TK-12 Public Finance Training for Governing Boards

Welcome!

About the Training

Assembly Bill 640 ((Muratsuchi), Chapter 618, Statutes of 2025) establishes a statewide requirement to strengthen governance and fiscal knowledge among governing boards of school districts, county offices of education, and charter schools (including charter management organizations). It also requires FCMAT to develop the training curriculum to accomplish this.

Participation Required

Most current board members of the above educational agencies are required to complete the training by April 1, 2028. There are some exceptions for those who have had equivalent training and those who will be leaving office soon.

Training Providers

Trainers must use FCMAT’s curriculum. The content can be taught by individuals from the educational agency or by outside providers, and can be conducted in person or virtually. All training providers must have demonstrable experience and expertise in the subject matter as well as experience supporting the type of educational organization whose board members are receiving the training.

Learn More

For detailed information on training and provider requirements, training deadlines and much more, see the Complete Legal Requirements Fact Sheet.

Syllabus for School District Governing Boards

Syllabus for Charter School and Charter Management Organization Governing Boards

Syllabus for County Office of Education Boards

Comprehensive List of Fiscal Penalties by LEA Type 

Complete Legal Requirements Fact Sheet

Acknowledgements

FCMAT extends sincere thanks to the following individuals and organizations for their valuable help developing this curriculum.

·      School Fiscal Services, California Department of Education.

·      State Board of Education.

·      Edgar Cabral and Kenneth Kapphahn, Legislative Analyst’s Office.

·      John Gray, Matt Phillips, and Wendi McCaskill, School Services of California, Inc.

·      Derick Lennox, California County Superintendents.

·      Members of the California County Superintendents, Business and Advisory Services Committee comprised of county office of education chief business officials.

·      Sara Pietrowski, California Association of School Business Officials.

·      Tristan Brown, CFT.

·      Mitch Olson and Michelle Warshaw, California Teachers Association.

·      Sandra Barreiro, Service Employees International Union.

·      Michael Breyette, California School Employees Association.

·      Michelle Lynch, California Charter Schools Association.

·      Eric Premack, Charter Schools Development Center.

·      Jason Willis, WestEd.

·      Lupita Cortez Alcalá and Alix Gallagher, Policy Analysis for California Education.

·      Larry Picus, University of Southern California.

·      Efrain Mercado, Ed Voice.

·      Rob Manwaring and Sara Bachez, Children Now.

·      John Affeldt, Public Advocates.