,100 students, 75% who qualify in the “unduplicated" student count. Gridley USD was recognized in a 2019 Learning Policy Institute study as a "Positive Outlier" for its promising practices and outcomes in closing opportunity gaps for students of color and all students.Christopher Edley, Jr., J.D., serves as interim dean for the U.C. Berkeley Graduate School of Education, and as professor and dean emeritus at the U.C. Berkeley School of Law. Maria Echaveste, J.D., serves as president and CEO of The Opportunity Institute. She previously served as White House deputy chief of staff.Mike Kirst is a former State Board of Education President and current Professor Emeritus at Stanford University. He was the chief architect of the LCFF under Gov. Jerry Brown.Xilonin Cruz-Gonzalez serves as a school board member in Azusa USD, and as Deputy Director for Californians Together, a statewide advocacy group. She is immediate past president of the California School Boards Association.More resources
    "What's Next for the LCFF," report by PACE, Nov., 2021"Targeted K-12 Funding and Student Outcomes," PPIC Policy Brief, Oct., 2021"Why the LCFF? California's Landmark Move to an Equity-Based School Funding Formula," from the "Adventures in Ed Funding" podcast, March, 2020. Budgeting for Educational Equity is presented by the California Association of School Business Official (CASBO) and WestEd. We are grateful to the Sobrato Family Foundation for additional support. Our series is written and produced by Paul Richman and Jason Willis. Original music and editing by Tommy Dunbar. John Diaz at WestEd develops our companion written briefs.
    Follow us at @Budget4EdEquity.

    • 48 min
    6 - Revisiting the LCFF (Part One): California's Landmark School Funding Reform

    6 - Revisiting the LCFF (Part One): California's Landmark School Funding Reform

    The Local Control Funding Formula, or LCFF, ushered in a new era of school funding in California when it was adopted in 2013. It's regarded by many as the most significant resource equity reform the state has ever enacted. But how has the LCFF worked? Has it accomplished what it was intended to? And how are inherent tensions between local and state decision making authority, oversight and accountability being navigated?

    In this episode, host Jason Willis and special guests explore key elements of the LCFF.

    Xilonin Cruz-Gonzalez provides a review of the law, based on her unique perspective both as a locally elected school board member in Azusa USD and as Deputy Director for Californians Together, a statewide group that advocates on behalf of English Learner students.  Xilonin also serves as immediate past president of the California School Boards Association.

    Richard De Nava, Assistant Superintendent, Business Services at San Bernardino County Superintendent of Schools, shares insights about the policy and practical implications of the LCFF. Richard also serves as president of CASBO.

    And Mike Kirst, former State Board of Education President, Professor Emeritus at Stanford University, and chief architect of the LCFF under Gov. Jerry Brown, offers a remarkable glimpse into the development of the formula, including some of the difficult choices, innovative thinking and pragmatic considerations that went into creating the new law.

    Additional Background

    As part of the LCFF, all Local Education Agencies receive a per-student funding allocation known as a base grant, plus targeted additional funding depending on the needs of certain students (known as supplemental and concentration grants). Districts must also engage stakeholders before adopting a Local Control and Accountability Plan. While the new law has shifted more discretion for budgetary decisions to local school districts, it has also brought to the surface inherent tensions between local and state decision making authority. 

    More resources
    NEW: "What's Next for the LCFF," report by Policy Analysis for California Education (PACE), November 2021NEW: "Targeted K-12 Funding and Student Outcomes," PPIC Policy Brief, October 2021"Why the LCFF? California's Landmark Move to an Equity-Based School Funding Formula," from the Adventures in Ed Funding CASBO podcast, March, 2020. "The LCFF After Four Years: What Do We Know?" brief summarizing four Getting Down To Facts II technical reports related to LCFF implementation.
    About our series

    Budgeting for Educational Equity is presented by the California Association of School Business Official (CASBO) and WestEd. We are grateful to the Sobrato Family Foundation for additional support. Our series is written and produced by Paul Richman and Jason Willis. Original music, mixing and sound by Tommy Dunbar. John Diaz at WestEd  develops the written briefs that go along with each episode.

    Follow us on Twitter at @Budget4EdEquity to keep up to date on the series and share your thoughts, ideas, questions and feedback. 

    • 58 min
    Updates -- Plus, Be Sure To Check Out Our Companion Briefs

    Updates -- Plus, Be Sure To Check Out Our Companion Briefs

    We hope you've been enjoying the series so far and taking away a lot of useful information. This is a quick update to let you know  we are busy working on several new episodes that will start posting in a few weeks.  We also wanted to make you aware of  the companion briefs that are now available online.

    To describe these more, host Jason Willis introduces John Diaz, a financial analyst at WestEd, who has been leading the work in developing the companion briefs. The briefs serve as a helpful, interactive tool for listeners, building on strategies or practices articulated by our guests, and offering additional research on topics related to budgeting for educational equity.

    Available Companion Briefs include:
    Download the companion brief to Episode 1: Defining an Approach to EquityDownload the companion brief to Episode 2: Using Data to Advance EquityDownload the companion brief to Episode 3: Planning for ChangeDownload the companion brief to Episode 4: Meeting the Moment
    More About the Series and the Briefs

    Budgeting for Educational Equity is a podcast series that explores how education resources can be allocated to better meet the needs of all students. The companion briefs have been developed to provide opportunities for listeners to engage in tangible, practical application of the lessons derived from each episode. The brief can be used as a launching point for discus- sions about equity within communities and school district administrative offices. It can also be used to support existing ongoing work such as the Local Control Accountability Plan or district budget development. Episodes can be found online in the Show Notes and on the WestEd Budgeting for Educational Equity Podcast Series webpage.

    *

    Budgeting for Educational Equity is presented by the California Association of School Business Official (CASBO), the premier resource for professional development and best practices for more than 24,000 California school business leaders, in partnership with WestEd, a national nonprofit research development and service agency that works to promote excellence and equity in education. We are grateful to the Sobrato Family Foundation for providing additional support.

    Engage with us!
    Follow us on Twitter at @Budget4EdEquity to keep up to date on the series and share your thoughts, ideas, questions and feedback.

    Budgeting for Educational Equity is written and produced by Paul Richman and Jason Willis. Original music, mixing and sound by Tommy Dunbar. John Diaz at WestEd serves as an advisor and develops the written materials that go along with each episode.

    • 5 min
    5 - Connecting Student Learning and School Business Through an Equity Lens: One Instructional Leader's Journey to Becoming a Chief School Business Official

    5 - Connecting Student Learning and School Business Through an Equity Lens: One Instructional Leader's Journey to Becoming a Chief School Business Official

    Each person’s equity journey is unique, including the one taken by Marguerite Williams, Ed.D. After serving as a teacher, principal and assistant superintendent for academic services, she became increasingly interested in the business side of schools and completed the CASBO CBO Certification program. That helped lead to her recent appointment as assistant superintendent/CBO for a charter management organization in Vallejo that operates four schools and serves approximately 1,400 students.
    In this episode, Marguerite shares valuable insights about resource allocation and equity from her unique perspective as an instructional leader and a new CBO. She describes key challenges, what motivated her on her journey, and how her own understanding of school business has evolved -- plus, practical strategies she’s used to keep equity at the forefront throughout her career.

    Quotable:

    “On the business side, I can do great things for students. I can support the instructional program with resource allocation. I can make sure our students have the best facilities to learn. I can make sure there's a clean and safe environment.”

    More about our guest

    Marguerite Williams, Ed.D., serves as assistant superintendent/CBO for Griffin Technology Academies in Vallejo. Previously, she served as assistant superintendent of academic services for Adelanto Elementary School District, and as senior director of equity and diversity for the Association of California School Administrators. Dr. Williams began her career in education as a teacher, and has also served as an assistant principal and principal in the San Bernardino City School District, and as a district-wide instructional director in Los Angeles USD. She obtained her doctorate in educational leadership with an emphasis in higher education by examining the levels of site and district leadership support which teachers and team members received in implementing the Response to Tiered Intervention Model in San Bernardino. She holds a Master’s Degree in Multicultural Education.

    Download the episode 5 companion brief here.
    About our series

    Budgeting for Educational Equity is presented by the California Association of School Business Official (CASBO), the premier resource for professional development and best practices for more than 24,000 California school business leaders, in partnership with WestEd, a national nonprofit research development and service agency that works to promote excellence and equity in education. We are grateful to the Sobrato Family Foundation for providing additional support. 

    Our series is written and produced by Paul Richman and Jason Willis. Original music, mixing and sound by Tommy Dunbar. John Diaz at WestEd serves as an advisor and develops the written materials that go along with each episode.


    Engage With Us!

    Follow us on Twitter at @Budget4EdEquity to keep up to date on the series; find additional resource recommendations; and share your thoughts, ideas, questions and feedback. 

    • 41 min

Customer Reviews

5.0 out of 5
5 Ratings

5 Ratings

pjr_100 ,

Takes a deeper step into the intersection where policy meets implementation

The goal of this series is to bring forward the voices and experiences of educational leaders and practitioners, as well as policy experts and advocates to explore key issues around resource equity.

SchoolAdmin_SoCal ,

Very informative!

I got a lot of useful info from the first episode and look forward to more.