Stepping into a Chief Financial Officer or Business Manager role in a Texas school district can feel like drinking from a firehose. The First-Year CFO Playbook is a year-long cohort is designed to provide steady support, clarity, and confidence early-career leaders need to navigate the role successfully.
Built around the real-time demands of the job, this cohort offers timely discussions on essential topics including budgeting, accounting, compliance, revenue, and leadership. Learn the concepts, understand the why, you'll work through what’s happening right now in the school year, with guidance that aligns to the Texas school finance cycle.
Registration is on a 12-month rolling cycle. Online sessions begin at 9 AM on Thursdays via Zoom (links sent at a later date). The meeting schedule for the 2026-2027 school year is below:
- Thursday, August 27, 2026 | 9 AM to 11 AM | Online
- Thursday, September 17, 2026 | 9 AM to 11 AM | Online
- Thursday, October 15, 2026 | 9 AM to 11 AM | Online
- Wednesday, November 11, 2026 | Time TBD | In-person in conjunction with Accounting & Finance Academy in Allen
- Thursday, December 10, 2026 | 9 AM to 10 AM | Online
- Thursday, January 21, 2027 | 9 AM to 11 AM | Online
- Thursday, February 18, 2027 | Time TBD | In-person in conjunction with Engage Conference in San Antonio (Conference registration required to participate)
- Thursday, March 4, 2027 | 9 AM to 10 AM | Online
- Thursday, April 8, 2027 | 9 AM to 11 AM | Online
- Thursday, May 13, 2027 | 9 AM to 11 AM | Online
- Tuesday, June 15, 2027 | Time TBD | In-person in conjunction with Summer Solutions Conference in Dallas