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Financial and Operational Reviews

William Guy William Kennedy Robert Manley Dr. Gail McKinsey Dr. Bruce Mousa Robert Sampieri

SchoolMatch consultants offer Financial and Operational Reviews in addition to our slate of other services. Financial and operational studies are custom designed to help school leadership assess the effectiveness of a variety of key financial management practices. Activities included in the review may include:

  • On-site meetings with officials (and sponsoring organizations, where applicable) of the Client School System to confirm the mutual understanding of expected study outcomes

  • Collection and review of financial data and documents related to school system financial management capacity, including such categories as reporting systems, state requirements, Board-directed priorities, bargaining unit commitments, instructional resource deployment activities, general revenue related to physical plant needs, food service, transportation, maintenance repair, insurance costs, and related priorities

  • Review and analysis of budgets from school systems with similar socioeconomic and demographic characteristics

  • Determination of areas of operation where the school system may benefit from emerging forms of cost savings programs, community cost-sharing ventures, business, advertising and community investment options, service consolidation approaches and philanthropic initiatives

  • Examination of means used by the school system to explain the use of funds to the various school system stakeholder groups

  • Analysis, amplification and incorporation of results of a stakeholder perception survey related to deployment of financial resources.
  • There is flexibility in the SchoolMatch Financial and Operational Review process to meet the specific goals of the client school system.

    Team members include nationally prominent experts such as:

    William A. Guy,CGFM, Senior Executive Financial Consultant at SchoolMatch, has over thirty years experience in public-sector financial management. The former Chief Financial Officer for the Columbus (OH) Public Schools also served as Deputy Treasurer for the State of Ohio, treasurer for the Lockland (OH) City schools and Assistant Treasurer for the Cincinnati (OH) Public Schools and has served as President of the Central Ohio chapter of the Association of Government Accountants and President of the Ohio School Employees Retirement System Board of Directors. He has served as a SchoolMatch financial consultant in both Sarasota County Public Schools and Santa Rosa County Public Schools. Mr. Guy holds the Certified Financial Government Manager Credential awarded by the Association of Government Accountants.

    William Kennedy, CISA, CPA, As Partner and the Director of Consulting Services for Steen & Kennedy, Mr. Kennedy has responsibility for services provided to the firm's clients, including several counties, cities, townships, and school districts within the State of Ohio. These services include financial statement audits, GAAP conversions, consulting projects, and agreed upon procedures engagements. While with Steen & Co., Mr. Kennedy has managed audit and consulting services for Upper Arlington City Schools, Fairfield Union Local Schools, and Hamilton Local Schools. Before joining Steen & Co., Mr. Kennedy was an Audit Manager for the Ohio Auditor of State's office where he gained extensive experience with governmental entities. During his time with the Auditor of State's office, Mr. Kennedy was responsible for the management of over 25 state-level agency audits, including audits of multiple Federal programs as part of the Federal Single Audit for the State of Ohio. Mr. Kennedy earned his BSBA degree in Accounting from Ohio State University. He is licensed to practice as a Certified Public Accountant and Certified Information System Auditor in the State of Ohio.

    Robert L. Manley, CPA, Senior Executive Financial Consultant at SchoolMatch, served as the Assistant Superintendent for Business and Related Services for 79,000 student Polk County, Florida, Schools for 35 years. Concurrently, for more than 20 years, he taught business and accounting courses at Polk Community College, and he maintains a private CPA practice. Mr. Manley is Past President of the Florida School Finance Officers' Association, Florida Association of School Business Officials, and the Polk Association of School Administrators. He is also Past Chair of the Florida School Finance Council. Mr. Manley earned his Master of Arts degree from the University of Florida.

    Dr. Gail F. McKinzie has been Superintendent of Indian Prairie School District 204, Naperville IL, since 1995. District 204 is one of the fastest growing school systems in the nation. Dr. McKinzie is former Superintendent and senior administrator in several school districts in Missouri and Iowa; lecturer in curriculum and instruction at the University of Missouri and Iowa State University; and consultant to Phi Delta Kappa. Among her considerable honors are the Iowa Excellence in Administration Award and Missouri PTA Life Award. Dr. McKinzie serves as a Director on the boards of Rush Copley Hospital, Naperville YMCA, and Knox Retirement Village, in addition to her work with Aurora and Naperville Chambers of Commerce, Rotary International and a host of professional organizations. Dr. McKinzie earned her PhD from Iowa State University and completed post-doctoral work in Educational Administration at the University of Missouri.

    Dr. Bruce E. Mousa, Senior Executive Consultant at SchoolMatch, served as Chief Business Officer for the Worthington (OH) City Schools for many years, where he also served as Director of Business Services and Administrative Specialist for Personnel. He chaired the Ohio Public Schools Committee for the All-Ohio Safety Congress and was educational consultant to LINC Resource on the Market Linkage Project in Special Education. The former Treasurer of the Ohio Association of School Personnel Administrators was named Administrator of the year by the Ohio Association of School Personnel Administrators, and holds Certification in Strategic Planning from the AASA National Academy for School Executives. Currently he serves as a project management consultant and training instructor and is certified as a Project Management Professional (PMP) by the Project Management Institute (PMI). He received his Ph.D. in educational leadership from The Ohio State University.

    Mr. Robert A. Sampieri, Senior Executive Financial Consultant at SchoolMatch, is former Director of K-12 Education at PricewaterhouseCoopers LLP, where he directed, managed and provided consultant services to the K-12 Education sector. He has served as Chief Operating Officer of the Chicago Public Schools and former Director of Educational and Management Services for the Los Angeles Unified School District. With more than 35 years of executive level experience in the management and administration of medium (5,000+ students) and larger urban (20,000+ students) school districts, he has provided consulting services and directed several comprehensive management and financial reviews for school districts such as the New York City Public Schools, Philadelphia City Schools, Houston Independent Schools, as well as many other school systems across the nation. Mr. Sampieri received his M.A. in Educational Management and Administration from the California State University at Northridge.

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