How to Read a Financial Report

Among the breakout sessions at the 2018 retreat was a presentation for board members on how to read and understand school financial reports. The presenters were iLEAD CFO Phil Oseas and Myron Breitstein, iLEAD’s Director of Client Services.

Given board members’ role in ensuring schools’ financial stability, setting and approving budgets, and ensuring adequate financial resources, the duo provided the overview as a refresher course in reading relevant financial documents such as budgets, check registers, and financial statements.

We pride ourselves on having a family of board members who devote themselves to staying up to date on iLEAD’s financial matters, and ensuring we have transparency and integrity in our dealings.

Want to brush up on Phil and Myron’s presentation? Click here to download a PDF of their slideshow.

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