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Budgeting for Educational Equity - Connecting Student Learning and School Business Through an Equity Lens: One Instructional Leader's Journey to Becoming a Chief School Business Official

Connecting Student Learning and School Business Through an Equity Lens: One Instructional Leader's Journey to Becoming a Chief School Business Official

09/14/21 • 41 min

Budgeting for Educational Equity

Each person’s equity journey is unique, including the one taken by Marguerite Williams, Ed.D. After serving as a teacher, principal and assistant superintendent for academic services, she became increasingly interested in the business side of schools and completed the CASBO CBO Certification program. That helped lead to her recent appointment as assistant superintendent/CBO for a charter management organization in Vallejo that operates four schools and serves approximately 1,400 students.

In this episode, Marguerite shares valuable insights about resource allocation and equity from her unique perspective as an instructional leader and a new CBO. She describes key challenges, what motivated her on her journey, and how her own understanding of school business has evolved -- plus, practical strategies she’s used to keep equity at the forefront throughout her career.
Quotable:

“On the business side, I can do great things for students. I can support the instructional program with resource allocation. I can make sure our students have the best facilities to learn. I can make sure there's a clean and safe environment.”
More about our guest
Marguerite Williams, Ed.D., serves as assistant superintendent/CBO for Griffin Technology Academies in Vallejo. Previously, she served as assistant superintendent of academic services for Adelanto Elementary School District, and as senior director of equity and diversity for the Association of California School Administrators. Dr. Williams began her career in education as a teacher, and has also served as an assistant principal and principal in the San Bernardino City School District, and as a district-wide instructional director in Los Angeles USD. She obtained her doctorate in educational leadership with an emphasis in higher education by examining the levels of site and district leadership support which teachers and team members received in implementing the Response to Tiered Intervention Model in San Bernardino. She holds a Master’s Degree in Multicultural Education.
Download the episode 5 companion brief here.

About our series
Budgeting for Educational Equity is presented by the California Association of School Business Official (CASBO), the premier resource for professional development and best practices for more than 24,000 California school business leaders, in partnership with WestEd, a national nonprofit research development and service agency that works to promote excellence and equity in education. We are grateful to the Sobrato Family Foundation for providing additional support.
Our series is written and produced by Paul Richman and Jason Willis. Original music, mixing and sound by Tommy Dunbar. John Diaz at WestEd serves as an advisor and develops the written materials that go along with each episode.

Engage With Us!
Follow us on Twitter at @Budget4EdEquity to keep up to date on the series; find additional resource recommendations; and share your thoughts, ideas, questions and feedback.

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Each person’s equity journey is unique, including the one taken by Marguerite Williams, Ed.D. After serving as a teacher, principal and assistant superintendent for academic services, she became increasingly interested in the business side of schools and completed the CASBO CBO Certification program. That helped lead to her recent appointment as assistant superintendent/CBO for a charter management organization in Vallejo that operates four schools and serves approximately 1,400 students.

In this episode, Marguerite shares valuable insights about resource allocation and equity from her unique perspective as an instructional leader and a new CBO. She describes key challenges, what motivated her on her journey, and how her own understanding of school business has evolved -- plus, practical strategies she’s used to keep equity at the forefront throughout her career.
Quotable:

“On the business side, I can do great things for students. I can support the instructional program with resource allocation. I can make sure our students have the best facilities to learn. I can make sure there's a clean and safe environment.”
More about our guest
Marguerite Williams, Ed.D., serves as assistant superintendent/CBO for Griffin Technology Academies in Vallejo. Previously, she served as assistant superintendent of academic services for Adelanto Elementary School District, and as senior director of equity and diversity for the Association of California School Administrators. Dr. Williams began her career in education as a teacher, and has also served as an assistant principal and principal in the San Bernardino City School District, and as a district-wide instructional director in Los Angeles USD. She obtained her doctorate in educational leadership with an emphasis in higher education by examining the levels of site and district leadership support which teachers and team members received in implementing the Response to Tiered Intervention Model in San Bernardino. She holds a Master’s Degree in Multicultural Education.
Download the episode 5 companion brief here.

About our series
Budgeting for Educational Equity is presented by the California Association of School Business Official (CASBO), the premier resource for professional development and best practices for more than 24,000 California school business leaders, in partnership with WestEd, a national nonprofit research development and service agency that works to promote excellence and equity in education. We are grateful to the Sobrato Family Foundation for providing additional support.
Our series is written and produced by Paul Richman and Jason Willis. Original music, mixing and sound by Tommy Dunbar. John Diaz at WestEd serves as an advisor and develops the written materials that go along with each episode.

Engage With Us!
Follow us on Twitter at @Budget4EdEquity to keep up to date on the series; find additional resource recommendations; and share your thoughts, ideas, questions and feedback.

Previous Episode

undefined - The Time and Space to Innovate Toward Equitable School Systems

The Time and Space to Innovate Toward Equitable School Systems

School districts face extreme urgency to safely return students to in-person environments and help them recover from a pandemic that has not yet ended. At the same time, leaders and practitioners are pressing to expeditiously but thoughtfully allocate a windfall of new state and federal dollars – all the while trying to leverage the unique opportunity created by these circumstances to bring about transformative changes to our public school systems.
How can school communities make the most of this moment to innovate towards a greater equality of outcomes for all students? That's the question we explore in this episode. Education reform experts Michael Fullan and Joanne Quinn share powerful ideas and insights from their work. Both have advised school systems in California and throughout the world. They’ve co-authored many books and papers, including their latest, “Right Drivers for Whole System Success.”
Fullan and Quinn help us to look through the lens of equity and learning, emphasizing that education leaders should prioritize engaging all of their students.
The possibilities for investing this influx of new, one-time funding to address inequities is truly exciting. But not so simple. School business officials especially may find themselves caught in a tension, on the one hand focused on fulfilling their important, traditional role of ensuring fiscal health and responsible accounting (including spending down Covid-recovery funds within prescribed timelines) while also being presented an opportunity to help their districts think and act in new ways that can be sustained over time.
CASBO CEO and executive director Tatia Davenport also re-joins Jason to put some of Michael and Joanne’s ideas through a school business “reality check.” Tatia describes why focusing on increasing the long-term yield of our public school investments is so critical, plus she highlights why district leaders need more time and space to plan, so they can develop a cohesive strategy with their communities for effectively spending their funds and improving outcomes.
Download the Episode 4 Companion Brief here.

Guests

Joanne Quinn is an international consultant and author on system change, leadership, and learning. As co-founder and Global Director of New Pedagogies for Deep Learning, she leads partnership work across eight countries focused on transforming learning. Joanne has provided leadership at all levels of education as a superintendent, implementation advisor to the Ontario Ministry of Education, and Director of Continuing Education at the University of Toronto.

Michael Fullan, O.C., is the Global Leadership Director of New Pedagogies for Deep Learning and a worldwide authority on educational reform with a mandate of helping to achieve the moral purpose of all children learning. A former Dean of the Ontario Institute for Studies in Education (OISE) of the University of Toronto, Michael advises policymakers and local leaders around the world to provide leadership in education.
*
Budgeting for Educational Equity is presented by the California Association of School Business Officials (CASBO), in partnership with WestEd. Our series is written and produced by Paul Richman and Jason Willis. Original music, mixing and sound by Tommy Dunbar. John Diaz at WestEd develops our related written materials. We are grateful to the Sobrato Family Foundation for providing additional support.
@Budget4edequity

Next Episode

undefined - Updates -- Plus, Be Sure To Check Out Our Companion Briefs

Updates -- Plus, Be Sure To Check Out Our Companion Briefs

We hope you've been enjoying the series so far and taking away a lot of useful information. This is a quick update to let you know we are busy working on several new episodes that will start posting in a few weeks. We also wanted to make you aware of the companion briefs that are now available online.
To describe these more, host Jason Willis introduces John Diaz, a financial analyst at WestEd, who has been leading the work in developing the companion briefs. The briefs serve as a helpful, interactive tool for listeners, building on strategies or practices articulated by our guests, and offering additional research on topics related to budgeting for educational equity.
Available Companion Briefs include:

More About the Series and the Briefs
Budgeting for Educational Equity is a podcast series that explores how education resources can be allocated to better meet the needs of all students. The companion briefs have been developed to provide opportunities for listeners to engage in tangible, practical application of the lessons derived from each episode. The brief can be used as a launching point for discus- sions about equity within communities and school district administrative offices. It can also be used to support existing ongoing work such as the Local Control Accountability Plan or district budget development. Episodes can be found online in the Show Notes and on the WestEd Budgeting for Educational Equity Podcast Series webpage.
*
Budgeting for Educational Equity is presented by the California Association of School Business Official (CASBO), the premier resource for professional development and best practices for more than 24,000 California school business leaders, in partnership with WestEd, a national nonprofit research development and service agency that works to promote excellence and equity in education. We are grateful to the Sobrato Family Foundation for providing additional support.
Engage with us!
Follow us on Twitter at @Budget4EdEquity to keep up to date on the series and share your thoughts, ideas, questions and feedback.
Budgeting for Educational Equity is written and produced by Paul Richman and Jason Willis. Original music, mixing and sound by Tommy Dunbar. John Diaz at WestEd serves as an advisor and develops the written materials that go along with each episode.

Budgeting for Educational Equity - Connecting Student Learning and School Business Through an Equity Lens: One Instructional Leader's Journey to Becoming a Chief School Business Official

Transcript

On The Road To Equity and Becoming A Chief Business Official for Schools – with Dr. Marguerite Williams

Jason Willis:

Welcome back to Budgeting for Educational Equity, a series presented by CASBO and WestEd. I’m Jason Willis, your host.

Intro music starts.

Jason:

Each person’s equity journey is unique. Each of us brings our own history, our own experiences, our own learning, to the work. Previously in this series,

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