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Fiscal Essentials

Online • Live • 10 PD Hrs

Whether you are budgeting for annual wages and benefits, overseeing renovations to a facility, or responsible for a single site’s overall budget, knowing and complying with all of the fiscal requirements associated with Head Start services is essential. This course goes beyond the basics and covers the fiscal responsibilities of staff who oversee funds and property.


This course is designed to provide an in-depth understanding of fiscal responsibility for all staff and governing entities with financial roles. Participants can use course materials to assess, plan, and improve their financial management system, develop and execute operating and capital budgets, and maintain safe, effective learning environments. This course also helps grantees prepare for Focus Area (FA) 2 fiscal monitoring and annual audits.

Course Level: Intermediate

Requirements/Prerequisites: None, however, Fiscal Basics is highly encouraged for staff with less than three years of experience in fiscal management

Target Audience: Leadership and Management, Support Services

Course Meeting Times: Office hours on the first Monday of each month, from 10:00 am - 11:00 am ET

Completion Timeline/Duration: One month

Head Start Alignment: Head Start Program Performance Standards, Part 1303 - Financial and Administrative Requirements, Subpart A: Financial Requirements

Course Outline

Course Facilitator

Perry Davis

Perry Davis

Perry is a finance/management consultant specializing in the areas of Head Start fiscal management, program design & management, and eligibility recruitment selection enrollment and attendance. In addition, he’s conducted workshops at the national, regional and state Head Start association, as well Regional, State and Local Associations. Currently, Perry is the CEO of The Management Institute, providing training and technical assistance to federally and state funded entities throughout the country. He has a BS degree in finance/management and master’s degree in business administration with emphasis in finance from Jackson State University, Jackson, Mississippi.

Course Authors

Belinda Rinker, JD

Belinda Rinker, JD

Belinda Rinker, JD, an attorney and managing member of SRCS, has over 30 years of experience working with grant-funded and nonprofit organizations. She recently retired from her position as a senior policy analyst at the national Office of Head Start in Washington, D.C., where she led fiscal, facilities, and disaster recovery initiatives. During her Head Start career, she gained hands-on experience in program operations and fiscal management. Belinda has extensive knowledge of the many governance and fiscal requirements that apply to federal awards and has provided training and compliance assistance at the grantee, state, and national level.

Alan Baquet, Ph.D.

Alan Baquet, Ph.D.

Alan Baquet, PhD, an economist and member of SRCS, has a robust background in educational, nonprofit, and private industry settings. He is nationally recognized for his research and teaching accomplishments. He successfully applied for and managed grant awards throughout his university career. He has expertise in supporting the operation of complex organizations, having served as a department head and associate vice chancellor in educational settings. Alan is certified in both Life Coaching and Appreciative Inquiry, critical skills that enhance his ability to facilitate strategic planning and organizational change initiatives.

What learners are saying...

"This course gives you a very good understanding of what it takes to make good fiscal decisions and provides a basis for a solid fiscal structure within your organization."

– KaTina Magmore, Fiscal Coordinator, Community Action Agency of Columbiana County, Inc.

"Completely essential for someone new to Head Start finance"

– Adriana Griffin, Chief Fiscal Officer, Northern California Child Development, Inc

"Well worth the time invested."

– Amy Butcher, HS/EHS Fiscal Manager, Anderson County Schools' Preschool

"I found the materials very applicable and easily understandable."

– James Haugen, Head Start Health Supervisor, West Central Minnesota Communities Action, Inc

"The instructors use real-life situations when working on budgets. It was easier for me to visualize myself in a meeting talking about the same issues."

– Paola Reyes, Fiscal & Grants Manager, Davis School District Head Start

Registration Rates

Regular Rate: $425

NHSA Member Rate: $295

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  • Online, Self-paced Content
  • Live Instruction
  • 10 Hours of Course Material
  • Video Content
  • 1 Month of Access to Online Course
  • Digital Badge
  • Discussion Forums
  • Certificate of Completion
  • 24/7 Access to Transcript

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