Our service supports state and local education agencies in strengthening fiscal systems, policies, procedures, and practices to ensure compliance with federal education program requirements and improve program effectiveness. Through analysis, collaboration, and capacity building, WestEd helps agencies design sustainable fiscal systems that promote accountability, transparency, and better educational outcomes for every school, community, and learner.
How We Help
Our approach consists of a comprehensive assessment of your state or local policies, procedures, and practices that includes documentation review and staff interviews.
Based on the result of our analysis, we design action plans to revise fiscal systems so they are aligned with federal and state regulations, including the Every Student Succeeds Act (ESSA), Individuals with Disabilities Education Act (IDEA), Education Department General Administrative Regulations (EDGAR), and Uniform Grant Guidance. Our team provides hands-on support through implementation planning, customized training, and coaching.
We also develop and refine fiscal monitoring systems, conduct monitoring reviews, and prepare agencies for successful oversight processes. By combining technical expertise with a collaborative approach, we build internal capacity and ensure systems are practical, sustainable, and aligned with organizational goals. Our goal: highly connected, coherent fiscal systems that work to improve outcomes for all.
Service Delivery
- Hybrid (online and onsite)
Who Will Benefit
- State education agency (SEA) leaders
- Local education agency (LEA) administrators, including those at charter schools
- Fiscal directors and business officers
- Program directors (e.g., special education, ESEA programs)
- Grants and compliance staff
Are you ready to strengthen your education agency’s fiscal systems, policies, and practices?
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“Being in a job that requires so much finance knowledge can be overwhelming. Y’all do a great job of presenting and explaining. I learn every time I attend one of your sessions.”
— Patricia Keaney
Director of Special Education, Pascagoula-Gautier School District, MS
Featured Experts
Anthony Mukuna
Mari Mathews
Connecting Research With Practice
This service is grounded in federal education and fiscal policy frameworks, including ESSA, IDEA, EDGAR, and Uniform Grant Guidance. WestEd integrates different approaches to organizational capacity building, continuous improvement, and systems design.
By combining policy expertise with practical application, the service ensures that fiscal systems are not only compliant but also effective in supporting equitable educational outcomes. Our model emphasizes sustainability, transparency, and alignment between fiscal practices and program goals to improve overall system performance.
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