School Business Solutions

School Business Solutions provides creative, effective and cost-efficient solutions to help your district meet its needs, even in the face of budget constraints and the pressure to do more with less.

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Baird’s dedicated team of finance professionals focuses on the needs of Wisconsin school districts. School Business Solutions furthers that mission in a variety of ways, including roles as general as providing high-level training for new administrators and as specific as developing cash-flow models to calculate cost-efficient methods for financing projected deficits.

Other services include:

    • Board workshops on school finance topics
    • Developing and presenting budget forecast models
    • Supporting annual fiscal audits and related reporting
    • Assisting with costing models for the negotiations process
    • Creating, implementing and reporting annual budgets
    • Consolidation studies
    • Coordinating the creation of a Fund 73 (OPEB) account

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Providing creative, effective and cost-efficient solutions to help your district meet its needs, Baird’s School Business Solutions team will assist you and your staff with essential financing tools. We offer training, one-on-one support and specialized services in cash flow borrowing analysis, budget forecasting and other fiscal administrative responsibilities.

Budget Forecasting

  • Five-year budget forecast
  • Run "what-if" scenarios
  • Calculate impact of state proposals on local budgets
  • Output reports for committee and board meetings
  • Levy and mill rate planning analysis
  • Budget planning and communication
  • Fund balance projection and analysis
  • Referendum timeline and planning
  • Student FTE projections

Sample Baird Budget Forecast Model

Cash flow borrowing analysis

  • Comprehensive annual cash flow analysis
  • Analyze cost-effective means of borrowing
  • Completion of legal paperwork
  • Assistance with obtaining bids
Sample Cash flow analysis

Other Services

    • Board workshops on school finance topics
    • Developing and presenting budget forecast models
    • Supporting annual fiscal audits and related reporting
    • Creating, implementing and reporting annual budgets
    • Consolidation studies
    • Coordinating the creation of a Fund 73 (OPEB) account
    • Annual administrative calendar checklist

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School Business Solutions is led by Debby Schufletowski. She has experience as a business manager and independent consultant for school districts.

Contact Information
Debby Schufletowski
School Business Specialist
715-552-3567
            Michael Fischer
Public Finance Specialist
414-765-7034

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Join us for our 2014-2015 Baird Budget Model Workshops

Date   Location
November 14, 2014   Eau Claire
November 21, 2014   Green Bay
December 5, 2014   Wausau
December 11, 2014   Whitewater
December 12, 2014   Madison
December 19, 2014   Milwaukee
     
  • If you are interested in attending a Budget Model Workshop, please contact Michael Fischer at 414-765-7034 mfischer@rwbaird.com

Note: All workshops are scheduled 8:30 a.m. – 12:30 p.m.

Build new or refresh your existing model to include:

  • Levy and mill rate planning and analysis
  • Budget planning and communication
  • Budgeting, referendum and salary/fringe scenario building
  • Fund balance projection and analysis
  • New outputs to enhance board/community communication
  • Revenue limit and equalization aid calculations
  • Property value trends and levy distribution analysis
  • Bond rating criteria
  • Referendum timeline and planning

Sample Baird Budget Forecast Model

Ask us about our COMP Module

  • Efficiently budget salary and fringe benefits
  • Analyze impact of salary proposal and benefit increases
  • Upload budgeted figures into your Skyward or Alio financial software-no data entry required!

Sample Baird COMP Module

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Sample Baird Budget Forecast Model icon: toggle