Fall 2018 School Finance Symposium: Achieving Equity and Transparency at the School Level
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When: Tuesday, September 18, 2018
1:00 PM - 3:00 PM
Where: Meeting Room 1A-1B, Albany Capital Center
55 Eagle St
Albany, New York  12207
United States
Contact: Joel Tirado
(518) 434-2281 ex. 102

Online registration is closed.
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Join us for ASBO New York's Fifth Annual School Finance Symposium. This annual event is provided at no charge and covers important and timely topics in school finance.




A panel of researchers, practitioners, and policy experts will examine and discuss weighted student funding approaches to allocating resources among schools within a single district. This is an emerging topic in New York and education generally.  It addresses a variety of concerns including equitable and adequate resource distribution, strategic resource use, accountability and transparency. Through weighted student funding, school districts tailor funding formulas to address differences between schools, which may include factors such as student poverty, students with disabilities, English language learners, and student homelessness. At the federal level, the Every Student Succeeds Act (ESSA) requires school districts to report spending and revenue sources at the school level beginning with the 2018-19 school year. At the state level, New York is in the midst of a three-year roll out of a school level budgeting requirement that will affect all districts.

This symposium will be structured around the following four questions:

  1. Why distribute funds with weighted student funding formulas?

  2. What is the current state of weighted student funding?

  3. At the school district level, what are best practices for implementing weighted student funding?

  4. How can state policy best promote equity and adequacy between and within school districts?


12:30 PM - 1:00 PM


1:00 PM - 3:00 PM

Panel Presentation and Discussion


The Albany Capital Center’s parking garage is located beneath the facility. The garage is located at 7 Wendell Street, Albany, NY 12207. For more information, click here.

Paper and Annotated Bibliography

To frame this year's topic, an Achieving Equity and Transparency at the School Level report and Achieving Equity and Transparency at the School Level Annotated Bibliography were written and assembled by the ASBO Research Team.




Katie Hagan

Katie Hagan joined the Edunomics Lab at Georgetown University in 2016. Katie works with states on implementing the ESSA financial transparency requirement and supports Dr. Marguerite Roza on research efforts around student-based allocation both at the state and district levels. She previously worked as a Policy Fellow for a state education advocacy organization in North Carolina, where she researched and advocated for high-quality state assessment and accountability systems. Katie was also a classroom teacher in both traditional public and public charter schools, and a 2011 Teach For America corps member in Las Vegas, NV. She holds a Master of Public Policy degree from Duke University, a M.Ed. from the University of Nevada, and a B.A. from Virginia Tech.


Kimberly Lewis

Kimberly Lewis has worked as a school business official for more than 13 years. She currently serves as the District Director of Business & Finance for the Schenectady City School District, a post she has held since 2012. Kimberly has worked most of her career in public education and has served in various capacities. She was a member of the Association of School Business Officials (ASBO) Foundation Aid Task Force and the ASBO committee that recommended guidance concerning ESSA reporting requirements. Kimberly is an advocate for equity in resources and funding for students and districts with low wealth and high need.

Policy Expert

Ian Rosenblum

Ian Rosenblum is the executive director of The Education Trust–New York. He leads an ambitious equity agenda to eliminate the gaps in equity, opportunity, and achievement that hold back too many students from reaching their full potential, especially those who are low-income or students of color.

Prior to joining Ed Trust, Ian served as Deputy Secretary for Education and Economic Opportunity to New York Governor Andrew Cuomo and, earlier, was Secretary of Policy and Planning to Pennsylvania Governor Ed Rendell. Ian has developed, negotiated, and implemented policy and programs on key equity issues, including high academic standards, early childhood education, teacher and principal effectiveness, school turnaround, and higher education access and success. He also led major components of the enactment of Pennsylvania’s first school funding formula in 17 years, and has experience managing strategic communications in government and political campaigns.


Rick Karlin

Rick Karlin covers the state Capitol. A reformed ski bum, he has previously covered education, consumer affairs and features at the Times Union.

Before working at the Times Union, he worked at newspapers in Maine, where he covered the state Capitol, and Colorado, where he covered the energy industry and natural resource issues as well as government beats.