Strategic Financial Planning (CPIM approved)

Recorded On: 04/27/2020

Registration Closed

Your district’s financial plan is the road map towards achieving its goals and ensuring optimal return on stakeholder’s investment. In this session we’ll discuss the essentials of a good financial plan, who benefits, how to use the plan, and how to communicate the plan. And worth mentioning, a that good financial plan remains essential no matter the current economic, health or political environment. In fact, now is the time this type of planning is more essential than ever!

Stacy Overly

Senior Analytics Advisor, Frontline Education

Stacy Overly provides direct financial services to clients. He has over 30 years of experience serving as school district treasurer, including 25 plus years of developing financial forecasting tools, and providing instruction and training opportunities attended and used by over two hundred of Ohio’s public school treasurers. Stacy works with clients to analyze trends and review local economic data to help determine a long-term operating strategy for the organization. He holds his Master of Business Administration and his Bachelor of Business Administration in Finance from Ohio University.

Eric Eggan

Analytics Advisor for Forecast5 Analytics

Prior to joining Forecast5, Eric worked as an administrator for the University of Notre Dame’s Mendoza College of Business; specifically, serving the Executive Education cohorts in the Master of Finance and Master of Business Analytics programs. In that role, he worked to ensure that the program ran smoothly from an operational perspective, managed the students’ academic advising and counseling, and supported the design of the policy and guidelines for the overall program. Eric holds his Master of Education from DePaul University, and his Bachelor of Science in History and Political Science from Iowa State University.