Superintendent proposes business-office reorganization and succession plan ahead of treasurer’s retirement

In the superintendent’s report the district outlined a proposed reorganization of the business office designed to address long-term staffing and oversight needs.

The superintendent said Kathy (last name not specified), who currently oversees the finance office, has indicated a retirement date of June 30, 2027, and the district recommends a succession plan: hire an assistant superintendent for business and operations to replace the departed business official, eliminate the deputy treasurer position, and add a senior account clerk to provide on-site oversight of the accounts-clerk team. The superintendent described Kathy as “spread too thin” and said adding the senior account clerk would give Kathy more time to perform internal-control and oversight work recommended by auditors.

Timelines described in the presentation: the senior account clerk position would be posted and the district hopes to fill it by the end of the calendar year; training would occur so the senior account clerk, deputy (or successor) and treasurer-designate could transition roles if/when Kathy retires. The transcript records that a salary schedule and consultation with the district’s association (CSCA) remain outstanding tasks before posting.

Why it matters: the reorganization aims to strengthen internal controls and continuity in the finance office before a planned retirement, addressing audit-identified workload and oversight issues. The transcript records discussion of posting, salary-schedule development, and a request to the board for review: no formal board vote on the organizational chart was recorded in the excerpt.