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On Demand

Essentials Monthly Briefing: Mid-Year Budget Review & Adjustment Process


Total Credits: 1.0 including 1.0 MASBO Credit(s)

Categories:
Essentials Monthly Briefings |  Food Service |  Finance
Presenters:
Nickolas S Taintor |  Trevor Peterson
Original Program Date:
Nov 10, 2026
Access:
Access for 2 year(s) after purchase.



Description

A mid-year budget review is an important opportunity to evaluate current financial trends, update projections, and make informed adjustments for the remainder of the fiscal year. This webinar will explore the revised budget process, why relying solely on year-end actuals may not provide the most useful forecasting information, and how districts can use mid-year adjustments to support more accurate financial planning and decision-making.

Essential Briefing recordings remain available for viewing for two years following the original presentation. While the content reflects the guidance available at the time of delivery, participants are encouraged to consult current resources or appropriate contacts to confirm details or address specific questions.

Presenter

Nickolas S Taintor's Profile

Nickolas S Taintor Related Seminars and Products

Director of Business Services

Orono Public Schools


Nick Taintor is currently the director of business services at Orono Public Schools in Long Lake, Minnesota. Prior to joining Orono Public Schools in May 2024, Mr. Taintor held the role of Director of the School Services group at Creative Planning Business Services since 2020. Prior to assuming the Director role, Nick served as a Senior Advisor for 11 years to school clients.


Trevor Peterson's Profile

Trevor Peterson Related Seminars and Products

Director of Business Services

Wayzeta Public Schools