In-Person Training with Virtual Follow-On Sessions


Curriculum Description

The Certificate in Education Finance (CEF) is an interdisciplinary program combining school finance, economics, and leadership with public policy and administration. The program emphasizes practical skills and application. Using a cohort model, the program helps participants build practical fluency in how management decisions, wide-ranging policies, and resource allocation intersect to impact student success across multiple contexts, including their own.

In this program, participants will learn:

  • How policy affects equity and resource use.
  • How to more effectively consume and use education finance information at the federal, state, and local levels in the K-12 education system.
  • How to more strategically drive resource allocation decisions to reach desired outcomes and avoid unintended consequences that can negatively impact students, schools, and communities.
  • How to understand and effectively grapple with the challenges of productivity and financial tradeoffs in an environment of finite education dollars.
  • How to communicate finance strategy and decisions.

Topics within the school finance field of study addressed in the program include; allocation and accountability structures, instruction delivery model implications, effects of ESSA and state policy in local context, productivity analyses, and common (but often ill-understood) cost drivers in education.

Upon successful completion of the program, participants will receive a Certificate in Education Finance from Georgetown University.


Instructor

Dr. Marguerite Roza
Marguerite Roza, Ph.D., is Director of the Edunomics Lab and Research Professor at Georgetown University’s McCourt School of Public Policy, where she leads the Certificate in Education Finance program.

Dr. Roza’s research focuses on quantitative policy analysis, largely in the education finance arena. She has led projects including the Institute for Education Sciences multi-year study of weighted student funding, the Finance and Productivity Initiative at the Center on Reinventing Public Education (CRPE) and the Schools in Crisis Rapid Response Paper Series. Her recent research traces the effects of fiscal policies at the federal, state, and district levels for their implications on resources at the school and classroom levels. Her calculations of dollar implications and cost-equivalent trade-offs have prompted changes in education finance policy at all levels in the education system. As part of her groundbreaking work on weighted student funding, Dr. Roza devised a “%SBA metric,” enabling an apples-to-apples comparison of total district funds in a WSF formula. This metric is now commonly recognized as the foundational measurement of WSF formulas nationwide.

Dr. Roza has written extensively on financial transparency and the opportunity toward equity and productivity. Her work has been published by the Brookings Institution, Public Budgeting and Finance, Education Next, Governing, The Hill, and the Peabody Journal of Education. She is author of the highly regarded education finance book, Educational Economics: Where Do School Funds Go?

Dr. Roza served as a Senior Economic Advisor to the Bill & Melinda Gates Foundation, and as a Lieutenant in the U.S. Navy teaching thermodynamics at the Naval Nuclear Power School. She earned a Ph.D. in Education from the University of Washington and a B.S. from Duke University, and has studied at the London School of Economics and the University of Amsterdam.


Certificate in Education Finance Offerings

The Certificate in Education Finance is held in two parts. The first portion is an in-person training, followed by six follow-on two-hour interactive virtual sessions. The information for the upcoming in-person training sessions is: 

Washington, DC

Georgetown University Capitol Campus
September 24-25, 2024
8:30 a.m. - 4:00 p.m. each day

Register Now

Follow-on Virtual Sessions

Virtual Session dates TBA

Pricing


ASBO International Members - $2,600
Non-Members - $3,500

Credits


The Certificate in Education Finance Program covers competencies that can be correlated to the knowledge domains outlined in the Certified Administrator of School Finance and Operations® (SFO®) exam and are relevant to the practice of school business administration. The program qualifies for 28 contact hours for ASBO International recertification credit. Attendees are responsible for uploading their certificate of completion to their online SFO Prolydian profile account.


Cancellation & Substitution Policy

All requests for participant cancellations and substitutions must be submitted in writing via email to Theresa Boulware at [email protected]. A substitution occurs when a participant registers for a class he or she cannot attend and instead asks to send someone else in his or her place. The policies for such requests are as follows:

Days Before Start Date  Cancellation Policy Substitution Policy 
More than 30-day notice Full refund minus a $150 administration fee A $150 administration fee 
15 to 30-day notice 50% refund A $150 administration fee 
14 days or fewer 25% refund A $150 administration fee