Financial Planning for K12 in an Everchanging World

Budgeting and planning in the K-12 public sector has become cumbersome due to antiquated software, unorganized workflows, and limited analytics. District leadership requires a planning and reporting system that delivers accuracydata integrity, and timely access to key operating and financial metrics. The ability to frequently reforecast and perform what-if analysis is imperative. Driving predictable performance and reporting with confidence can only be done with a modern planning solution.

Please join Capitalize and Workday in a workshop focusing on:

  • Moving beyond spreadsheets, while dramatically reducing the time and cost in planning
  • Driver-based planning for revenues and expenses that can vary across funds, accounts, functions, locations, etc.
  • Easily adjusting budgets, gross wages, and employee benefit costs
  • Identifying plan, forecast, and actual variances and trending at any operational level
  • Modeling integrated expenses, revenues, and payroll data with effects of local tax, grant, and bond availability
  • Reports and dashboards that provide rich data visualization

This workshop is intended for financial management and leadership in the K-12 public sector.

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