Five-Part Series for District Leadership

Our foundational session provides a clear overview of statutory governance requirements under Proposition 39, including the roles and responsibilities of district leadership and Citizens’ Bond Oversight Committees (CBOCs). Participants will gain a structured understanding of governance expectations, legal compliance obligations, and the importance of maintaining independent oversight to protect public funds. 

Our second session focuses on strengthening financial transparency through disciplined controls on bond expenditures. Participants will learn how to establish clear tracking structures, maintain alignment between approved projects and expenditures, and implement practices that support accurate reporting, accountability, and public trust. 

The third session introduces practical approaches to monitoring bond-funded capital programs with clarity, consistency, and structure. Participants will explore how to improve program-level visibility, identify emerging risks early, and implement structured monitoring practices that support informed decision-making and reduce exposure to compliance and financial risk. 

Our fourth session prepares districts to meet annual audit requirements with confidence. Participants will gain insight into common audit findings, documentation expectations, and best practices for maintaining organized, accurate, and audit-ready records that withstand independent financial and performance reviews. 

The concluding session brings together the core elements of governance, transparency, monitoring, and accountability into a cohesive framework for long-term program success. Participants will learn how to align structures, strengthen oversight practices, and create sustainable systems that support well-managed, compliant, and successful bond programs.