916.652.7165
AB1200 Fiscal Advisor services and fiscal health analyses on behalf of county offices of education.

  • We have been assigned as Fiscal Expert and Fiscal Advisor, depending on extent of fiscal distress of district. Working alongside the superintendent, cabinet and the board, we have assured fiscal solvency and avoided state takeover through a combination of budget cuts, negotiated agreements, and staffing changes.
  • In the process, we have worked with the legislature, CDE, FCMAT and the County Office of Education until the district was no longer in danger of needing a state loan.

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"Terri came to our district at a time of dire need. Our issues probably caused many to shy away from our district, but not Terri. I remember talking to her the first time about our situation and hearing her positive attitude and willingness to jump in and find solutions for us. That aspect of Terri's work ethic has not changed - she is always finding solutions for our problems, some that are very unique to our district and probably the state."
Scott Leaman
Western Placer USD