School Finance Template Boot Camp (formerly Budget Boot Camp)

TASA’s School Finance Template Boot Camp (formerly known as Budget Boot Camp), redesigned in 2020 and renamed last year, has long been considered a valuable asset to administrators. Recent changes to school finance formulas, including implementation of the new $100,000 homestead exemption and additional tax compression, have made the revenue estimation process more of a challenge than ever. This hands-on session will break down the steps to template completion one by one, and staff will be available to work with you individually and answer questions. The next School Finance Template Boot Camp will be conducted in conjunction with the 2024 TASA Midwinter Conference.


2024 Schedule

Sunday, January 28, 8 a.m.-12 pm.


Registration will open at 9 a.m., Tuesday, October 3, 2023. You must register for the 2024 TASA Midwinter Conference in order to register for the School Finance Template Boot Camp. Find more information on the TASA Midwinter Conference registration webpage.

This event should not be confused with the TASA/TASB/TASBO Budget Cohort for Texas District Leaders event that will be held at the Austin Convention Center Monday, January 29, 11:45 a.m. – 1 p.m. If you are already registered for the Budget Cohort series, you are not required to purchase Midwinter Conference registration to attend ONLY the Budget Cohort event on Monday.

What to Bring

The items on this list and your personal laptop (very important!)


2022-23 Budget Cohort for Texas District Leaders – January Event (In-person)

The 2022-23 Budget Cohort for Texas District Leaders is a series of eight events to be held throughout the school year. It is designed to allow your district to better utilize its finance and business functions to support and enhance other areas, including curriculum and instruction, human resources, and special programs, so your superintendent, chief financial officer, chief curriculum officer, and human resources officers should attend together. Up to three team members are included in the registration fee! All training will be led by subject matter experts identified by TASA, TASB, and TASBO and will follow this schedule of topics.

This Training Session

The January 2023 training is the fourth in the series, will be conducted during the TASA Midwinter Conference (11:45 a.m. – 2 p.m.) at the Austin Convention Center, and focuses on the following topics:

  • Understanding Texas demographic trends and how it relates to your district
  • Looking forward to the 88th legislative session

CPE Credit

The 2022-23 Texas District Leaders Budget Cohort will receive 28 hours of training.

Registration Fee

$3,750 per team (up to three participants from a district) for all eight events.
Districts may send up to two additional participants to all eight events at the rate of $500 each.