financial management

T/E School Board Candidate Question #2: Financial Management

Here is the full list of candidates running for T/E School Board – See Question #2 and the candidate responses below (in alphabetical order by last name).

T/E School Board Region 1 Candidates
Roberta Hotinski (D) Incumbent, unopposed
Todd Kantorczyk (D) Incumbent, unopposed

T/E School Board Region 2 Candidates (2 seats available)
Doug Anestad (I)
Michele Burger (D) Incumbent
Stacy Stone (D)
Ed Sweeney (R) Incumbent

T/E School Board Region 3 Candidates
Mary Garrett Itin (D)* opposed by Nicholas Lee (R)
Incumbent Kate Murphy (R) opposed by Sue Tiede (D)

*Mary Garrett Iten was appointed to the T/E School Board in July 2019 (to fill the seat vacated by Heather Ward) to serve through the December 2, 2019 School Board Reorganization Meeting.

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Question #2:  The school district has acknowledged some lapses in its financial management. What in your background or experience will ensure that the performance is improved going forward?

Doug Anestad Response:

My experience as a project manager in charge of million-dollar projects gives me the experience necessary to understand how budgeting should work and how accountability should happen. I have also been a member of multiple community boards including the president and secretary of my HOA, treasurer and secretary of the Chesterbrook Civic Association, vice president of the Tredyffrin Historic Preservation Trust, and member of the Tredyffrin Environmental Advisory Council.

As a member of the community, I have already given multiple suggestions to the school board to improve the accuracy of the budgeting process to help avoid the annual “fall surprise” that turns projected deficits into surpluses.

I would push to hold the business manager accountable to his budget projections.  This would ensure that there are not any last-minute surprises, as has happened in the past, when the actual numbers ended up being drastically different from the projected budget.

Michele Burger Response:

I hold a Bachelor’s degree in Business Administration and have been responsible for the budget associated with managing a sales force. I served as PTO president for three years at Valley Forge Elementary school and was responsible for ensuring that fundraising revenue and event expenses were properly accounted for. As an elected representative charged with the responsibility of financial oversight, I will continue to listen and gather expert advise from community members with a background in school budgeting and finance. I will continue to attend Pennsylvania School Board Association sponsored workshops that focus on improving financial planning and budgeting processes. Regarding the management of capital expenditures, I have a track record of saving a significant amount of money on proposed projects by ensuring that the project is a necessity, not a “nicety”.

Roberta Hotinski Response:

I would not agree that the “district has acknowledged some lapses in its fiscal management.” My  experience on the board has indicated that there is a need for improvement in the administration’s communication of financial issues to the board and the public, both in the timeliness and detail of reporting.  I have always advocated for providing detail and context in our financial discussions, but developments over the last year have strengthened my resolve to ensure the administration is more proactive in its communications around fiscal issues.  One improvement that the board has recently introduced to this end is monthly reporting of special education costs to ensure that we are tracking this highly variable expense center to understand its impact on our budget. I support making similar “deep dives” in other areas, including closer looks at major expense and revenue drivers and placing our annual budget in a longer-term context.

Mary Garrett Itin Response:

I have experience working with a team on multi-million dollars County Behavioral Health budgets, providing County oversight for budgets of funded programs, and reporting on outcomes and expenditures for programs funded by state and federal grants.  I am committed to transparency and strengthening our budget process by examining other Act 1 Budget Processes for best practices, working with other Board members to adopt the goal of achieving the Certificate of Excellence in Financial Reporting awarded by the Association of School Business Officials International, and putting 5 years of financial documents on our website.

Todd Kantorczyk Response:

I do not agree that the “school district has acknowledged some lapses in its financial management.”   That said, the district has faced and will continue to face financial challenges, due primarily to increasing enrollment.  I believe I possess the necessary background and experience to ensure that the district continues to meet those challenges in a way that respects funds provided through local tax revenues.  In my professional career, I have provided environmental compliance advice to many businesses ranging from Fortune 100 companies to closely held corporations.  In all instances, it is critical that I understand their business objectives and the associated financial ramifications of the solutions I provide.  These financial issues include: liability reserve estimation and accounting; financing options for mergers, acquisitions, and real estate transactions; and budgeting for construction projects.  Finally, I have gained valuable experience as a member of the Finance Committee, the past three as chair.

Nicholas Lee Response:

Anyone who knows me knows how zealously I commit to combatting injustice. The recent instances of financial mismanagement in our School District’s are an injustice to each and every one of our residents. When we commit financial mistakes, the students and residents suffer and trust in our institutions breaks down. My past and current experience in the realm of financial management consists of serving as a member of the Parish Council Member for St. Katharine of Siena in Wayne, managing budgets as Department Director for the Office of Young Adult Ministry in St. Louis, MO, and conducting an internal audit for the Archdiocese of St. Louis.

Kate Murphy Response:

Having gone through it over the past four years, I can certainly say there is a learning curve.  And the experience I’ve gained allows me to detect problems and assess options more quickly.  So I’ll be picking up where I left off and more prepared than ever to tackle financial management issues.  But more than anything, good oversight of the district’s finances requires a willingness to question assumptions and to insist on getting answers.  I have done that, repeatedly, on financial and other issues, and I will continue to do so if re-elected.

Stacy Stone Response:

As the supervisor of the Educational Support Services Department (which included After School Programs, Art, ASL, the Educational Resource Center, Library Services, P.E., and Speech) at the Pennsylvania School for the Deaf, I was charged with oversight of a budget of several million dollars.  I took that charge seriously, and was diligent both in tracking spending and in helping to develop budgets that were fiscally responsible while meeting the needs of our diverse student population.

In T/E, I support consulting an independent Financial Advisor to review best fiscal practices, as well as continuing to find creative strategies to curb costs while maintaining the high quality of our schools during this period of increasing enrollment.

Ed Sweeney Response:

A School Director’s highest priority should be public confidence in our budget process, knowing that the money is going to our students’ education. These reforms were my initiatives:

  • revising policy to address the $1.2 million invoices error never happens again
  • revising the AFRs to correct our submission with the Pennsylvania Department of Education
  • submitting a comprehensive Financial Reform Package to address issues of Financial Accountability

I will continue to fight for financial accountability and will continue to reach out to fellow Board members to seek their votes and support.  The options include personnel change.

I am a plaintiff’s lawyer who fights against big companies and insurers.  I have to confront and/or negotiate on a daily basis.  I have gained trust by 25 years of diligence.  Additionally, I have 25 years of experience on boards and commissions.  I have helped steer institutions in difficult situations which needed to correct course.

Sue Tiede Response:

Throughout my professional career, I have had significant experience and insight into public school budgeting. As the building principal of both Evergreen Elementary in Perkiomen Valley School District and Devon Elementary in T/E School District, I consistently created and adhered to a building budget that provided teachers with the materials and resources required to meet the needs of the children at each grade level. As Director of Personnel for the T/E School District it was my job to monitor student growth in all of the District schools. Using projected enrollment numbers I developed a multimillion dollar salary and benefit budget to responsibly address the staffing needs of the expanding District. These experiences have afforded me a greater appreciation for how to make sure every dollar provided by taxpayers is used most effectively.

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