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When Financial Planning Outgrows Spreadsheets

20 minutes

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See how Iowa districts are moving beyond disconnected spreadsheets to build more confident, data-driven financial plans

District finance leaders are being asked to plan further ahead, respond faster to uncertainty, and communicate financial decisions with greater clarity than ever before. 

But many districts are still trying to do that work through disconnected spreadsheets and manual forecasting processes that limit visibility, slow decision-making, and make long-range planning harder to sustain. 

At some point, the problem stops being spreadsheets. 

The problem becomes confidence: 

  • Confidence in projections 
  • Confidence in long-term planning 
  • Confidence in communicating financial realities to leadership teams and boards 

That’s why Iowa districts are beginning to rethink how financial planning gets done. 

Join Frontline Education and IASB for a closer look at how districts are moving toward a more connected, data-driven approach to forecasting and strategic financial planning using Financial Planning Analytics Lite. 

Developed in collaboration with IASB, Financial Planning Analytics Lite helps districts build projection models directly from Certified Annual Report (CAR) data — reducing manual forecasting work while creating clearer visibility into future financial scenarios. 

In this session, you’ll see how districts are: 

  • Moving from assumption-based forecasting to planning grounded in current financial data 
  • Reducing time spent maintaining disconnected spreadsheets and manual reports 
  • Gaining clearer visibility into future financial scenarios before decisions become urgent 
  • Communicating financial realities more confidently with leadership teams and boards 
  • Spending less time managing data and more time making strategic planning decisions 

We’ll also share how early adopters can join the Iowa Financial Planning Cohort to collaborate and learn alongside peer districts. 

If your district is looking for a more sustainable and strategic approach to financial planning, this session will help you see what’s possible. 

Featured Speakers

Nicole Polizzi-Herzog

Analytics Team, Frontline Education

Nicole Polizzi-Herzog works with school district leaders to strengthen financial planning and decision-making through data-driven analytics. She partners with districts to help transform complex financial data into actionable insight that supports sustainable planning, forecasting, and communication with stakeholders.

Lora Appenzeller

Analytics Team, Frontline Education

Lora Appenzeller supports school systems in using analytics and forecasting tools to improve long-range financial planning and operational decision-making. She helps district leaders streamline reporting processes, evaluate future financial scenarios, and build confidence in strategic planning conversations.

D.T. Magee

Executive Director, IASB

D.T. Magee serves as Executive Director of the Iowa Association of School Boards (IASB), where he works alongside district leaders to support effective governance, strategic leadership, and sustainable planning practices across Iowa schools.

Discover the Frontline Difference

Frontline Education is a leading provider of school administration software, supporting more than 10,000 K-12 organizations nationwide. Our solutions span four key areas — Human Capital Management, Student Solutions, Business Operations, and Data & Analytics — helping school systems operate efficiently and deliver better outcomes for students and staff.

Frontline Analytics

Frontline Analytics helps school leaders make smarter, faster decisions by turning staffing, student, and financial data into clear, actionable insight. Financial Planning Analytics Lite enables districts to build multi-year financial projections directly from Certified Annual Report (CAR) data, helping teams reduce manual forecasting work, improve visibility into future financial scenarios, and communicate planning decisions with greater confidence. 

By connecting financial data into a more sustainable planning process, districts can spend less time maintaining spreadsheets and more time making strategic decisions that support long-term stability. 

Explore Frontline Analytics

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